Complete & Format Employee Census (Guided Setup) - Knowledge Base | BerniePortal

Completing and Formatting the Employee Census - Guided Setup

Completing and formatting an employee census as part of BerniePortal Setup (Guided Setup) is no longer available. The former Import Employees step was removed from the setup checklist.

What this means

You will not see an employee census download or upload step during BerniePortal Setup. Current setup covers Your Information, Employer Information, and Add A Logo. Broker-provisioned employers may also see Checkout and Free Features.

For current setup steps, see Guided Employer Setup - Step by Step Instructions or Guided Employer Setup for Employers Added by a Broker - Step by Step Instructions.

Import employees after setup

To add multiple employees with a census spreadsheet, use Import employees from Employees → List. See Adding Employees via Census Upload and Completing and Formatting the Employee Census.