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Guided Employer Setup for Employers Added by a Broker - Step by Step Instructions
Ready to setup your organization with BerniePortal? The guided employer setup experience will help you set up your organization more quickly, as well as customize BerniePortal for your business. The setup process is designed as a checklist to easily ...
Integrations
BerniePortal houses a large amount of information for your employer that other systems, such as payroll systems, often need to do their job. That’s why we offer integrations, allowing you to push data to other systems for harmonious HR and Benefit ...
To Do - Compliance
The To Do list on your admin home screen keeps you up to date on tasks requiring admin attention, usually involving the approval of employee requests and or other actions necessary for admin review. Use the dropdown menu for each To Do list header ...
Stats - Compliance
Easily track who has reviewed and/or signed important compliance documents that are sent to employees via a double donut graph directly on your admin home screen. The outer line of the graph represents the number of employees who have viewed the ...
Subgroups
Subgroups allow BerniePortal to correctly organize and categorize employees. For example, say that benefit offerings vary between employees based on their status (managers, full time, part time). Subgroups help you define those groupings to ensure ...