Documents - Knowledge Base | BerniePortal

Documents

If your employer works with a BerniePortal licensed broker, you can review important documents sent to your account from your broker. Clicking on a document link will download a PDF of its contents to your computer.

The "Documents" area is accessed by selecting the "Account" dropdown, then "Documents."



Didn't find what you were looking for? Send us a ticket.
    • Related Articles

    • 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 ...