Email Settings - Knowledge Base | BerniePortal

Email Settings

Configure which people receive email notifications for Benefits and PTO actions, and for BernieBill billing, from Account Email Notifications.

Employers can update these settings. Benefits Feature Admins configure Benefits notifications from Benefits Settings instead — see Email Settings - Benefits.

To open Email Notifications:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. Select Email Notifications from the left-side menu.
BerniePortal opens the Elections tab. If BernieBill is enabled for the employer, a Billing tab also appears.

To configure Benefits or PTO emails on Elections:
Benefits and PTO sections appear on Elections only when those features are enabled for the employer.
  1. On the Elections tab, select a subgroup from the Benefits Group dropdown, the PTO Group dropdown, or the PTO Subgroup dropdown (the label depends on which features are enabled).
  2. In the notification table, select or clear the checkbox in the Interested Party column, the Email employee column, or both, for each notification you want to change.
BerniePortal saves each change as soon as you select or clear a checkbox — there's no separate save step. Benefits notifications can include both columns; PTO notifications use the Email employee column only. Not every Benefits notification offers both columns. Settings apply to one subgroup at a time, so repeat these steps for each subgroup you want to configure.

To add an interested party for a Benefits subgroup:
Each Benefits subgroup has its own interested parties list in the INTERESTED PARTIES table on Elections. PTO does not use interested parties.
  1. Enter the person's name in the First name field.
  2. Enter their email address in the E-mail field.
  3. Select Add.
BerniePortal requires a first name and a valid email address, and adds them immediately — there's no separate save step.

To remove an interested party for a Benefits subgroup:
Select Remove next to the interested party you want to remove. BerniePortal removes them immediately, with no confirmation step.

To configure billing emails:
The Billing tab appears only when BernieBill is enabled for the employer.
  1. Select the Billing tab.
  2. In the notification table, select or clear the checkbox in the Interested Party column for each notification you want to change.
BerniePortal saves each change as soon as you select or clear a checkbox — there's no separate save step.

To add an interested party for billing:
  1. Enter the person's name in the First name field.
  2. Enter their email address in the E-mail field.
  3. Select Add.
BerniePortal requires a first name and a valid email address, and adds them immediately — there's no separate save step.

To remove an interested party for billing:
Select Remove next to the interested party you want to remove. BerniePortal removes them immediately, with no confirmation step.

Other ways to reach these settings:
  • Benefits notifications (including for Benefits Feature Admins): BenefitsSettingsEmail — see Email Settings - Benefits.
  • PTO notifications: PTOSettingsEmail.
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