Getting Started with BernieBill
Ready to get started using BernieBill? Follow the steps below to ensure your employer's portal is configured correctly.
- Verify Offer:
- Verify that the plans offered in BerniePortal are the same plans that the Benefit Provider has confirmed to offer employees.
- Verify that the rates listed in BerniePortal match the rates that the benefits provider quoted.
- Verify Benefit Provider:
- Verify that the appropriate Benefit Provider is selected on each benefit’s “Configure” page.
- Assign employees to billing-primary subgroups:
- Assigning employees to a billing subgroup allows you to pull a billing report.
The billing report is a breakdown of each month’s bill. The report is broken
down by employee, benefit type and billing subgroup.
- To assign an employee to a billing subgroup:
- Select the "Employees" tab in the top navigation menu.
- Locate and select the employee's name to open their profile.
- From the employee’s “Profile” area, select “Subgroups.”
- Hover over the action wheel to the right of Billing Primary and select
“Change subgroup.”
- If your employer requires multiple billing subgroups the additional subgroups can be
created within the “Employer Profile” section.
- Select the “Account” dropdown.
- Select the “Subgroups” tab from the left side menu.
- Select "Add a New Subgroup."
- Select "Billing Primary" from the dropdown, enter the name of the new subgroup, then select "Add."
- Close Open Enrollment:
- Once employees have completed their elections, mark open enrollment as “Closed.”
- Configure your employer's Payroll subgroups. Learn more here.
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