Guided Employer Setup for Employers Added by a Broker - Step by Step Instructions

Guided Employer Setup for Employers Added by a Broker - Step by Step Instructions

When a broker adds your organization to BerniePortal, the Global Admin completes BerniePortal Setup before using the employer dashboard. Progress saves as you finish each checklist item, and unfinished setup returns you to BerniePortal Setup after you sign in.

Who can complete guided setup

The employer Global Admin for an organization that a broker added, while guided setup is still incomplete.

Activate your account
  1. Open the email from BerniePortal titled Welcome to BerniePortal!
  2. Select Activate.
  3. Create your password, then select Create My Account.
Start BerniePortal Setup
  1. On the welcome screen, select BEGIN SETUP.
  2. Use the BerniePortal Setup checklist on the left to track progress. Select CONTINUE SETUP on each step to save and move forward. Checklist items are not clickable shortcuts—complete steps in order.
Your Information
  1. Complete the required fields (marked with an asterisk) under Personal Information, Contact Information, and Other Information. Required details include name, birthdate, Social Security Number, address, hire and employment information, and salary.
  2. Select CONTINUE SETUP.
Employer Information
  1. Enter your organization's Employer Name, industry, address, and Language (English or Spanish).
  2. Select CONTINUE SETUP.
Add A Logo
  1. Upload your organization's logo. Use Drag and drop your logo here or click to browse, or select CHANGE LOGO if a logo is already shown. Files must be PNG or JPG and no larger than 5 MB.
  2. Select CONTINUE SETUP. A logo is required to continue.
Free Features

If Free Features appears in the checklist:
  1. Opt in or out of Compliance (Free) and Recruiting (Free) on the feature cards.
  2. Select Continue Setup.
Checkout
  1. On Checkout, review any additional features shown on the right. If payment options appear, choose Pay with ACH or Pay with Credit Card and complete the payment fields.
  2. Under Order Form, sign in the signature pad. Signing accepts the Order Form terms, including the Master Subscription Agreement (MSA) and Terms of Use. Use Reset if you need to resign.
  3. Select Submit or Purchase (the button label depends on whether paid features or payment details apply).
  4. When the congratulations message appears, select Continue to My Dashboard.
After setup, use Account settings for labeling, subgroups, employee import, Feature Admins, and related configuration. If your organization was not added by a broker, see Guided Employer Setup - Step by Step Instructions.

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