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

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 track your progress. Have to run to another meeting halfway through? No problem, your checklist will save as you go. 

Follow the step by step instructions below to get started. 
  1. Access the email you received from BerniePortal titled "Welcome to BerniePortal!"
  2. Select "Activate" and you'll be re-directed to BerniePortal where you can create a password for your account.
  3. Select "Create my Account."
  4. You will be redirected to the BerniePortal Setup landing page. Welcome, we're glad you're here! Please select "Begin Setup."
  5. A few notes:
    1. All steps can be skipped, with the exception of "Order Form." While you can skip steps, we encourage you to customize BerniePortal as much as you'd like!
    2. As you move through the setup checklist, select "Continue Setup" to move to the next step. 

  7. Order Form
    1. Indicate that you have read and understood the MSA by checking the box below and signing with your mouse.
    2. This step cannot be skipped. 

  8. Your Information
    1. As you are setting up your organization's account, you are the global admin. In addition to your admin account, you will also have an employee account, and can enter all of your personal information here.
    2. The information requested includes basic employee demographics such as name, birthdate, social, address, and compensation information.
    3. All fields marked with an asterisk are required. 

  9. Add A Logo
    1. Add a personal touch by uploading your organization’s logo that employees will see when they login, complete onboarding documents, and apply for jobs, for example. 
    2. Upload a logo either by dragging and dropping the logo within the drag and drop area or by clicking on “click to browse.”

  10. Employer Information
    1. Enter your organization's address, and default language here. 

  11. New Hire Checklist

    1. Onboarding Checklists in BerniePortal help you track the tasks necessary to ensure a smooth first day for new hires, such as setting up their computer, email, and phone.

    2. Enter a name for the checklist in the "Checklist Name" field.
    3. BerniePortal has populated a few example tasks you can use, or delete via the action gear to the right of each task. 
    4. Add new tasks by entering the name and tasks descriptions in the appropriate fields, then select "Add New Task."
    5. Use the dots next to the name of each task to drag and reorder tasks within your checklist. 

  12. Labeling
    1. Do you segment employees for cost allocation or other purposes (e.g. by departments, divisions, locations)? Indicate the labels you want to use here. Do the same if you use terms other than "Manager" and "Report," and BerniePortal will customize itself for the terms you use.

  13. Subgroups
    1. Subgroups allow you 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 that every employee receives the correct benefit offerings.
    2. Do you have different sets of subgroups you want to divide employees into? Create and organize subgroups in this section.
    3. If your benefits broker has taken lead on building your benefits module, your benefits subgroups will more than likely be bu
    4. To add a new subgroup, select "Add a New Subgroup", determine where the subgroup will be used, enter the name of the subgroup, then select "Add."
    5. Delete or remove existing subgroups via the action gear. 

  14. Import Employees
    1. Download and fill out the census template to mass import all of your employees at once.
    2. Learn how to format the template here.
    3. Upload the completed census either by dragging and dropping the census within the drag and drop area or by clicking on “click to browse.”

  15. Feature Admins
    1. Feature Admins play a vital role in helping to perform administrative tasks for each feature within BerniePortal. While an employer's Global Admin has full access to BerniePortal, Feature Admins operate as additional admins that can be assigned to a specific subgroup for each individual feature
    2. Grant admin privileges to additional colleagues in this section.
    3. If you did not import employees in the prior step, you will receive an alert that you're unable to assign feature admins until employees are uploaded. 
    4. Assign an employee feature admin privileges by selecting "Add an employee" for the desired feature, entering their name, determining their privileges, and selecting "Add Admin."

  16. Assign Employees
    1. With just a few clicks, move and assign employees to their appropriate subgroups.
    2. If you did not import employees in a prior step, you will receive an alert that you're unable to assign employee subgroups until employees are uploaded. 
    3. Learn how to use the "Assign Employees" feature, here. 

  17. Select "Finish Setup", then "Continue to my Dashboard" to access your employer dashboard. 

Unsure of the answer for one of the setup steps? You can skip any of the steps (excluding "Order Form") and re-visit them later. If you have any issues during the setup process, our team, your broker, and the Knowledge Base are here to help you every step of the way. 

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

    • Related Articles

    • Guided Employer Setup - 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 ...

    • Employer Signature

      As a global admin, you can add an employer signature, which can be added to certain documents generated from BerniePortal. Once added, the signature will automatically generate for paperwork such as carrier forms, if mapped. To add an Employer ...

    • Completing and Formatting the Employee Census - Guided Setup

      All fields below in blue are required fields on the census. Be sure to use the template from BerniePortal, and do not alter any of the existing formatting. First Name Middle Initial Last Name Preferred Name SSN Street City State Zip Email Birth Date ...

    • 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 ...

    • 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 ...