Guided Employer Setup - Step by Step Instructions

Guided Employer Setup - Step by Step Instructions

BerniePortal Setup walks you through setting up your organization after you activate your employer account. Progress saves as you complete each checklist item.

Who this is for

Global Admins whose employer account was created for them and who have not finished BerniePortal Setup. After you activate your account, BerniePortal takes you to Setup.

If your organization was added by a broker, use Guided Employer Setup for Employers Added by a Broker - Step by Step Instructions instead.

Activate your account
  1. Open the email from BerniePortal titled Welcome to BerniePortal!
  2. Select Activate. BerniePortal opens the Create a Password screen.
  3. Enter a password in New Password, then select Create My Account.
BerniePortal opens the Setup welcome page (BerniePortal Setup).

Start BerniePortal Setup
  1. On the welcome page, select BEGIN SETUP.
The left checklist shows three items: Your Information, Employer Information, and Add A Logo. Complete them in order. You cannot skip ahead from the checklist. Use CONTINUE SETUP to save the current step and move to the next.

Your Information
  1. Complete the required fields (marked with *) under Personal Information, Contact Information, and Other Information. This sets up your Global Admin profile and your linked employee account (name, birthdate, Social Security Number, address, hire and compensation details, and related fields).
  2. Select CONTINUE SETUP.

Employer Information
  1. Enter Employer Name, Employer Industry, Employer Address, Employer City, State, Zip Code, and Language (English or Spanish).
  2. Select CONTINUE SETUP. You can select BACK to return to the previous step.

Add A Logo
  1. Upload your organization's logo. Drag and drop it into the upload area, or select click to browse. Use a PNG or JPG file up to 5 MB.
  2. To replace an uploaded logo, select CHANGE LOGO, then upload again.
  3. Select FINISH SETUP.
A logo is required. If you select FINISH SETUP without one, BerniePortal shows Upload a logo to continue.

After you finish

BerniePortal confirms that guided onboarding is complete. Choose one:
  • POST MY FIRST JOB — opens job posting.
  • Continue to Employer's Dashboard — opens your employer dashboard.

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