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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 ...
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 ...
Employer Signature
Employers can create and store a digital signature for use on forms generated in BerniePortal. After you save it, BerniePortal can place this signature on forms that include an employer signature field. To add or update an Employer Signature: Open ...
Assign Managers
Use Assign Managers to mass assign or reassign managers to employees. Assignments update your company's Org Chart. Who this is for Employers signed in to the employer account. Global Admins signed in as the employer use the same path. To mass assign ...
How to Access Your Account from the Account Menu
Use the account menu to open Account, where you can review and edit company account information, see the current Account Owner, and view active features. Who this is for Employers. A Global Admin signed in as the employer follows the same steps. To ...