Create a New Benefits Subgroup - Knowledge Base | BerniePortal

How to Create a New Benefits Subgroup

Benefit subgroups let you offer different benefits and contributions to different sets of employees. For an overview of the Benefits Subgroups list, see Understanding the Benefits Subgroups Area.

Who can create a benefits subgroup

Employers with Benefits enabled, and Benefits Feature Admins, can create a benefits subgroup. Users who are masquerading as the employer use the employer path.

To create a benefits subgroup from Benefits:
  1. Select Benefits in the top navigation menu.
  2. Select Subgroups in the secondary navigation menu.
  3. In the Benefits Subgroup Name field below the list, enter a name (placeholder: What would you like to call this Benefits Subgroup?).
  4. Select Add.
For Benefits Feature Admins, selecting Benefits opens the Subgroups list directly—continue from the Benefits Subgroup Name step.

The new subgroup appears on the Benefits Subgroups list. Next, open the subgroup and configure its settings—see Benefit Subgroup Configuration Area.

To set up a COBRA / State Continuation subgroup, see Creating a COBRA Subgroup.

To create a benefits subgroup from Account:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. Select Subgroups in the left sidebar.
  3. Select Add a new Subgroup (top right).
  4. In the Where is it used? dropdown, select Benefits.
  5. Enter the Subgroup Name.
  6. Select Add.
The subgroup appears under Account → Subgroups and under Benefits → Subgroups. Configure it next using Benefit Subgroup Configuration Area.

    • Related Articles

    • Benefit Subgroup Configuration Area

      About this page After you create a benefit subgroup, use the Configure page to set the subgroup’s identity, deductions, documents, welcome content, and (when enabled) contribution amounts. Plans are attached on Current Offer and Upcoming Offer, not ...

    • Creating a COBRA Subgroup

      A COBRA / state continuation subgroup is a benefits subgroup used for employees who continue group health coverage after a change in eligibility. Mark the subgroup as COBRA on Configure, then attach the plans they can elect on Current Offer or ...

    • Understanding the Benefits Subgroups Area

      What benefit subgroups are Benefit subgroups let employers offer different benefits and contributions to different sets of employees. For example, full-time employees might receive a different benefit package than part-time employees. In ...

    • Cloning Benefit Subgroups

      Cloning a benefits subgroup creates a new subgroup that copies the source subgroup’s settings and attached plans, so you do not have to rebuild the offer from scratch. For an overview of the Benefits Subgroups list, see Understanding the Benefits ...

    • Deleting Benefit Subgroups

      Deleting a benefits subgroup moves it to the Recycle Bin and detaches its plans. If the subgroup has employees, you reassign them to another benefits subgroup as part of the same delete. For an overview of the Benefits Subgroups list, see ...