Create a New Benefits Subgroup - Knowledge Base | BerniePortal

How to Create a New Benefits Subgroup

Benefits are complex—that's why BerniePortal allows categorization via subgroups to ensure employees are offered the right benefits and contributions.

To create a new benefits subgroup:
  1. Select the “Account” dropdown.
  3. Select “Subgroups” in the left navigation menu
  5. Select “Add New Subgroup” in the top right of the screen.
  7. Select “Benefits” from the dropdown, and enter the Subgroup name, then select “Save.”
  9. The subgroup will now show in the “Subgroups” tab of the “Account” area, as well as the “Benefits” then “Subgroups” area of BerniePortal.
  10. Follow the steps in this article to configure your new subgroup. 

Benefit subgroups can also be created from the "Benefits" area of the portal. 
  1. Select "Benefits" from the top navigation menu. 
  2. Select "Subgroups" from the secondary navigation menu. 
  3. Enter the name of the new subgroup, then select "Add."

  5. Follow the steps in this article to configure your new subgroup. 
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