Related Articles
Deleting Benefit Subgroups
Easily consolidate benefit subgroups and simultaneously move employees to their new subgroup via the “Delete” subgroup option. To delete a benefits subgroup: Select “Account” from the dropdown. Select “Subgroups” in the left navigation menu. Hover ...
Benefit Subgroup Configuration Area
Once a benefit subgroup is created, you’ll need to configure the subgroup’s settings. To access a benefit subgroup's settings, select the "Benefits" tab in the top navigation menu, select the "Subgroups" tab in the secondary navigation menu, then ...
How to Clone a Plan
Cloning is a valuable tool that BerniePortal offers to cut down time when creating new plans and subgroups. Cloning a plan will copy all plan details and information, along with premium configurations and uploaded material. To clone a plan: Under ...
How to Create a Basic Life Plan
How to Create a Basic Life Plan: Follow the steps in this article to begin creating a Basic Life plan. Navigate to the "Premiums" tab of the plan. Rate Structure - Make a selection from the dropdown. Enter the Benefit Amount in the "Coverage Amount" ...
How to Edit an Existing Plan
If you need to make a change to an existing benefit, just select the plan from your “Plans” list in the “Benefits” tab. Changes can be made to the plan’s basic information and premiums. If a plan’s premiums or settings are changed after it has been ...