Edit an Existing Plan - Knowledge Base | BerniePortal

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. 
  1. Changes can be made to the plan’s basic information and premiums.
  2. If a plan’s premiums or settings are changed after it has been attached to a Benefits Subgroup, you will need to save the changes in the “Subgroups” area as well.
  1. BerniePortal will display a green message banner at the top of your screen reminding you to save the subgroup area.
  2. Click the Subgroup name shown in Blue to navigate to the subgroup that was impacted by the change. 
  3. If the change made to the plan impacts employee deductions or employer contributions, make the necessary updates to the contributions for the plan.
  4. Select “Save” at the bottom of the screen. You’ll know your change has been saved in the subgroup when the green banner is no longer displayed. 

BernieTip: If employees have already enrolled in the affected plan, they will need to be re-enrolled to reflect the plan change. 

Didn't find what you were looking for? Send us a ticket.

    • Related Articles

    • How to Create a Health Plan

      How to Create a Health Plan: Follow the steps in this article to begin creating a Health plan. Navigate to the "Premiums" tab of the plan. Use the dropdown for “Health Premium Type” to select the premium setting. Enter the plan premiums for each tier ...
    • 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 View and Update Beneficiaries

      It’s important for employees to keep beneficiary information up to date. BerniePortal stores this information for your employees, and makes it easy to update throughout the year.  To assist employees with updating beneficiary information: On the ...
    • PDF Settings - Benefits

      Regulate privacy settings for employee Election Sheets under the PDFs tab.  To view/edit Privacy Settings: Select the "Benefits" tab in the top navigation bar.  Select the "Settings" tab in the secondary navigation bar.  Select "PDFs" from the left ...
    • 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 ...