Update Renewal Date for Benefits - Knowledge Base | BerniePortal

How to Mass Update a Renewal Date for a Renewal Set of Benefits

Update the renewal date for an entire renewal set of plans at once from Open Enrollment, instead of editing each plan individually.

Who can mass update a renewal date

Employers with Benefits can mass update a renewal date. Global Admins working as the employer can as well.

To mass update a renewal date:
  1. Select Benefits in the top navigation.
  2. Select Open Enrollment.
  3. Open the cog menu for the renewal date group you want to update.
  4. Select Update renewal date for this set.
  5. Enter a New renewal date using the MM/DD/YYYY format. The date must be the first day of a month.
  6. Select Update.
Update renewal date for this set is available when the renewal date group is not open. While a group is open, the cog menu shows Close Enrollment instead.

If plans in the set are attached to a current offer, BerniePortal shows: You cannot update the Renewal Date because plans are attached to a current offer.

This update changes the renewal date on every active plan in the set. If another renewal group already exists for the new date, the plans are merged into that existing group. There is no undo.