How to Mass Update a Renewal Date for a Renewal Set of Benefits
BerniePortal makes it easy to update the renewal date for an entire group of plans.
- Navigate to the “Benefits” then “Open Enrollment” tab.
- Hover over the action wheel for the group of plans you’d like to update.
- Select “Update Renewal Date for this Set.”
- Select a new renewal date for the group of plans and select “Update.”
- You cannot mass update the renewal date for plans that are in Current Offer.
Related Articles
Renewal Best Practices - Benefits
When it’s time to update your employer’s portal at Open Enrollment, you’ll want to be sure you follow the below step-by-step process and best practices. Open Enrollment Step-by-Step: Update and/or create all plans going through Open Enrollment under ...How to Configure Upcoming Offer - Benefits
If open enrollment is around the corner, you’ll need to update the benefits in BerniePortal to allow employees to make open enrollment elections! To do so, you’ll need to configure “Upcoming Offer” for each benefits subgroup. To configure upcoming ...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 ...Forms - Benefits
If your broker has added carrier forms for your employer to communicate eligibility, they will be available for import in the "Forms" area of the "Benefits" feature. To import available forms: Select the "Benefits" tab in the top navigation menu. ...What is Auto-Enrollment & How to Configure Auto-Enrollment
Auto-Enrollment provides a method for employers to automatically enroll employees in plans at renewal. When it’s time to close open enrollment, employers can configure auto-enrollment settings by matching each plan and coverage tier from the “Prior ...