Use a buildout request when Operations needs to set up or renew the benefits module for one of your employer clients (new groups and renewals).
Who can submit
Brokers, agencies, and service team members (not read-only). Benefit providers do not use this Employer List path.
Submit a buildout request
- In the top navigation, select Employer List.
- Select Request Employer Build-out. BerniePortal opens the BerniePortal Build-Out Request Form in a new tab.
- Complete the form with the necessary information and submit it. The walkthrough videos below cover new group and renewal requests.
After you submit, an Operations team member confirms receipt by email, completes the build-out, and reaches out to schedule a review to confirm everything is correct.
Upload the employee census (new groups)
After the review call confirms the build-out, upload the employee census for new groups. Masquerade into the employer account to do this. See:
Open enrollment (when this group is hosting OE)
Open enrollment is separate from the buildout request. After the build-out is ready, open and close enrollment and notify employees from the employer Benefits workflow (masquerade into the employer when you need employer controls):
Build-Out Request Form walkthrough videos
NEW GROUP BUILDOUT REQUEST:
RENEWAL GROUP BUILDOUT REQUEST:
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