Important Dates
The “Important Dates” area of the home screen adds a personal touch to your admin account, allowing you to easily keep track of birthdays and work anniversaries upcoming in the next 30 days.
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Documents
Global Administrators can securely store and manage important business documents through BerniePortal's centralized Documents section. All stored documents are downloadable as PDFs for offline access and record-keeping. To access: Login to ...Email Settings
It's important to ensure the right parties are notified of actions taken in BerniePortal. Benefit, PTO and Billing email notifications can be configured in the “Email” area of your Account Settings. For a video tutorial, please select this helpful ...Subgroups
Subgroups allow BerniePortal to correctly organize and categorize employees. For example, say that benefit offerings vary between employees based on their status (managers, full time, part time). Subgroups help you define those groupings to ensure ...Completing and Formatting the Employee Census - Guided Setup
All fields below in blue are required fields on the census. Be sure to use the template from BerniePortal, and do not alter any of the existing formatting. First Name Middle Initial Last Name Preferred Name SSN Street City State Zip Email Birth Date ...Stats - Compliance
Easily track who has reviewed and/or signed important compliance documents that are sent to employees via a double donut graph directly on your admin home screen. The outer line of the graph represents the number of employees who have viewed the ...