Labeling Tool - Knowledge Base | BerniePortal

Labeling

The “Labeling” tool in BerniePortal allows for further customization of benefit type names, subgroups, and titles within the Org Chart that appear in various areas of BerniePortal, Reports, and Election PDFs. The "Labeling" area is accessed by selecting the "Account" dropdown, then "Labeling."

A "Label" is only used to customize the user interface for election pdfs and reporting. Example: Relabeling a "Voluntary" benefit type as a "LIFE" plan will not reflect the same functionality as the actual "Life" benefit type that is native to BerniePortal.

To change a label, simply enter custom text into the open field. BerniePortal saves your changes automatically!



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


    • Related Articles

    • Signature Language Library

      The "Signature Language Library" allows you to create a library of signatures that can be included on onboarding documents for employees to view and sign via the Onboarding process. To add new Signature Language: Select the "Account" dropdown in the ...
    • Custom Fields Library

      The "Custom Fields Library" allows you to create a unique library of custom fields that can be used to: Obtain information from employees via the Onboarding process. Once employees complete onboarding documents with associated Custom Fields, employee ...
    • Guided Employer Setup - Step by Step Instructions

      Ready to setup your organization with BerniePortal? The guided employer setup experience will help you set up your organization more quickly, as well as customize BerniePortal for your business. The setup process is designed as a checklist to easily ...
    • Guided Employer Setup for Employers Added by a Broker - Step by Step Instructions

      Ready to setup your organization with BerniePortal? The guided employer setup experience will help you set up your organization more quickly, as well as customize BerniePortal for your business. The setup process is designed as a checklist to easily ...