Labeling Tool - Knowledge Base | BerniePortal

Labeling

Use Labeling to customize display names for benefit types, billing subgroup types, Org Chart titles, PTO types, and the Time Project label. Custom labels appear in BerniePortal, reports, and election PDFs.

A custom label changes how a name looks. It does not change how that benefit type or feature works. For example, renaming Voluntary to LIFE does not make it behave like the native Life benefit type.

Who this is for

Employers can open Labeling. Global Admins signed in as the employer use the same path.

To change a label:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. In the left menu, select Labeling.
  3. In the section you need—Benefit Types, Subgroup Types (Billing Primary, Billing Secondary, or Billing Tertiary), Org Chart (Manager or Report), PTO Types, or Time (Project)—enter the new text in the field next to the current label.
  4. Click or tab away from the field. BerniePortal saves the change automatically.
PTO Types is available when PTO is enabled for the employer. The Time section with the Project field appears when Time is enabled.

For assigning managers on employee profiles, see Creating your Org Chart. For creating and managing subgroups, see Subgroups.

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