An employee's initial username and password depend on how they were added to BerniePortal. Use the matching section below when you share login instructions with employees.
Employers and Feature Admins can look up the Employer Code and redownload a new-hire login PDF. Global Admins acting as the employer follow the same employer steps. For employee-facing copies of the census login paths, see Login Instructions - Email and Login Instructions - No Email.
Via census with an email
Share these steps with the employee:
- Go to https://app.bernieportal.com/en/login.
- In Username, enter the email address from the census.
- In Password, enter the last 4 digits of the employee's SSN followed by the two-digit birth month (for example, SSN ending in 1234 and birth month June → 123406).
- Select Sign in.
Via census without an email
Share these steps with the employee:
- Go to https://app.bernieportal.com/en/login.
- Select Sign in with Employer Code.
- In 2-Digit Code, enter the employee's two-digit birth month (for example, June → 06).
- In 4-Digit Code, enter the last 4 digits of the employee's SSN.
- In Employer Code, enter your company's Employer Code.
- Select Sign in.
Onboarded as a new hire with an email
- After you onboard the employee with an email, BerniePortal sends them a welcome email.
- The employee opens the email and selects the link to create their BerniePortal account.
- During sign-up, the employee sets the password they will use going forward.
- Their email address is their username. They can change username later under Account.
Onboarded as a new hire without an email
- When you finish onboarding without an email, BerniePortal downloads a PDF of login instructions for that employee.
- Give the PDF to the employee and have them follow the instructions to sign in with their codes and create a username and password.
- To download the PDF again before the employee activates their account: open the employee's profile, open the actions menu, and select Redownload PDF.