Managing and Mass Assigning Subgroups - Knowledge Base | BerniePortal

Subgroups - Managing and Mass Assigning

On the Subgroups page, Employers can edit subgroups, add subgroups, delete subgroups, and mass assign or move employees between subgroups. For an overview of subgroup types, see Subgroups.

To access Subgroups:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. In the left sidebar, select Subgroups.
To edit a subgroup:
  1. On the subgroup row, open the gear icon under ACTIONS.
  2. Select View/Edit.
  3. Update Subgroup Name (and any other settings on that screen).
  4. Select Save.
To create a new subgroup:
  1. Select Add a new Subgroup.
  2. In Where is it used?, select the subgroup type.
  3. Enter the name in Subgroup Name.
  4. Select Add.
To remove a subgroup:
  1. On the subgroup row, open the gear icon under ACTIONS.
  2. Select Delete.
  3. Under What do you want to do with employees in this subgroup?, choose Move all employees to a single subgroup or Choose different subgroups for each employee.
  4. If you chose a single subgroup, select it in Choose a subgroup. If you chose different subgroups, use Choose subgroups for each employee and select a subgroup for each employee.
  5. Select Delete Subgroup.
Deleting a subgroup reassigns its employees and recycles the subgroup. A Benefits subgroup with frozen employees cannot be deleted outside of Open Enrollment.

To mass assign or move employees:
  1. Select Assign/Move Employees.
  2. In Subgroup Type, select a type.
  3. On the left, select the source subgroup (this defaults to None when available).
  4. On the right, select the destination subgroup.
  5. Select employees in the source list, then use the arrow to move them to the destination.
  6. When moving employees into a Benefits subgroup that is not None, complete the Change Benefit Subgroup prompt: enter the date under As of what date are the employees eligible for benefits?, then select Save. Waiting-period rules apply from that date.
  7. When finished, select I'm Done.
Before a Benefits mass move can succeed, every selected employee must already be assigned to a Benefits Eligibility subgroup. Before a Benefits Eligibility mass move to None, employees who are still in a Benefits subgroup must be moved to None for Benefits first.