Payment Details Library
The "Payment Details Library" allows you to add, review, or update the ACH information for your bank account(s) that you authorize BerniePortal to debit or credit in accordance with the agreement you have with BerniePortal or with other companies for which BerniePortal provides billing and collection services.
To add, review, or update payment information:
Select the "Account" dropdown in the top right corner of BerniePortal.
Select the "Payment Details Library" tab from the left side menu.
Add, review, and update information directly in the desired field, then select “Save.”
If your employer is utilizing Alpine’s COBRA services, please enter banking information for both billing and remittance.
Related Articles
To Do List - Payment Details
The To Do list on your admin home screen keeps you up to date on tasks requiring admin attention. Use the dropdown menu for each To Do list header to view a list of actionable items requiring your attention. The number of outstanding items show in ...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 ...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 ...Account Tab
The “Account” tab of an employer’s account area houses Account Information, Account Owner Information, and Enabled Features. The "Account" area is accessed by selecting the "Account" dropdown, then "Account." Account Information: Current address ...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 ...