Subgroups - Knowledge Base | BerniePortal

Subgroups

Subgroups let employers configure features differently for different groups of employees—or segment employees for cost allocation and auditing. Which subgroup types appear depends on the features enabled for the employer.

An employee must be assigned to a subgroup (during onboarding or later on their employee profile) to use that feature’s subgroup-based settings.

Who can manage subgroups

Employers acting as the employer can open the Account Subgroups library to add subgroups and manage eligibility rules. Users masquerading as the employer use the same path.

To access:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. In the Account sidebar, select Subgroups.
The page lists subgroups by type. Each row shows the subgroup name and a REFERENCE CODE. From the header you can also open Assign/Move Employees or Add a new Subgroup.

To rename, delete, or mass-assign employees, see Subgroups - Managing and Mass Assigning.

To add a new subgroup:
  1. Select Add a new Subgroup.
  2. In Where is it used?, select the subgroup type.
  3. Enter the Subgroup Name.
  4. Select Add.
Subgroup types

Only types tied to enabled features appear in the library and in Where is it used?. Type labels can be customized under Account Labeling.

Benefits — Offer different plans, contributions, and deductions for different groups of employees. You can also manage Benefits subgroups from Benefits → Subgroups. See Understanding the Benefits Subgroups Area.

Benefits Eligibility — Set waiting periods and termination dates by benefit type for employees in that subgroup. Use Set Rules (when benefit offers exist) or View/Edit on the subgroup row.

Billing Primary, Billing Secondary, and Billing Tertiary — Three billing subgroup types used to organize billing integrations (for example, multi-location employers). See Splitting Your Bill by Billing Subgroup.

PTO — Assign different paid time off amounts and strategies to groups of employees. See Creating and Configuring PTO Subgroups.

Payroll — Set pay periods and check dates for groups of employees. See How to Configure Payroll Subgroups.

Compliance — Send different compliance notices to different groups of employees. See Compliance Subgroups.

Time — Apply different Time and Attendance settings (such as timesheet due dates, projects, and IP addresses) to groups of employees. See Time and Attendance Subgroup Settings - Timesheet Due Dates, Projects, and IP Addresses.

1094 — Group employees under an Applicable Large Employer (ALE) Member for 1094-C/1095-C filing. On Account Subgroups, the type is labeled 1094. See What is a "1094-C ALE" subgroup and why is it important?.

Performance — Target surveys and 1:1s to groups of employees. See Performance Subgroups.

To set Benefits Eligibility waiting periods and termination dates:
  1. On Account Subgroups, find a Benefits Eligibility subgroup.
  2. In the ACTIONS column, open the actions menu and select Set Rules. (Set Rules appears when the employer has current or upcoming benefit offers.)
  3. Optionally select Use the same Waiting Period and Termination Date for every benefit type in this subgroup.
  4. For each benefit type (or once for all types, if that checkbox is selected), choose a Waiting Period and Termination Date.
  5. Select Save.
To assign or change an employee’s subgroups, see Changing Employee Subgroups and Subgroups - Managing and Mass Assigning.

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