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 the blue bubble to the right of each category.
To complete an action, just click the dropdown arrow of any To Do category, and then click on an item in the list.
Payment Details:
Outstanding ACH payment information that still needs to be entered into the Payment Details Library will be listed in the Payment Details area of the To Do list.
Clicking on the messaging within the dropdown menu will take you to the section of the Payment Details Library missing ACH payment information.
Didn't find what you were looking for? Send us a ticket.
Related Articles
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 ...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 ...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 ...Employee Questions
Custom questions are a great tool for asking specific questions and gathering employee information that BerniePortal wouldn’t otherwise collect. These questions are displayed in Step 1 of Guided Enrollment. Employee’s responses to these questions ...Managing an Employee's Google Groups via BerniePortal
BerniePortal's no-cost integration with Google Workspace allows you to link an existing employee's BerniePortal account to an existing Google Workspace account. Linking an employee's BerniePortal account with their Google Workspace account allows you ...