Outstanding Benefit Enrollment To Do List - Knowledge Base | BerniePortal

To Do - Outstanding Benefit Enrollment

The To Do list on your admin home screen keeps you up to date on tasks requiring admin attention, usually involving the approval of employee requests and or other actions necessary for admin review.

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.


 
Outstanding benefit enrollment: 
  1. Employees who have outstanding benefit elections will appear by clicking the dropdown arrow.
  2. The employee's effective date will also be displayed. 

  4. Selecting an employee's name from this list will open a send reminder module where you have the option to send individual reminders, or a reminder to all employees who fall under the outstanding benefits category.

  6. This message is completely free text, so feel free to input your own custom message or use one of the templates below!
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Open Enrollment Announcement (New Group // Employees Uploaded with Email):

Hi Team,

It is that time of year again, Benefits Open Enrollment! Please review the steps below to complete the Open Enrollment process as soon as possible.

Step 1: Log into BerniePortal: https://app.bernieportal.com/en/login
o Username: Email address that received this message
o Password: Last 4 digits of your SSN and your two digit birth month. (For example: Last 4 digits of SSN is "1234" and birth month is June; password is "123406.")


Step 3: Simply logout following the enrollment confirmation.

Thanks,

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Open Enrollment Announcement (Renewal Group):

Hi Team,

It is that time of year again, Benefits Open Enrollment! Please review the steps below to complete the Open Enrollment process as soon as possible.

Step 1: Log into BerniePortal: https://app.bernieportal.com/en/login
o Username: Email address that received this message
o Password: If you can’t remember your password, simply select “Forgot Password”


Step 3: Simply logout following the enrollment confirmation.

Thanks,

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Enrollment Reminder:

Hello!

You're receiving this email because you have not yet completed your elections insurance open enrollment.

Please login to https://app.bernieportal.com/en/login to complete them by the end of the day today!

Thanks,

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