The Employees list is the roster of people on an employer account. Use it to see each person’s enrollment or onboarding status, open their profile, and filter the roster by subgroup or status.
Employers and Feature Admins open the list from Employees in the top navigation, then List.
Employee Statuses
The STATUS column shows each employee’s current state. By default, the list sorts by status, then by name. Status labels appear exactly as shown below.
- Awaiting elections — The employee is benefits-eligible and needs to make benefit elections.
- Enrolled — The employee has completed benefit elections (or is otherwise enrolled) in BerniePortal.
- Onboarding — The employee still needs to complete onboarding and/or onboarding paperwork.
- Not eligible — The employee is in the Not Assigned (None) benefits subgroup and is not offered benefits. Employers often use this for part-time employees.
- Terminated — The employee has been terminated. Terminated rows do not show job title, location, or contact information.
- COBRA — The employee is in a COBRA benefits subgroup (for employers that use BerniePortal COBRA).
- Test — The employee was added with a Test hire type.
- Off-Renewal — The employee is a preloaded active employee during an off-renewal implementation. See Off-Renewal Implementations.
- HSA — The employee’s account is unlocked so they can change their HSA contribution.
- Parking / Transit — The employee’s account is unlocked so they can change their Parking / Transit contribution.
Badges
Grey badges such as I-9 and EOI can appear next to a status when an action is still needed. HSA and Parking / Transit also appear as grey stickers in the status column. For what each badge means and what to do next, see Badges.
Columns
Each row includes:
- STATUS — Enrollment or onboarding status (and any badges).
- Name — Employee name. Select the name to open the employee profile.
- Title & Location — Job title, plus city and state.
- Contact Info — Email address and phone number.
- Actions — Cog menu for employer and Feature Admin actions on that employee (for example terminate, reinstate, or manage onboarding paperwork).
Filters and Sorting
Above the table, use these controls:
- Subgroups — Filter by a benefits or other feature subgroup, or choose -All subgroups-, Active employees, Terminated employees, or Pending new hires (when Onboarding is enabled).
- Status — Filter to -All employees-, Awaiting elections, Enrolled, Not eligible, Onboarding, or Terminated. Statuses such as COBRA, Test, Off-Renewal, HSA, and Parking / Transit still appear in the list but are not separate Status filter options.
- # Per Page — Show 5, 10, 20, 50, or 100 employees per page (default 20).
You can also sort the table by selecting the STATUS or Name column headers. To find someone by name, use Search Employees in the secondary navigation — see How to Search for an Employee.
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