Employee Help
Looking for Insurance Information?
Looking for ID cards, claims information, explanations of benefits (EOBs), referrals, or member numbers? Contact your HR administrator or your insurance provider. BerniePortal does not store or display these. Employees assigned to a benefits subgroup ...
How to Enroll in Benefits
Employees enroll in benefits through a four-step enrollment flow: Getting Started, Elections, Beneficiaries, and Confirm. Open enrollment and qualifying life event changes use the same enrollment steps after any required prerequisites. Who can enroll ...
How to View and Update Beneficiaries
After you complete enrollment, you can view and update beneficiaries for cash-payout benefits from your home page. Employees who have completed enrollment and have beneficiary-eligible benefits can use the Beneficiaries tab in the BENEFITS panel. To ...
How to View Current Elections
Employees can review their current benefit elections, coverage tiers, per-pay-period costs, and any plan messages or documents their employer attached. Employees whose employer offers Benefits in BerniePortal, and who are assigned to a benefits ...
How to View SPD and General Enrollment Documents
After you finish benefits enrollment, you can download your Summary Plan Document (SPD) and any enrollment documents your employer attached from General Docs. Who can use this Employees who have finished benefits enrollment, when their benefits ...
Popular Articles
Understanding the Complete Benefits Lifecycle
Effective benefits administration requires navigating a comprehensive lifecycle. This includes creating materials for potential hires, ensuring compliant onboarding documentation, supporting active employee enrollment, managing ongoing compliance ...
Login Instructions - Administrator Help
An employee's initial username and password depend on how they were added to BerniePortal. Use the matching section below when you share login instructions with employees. Employers and Feature Admins can look up the Employer Code and redownload a ...
Onboarding Document Categories
Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...
Hiring Managers, Hiring Influencers, and Their Capabilities
Each job in BerniePortal Recruiting has a Hiring Team. That team includes one Hiring Manager and optional Hiring Influencer(s). These are per-job assignments for employees—not company-wide roles. The same person can be Hiring Manager on one job and ...
Splitting Your Bill by Billing Subgroup
Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...