Plans
Creating Plans in BerniePortal
Before employees can enroll in their benefits, you'll need to create the plans employees will be offered. Learn how below. To create a new plan: Select the "Benefits" tab in the top navigation menu. While in your Plans area in the Benefits feature, ...
How to Create a Long Term Disability Plan
How to Create a Long Term Disability Plan: Follow the steps in this article to begin creating a Long Term Disability plan. Navigate to the "Premiums" tab of the plan. Purchase Dependency Settings: Select how coverage is determined (fixed percentage ...
How to Create a Short Term Disability Plan
How to Create a Short Term Disability Plan: Follow the steps in this article to begin creating a Short Term Disability plan. Navigate to the "Premiums" tab of the plan. Purchase Dependency Settings: Select how coverage is determined (fixed percentage ...
How to Create a Voluntary Life Plan
How to Create a Voluntary Life Plan: Follow the steps in this article to begin creating a Voluntary Life plan. Navigate to the "Premiums" tab of the plan. Purchase Dependency Settings Determine if employee can purchase coverage for spouse and ...
How to Create a Basic Life Plan
How to Create a Basic Life Plan: Follow the steps in this article to begin creating a Basic Life plan. Navigate to the "Premiums" tab of the plan. Rate Structure - Make a selection from the dropdown. Enter the Benefit Amount in the "Coverage Amount" ...
How to Create a Vision Plan
How to Create a Vision Plan: Follow the steps in this article to begin creating a Vision plan. Navigate to the 'Premiums" tab, enter the plan premiums for each tier or age band, then select “Save.” Didn't find what you were looking for? Send us ...
How to Create a Dental Plan
How to Create a Dental Plan: Follow the steps in this article to begin creating a Dental plan. Navigate to the 'Premiums" tab, enter the plan premiums for each tier or age band, then select “Save.” Didn't find what you were looking for? Send us ...
How to Create a Health Plan
How to Create a Health Plan: Follow the steps in this article to begin creating a Health plan. Navigate to the "Premiums" tab of the plan. Use the dropdown for “Health Premium Type” to select the premium setting. Enter the plan premiums for each tier ...
How to Edit an Existing Plan
If you need to make a change to an existing benefit, just select the plan from your “Plans” list in the “Benefits” tab. Changes can be made to the plan’s basic information and premiums. If a plan’s premiums or settings are changed after it has been ...
How to Clone a Plan
Cloning is a valuable tool that BerniePortal offers to cut down time when creating new plans and subgroups. Cloning a plan will copy all plan details and information, along with premium configurations and uploaded material. To clone a plan: Under ...
How to Delete a Plan
From the Plan Library, delete a plan by hovering over the action wheel next to the corresponding plan and selecting “Delete.” Access your Plan Library by selecting the "Benefits" tab in the top navigation menu. A plan cannot be deleted if employees ...
Popular Articles
Login Help - Employee
It's important for employees to know how to log in to BerniePortal. An employee’s initial username and password depend on how they were added to BerniePortal. Employees can be added to BerniePortal several different ways, listed below: Via census ...
Onboarding Document Categories
Forget the stacks of paper! Your employer’s BerniePortal is already equipped with five standard onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit. In addition to the standard onboarding documents BerniePortal is already ...
Splitting Your Bill by Billing Subgroup
BernieBill allows you to split your monthly bill by Primary Billing Subgroup. Generating bills for each primary billing subgroup is a great option for employers who pay bills for each division, department, or location separately. To split your bill ...
Creating an Offboarding Checklist
When an employee leaves an employer, there are likely tasks that an employer must complete, such as deactivating the employee's email or collecting their equipment. Offboarding Checklists are a great way to track these tasks in BerniePortal! To ...
What is Auto-Enrollment & How to Configure Auto-Enrollment
Auto-Enrollment provides a method for employers to automatically enroll employees in plans at renewal. When it’s time to close open enrollment, employers can configure auto-enrollment settings by matching each plan and coverage tier from the “Prior ...