Documents
Attaching Documents to a Plan
Overview Attaching documents to a plan allows employees to easily access important information for each benefit offering. This article explains where documents should be uploaded, how to attach them, and best practices for managing plan documents. ...
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
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
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
Say goodbye to endless paperwork! BerniePortal comes pre-loaded with five essential onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit forms. Beyond these standard documents, you can create custom onboarding categories to ...
Hiring Managers, Hiring Influencers, and Their Capabilities
BerniePortal’s Recruiting feature ensures that the right people within your organization have the access they need to effectively manage and fill open positions. Two role types are available: Hiring Managers and Hiring Influencers. Hiring Managers: ...
Splitting Your Bill by Billing Subgroup
Streamline your billing management by generating separate monthly bills for each primary billing subgroup. This feature is perfect for organizations that handle payments separately by division, department, or location. To access: Log in to ...