Settings
Understanding Premium Types
What premium types are When you set up a plan in BerniePortal or submit a buildout request, you choose a premium type. The premium type controls how rates are entered for the plan and how those rates are applied to each enrollee — for example, ...
EOI Windows
EOI Windows control how long a To Do - Pending EOI request can stay open before BerniePortal automatically denies it. The countdown starts the day the employee completes their benefit enrollment. To set the EOI window: As the employer (including a ...
Enrollment Windows
Enrollment Window automatically closes an employee's enrollment a set number of days after their hire date, or after they're unlocked for a Qualifying Event or Correct Mistake, if they haven't submitted elections by then. To Set the Enrollment Window ...
Dependent Attestation - Benefits
Dependent Attestation asks employees to confirm that anyone they enroll as a dependent meets BerniePortal's definition of a dependent during benefits enrollment, for your records. Only the Account Owner or a Global Admin can view or edit this setting ...
Spousal Surcharge - Benefits
Turn on the spousal surcharge to charge employees an additional amount when their spouse has access to health insurance through their own employer but enrolls in coverage under this employer's plan instead. Set the surcharge dollar amount separately ...
Distribute Section 125 Summary Plan Description - Benefits
If your organization pre-taxes employee benefit deductions, you likely have a Section 125 Summary Plan Description (SPD) that explains the plan to participants. This setting controls whether BerniePortal requires employees to review that document ...
Show Employees What Employer is Paying Towards Benefit Coverage
As an employer, you can control whether employees see how much you're contributing toward their benefits when they enroll. Turn on Show employees what employer is paying towards coverage to display your contribution amounts when employees make their ...
Confirmation & Authorization Language - Benefits
The Confirmation & Authorization message is the final acknowledgment employees read and confirm before submitting their benefit elections during enrollment. Employer Admins can customize this message or use BerniePortal's default language. This ...
Termination Reasons
As an employer, use the Termination Reasons page in Benefits Settings to manage the reasons available when terminating an employee in BerniePortal. BerniePortal includes three default reasons — Resignation, For Cause, and Other — and you can add ...
Privacy Settings - Benefits
Control what appears on election PDFs and whether election PDF and carrier form links are included in enrollment email notifications. These settings are available to employer accounts when Benefits is enabled for your company. To view or edit Privacy ...
Benefit Admins
Benefit Admins are employees who help manage Benefits for specific subgroups without full account access. Adding a Benefit Admin gives them access to the subgroups you choose, plus optional visibility into Salaries and SSNs for employees in those ...
Email Settings - Benefits
Configure which BerniePortal users receive email notifications for Benefits actions in a benefit subgroup, and manage the interested parties who receive those notifications. Employer admins and Benefits Feature Admins can update these settings. ...
Ask Why Waived Health Coverage Settings
When Ask Why Waived Health Coverage is turned on, employees who waive Health coverage during enrollment are asked to select a reason for waiving. Default reasons appear automatically, and you can add, edit, reorder, or delete additional reasons for ...