Settings
EOI Windows
With EOI windows, Pending EOI's will be auto-denied if the request has not been approved or denied within the set window. The HR Admin and the employee will both receive emails 7 days before the EOI is set to be denied to remind them. The employee ...
Enrollment Windows
Auto-close enrollment if an employee does not elect benefits within a specified number of days of a new employee's hire date or an existing employee being "unlocked" for a qualifying event or correct mistake. Please note that this feature is not ...
Dependent Attestation - Benefits
If toggled “on,” Dependent Attestation allows you to communicate and verify the definition of a dependent during an employee’s enrollment process for your records. To view/edit Dependent Attestation Settings: Select the "Benefits" tab in the top ...
Spousal Surcharge - Benefits
Turn this setting on to charge employees additional costs to cover a spouse who already has access to health insurance through his/her own employer. Then, when configuring “Benefits” subgroups, you’ll have an opportunity to indicate the additional ...
Distribute Section 125 Summary Plan Description - Benefits
If your employer pre-taxes employee deductions for benefits, then you likely have a Summary Plan Description, often called an “SPD.” When toggled on, you will have the ability to upload SPDs to each benefits subgroup under the "Configure" tab. SPDs ...
Show Employees What Employer is Paying Towards Benefit Coverage
Decide whether or not you wish to show employees what you as the employer are contributing towards their benefit coverage(s). If toggled on, your contributions will be displayed when employees make their benefit elections, as well as when employees ...
Confirmation & Authorization Language - Benefits
Edit the confirmation message that employees will read and sign as a final acknowledgment in order to enroll in their benefits via the “Confirmation & Authorization” tab. To view/edit: Select the "Benefits" tab in the top navigation bar. Select the ...
Termination Reasons
The “Termination Reasons” area will display default and custom termination reasons for your employer. Termination reasons will display upon terminating an employee in BerniePortal. To create new custom termination reasons: Select the "Benefits" tab ...
Privacy Settings - Benefits
Regulate privacy settings for employee Election Sheets under the Privacy tab. To view/edit Privacy Settings: Select the "Benefits" tab in the top navigation bar. Select the "Settings" tab in the secondary navigation bar. Select "Privacy" from the ...
Benefit Admins
Feature admins play a vital role in helping to perform administrative tasks for each feature within BerniePortal. Benefit Admins are assigned by subgroup, and will have the ability to configure, attach, or integrate benefits within the designated ...
Email Settings - Benefits
Configure who receives email notifications and when they receive them for the “Benefits” feature. To to configure Benefit emails: Select the "Benefits" tab in the top navigation bar. Select the "Settings" tab in the secondary navigation bar. ...
Ask Why Waived Health Coverage Settings
When the “Ask why waived health coverage” setting is turned on, employees will be asked to enter a reason for waiving their health insurance. Default reasons will generate from the list below (Spousal Coverage, Medicare, Medicaid, VA ...
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 ...