Premium Types
Understanding Premium Types
When setting up a plan in BerniePortal or submitting a buildout request, you’ll encounter several premium type configurations. Each determines how rates are entered and applied to enrollees. Below is a breakdown of the four types that can be used in ...
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
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 ...