Subgroups
Creating a COBRA Subgroup
A COBRA / state continuation subgroup is a benefits subgroup used for employees who continue group health coverage after a change in eligibility. Mark the subgroup as COBRA on Configure, then attach the plans they can elect on Current Offer or ...
Prior Offer FAQs
These FAQs cover Prior Offer enrollment: who enrolls, what employers can change, and what happens when an employee completes both Prior Offer and Current Offer elections. For how Prior Offer, Current Offer, and Upcoming Offer relate—and how to open ...
Viewing and Editing a Subgroup's Number of Pay Periods
Each benefit subgroup has a Number of Deductions setting that controls how many times premiums are deducted per year. View or change it on the subgroup Configure page under Subgroup Information. Who can view and edit Employers with Benefits enabled, ...
Cloning Benefit Subgroups
Cloning a benefits subgroup creates a new subgroup that copies the source subgroup’s settings and attached plans, so you do not have to rebuild the offer from scratch. For an overview of the Benefits Subgroups list, see Understanding the Benefits ...
Deleting Benefit Subgroups
Deleting a benefits subgroup moves it to the Recycle Bin and detaches its plans. If the subgroup has employees, you reassign them to another benefits subgroup as part of the same delete. For an overview of the Benefits Subgroups list, see ...
How to Create a New Benefits Subgroup
Benefit subgroups let you offer different benefits and contributions to different sets of employees. For an overview of the Benefits Subgroups list, see Understanding the Benefits Subgroups Area. Who can create a benefits subgroup Employers with ...
Current Offer - Benefits
Current Offer is the active set of benefits for a benefit subgroup. Use it to see which plans are attached now and to review each plan’s contribution and deduction details. For how Current Offer differs from Prior Offer and Upcoming Offer, see ...
Understanding Current Offer vs. Upcoming Offer vs. Prior Offer and the Offer Overview Area
About these offers Each benefit subgroup has three offer areas: Prior Offer, Current Offer, and Upcoming Offer. Together they show which plans are available for enrollment now, which plans are staged for open enrollment, and which plans applied ...
How to Configure Upcoming Offer - Benefits
Upcoming Offer is the set of benefits staged for open enrollment for a benefit subgroup. Configure it before you open enrollment so employees can elect the correct plans and contributions. For how Upcoming Offer differs from Current Offer and Prior ...
Benefit Subgroup Configuration Area
About this page After you create a benefit subgroup, use the Configure page to set the subgroup’s identity, deductions, documents, welcome content, and (when enabled) contribution amounts. Plans are attached on Current Offer and Upcoming Offer, not ...
Understanding the Benefits Subgroups Area
What benefit subgroups are Benefit subgroups let employers offer different benefits and contributions to different sets of employees. For example, full-time employees might receive a different benefit package than part-time employees. In ...
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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
An employee's initial username and password depend on how they were added to BerniePortal. Use the matching section below when you share login instructions with employees. Employers and Feature Admins can look up the Employer Code and redownload a ...
Onboarding Document Categories
Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...
Hiring Managers, Hiring Influencers, and Their Capabilities
Each job in BerniePortal Recruiting has a Hiring Team. That team includes one Hiring Manager and optional Hiring Influencer(s). These are per-job assignments for employees—not company-wide roles. The same person can be Hiring Manager on one job and ...
Splitting Your Bill by Billing Subgroup
Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...