BernieBill
BernieBill FAQs
Who can use BernieBill? Employers with BernieBill enabled, and Feature Admins who can access bills (assigned to all Benefits subgroups or all Billing Primary subgroups). Open BernieBill from the top navigation. What happens if I do not review my bill ...
Getting Started with BernieBill
Configure your employer account so BernieBill can build accurate carrier bills. For an overview of BernieBill, see What is BernieBill?. Who this is for Employers complete these setup steps. Feature admins can open BernieBill bills when they are ...
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 ...
PDF vs. CSV Bills
After a billing period generates, BernieBill stores a PDF and a matching CSV for that period. Use the PDF for remittance and approvals. Use the CSV for employee-level or user-level detail. To download: Log in to BerniePortal as a Global Admin, or as ...
Billing Rules
Billing Rules is a read-only modal in BernieBill. It shows how BerniePortal calculates the selected bill—payment timing, adjustments, proration, and other provider-specific scenarios. You cannot create or edit billing rules in BerniePortal; the text ...
Past Bills
Past Bills (also labeled Billing History in some accounts) lists previously generated BernieBill invoices by billing period so you can download PDF or CSV versions, review earlier versions, and add notes. Who this is for Employers and Feature Admins ...
Current Bills
Use Current Bills in BernieBill to review the upcoming billing period for each enabled provider, open billing rules, and (on carrier bills) terminate an employee or change an effective date before the bill is finalized. Employers do not manually ...
What is BernieBill?
BernieBill is BerniePortal's benefits billing tool. When BernieBill is enabled for an employer and at least one bill provider is available, designated users can review enrollment-based bills for the upcoming period and download PDF and CSV invoices ...
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
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 ...