Brokers
How to Access Your Account from the Account Menu - Brokers
Use the account menu to open Account (Account Settings), where you can review Account Information and open related settings such as Email Notifications. Who this is for Brokers, agencies, and service team members signed in to their broker or agency ...
Agency Guided Onboarding for New Broker Partners - Step by Step Instructions
Use Agency Guided Onboarding to finish setting up a new agency (broker partner) account. Progress saves as you move through the checklist. Who can complete this The agency account holder completes Agency Guided Onboarding. Brokers and service team ...
Broker Change Report
Use the Change Report to retrieve employee demographic and benefit changes across one or more of your employer clients for a selected date range—for example, during open enrollment. Who can use this Brokers, agencies, and service team members. The ...
Employer List
The Employer List shows the employer clients attached to your brokerage account so you can open an employer’s profile, generate reports, manage benefits, and more. Who can use this Brokers, agencies, general agencies, and service team members. ...
How to Submit a Buildout Request & Open Enrollment
Use a buildout request when Operations needs to set up or renew the benefits module for one of your employer clients (new groups and renewals). Who can submit Brokers, agencies, and service team members (not read-only). Benefit providers do not use ...
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 ...