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Broker Reports
The "Change" report: Is useful for retrieving all changes that have occurred within a given time period. For example, if your client opens enrollment on July 1 and closes open enrollment on July 31, you can run a "Change" report to see any changes ...
Employer List
The “Employer List” tab houses a list of all your clients in BerniePortal, so that you can easily retrieve information and access your clients' accounts when needed. Employers are sorted alphabetically and by Active/Inactive. Select an employer in ...
How to Submit a Buildout Request & Open Enrollment
A huge part of our support model is that our BerniePortal Operations Team builds out the benefits module for our broker partners’ clients. This is for new groups being added to BerniePortal and renewals for existing groups. Navigate to your "Employer ...

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 ...

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