Getting Started with Compliance
How to Add the Compliance Free Tier
Our free tier of Compliance gives employers the advantage to simplify paperwork completion, categorize and manage important documents, and track important actions made in BerniePortal. Here is what employers get with the free tier: To add the free ...
How to View Completed Compliance Notices - Admin
Admins can review which compliance documents were viewed and/or signed by an employee and save as a spreadsheet or PDF for reference via the Compliance tab of an employee's profile. The date posted and date viewed/signed are easily viewable for each ...
How to Send Reminders - Compliance
The ‘Send Reminder’ tool for the ‘Compliance’ feature allows you to give employees a nudge if they have outstanding notices that require their attention. To send a reminder: Select the ‘Compliance’ tab in the top navigation menu. Under the ‘Active ...
What are Archived Notices and How to Archive Compliance Notices
BerniePortal’s ‘Compliance’ feature streamlines the process of sending out new notices for employee acknowledgement. The ‘Archive’ feature makes it easy to roll out new versions of a document while maintaining the historical data for the prior ...
How to View the Status of a Compliance Notice
BerniePortal’s ‘Compliance’ feature allows you to easily track compliance communications across your workforce. Each active document will contain a breakdown of which employees have viewed and signed the document as well as which employees have not. ...
How to Add a New Compliance Notice
It's a big task to ensure employees get all of the internal and external compliance documents they need. This job is made even harder when those documents need to be acknowledged by employees and kept on file by HR. Traditionally, employers track ...
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 ...