Getting Started with Compliance
MFA
When employees log into BerniePortal, MFA (Multi-Factor Authentication) adds an additional layer of security so you can have peace of mind that you and your employees' data are secure. It is included with the Compliance Premium feature. (User names ...
Audit Log
The audit log included in the Compliance feature provides a record of BerniePortal system activity. Employers are now able to view the history of event changes (i.e. benefit enrollments, employee terminations, etc.) as well as who was responsible for ...
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 Instructions - Administrator Help
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 ...
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 ...
Onboarding Document Categories
Say goodbye to endless paperwork! BerniePortal comes pre-loaded with five essential onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit forms. Beyond these standard documents, you can create custom onboarding categories to ...
Hiring Managers, Hiring Influencers, and Their Capabilities
BerniePortal’s Recruiting feature ensures that the right people within your organization have the access they need to effectively manage and fill open positions. Two role types are available: Hiring Managers and Hiring Influencers. Hiring Managers: ...
Splitting Your Bill by Billing Subgroup
Streamline your billing management by generating separate monthly bills for each primary billing subgroup. This feature is perfect for organizations that handle payments separately by division, department, or location. To access: Log in to ...