Getting Started with Compliance
What's included in the Free Compliance tier vs. the paid tiers?
Compliance is available in three tiers: Free, Premium, and Ultimate. Employers and Compliance feature administrators can use Compliance when it is enabled for the organization. BerniePortal enforces Free vs paid access for notices archive, MFA, audit ...
How to view the cost of Compliance Premium
Use the Compliance Premium cost estimator on the Compliance upgrade page to review your estimated monthly total by number of users, then purchase or talk to a product specialist. For Free vs Premium feature differences, see What's included in the ...
What is the BerniePortal Compliance feature?
BerniePortal Compliance helps your organization create and manage compliance notices, track who has viewed and signed them, send reminders, review system activity, manage MFA, and open HR Resources for legal updates, HR document templates, and ...
HR Resources
Access HR resources—such as legal updates and HR document templates—through BerniePortal Compliance, powered by Mineral. For which Mineral tools are available by Compliance tier, see HR Resources- Mineral Tools for Available for Each Compliance Tier. ...
What Mineral tools are available with each Compliance tier?
Mineral tools available through BerniePortal HR Resources depend on your Compliance tier. BerniePortal sends your tier to Mineral as Compliance Free, Compliance Premium, or Compliance Ultimate. Mineral then determines which tools you can use. ...
MFA
MFA (Multi-Factor Authentication) adds a one-time code—sent to an employee's confirmed phone number or email—to their BerniePortal password login. MFA is included with Compliance Premium; it is not available on Compliance Free. Employers can enable ...
Audit Log
The Audit Log records trackable system activity in BerniePortal—such as benefit enrollments and employee terminations—including who made the change and when. Who can access the Audit Log Employers and Compliance Feature Admins can open the Audit Log ...
How to Add the Compliance Free Tier
BerniePortal Compliance Free Tier lets you send notices, require employee signatures, send reminders, and view reports—with 14 days of audit log history. For Free vs Premium differences, see What's included in the Free Compliance tier vs. the paid ...
How to View Completed Compliance Notices - Admin
Employers can review which compliance notices an employee has viewed and signed from that employee's profile, and download signature confirmation sheets or a spreadsheet of dates for reference. Who this is for Employers, and Feature Admins with ...
How to Send Reminders - Compliance
Send a reminder email to employees who have not viewed or signed an active compliance notice. Who can send reminders: Employers and Compliance Feature Admins when Compliance is enabled for the organization. To send a reminder: Select Compliance in ...
What are Archived Notices and How to Archive Compliance Notices
Archived Notices are compliance notices you have moved off Active Notices so you can keep prior versions and employee acknowledgement history while you roll out an updated notice. For example, when your employee handbook changes, archive last year’s ...
How to View the Status of a Compliance Notice
On the Active Notices page, you can track which assigned employees have viewed—and signed, when required—each compliance notice, then download status details. Employers and Compliance Feature Admins can view notice status when Compliance is enabled ...
How to Add a New Compliance Notice
Create and send compliance notices so employees can review them in BerniePortal—and optionally sign and receive an email notification. Employers and Compliance Feature Admins can create notices. Only Employers can manage categories. Generate a Notice ...
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 ...