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How to Reinstate an Employee
If you've rehired a former employee, you'll want to "reinstate" them in BerniePortal to retain the employee's existing account and information. To reinstate an employee: Select the "Employees" tab in the top navigation menu. Find the employee's name ...
How to Resend an Employee's Activation Email or Redownload an Employee's Activation PDF
Activation instructions vary for employees who are added to BerniePortal via the "Onboard/New Hire" tool, depending on whether or not the employee's email was included during the onboarding process. If the employee is onboarded with an email, the ...
Change Parking / Transit Amount
Parking / Transit plans are valuable benefits to offer employees. Contributions can be made by an employer in addition to an employee’s own contribution, tax free. Throughout the year, employees may want to adjust how much they contribute to their ...
Change HSA Amount
A Health Savings Account (HSA) is a valuable benefit to offer employees. Contributions can be made by an employer in addition to an employee’s own contribution, tax free. Throughout the year, employees may want to adjust how much they contribute to ...
Correct Mistake
Mistakes happen! That’s why BerniePortal allows for those mishaps to be corrected. In the event that an employee needs to make a correction to their benefits (must be within 30 days in BerniePortal), employers and benefit admins may open elections to ...
Qualifying Event
When an employee experiences a qualifying event (i.e. marriage/divorce, birth of a child, loss/gain of dependent, becoming a citizen, involuntary loss of coverage), BerniePortal can record that change and open the individual’s account to make ...
Masquerade
By “masquerading” as a user in BerniePortal, you’ll play the role of that user and have access to all personal and benefit details, as well as have the ability to make permanent changes to their account. Masquerading is useful for admins who need to ...
Manage Onboarding Paperwork
A new hire can feel overwhelmed at times when onboarding with a new company or with a new software. Ensure a stress-free onboarding experience for employees by managing their new hire paperwork all in one place. From the "Employees" list, hover over ...
How to Update Employee Salary
An employee just got a raise, or maybe a promotion. You’ll want to adjust that individual’s compensation in BerniePortal to be sure the employee’s record is up to date. The change will push with any payroll integrations as well as update employee’s ...
Terminating an Employee
When it’s time to cut ties with an employee, removing them from your company’s BerniePortal can be taken care of from the “Employee” list. As an employer or benefits administrator, you’re able to end the terminated employee’s benefits and payroll ...
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 ...