Action Wheel
How to Force Reset Benefits Subgroup
Use this to reset an employee’s benefits subgroup when Correct Mistake or Qualifying Event cannot—wrong subgroup/offering, offering configuration changes, elections outside Correct Mistake’s 30-day plan-effective window, or Qualifying Event dates ...
Activate Account
When a new employee has not activated their BerniePortal account, Employers and Feature Admins can activate the account on the employee's behalf and set a password. Until the account is activated, you cannot edit the employee's profile details, ...
How to Reinstate an Employee
Use Reinstate to bring a terminated employee back into BerniePortal on their existing account. Choose Made mistake to restore their pre-termination state, or Rehire to re-onboard them with a new first day back at work. Who can reinstate an employee ...
How to Resend an Employee's Activation Email or Redownload an Employee's Activation PDF
When you add an employee through How to Add a New Hire, how they receive activation instructions depends on whether you included an email address: With an email address, the employee receives an activation email with login instructions. Without an ...
Change Parking / Transit Amount
When an enrolled employee needs to change their Parking / Transit contribution, an Employer or Feature Admin unlocks the election first. After unlock, you can switch into the employee account to enter the new amount, or the employee can complete the ...
Change HSA Amount
Employers and Feature Admins can unlock an enrolled employee’s HSA contribution so the contribution amount can be updated mid-year. Change HSA amount appears on the action wheel only when the employee is frozen and has an active HSA election attached ...
Correct Mistake
Use Correct mistake to reopen benefit elections an employee already made when they need to fix an enrollment election mistake. The option is available within 30 days of the plan effective date. Eligible benefit types come from the employee's prior ...
Qualifying Event
When an employee has a qualifying life event, employers and Feature Admins can unlock that employee in BerniePortal so they can change benefit elections. Qualifying Event is for life events such as: Marriage New baby Court order Loss of other ...
Masquerade
When you masquerade as an employee, you log in as that person and can view and edit their BerniePortal account — including personal details, benefit elections, and paperwork — exactly as they would. Any changes you make while masquerading are saved ...
Manage Onboarding Paperwork
Employers and Onboarding feature admins can assign and remove incomplete onboarding documents for an active employee when the employer's Onboarding feature is enabled. To access: Select Employees in the top navigation menu Hover over the action gear ...
How to Update Employee Salary
Use Compensation Adjustment to update an employee's salary for a specific pay period. The change updates the employee's compensation record and can affect income-based benefits and deductions, including payroll integrations when those are in use. Who ...
Terminating an Employee
Employers and Feature Admins can terminate an employee from the Employees list. Termination ends the employee’s active employment status in BerniePortal, including benefits eligibility tied to that employment. When you select Terminate, the employee ...
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 ...