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Preloaded Employees
This article contains a few snapshots of the Preloaded Employee feature that allows you to upload benefit elections via employee spreadsheet. Let’s review the user interface for Preloaded Employees. NOTE: Open Enrollment must be CLOSED before ...
Completing and Formatting the Employee Census
Do not include the person who signed the MSA on the census. Their account was created when they signed the MSA. All fields below in blue are required fields on the census. Be sure to use the template from BerniePortal, and do not alter any of the ...
Badges
You may notice grey badges next to an employee’s status in the “Employees” list. Badges signal that an action is required from either the employee or admin. Simply click on the grey badge to perform the necessary steps to complete the request. Review ...
Adding Employees via Census Upload
Whether adding current employees for the first time, or adding multiple new hires at once, BerniePortal makes it easy through a spreadsheet upload. To upload employees via spreadsheet: Navigate to the “Employees” list in the top black navigation ...
How to Add a New Hire
Adding employees to BerniePortal is as easy as filling out a single form. Follow the steps below to add a single new hire into BerniePortal. How to add a new employee to BerniePortal: Navigate to the “Employees” tab in the top black navigation menu. ...
How to Search for an Employee
BerniePortal makes it easy to quickly locate employees from the Employee Listing via the "Search" function. To Search for an Employee: Navigate to the “Employees” tab in the top black navigation menu. In the top right corner of your screen, type the ...
Understanding the Employee List
The “Employees” tab houses a list of all employees within an employer account in BerniePortal so that you can easily retrieve and edit information when needed. Employees are sorted alphabetically by their status. See below for a definition of each ...
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 ...