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Off-Renewal Implementations
What is an Off-Renewal Implementation? An Off-Renewal Implementation is when an employer starts using BerniePortal Benefits for new hire, qualifying event, and termination activity before the employer's first open enrollment where employees make ...
Completing and Formatting the Employee Census
Use the BerniePortal census template to add employees (and optional spouses or dependents) in bulk. Download the template from the import flow, keep the existing column headers and formatting, then fill each row before you upload. For the upload ...
Badges
On the Employees list, grey sticker labels flag follow-up work for an employer or employee. Enrollment statuses such as Enrolled or Onboarding are covered in Understanding the Employee List. Who this is for Employers (including a Global Admin signed ...
Adding Employees via Census Upload
Use the employee census spreadsheet to add multiple employees at once from the Employees list. For a single new hire, see How to Add a New Hire. Who can import employees Employers can import from Employees → List. Feature Admins can import when they ...
How to Add a New Hire
Use Add Employee on the Employees list to create one new hire in BerniePortal. The form collects login, personal, payroll, subgroup, document, and checklist details, then opens the new hire's profile. Who this is for Employers and Onboarding Feature ...
How to Search for an Employee
Use the Search Employees field to find employees by first name, last name, or preferred name. Who can search Employers and Feature Admins can search for employees. Feature Admins only see employees in the subgroups they manage. To search for an ...
Understanding the Employee List
The Employees list is the roster of people on an employer account. Use it to see each person’s enrollment or onboarding status, open their profile, and filter the roster by subgroup or status. Employers and Feature Admins open the list from Employees ...