Other
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. For New Employers using the BerniePortal Benefits feature, best practive would be to upload the ...
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 Instructions - Administrator Help
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 ...
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 ...
Onboarding Document Categories
Say goodbye to endless paperwork! BerniePortal comes pre-loaded with five essential onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit forms. Beyond these standard documents, you can create custom onboarding categories to ...
Hiring Managers, Hiring Influencers, and Their Capabilities
BerniePortal’s Recruiting feature ensures that the right people within your organization have the access they need to effectively manage and fill open positions. Two role types are available: Hiring Managers and Hiring Influencers. Hiring Managers: ...
Splitting Your Bill by Billing Subgroup
Streamline your billing management by generating separate monthly bills for each primary billing subgroup. This feature is perfect for organizations that handle payments separately by division, department, or location. To access: Log in to ...