Employee Profile
How to Download an Employee's Specific Rights Notice
The Specific Rights Notice (SRN) is the COBRA notice mailed to a qualified beneficiary after a qualifying event (most commonly a termination). For employers using BerniePortal COBRA Administration, a PDF copy is saved to the employee's Personnel File ...
Performance Surveys Tab - Employee Profile
Employers and Feature Admins with Performance can view an employee’s completed survey responses from the employee profile. Open Performance, then select the Surveys tab. To view an employee’s survey responses: Select Employees in the top navigation. ...
Performance 1:1s Tab - Employee Profile
Global Admins and Feature Admins can open an employee's 1:1 message history from the employee profile when Performance is enabled. This screen shows existing messages only—you cannot post from it. To view an employee's 1:1 thread: Select Employees in ...
COBRA Details Tab - Employee Profile
When an employee is in a COBRA subgroup, Employers and Feature Admins can open the COBRA tab on that employee's profile to review paid-thru date, payments received, current elections, and eligibility details. These screens are view-only for Employers ...
Time Tab - Employee Profile
When Time and Attendance is enabled, the Time tab on an employee's profile shows that employee's timesheets and Time Approvers. To access: Log in to BerniePortal as an employer Select Employees in the top navigation On List, select the employee's ...
What are Election Sheets?
An Election Sheet is a PDF summary of an employee's benefit elections for a specific action in BerniePortal. Sheets are created automatically and stored under Election Sheets in the employee's Personnel File. Employers, and Feature Admins who can ...
Dependents Tab - Employee Profile
Use the Dependents tab on an employee's profile to view spouse and child records on file for that employee. This tab is view-only for employers. Who this is for Employers and Feature Admins who can open that employee's profile, and connected Brokers ...
Profile Tab - Employee Profile
Use the Profile tab on an employee's profile to view and edit personal, contact, and employment details. The Employee Profile tab shows Personal Info, Contact Info, and Other Info on one page. Use the Subgroups tab to review or change subgroup ...
Benefits Tab - Employee Profile
Use the Benefits tab on an employee's profile to review elections by benefit type, change eligible plan effective dates, and approve or deny pending evidence of insurability (EOI). Who this is for Employers can open Benefits, change eligible ...
Payroll Tab - Employee Profile
Use the Payroll tab on an employee's profile to review compensation history and, when BerniePortal Payroll is enabled, download paystubs. Who this is for Employers, and Payroll Feature Admins who can view salaries. To access: Select Employees in the ...
Personnel File Tab - Employee Profile
The Personnel File tab on an employee's profile stores employee-specific documents by category — including system categories such as Election Sheets, Carrier Forms, Hire Documentation, Compliance, Compensation, and PTO Summary, plus any custom ...
Onboarding Tab - Employee Profile
The Onboarding tab on an employee profile shows that employee's onboarding checklist, current onboarding documents, and archived onboarding documents. Employers and Onboarding Feature Admins can use it when the employer's Onboarding feature is ...
PTO Tab - Employee Profile
Employers and PTO Feature Admins use the PTO tab on an employee's profile to view balances, manage time off requests, review history, and assign PTO Approvers. The tab appears when the employer has PTO enabled and the employee is assigned to an ...
Compliance Tab - Employee Profile
Use the Compliance tab on an employee's profile to review which compliance notices that employee has viewed and signed, and to download a spreadsheet of dates or signed confirmation PDFs. Who this is for Employers, Feature Admins with Compliance ...