Employee Profile
Performance Surveys Tab - Employee Profile
View an employee’s survey responses under the “Performance Surveys” tab of an employee's profile. To view an employee's survey responses: Locate the employee in the "Employees" list, then select their name to open their profile. Select the ...
Performance 1:1s Tab - Employee Profile
View an employee’s 1:1 thread with their manager under the “Performance 1:1s” tab of an employee's profile. To view an employee's 1:1 thread: Locate the employee in the "Employees" list, then select their name to open their profile. Select the ...
COBRA Details Tab - Employee Profile
If your employer utilizes Alpine TPA for COBRA administration, employees who are enrolled in COBRA will have a 'COBRA Details' tab in their employee profile. The 'COBRA Details' tab provides an overview of important COBRA details specific to that ...
Time Tab - Employee Profile
View an employee’s timesheets, approve/deny time edit requests, and view/edit their assigned time approvers under the “Time” tab. To Add a Time Approver: Select the "Employees" tab from the top navigation menu. Select an employee's name to access ...
What are Election Sheets?
The “Personnel File” tab of the employee profile houses all Election Sheets generated for a specific employee. An Election Sheet is an overview of a specific action taken in BerniePortal. To access an employee's profile, select the "Employees" tab in ...
Dependents Tab - Employee Profile
An employee's dependent information can be accessed in their profile area, under the "Dependents" tab. Select the "Employees" tab in the top navigation menu. Locate and select the employee's name to open their profile. Select "Dependents" from the ...
Profile Tab - Employee Profile
To access an employee's profile, select the "Employees" tab in the top navigation menu, then locate and select the employee's name. The “Profile” tab houses: Personal and Contact Info, Onboarding Answers (if applicable), Dependent Information (if ...
Benefits Tab - Employee Profile
The “Benefits” tab gives an overview of employee’s elections laid out by benefit type. You can also view or change effective dates for plan types and approve/deny EOIs. The “Benefits” tab is accessible from both the employee and admin account. To ...
Payroll Tab - Employee Profile
The Payroll area of an employee's profile allows you to quickly view and adjust an employee’s compensation, as well as review their compensation history. To update an employee's salary: Navigate to the “Employees” tab in the top navigation menu. ...
Personnel File Tab - Employee Profile
The Personnel File of an employee's profile houses a variety of employee-specific documentation, such as Election Sheets, Carrier Forms, and Onboarding Documents. Each individual form is downloadable from the Personnel File by hovering over the ...
Onboarding Tab - Employee Profile
Successfully managing the employee onboarding process ensures every new hire starts off on the right foot. The “Onboarding” tab of an employee's profile houses an employee’s Onboarding Checklist(s), Onboarding Documents, and Archived Onboarding ...
PTO Tab - Employee Profile
View an employee's PTO details including requests, balances, and approvers via the employee's PTO Tab of their employee profile. To access an employee's profile, select the "Employees" tab in the top navigation menu, then locate and select the ...
Compliance Tab - Employee Profile
Review which compliance documents were viewed and/or signed by an employee and save as a spreadsheet or PDF for reference via the Compliance tab of the employee profile. The date posted and date viewed/signed are easily viewable for each document. To ...
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 ...