Employees | Managing Employees

Managing Employees
Mass Update - Employee Demographics
The "Mass Update" feature allows you to update employee demographic information via spreadsheet, allowing you to efficiently update the demographics for multiple employees at once. The "Mass Update" feature allows you to update the below data: ...
Changing Employee Subgroups
Placing employees in the correct subgroups ensures that BerniePortal shows employees the right benefits and premiums, PTO balances, billing locations, and more. For example, if an employee was promoted into the management subgroup for "Benefits" or ...
Mass Update - Salary
Many employers conduct annual performance reviews and process compensation changes all at once. BerniePortal’s Mass Salary Update feature makes this easy. To update multiple salaries via spreadsheet: Navigate to the "Employees" tab. Select "Mass ...

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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 ...

Employees | Managing Employees | Knowledge Base