Employees | Org Chart | Knowledge Base

Org Chart
Creating your Org Chart
The Org Chart is a great way to access a full picture of your company hierarchy. Assigning managers to employees in BerniePortal simultaneously creates an employer’s Org Chart. To Assign Managers: Select an employee from the "Employees" list. In ...
Viewing your Org Chart
Organization charts are great for defining the hierarchy of an organization. In the “Org Chart” tab of your “Employees” area, you can view, expand, and download your group’s hierarchy chart. To expand an area of the Org Chart, select the "Plus" sign ...

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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 ...

Org Chart