Employees | Settings | Knowledge Base

Settings
Employee Profile Page Settings
Custom sections can be added to the Employee Profile via the Profile Page settings area. Creating a custom profile section allows you to store additional employee information in one organized place through Custom Fields. For example, if your ...
Team Settings
BerniePortal offers an Organizational Chart to outline your company hierarchy, as well as a Directory of employee information. These are great tools for both admin and employee. Under the “Team” area, employee visibility of these features can be ...
Personnel File Settings
Determine what information employees see in their own Personnel File by adjusting the viewing permissions next to each category. Access your employer's "Personnel File" settings by selecting the "Employees" tab in the top navigation menu, then ...

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 ...

Settings