Account Settings
Payment Details Library
The "Payment Details Library" allows you to add, review, or update the ACH information for your bank account(s) that you authorize BerniePortal to debit or credit in accordance with the agreement you have with BerniePortal or with other companies for ...
Signature Language Library
The "Signature Language Library" allows you to create a library of signatures that can be included on onboarding documents for employees to view and sign via the Onboarding process. To add new Signature Language: Select the "Account" dropdown in the ...
Custom Fields Library
The "Custom Fields Library" allows you to create a unique library of custom fields that can be used to: Obtain information from employees via the Onboarding process. Once employees complete onboarding documents with associated Custom Fields, employee ...
Feature Admins
Feature Admins play a vital role in helping to perform administrative tasks for each feature within BerniePortal. While an employer's Global Admin has full access to BerniePortal, Feature Admins operate as additional admins that can be assigned to a ...
Subgroups - Managing and Mass Assigning
In the Subgroups area, you can manage existing subgroups, add subgroups, and mass assign/move employee subgroups. The "Subgroups" area is accessed by selecting the "Account" dropdown, then "Subgroups." To edit subgroup names: Hover over the action ...
Subgroups
Subgroups allow BerniePortal to correctly organize and categorize employees. For example, say that benefit offerings vary between employees based on their status (managers, full time, part time). Subgroups help you define those groupings to ensure ...
Assign Managers
In the “Assign Managers” tab, the global admin has the ability to mass assign managers to employees. This tool is useful for organizations going through a re-structure, if a manager leaves, or if a large number of employees were never assigned ...
Labeling
The “Labeling” tool in BerniePortal allows for further customization of benefit type names, subgroups, and titles within the Org Chart that appear in various areas of BerniePortal, Reports, and Election PDFs. The "Labeling" area is accessed by ...
Dashboard
The “Dashboard” tab allows you to customize the order in which you see items in the "Stats" and "To Do" area of your BerniePortal admin homepage. The "Dashboard" area is accessed by selecting the "Account" dropdown, then "Dashboard." Click on the ...
Email Settings
It's important to ensure the right parties are notified of actions taken in BerniePortal. Benefit, PTO and Billing email notifications can be configured in the “Email” area of your Account Settings. To configure Benefit emails: Select the "Account" ...
Documents
If your employer works with a BerniePortal licensed broker, you can review important documents sent to your account from your broker. Clicking on a document link will download a PDF of its contents to your computer. The "Documents" area is accessed ...
MSA Certificate
Quickly download your group’s MSA Certificate that was signed at the creation of your employer's BerniePortal. The certificate contains client and billing details as well as terms and conditions. To download your employer's MSA Certificate: Select ...
Integrations
BerniePortal houses a large amount of information for your employer that other systems, such as payroll systems, often need to do their job. That’s why we offer integrations, allowing you to push data to other systems for harmonious HR and Benefit ...
Employee Questions
Custom questions are a great tool for asking specific questions and gathering employee information that BerniePortal wouldn’t otherwise collect. These questions are displayed in Step 1 of Guided Enrollment. Employee’s responses to these questions ...
Employer Signature
As a global admin, you can add an employer signature, which can be added to certain documents generated from BerniePortal. Once added, the signature will automatically generate for paperwork such as carrier forms, if mapped. To add an Employer ...
Account Owner
Transferring account ownership will give employer admin authority to whomever is listed as the Account Owner. Account owners oversee all employer settings as well as employee activity in BerniePortal. The current Account Owner will be listed under ...
Employer Logo
Personalize your group’s BerniePortal by adding a logo. The image will display in the upper left corner for all employees and admins associated with your employer. Your logo will also appear as your admin profile picture in the upper right corner of ...
Account Tab
The “Account” tab of an employer’s account area houses Account Information, Account Owner Information, and Enabled Features. The "Account" area is accessed by selecting the "Account" dropdown, then "Account." Account Information: Current address ...
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 ...