Account Settings
Global Admin
A Global Admin is an employee who can access all BerniePortal features and edit everything except the Account Owner. The Account Owner or an existing Global Admin (acting as the employer) assigns Global Admins under Global and Feature Admins. When a ...
Mass Assign Approvers
Use Assign Approvers to add a Time Approver or PTO Approver to many employees at once. Saving adds the selected approver; it does not remove other approvers already assigned to those employees. To mass assign Time or PTO Approvers: Log in to ...
Payment Methods
Use Payment Methods to add or update the bank account (ACH) information BerniePortal uses to debit or credit your employer for BerniePortal billing and related remittances. Who this is for Employers and Global Admins can manage Payment Methods. To ...
Signature Language Library
Create a library of signature language for onboarding documents that require an employee signature. Employees see this text above the signature area when they sign. Add entries here before you attach them on Document Generator - Create a New Document ...
Custom Fields Library
Create and manage custom fields that employers can add to onboarding documents and employee profile sections. Answers collected during onboarding can appear on the employee profile, and you can include them in reports. Custom fields can be used to: ...
Feature Admins
Feature Admins can perform administrative tasks for specific features and subgroups. Unlike a Global Admin, a Feature Admin only has access to the features and subgroups you assign. Global Admins and the Account Owner assign Feature Admins from the ...
Subgroups - Managing and Mass Assigning
On the Subgroups page, Employers can edit subgroups, add subgroups, delete subgroups, and mass assign or move employees between subgroups. For an overview of subgroup types, see Subgroups. To access Subgroups: Open Account from the account menu. For ...
Subgroups
Subgroups let employers configure features differently for different groups of employees—or segment employees for cost allocation and auditing. Which subgroup types appear depends on the features enabled for the employer. An employee must be assigned ...
Assign Managers
Use Assign Managers to mass assign or reassign managers to employees. Assignments update your company's Org Chart. Who this is for Employers signed in to the employer account. Global Admins signed in as the employer use the same path. To mass assign ...
Labeling
Use Labeling to customize display names for benefit types, billing subgroup types, Org Chart titles, PTO types, and the Time Project label. Custom labels appear in BerniePortal, reports, and election PDFs. A custom label changes how a name looks. It ...
Dashboard
Employers can set the order of homepage Stats panels and TO DO sidebar items from Dashboard under Account settings. On that page, the lists are labeled Stats and Actions; the Actions order controls the TO DO sidebar. To reorder Stats and Actions: ...
Email Settings
Configure which people receive email notifications for Benefits and PTO actions, and for BernieBill billing, from Account Email Notifications. Employers can update these settings. Benefits Feature Admins configure Benefits notifications from Benefits ...
Documents
Use Documents to view and download PDF business documents that have been uploaded for your employer account (for example by your broker or agency). Who this is for Employers signed in to the employer account. Global Admins signed in as the employer ...
MSA Certificate
Employers can download their signed MSA Certificate from Account settings. The certificate includes client and billing details as well as terms and conditions from when the employer account was created. To download the MSA Certificate: Open Account ...
Integrations
Use Integrations to turn third-party integrations on or off for your employer account. The page subtitle is Turn third party integrations on or off. Who this is for Employers. To access Integrations: Open Account from the account menu. For steps, see ...
Employee Questions
Enrollment questions are custom questions you create for employees to answer during benefit enrollment. They appear under Questions on the Getting Started step. Employee responses are included on the All Data report and on election PDFs under ...
Employer Signature
Employers can create and store a digital signature for use on forms generated in BerniePortal. After you save it, BerniePortal can place this signature on forms that include an employer signature field. To add or update an Employer Signature: Open ...
Account Owner
The Account Owner is the employer login that oversees employer settings and employee activity in BerniePortal. The current Account Owner's name and email appear under Account Owner on Account. The Account Owner can transfer ownership while signed in ...
Employer Logo
Employers can upload a company logo that appears in the upper left of BerniePortal for employees and for the employer account. The same image also appears as the employer account avatar in the upper right. To upload a logo: Open Account from the ...
How to Access Your Account from the Account Menu
Use the account menu to open Account, where you can review and edit company account information, see the current Account Owner, and view active features. Who this is for Employers. A Global Admin signed in as the employer follows the same steps. To ...
Popular Articles
Understanding the Complete Benefits Lifecycle
Effective benefits administration requires navigating a comprehensive lifecycle. This includes creating materials for potential hires, ensuring compliant onboarding documentation, supporting active employee enrollment, managing ongoing compliance ...
Login Instructions - Administrator Help
An employee's initial username and password depend on how they were added to BerniePortal. Use the matching section below when you share login instructions with employees. Employers and Feature Admins can look up the Employer Code and redownload a ...
Onboarding Document Categories
Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...
Hiring Managers, Hiring Influencers, and Their Capabilities
Each job in BerniePortal Recruiting has a Hiring Team. That team includes one Hiring Manager and optional Hiring Influencer(s). These are per-job assignments for employees—not company-wide roles. The same person can be Hiring Manager on one job and ...
Splitting Your Bill by Billing Subgroup
Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...