Guided Setup
Guided Employer Setup - Step by Step Instructions
BerniePortal Setup walks you through setting up your organization after you activate your employer account. Progress saves as you complete each checklist item. Who this is for Global Admins whose employer account was created for them and who have not ...
Guided Employer Setup for Employers Added by a Broker - Step by Step Instructions
When a broker adds your organization to BerniePortal, the Global Admin completes BerniePortal Setup before using the employer dashboard. Progress saves as you finish each checklist item, and unfinished setup returns you to BerniePortal Setup after ...
Completing and Formatting the Employee Census - Guided Setup
Completing and formatting an employee census as part of BerniePortal Setup (Guided Setup) is no longer available. The former Import Employees step was removed from the setup checklist. What this means You will not see an employee census download or ...