Payroll | Payroll Account Management

Payroll Account Management
How to Update Your Company Name in BerniePortal
If your business is changing its legal name for payroll, tax filings, and related records, notify Employer Success so those systems stay accurate. The path depends on whether you keep the same FEIN or receive a new FEIN. Changing Employer Name under ...
How to Update Your Payroll Funding Account
When you need to change the bank account used to fund payroll — for example after opening a new business account or switching banks — Employer Success handles the update. There is no employer screen in BerniePortal to change the payroll processor ...

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 ...

Payroll | Payroll Account Management | Knowledge Base