Performance Surveys
Survey Visibility Settings - Employee to Employee
Survey Settings control whether an employee can see survey responses recorded about them, and whether respondent names are shown. The choice is employer-wide and applies whenever an employee views those results. Employers, Feature Admins, and ...
Viewing Completed Surveys - Admin
Employers and Feature Admins with Performance can view completed survey responses for employees they can open from Employees. Managers can view completed surveys for their direct reports from Performance > Surveys > Others. Employees view their own ...
Managing Surveys from the Survey Library - Performance
The Survey Library lists surveys created for your employer. Use it to edit or remove existing surveys. To create a survey, see How to Create Surveys - Performance. To generate and distribute a survey, see How to Send Out Surveys - Performance. ...
How to Send Out Surveys - Performance
Once you have created a survey in Performance, generate it from the Survey Library to distribute it to employees. Employers and Feature Admins with Performance access can generate surveys. Feature Admins can only select Performance subgroups assigned ...
How to Create Surveys - Performance
After you have created questions in the Question Library, you can add those questions to a survey in the Survey Library. Employers and Feature Admins with Performance access can create surveys. To create a survey: Select Performance in the top ...
How to Create Survey Questions - Performance
Employers and Feature Admins with access to Performance can create reusable survey questions in the Question Library. After you create questions, add them to a survey — see How to Create Surveys - Performance. To create a survey question: Select ...
What are Surveys - Performance
Surveys in Performance let employers and Performance Feature Admins collect feedback from employees about themselves, their colleagues, or the organization. Responses can be reviewed by employers, Feature Admins, and—when applicable—managers and ...
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 ...