Getting Started with Recruiting
Recruiting Job Posting Standards
When using our recruiting feature, it’s important to follow job posting standards and expectations. Doing so helps maximize visibility and attract the highest number of applicants. Posts that don’t meet these standards may be delayed, or in some ...
How to Add Recruiting
BerniePortal Recruiting lets you post jobs, manage candidates, and move new hires into onboarding. You can add Free Recruiting or Premium Recruiting. Account Owners and Global Admins can add Recruiting. If you are viewing BerniePortal as an employee, ...
Understanding the Candidates Area
The Candidates area lists applicants across your company’s job postings in one Candidate List, so you can find people, open applications, and take status-based actions without opening each job first. Access the Candidates Area You can open the ...
How to Reconsider a Candidate
Sometimes the perfect candidate comes along after you've filled a position, or you realize a previously declined applicant deserves another look. BerniePortal's reconsider feature ensures great talent doesn't slip away permanently! To access: Select ...
How to Share Open Jobs
BerniePortal Recruiting gives every job a unique Sharing Link—a public URL for that posting. When you publish, BerniePortal also distributes the job to supported job boards using that same URL. Use Copy Link to paste the URL wherever candidates ...
How to View Jobs in Preview Mode
On the Job List, View Live opens a Published job’s public posting in a new tab—the same candidate-facing page as the job’s Sharing Link. Use it to check how the posting looks before candidates apply. You can use View Live if you are: An employer ...
How to Message a Candidate
Send a message to a candidate in Recruiting. Messages stay on the application and job so your hiring team can follow the conversation. Who can message a candidate: You can message a candidate if you are: An employer (including a Global Admin signed ...
How to Use the Internal Feedback Module
Use Internal Feedback on a candidate’s application to share hiring notes with your team. Candidates never see Internal Feedback. Who can use Internal Feedback: You can view and post Internal Feedback if you are: An employer (including a Global Admin ...
How to View and Update a Candidate's Status
As candidates move through Recruiting, update their hiring stage and application status so your hiring team stays aligned. Who can update status: The job’s Hiring Manager, the employer, and Recruiting Feature Admins can advance or retract hiring ...
How to View a Candidate's Application
Open a candidate’s application to review their profile information, answers, and documents for a job. Who can view an application: You can view an application if you are: An employer (including a Global Admin signed in as the employer) A Recruiting ...
Understanding the Job List
The Job List is where you view and manage job postings in BerniePortal Recruiting. Unfinished job posts are automatically saved as drafts. Access the Job List You can open the Job List if you are: An employer (including a Global Admin signed in as ...
How to Hire and Onboard a Candidate via Recruiting
Complete your recruitment success by efficiently transitioning chosen candidates from applicant status to active employees—all within BerniePortal's integrated platform. To access: Select “Recruiting” in the top navigation menu Locate candidates ...
How to Decline a Candidate
Maintain organized candidate records and professional relationships with BerniePortal's thoughtful candidate decline process. Keep your talent pipeline current while preserving positive connections for future opportunities. To access: Select ...
How to Close Jobs
Closing a job marks it Closed on the Job List, replaces the public posting with a closed page, and moves every application still Under Consideration to Declined. You can optionally email those candidates when you close. You can close a job if you ...
How to Edit an Existing Job
BerniePortal Recruiting lets you update a published job’s posting details after it goes live. Open Edit Your Job, edit each section with the pencil icon, then Save. Saved changes refresh the live career-page posting; applicants are not emailed when ...
How to Create a New Job
BerniePortal Recruiting’s job wizard walks you through posting a job: job information and details, optional applicant questions and documents, hiring team, hiring stages, then publish. Completing Job Information saves the job as a draft; unfinished ...
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 ...
Recruiting Feature Admins
A Recruiting Feature Admin is an employee who can administer your company’s Recruiting feature while acting as a Feature Admin. They can manage jobs and candidates across the company (not only jobs where they are on the hiring team) and manage ...
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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 ...