Getting Started with Recruiting
How to Add the Recruiting Free Tier
Our free tier of Recruiting gives employers the advantage to attract more applicants, easily manage candidates, and seamlessly transition new hires to onboarding. Here is what employers get with the free tier: To add the free tier: Navigate to your ...
Understanding the Candidates Area
BerniePortal’s “Candidates” area will display all active and declined candidates for all jobs within your employer. Candidates will display with their status, name, and latest job application. To access a particular candidate's application, select ...
How to Reconsider a Candidate
Change your mind or accidentally decline a candidate? No problem. Candidates can be “reconsidered” to re-open their application with your employer. To reconsider a candidate: Select the “Recruiting” tab in the top navigation menu. Locate the ...
How to Share Open Jobs
In addition to BerniePortal’s integration with Indeed, all posted jobs generate a shareable URL link to the active job posting. To access a job’s shareable link: Select the “Recruiting” tab in the top navigation menu. Under the “Job List” area, ...
How to View Jobs in Preview Mode
Curious what candidates see when applying for jobs posted via BerniePortal? Each active job listing can be viewed in a preview mode. To view job postings from candidate view: Select the “Recruiting” tab in the top navigation menu. Under the “Job ...
How to Message a Candidate
Ready to reach out to a candidate with next steps in the interview process? BerniePortal’s messaging feature makes it easy to message candidates and manage ongoing communication. To message a candidate: Select the “Recruiting” tab in the top ...
How to Use the Internal Feedback Module
Hiring the right candidate is important. BerniePortal’s “Internal Feedback” feature is an organized way to confer with other Hiring Managers and Influencers within your organization to ensure everyone is on the same page. Internal Feedback is not ...
How to View and Update a Candidate's Status
As candidates move through the hiring process with your employer, you’ll want to update their status accordingly to ensure your candidate listing is up to date and easy to digest. To adjust a candidate’s hiring stage: Select the “Recruiting” tab in ...
How to View a Candidate's Application
As candidates apply to open positions with your employer, you’ll be able to review their application, including any required questions and documentation. To review a candidate’s application: Select the “Recruiting” tab in the top navigation menu. ...
How to Hire and Onboard a Candidate via Recruiting
Ready to move forward with a candidate? To hire a candidate: Select the “Recruiting” tab in the top navigation menu. Locate the candidate by either selecting the applicable job from the “Job List” or directly from the “Candidates” menu. Select the ...
How to Decline a Candidate
If you decide after reviewing a candidate’s application that they may not be a good fit, you can decline them in BerniePortal. This will ensure your candidate listing is up-to-date and easy to digest. To decline a candidate: Select the “Recruiting” ...
How to Close Jobs
Once you’ve filled an open position with your employer, you’ll want to close the job in BerniePortal. To close a job: Select the “Recruiting” tab in the top navigation menu. Hover over the action wheel for the job, then select “Mark as Closed.” ...
How to Edit an Existing Job
Published jobs in BerniePortal can be edited at any time. If the responsibilities or requirements for a job change, the listing can be updated with the most current information for candidates. To edit an existing job: Select the “Recruiting” tab in ...
How to Create a New Job
Ready to post your first job in BerniePortal? Be sure to toggle on the Indeed integration first if you’d like the job to automatically post to Indeed, as well as add questions to the Question Library! To create a new job: Select the “Recruiting” tab ...
Popular Articles
Login Help - Employee
It's important for employees to know how to log in to BerniePortal. An employee’s initial username and password depend on how they were added to BerniePortal. Employees can be added to BerniePortal several different ways, listed below: Via census ...
Onboarding Document Categories
Forget the stacks of paper! Your employer’s BerniePortal is already equipped with five standard onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit. In addition to the standard onboarding documents BerniePortal is already ...
Splitting Your Bill by Billing Subgroup
BernieBill allows you to split your monthly bill by Primary Billing Subgroup. Generating bills for each primary billing subgroup is a great option for employers who pay bills for each division, department, or location separately. To split your bill ...
Creating an Offboarding Checklist
When an employee leaves an employer, there are likely tasks that an employer must complete, such as deactivating the employee's email or collecting their equipment. Offboarding Checklists are a great way to track these tasks in BerniePortal! To ...
What is Auto-Enrollment & How to Configure Auto-Enrollment
Auto-Enrollment provides a method for employers to automatically enroll employees in plans at renewal. When it’s time to close open enrollment, employers can configure auto-enrollment settings by matching each plan and coverage tier from the “Prior ...