Settings
What happens if I miss the filing deadline?
File as soon as possible Late filing is significantly better than not filing at all. The IRS uses a graduated penalty structure—the sooner you file after the deadline, the lower your penalties. The Most Important Thing to Know: Even if you've missed ...
What does the ratio displayed for each employer mean (e.g., "2/4")?
The ratio displayed next to each employer name in the Configure tab provides a quick, at-a-glance view of their carrier integration status — making it easy to see which integrations are already configured and where additional opportunities still ...
Adding the Careers Page to Your Website
BerniePortal’s Recruiting feature includes a Careers Page—a webpage that lists your organization’s published job openings on a shareable link you can add to your company website or share elsewhere. Only published jobs appear on the Careers Page. ...
How to Create and Manage the Question Library
BerniePortal’s Recruiting Question Library lets you save reusable application questions so you do not have to retype them each time you publish a job. For example, if every posting asks for a candidate’s highest level of education, add that question ...
How to Configure Recruiting Email Settings
BerniePortal’s Recruiting Email settings let you customize the automated applicant welcome email and control who gets notified when candidates apply. This is separate from reusable message templates used when the hiring team messages a ...
How to Create and Edit Message Templates
BerniePortal’s Recruiting feature lets you save reusable message templates for candidate messages—for example interview invitations, status updates, or rejection notes. When someone on the hiring team messages a candidate, they can choose a template ...
How to Create and Edit Hiring Stages
BerniePortal’s Recruiting feature lets employers create custom hiring stages that match their internal hiring process. Hiring stages are the ordered steps a candidate moves through after applying—for example Application received, Phone screen, ...
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 ...