For Brokers

Product Updates

Want to know what BerniePortal's been up to?

We've been busy!

Product Updates

Want to know what BerniePortal's been up to? We've been busy!

August 2022

  1. Update requiring employees to verify personal information during open enrollment
  2. Messaging improvements in “To-Do List”

July 2022

  1. More detail on PTO request emails to approvers
  2. Updates to the Employee Search Bar
  3. Guided Enrollment now displays Applied and Approved Amounts for Voluntary Life

June 2022

  1. BerniePortal’s New Payroll Feature

May 2022

  1. Employee First & Last Name added to each line on the Change Report
  2. Cloning Onboarding Checklists
  3. Cloning Offboarding Checklists

March 2022

  1. Employee Compensation Tab Relabeled as “Payroll”
  2. Direct Deposit Information moving to Employee Payroll Area
  3. Custom Fields

February 2022

  1. Applicant Tracking Custom Emails
  2. Applicant Tracking Questions Library
  3. Update Allowing Employees to Enroll in Prior Offer Plans

January 2022

  1. Knowledge Base Integration with BerniePortal
  2. Bills: Updated Primary Navigation Menu and Style
  3. Improved Employee Profile Area

November 2021

  1. Ability for Employers to Add Carrier Forms to Plan
  2. Design Improvements to Applicant Tracking

October 2021

  1. New Options for Generating Performance Surveys
  2. Ability to Reset PTO Based On the Employer’s Fiscal Year
  3. Upgrades to PTO

September 2021

  1. Google Workspace Integration
  2. New Status for Declined Candidates in Applicant Tracking
  3. New Email Settings for Hiring Managers and Influencers

August 2021

  1. Separate BernieBills Generated for each Department or Division Within an Organization
  2. Updated BerniePortal Knowledge Base
  3. Improved Employee Plans Area
  4. Enhanced Benefits Feature Design

July 2021

  1. Time & Attendance: Allow Employees to Indicate Where Their Time Worked Should Be Allocated
  2. More Types of Employee Information Can Now Be Updated Via the “Mass Update” Capability
  3. Improvements to the “Plan Documents” Component for Plan Configuration

June 2021

  1. New org chart functionality
  2. Improvements to the employee upload census process
  3. PTO Calendar now available to employees
  4. New BerniePortal benefit provider: Alpine

May 2021

  1. COBRA: Assistance-eligible under ARPA
  2. Updating Spouse/Dependent gender and birthdates outside of enrollment
  3. PTO Holidays are now accounted for on the “Payroll: Time & PTO” report

April 2021

  1. New offboarding checklists
  2. New employee census spreadsheet
  3. Changing “None” designation to “Not assigned” for subgroups

March 2021

  1. Compliance feature updates
  2. New Surveys allow employers to create and send surveys to employees about individuals or about the organization as a whole.
  3. The Employee Eligibility data type is now available to include on Custom Reports in the Broker area

February 2021

  1. Employees Can View COBRA Details
  2. Checklists Now Appear for Global Admins and Managers
    Immediately Upon Adding a New Hire
  3. Prior Offer in Offer Overview

January 2021

  1. Team Directory
  2. New PTO Report
  3. Onboarding Improvements
  4. BernieForms

September 2020

  1. Passive Open Enrollment / Auto-Enrollment

August 2020

  1. Managers of Employees will now see “Checklists” for their reports
  2. Added Benefit Reduction settings for LTD (2) Benefit Type

July 2020

  1. Age Report
  2. BernieForms Plain Text Questionnaire
  3. Medical Bridge based on Health

June 2020

  1. Upcoming Offers

May 2020

  1. Upcoming Offer Update

April 2020

  1. Custom Reports: New Data Element
  2. Custom Reports: Ability to retrieve benefits information when generating for any type of Subgroup and not just Benefits Subgroups

March 2020

  1. Employee List Page

February 2020

  1. New Federal I-9
  2. Onboarding Checklists

January 2020

  1. New “General Docs” navigation item for Employees
  2. New W-4 to reflect government’s new W-4

November 2019

  1. Option to add additional PDFs at the beginning of the enrollment experience for employees
  2. Applicant Tracking Dashboard
  3. Applicant Tracking To-Do List

October 2019

  1. Mass Salary Update
  2. Applicant Tracking Improvements

August 2019

  1. Reporting: improvements to employer reports
  2. “Life based on Health”
  3. Custom Employer Profile Page
  4. COBRA-related build-out improvement

June 2019

  1. Reporting: improvements to broker-level reports
  2. Reporting: new standard report – “Payroll Report”
  3. Enrolled employee’s Benefits Area: improved user interface

May 2019

  1. Improvement to carrier forms
  2. Dependent definition now appears on employee election PDFs
  3. New default “Confirmation & Authorization” language
  4. New “# of deduction” amounts
  5. Improvements to reports
  6. New benefit type: Limited FSA
  7. New option for plans of the FSA benefit type

April 2019

  1. Additional Employee “Hire Types:” “Test” and “K-1”
  2. More information about beneficiaries on the enrollment PDF

March 2019

  1. Spouse/dependents able to apply up to employee’s “applied for” amount for Voluntary Life
  2. Custom labeling for Voluntary Life benefit types
  3. New benefit type: LTD (2) and custom labeling of LTD benefit types
  4. New effective date rule option: “first of the month only”
  5. New report type: onboarding report
  6. Improvements to the employer’s user interface for reports
  7. Custom reports: Step 1

February 2019

  1. New BerniePortal Feature: Performance Management

January 2019

  1. PTO Calendar
  2. New Employee Status: COBRA