Client List



Your clients will be just as excited about the opportunity to use state of the art software to help simplify their HR tasks and benefit administration. Adding that new client into BerniePortal takes just a few quick steps.

 

  1. Add new client and input information in BerniePortal.

 

FAQHow do I add new client?

 

  1. Complete the BerniePortal Master Subscription Agreement.

 

FAQHow do I complete an MSA certificate?

 

Once those two steps are complete, your client will be able to access their own employer account from which they can begin using a multitude of Employer exclusive features.

 

Also, you’ll have the ability to edit your client’s BerniePortal settings and configurations in “Edit Mode.”

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Master Subscription Agreement Badge


Once a client is added to BerniePortal, they will be sent a master subscription agreement (MSA) to the email provided during the “Add a client” steps.

 

MSA Badge – Shows that the client has yet to complete their master subscription agreement form. You can resend them the welcome email containing the form by clicking the “MSA” badge next to the client in your Client List. You’ll have the opportunity to change the email if necessary.

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View important client info


By clicking on a group’s name from the client list, you’ll notice a list of categories of employer information. As the group’s broker, you’ll have access to the following details.

 

  1. Employees: View a group’s master employee list. Click on an individual employee to access their personal information and view their benefit details. Download an employee’s election sheets, make adjustments to their PTO, and save their reviewed notices as a spreadsheet.

 

  1. Subgroups: View the client’s subgroupings, including their configurations and any integrations. Click on a subgroup to view its details.

 

  1. Benefits: View the employer’s benefit library and access specific plan details. Browse provider details, integration settings, timeframe configurations, and general info. Write notes next to corresponding provider details and timeframes for reminders. Integrations can also be turned on/off here. Click here to learn more about integrations.

 

  1. Onboarding: See pending onboarding new hires and view the group’s onboarding templates.

 

  1. Reports: Run reports for specific clients when information is needed. Click here to learn more about running a report and what information is able to be pulled. (link to how to run a report)

 

  1. Documents: Add, remove, and view important documents that are distributed out to your clients.

 

  1. Notices: Check status of notices as well as e-signatures and number of views for each notice.

 

  1. PTO: View and edit an employer’s PTO subgroups. Click on a subgroup to access it’s settings preferences. Click here to learn more about how to configure a PTO setting. (link to how to configure a PTO setting)

 

  1. 1094C/1095C: View/download previously generated ACA compliance forms.

 

  1. Tasks: Check on the status of tasks that were assigned to your agencies affiliated members (brokers, service team members, etc.). Click on the task to make any edits to it or add a new task. Click here to learn more about how tasks can help your agency.

 

  1. Account Information: View employer information such as FEINs, number of employees, and what BerniePortal features that they have active.

 

Return to Employer Client List help




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