Home / BerniePortal Employer Help / Employer FAQ's / Cloning in BerniePortal

Cloning in BerniePortal

Cloning is valuable tool that BerniePortal offers to cut time down when creating new plans and subgroups.


“Clone a plan”:


Cloning a plan will copy all plan details and information, along with premium configurations and uploaded material. From your plans library, clone a plan by hovering over the actions wheel next to the corresponding plan and select ‘clone.’ You’ll be taken to the plan configuration screen if you need to adjust any of the plan’s details before continuing.




“Clone a subgroup”:


Similarly, cloning a subgroup will copy all of that subgroup’s settings and attached plans and automatically fill out fields for your new subgroup.



     RSS of this page