Weekdays With Bernie 2025

Ashley Caldwell

Streamlining Your Hiring Process, From Job Board to Careers Page with BerniePortal

Are you struggling to attract enough applicants? Or are you finding that the ones you do receive aren’t the right fit? 

Many HR professionals face the challenge of reaching a broader pool of quality candidates. In this session, we’ll show you how BerniePortal can streamline your hiring process—helping you target the right candidates and expand your reach. Learn how to leverage the job board capabilities to post your jobs across major platforms like Indeed, Glassdoor, and thousands of others, increasing visibility and attracting a more relevant audience. This type of job board software has traditionally been used by larger employers, but with BerniePortal, you’ll now have access to the same powerful tools, leveling the playing field.

We’ll also explore how to create an exceptional candidate experience—from application to interview—making the process quicker and easier for top talent. With BerniePortal, candidates will find it simple and seamless to apply, keeping them engaged throughout. Plus, our ability to showcase your benefits package directly during the interview process gives you an edge over larger employers who lack this feature. Finally, we’ll guide you through integrating a mobile-optimized, user-friendly careers page into your website, ensuring that applying is a smooth, fast, and easy experience across all devices.

Molly Hawkins and Anna Baun

Payroll Under Siege: How to Guard Against Fraud and Secure Employee Trust

In today’s digital landscape, payroll fraud is a growing concern for businesses of all sizes. From phishing scams to direct deposit fraud, HR professionals must stay vigilant to protect both company and employee data. This session will equip you with the tools and strategies to combat payroll threats using BerniePortal’s advanced security features.

Discover how BerniePortal safeguards sensitive payroll information with robust protections, including Multi-Factor Authentication (MFA), secure access controls, and audit logs that track critical changes. We’ll also share real-world examples of fraud attempts, their impacts, and actionable steps to prevent them—ensuring you’re prepared for any scenario.

Sarah Lang

Streamline Compliance and Protect What Matters with BerniePortal

Compliance and security don’t have to be complicated. Discover how BerniePortal simplifies HR processes with automated notices, secure e-signatures, and an audit log that tracks critical events like terminations and employee changes. And, with Multi-Factor Authentication (MFA), BerniePortal ensures an added layer of protection for your sensitive data.

Plus, we’ll explore our new Learning Management System, where you’ll have access to a comprehensive HR content library, regulatory alerts that keep you up to date with compliance changes, a job description builder, educational webinars, and more.

Stephanie Sappo

How to Use Performance Management to Coach Up and Support Transitions

Effective performance management is about more than just annual reviews. It’s about coaching up your employees to reach their full potential, and when necessary, providing the support for a constructive transition to ensure both the individual and organization move forward in the best way possible. Our very own HR Party of One will walk through how to leverage BerniePortal’s Performance Management feature to help managers coach employees effectively while also enabling quality assurance throughout the process.

We’ll cover the key steps for providing ongoing feedback, setting clear expectations, and using the platform to track progress over time. We’ll also dive into how to approach those tough conversations with empathy, whether you’re coaching someone to reach higher performance or guiding them through a thoughtful transition out of the organization. With BerniePortal, performance management becomes a continuous process that fosters a positive work environment and supports both personal and organizational growth.

Ebony Cox and Pooja Patel

Designing the Perfect PTO Policy with BerniePortal

Time off is one of the most valued benefits employees look for, but managing it can be a headache. We’ll show you how to leverage BerniePortal’s PTO feature to design a PTO benefit that works for both your business and your people. You’ll learn how to easily customize PTO accruals, set up clear policies, and automate requests and approvals. Plus, we’ll guide you through the process of updating and changing your PTO policy within the system to ensure it meets your evolving needs. We’ll also cover best practices for tracking PTO balances and ensuring seamless integration with your payroll system, helping you save time, reduce administrative burden, and improve employee satisfaction and retention. Discover how BerniePortal can simplify your PTO process and help you create a benefits package that supports a healthy, balanced workforce.

Anna Baun

Payroll Made Easy: Navigating Taxes, Classifications, and Legal Considerations in BerniePortal

Payroll can be complex, but with BerniePortal, managing taxes, employee classifications, and compliance doesn’t have to be. Join us while we break down the most critical payroll concepts—from federal, state, and local taxes to understanding employee classifications like exempt vs. non-exempt, full-time vs. part-time, and contractor vs. employee. Learn how BerniePortal’s payroll features simplify these processes, reduce errors, and ensure compliance with tax laws.

We’ll also walk you through practical steps for setting up payroll, running accurate reports, and ensuring you’re classifying employees correctly to avoid costly mistakes. Whether you’re new to payroll or looking for tips to improve your process, this session will give you the tools and knowledge to confidently manage payroll from start to finish.

Alex Tolbert

Leveling Up HR: Using the Rhythms of HR Tool to Accelerate Your HR Career

Tired of being buried in Employee-Facing Administrative Tasks (EFATs) like PTO tracking, handling open enrollment changes, and answering compliance questions? These time-consuming tasks keep you from focusing on high-level projects that drive real value. In this session, our CEO will introduce the Rhythms of HR Tool, a powerful way to help you define your priorities and shift away from administrative tasks.

You’ll learn how to use the Rhythms of HR Chart to track weekly, monthly, and quarterly tasks, while positioning this chart as a strategic tool for aligning with your boss on what matters most. By the end of this session, you’ll walk away with an actionable plan to gain more visibility, streamline your work, and focus on initiatives that accelerate both your career and your organization’s growth.

Molly Hawkins

Employer Council Panel

Join us for an engaging panel discussion with BerniePortal’s Employer Council, a group of HR professionals who are navigating the challenges of the ‘HR Party of One’. Our panelists will share their personal career journeys, the hurdles they’ve overcome, and the lessons they’ve learned along the way.

They’ll discuss what’s worked well for them in their HR roles, from streamlining day-to-day processes to fostering employee engagement, and how they’ve tackled common HR challenges. The conversation will also touch on the benefits of using technology to simplify HR tasks, and how platforms like BerniePortal have helped make their roles easier and more efficient.

Alex Tolbert

Meta Planning with BerniePortal

Our CEO invites brokers and employers to join a collaborative discussion on the future of BerniePortal. This meta planning session provides a unique opportunity for you to share your feedback, ideas, and suggestions for improving the platform.

As a group, we’ll explore ways to enhance existing features, address any challenges, and brainstorm new functionalities that could better serve your needs. Your input is invaluable in helping shape the next phase of BerniePortal’s evolution, and this is your chance to directly influence the direction of the platform.