Feature Overview
Everything HR, Powered by the Broker Who Knows Your Business Best
Your broker doesn’t just sell benefits. With BerniePortal, they’re able to help you across all HR functions including recruiting, onboarding, payroll, compliance, and more.
Recruiting
Let candidates see benefit offerings curated by your broker while simplifying the hiring process. Featuring a streamlined integration with Indeed, Glassdoor, Monster, and more, job openings will post directly from BerniePortal to reach a wider pool of talent. Screen multiple applicants at once and create a lasting impression with quick, templated responses. Need to make a hard decision? Collaborate and get second opinions from your teammates with internal feedback!
- Simply screen & assess candidates
- Streamline candidate communication
- Collaborative hiring decisions
Onboarding
Congrats! Jenny accepted your offer! In just a few clicks, you can move Jenny’s applicant profile into an intuitive employee onboarding process that allows her to fill out and e-sign her I-9, W-4, employee handbooks, and custom onboarding documents. Your broker can help make sure benefit-related onboarding documents are included as well.
- Save time
- Improve engagement & retention
- Enhance productivity
Benefits Administration
Seamlessly integrate broker-configured benefit packages into our shopping cart experience which makes it easier for employees to understand, appreciate, and elect their benefits. With video and link resources, employees can make decisions they feel good about without the tedious paperwork. Because your broker supports it, there is less stress and work for you.
- Informed benefits enrollment decisions
- Improve compliance
- Custom enrollment & payroll reporting
PTO Tracking
Life can be complicated, but managing Jenny’s paid time off doesn’t have to be. After you assign a custom PTO policy to Jenny during onboarding, she will be able to request time off in the same central location. Eliminate all those paper and email trails relating to vacation and sick time.
- Customized policies
- Manage time-off requests
- Company-wide visibility
Time & Attendance
Our time & attendance software feature allows employees to clock in and out digitally (and on their mobile devices, too!) while allowing managers to edit, adjust, and approve times as needed. Your payroll team will thank you for this feature.
- Online & mobile time tracking
- Streamline time edits
- Detailed reporting
Payroll
Take the headaches out of payroll with BerniePortal. Our system automates calculations, tax compliance, filings, and reporting — all while keeping your trusted broker in the loop, so you never have to choose between expert advice and efficient HR technology. Your broker’s involvement also helps guarantee that you get the service you need from us when you need it.
- Accurate auto-populated employee data
- Tax compliant
- Dedicated support team
Compliance
Make corporate compliance easier by allowing employees to sign important notices anytime, anywhere. All signed notices are stored in each employee’s personnel file, allowing them to refer back whenever they need. Benefits-related compliance needs consulted on with your broker can be managed here right along all of your other HR compliance needs.
- Requests & reminders
- Customize recipients
- Compliant documentation
Performance Management
BerniePortal’s Performance Management system allows managers to develop closer professional relationships with employees through 1:1 meetings and surveys. Leadership can take the pulse of company culture and performance by sending out company-wide and individual surveys to check in with employees.
- Promote development
- Ensure compliance
- Document performance
COBRA Administration
BerniePortal’s COBRA Administration makes offboarding effortless, reduces compliance risk, and automates premium payments — all coordinated with your broker. Together, HR teams and brokers provide departing employees a smooth, worry-free transition while saving time during open enrollment and throughout the year.
- Seamless Offboarding
- Streamlined Administration
- Stress-Free Reporting
