BerniePortal Pricing, Features, Reviews & Comparison of Alternatives

BerniePortal

All-in-one HRIS software for SMBs

4.33/5 (125 reviews)

BerniePortal overview

What is BerniePortal?

BerniePortal is a cloud-based HR platform for small and mid-sized employers that offers the tools to address every stage of the employee lifecycle. With features such as applicant tracking, onboarding, benefits administration, time and attendance, PTO tracking, and 1094-C/1095-C reporting, users are able to manage all of their HR needs using a single solution.

BerniePortal’s tools for applicant tracking help organizations find the best fit recruits through a seamless candidate workflow. Users are able to create custom job postings and communicate with candidates via the online portal, as well as collaborate with all hiring decision makers by sharing candidate applications, internal feedback, and sending messages. BerniePortal also includes W-4s, W-9s, I-9s, customizable forms and agreements to speed up offers and finalize onboarding. Organizations can eliminate paperwork by onboarding employees online from any location, as well as track new hires and send reminders using the dashboard tool.

With BerniePortal, organizations can offer more benefits strategies and funding options to employees, as well as increase their understanding with informational tools such as videos, descriptions, links, and more, embedded directly into the benefits election process. Companies can also edit benefit settings, review pending coverages, view outstanding benefits enrollments, and more, and employees can enroll, manage and access their employee benefits at anytime.

PTO tracking tools allow users to streamline requests and approvals complete with notifications which are sent to the employer whenever an employee requests time off. BerniePortal also helps users to accurately track employee work hours with features for clock in & out, timesheets and attendance, as well as dashboard tools which provide users with insight into the overall performance across the organization. BerniePortal integrates with multiple carrier and payroll providers including ADP, Proliant, and Paycor.
www.bernieportal.com

Pricing

Pricing options
Subscription
Value for money
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Devices

Business size

S
M
L

Markets

United States

Supported languages

English
BerniePortal screenshot: Create custom job postings, shareable links, and communicate with candidates all through BerniePortalBerniePortal Product OverviewBerniePortal screenshot: Use BerniePortal Jobs to share candidate applications, messages, internal feedback, and hiring stages with all hiring decision makersBerniePortal screenshot: Transition seamlessly from hiring to onboarding with BerniePortal's features including W-4s, W-9s, I-9s, customizable forms and agreementsBerniePortal screenshot: Using BerniePortal’s onboarding software, employees can onboard online from any locationBerniePortal screenshot: Manage benefits elections, enable employee self-service, review pending coverages and view outstanding benefits enrollmentsBerniePortal screenshot: BerniePortal guides employees through enrollment by embedding informational tools into the benefits election process itself. Include video content, plan descriptions, helpful links and moreBerniePortal screenshot:  Using a shopping cart experience, employees can select benefits and compare costsBerniePortal screenshot: Employees can request PTO directly from their BerniePortal accounts. A notification will be sent to the employer for reviewBerniePortal screenshot: Provide employees with the tools to self-manage PTOBerniePortal screenshot: Employees can clock in and out using BerniePortal’s home page buttonsBerniePortal screenshot: The timesheet shows the exact times employees have clocked in and out each day, as well as a running total of all hours workedBerniePortal screenshot: Review employee hours and export for payroll. Utilize dashboard tools to gain insight into the overall time and attendance performance of the organizationBerniePortal screenshot: From W-4s to I-9s, new hires can complete the entire onboarding process using the smartphone app

BerniePortal reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.0
  4.2
  4.4
Meghan Elise Guffee

Customer support worth the price

Used daily for 6-12 months
Reviewed 2018-12-12
Review Source: Capterra

We were looking at having to hire two support staff immediately to support new & renewal business Q4. With Bernie's ease of implementation and instant streamlining effect we were able to defer to Q1 so we can spend much needed time searching, thoughtfully rather than desperately, for our one new staff member. Eliminated the need for a second one.

Pros
The fact that I don't have to build out anything or learn how to code to be able to use it and show my clients how to use it. I have one person at Bernie to communicate with and he builds everything needed to make me look good and my clients feel confident in the technology. I truly love not having a revolving phone bank of support or having to create a ticket online and wait for someone to pick it up.

Cons
Really can't think of a negative right now and haven't heard anything negative about it from any clients to date.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Bunny Pratt

Highly Engaged

Used daily for 2+ years
Reviewed 2017-08-22
Review Source: Capterra

Efficiency and continuity of information delivery of insurance benefits in addition to legible enrollment forms with complete information.

Pros
The toggle inputs make setting up the portal easy, and, if you have all the pieces (census, subgroup designations, rates, and benefit summaries), a portal can be setup in a day, versus 6-8 weeks on other systems. We utilize the portal mainly during open enrollment since it provides an easy way to post age rates or composite rates and provides a delivery mechanism for ACA required Summary of Benefits and Coverage. It leverages much of the data held in the system to pre-populate enrollment forms and collect actual signatures (via touchscreen or mouse).  It also offers Onboarding capabilities (I-9, W-4, Handbook receipts, etc.) for those companies who want to go paperless.  We launched the portal with our 50+ clients first in order for them to capitalize on the 1095 reporting capabilities with BerniePortal then rolled out portals for smaller clients at their renewal. The system is compatible with any device that can connect to the internet so even field employees can enroll using their phone. We have monthly support calls with our BerniePortal Account Manager to discuss newly released features and provide feedback on cases in progress.

Cons
The system architecture is updated frequently and changes are not always announced, so sometimes we find feature changes that we did not know were happening. Many times these are minor, and improvements, but there have been features removed that we appreciated using. Most rating methods can be accommodated like age rates and composite rates for standard lines of coverage. Disability rate tables can be challenging to setup yourself, but the BerniePortal team is available to handle some or all benefit setups. They have a Defined Employer Contribution mechanism, but currently do not have a Defined Employee Contribution mechanism. Adoption and use by the HR administrator is ultimately needed to gain the most value and utility from the system. Standard client data reports are available for download, but custom reports cannot currently be generated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Amanda Owens

It could be better

Used weekly for 1-2 years
Reviewed 2019-01-22
Review Source: Capterra

Created more work for HR during open enrollment. In the past, when employees did not make changes to their health insurance plans, we didn't have to update anything. Now that we utilize the Bernie Portal and it does not reflect the correct information, HR is essentially stuck doing every single employee's open enrollment (so that the employee does not assume they pay $0 when they do contribute). Very time consuming. Changes are not always reflected. I have also encountered employees who information was not reflected correctly even though entered with the previous elections - i.e. dependents deleted for no reason. I also feel like it could have more functionality and tools that are useful to the HR professional. I don't understand why it includes new employee forms - feels a little disjointed.

Pros
I think the system has potential. It's pretty user-friendly for the most part. I think it could be valuable to an organization but not every single employee will understand how to make sure they are putting in the proper elections for health insurance.

Cons
Not fully functional. Our costs do not show up appropriately. Employees are supposed to see how much they pay towards their insurance and it says $0. Since it says this, they can not use the software which results in HR having to do all of the leg work during open enrollment and through out the year. I see they offer 1094/1095C assistance. It is not a functionality on my end. I questioned our third party and have yet to hear back on how this could be implemented.

Response from Bernard Health


To improve your BerniePortal experience, I'd like to provide insight into a few of your statements. 1) "Employees are supposed to see how much they pay towards their insurance and it says $0:" This sounds like a configuration problem that can be easily fixed on the back end. I recommend contacting your broker to make the proper back-end adjustments. This way you won't have to do enrollment manually! 2) "I see they offer 1094/1095C assistance. It is not a functionality on my end." BerniePortal has a 1094-C/1095-C reporting functionality that can be activated simply by requesting it from your broker. Our team also offers additional mailing and e-filing services, which can also be arranged if you contact your broker. Overall, we recommend increasing communication with your broker so that BerniePortal functions optimally for your organization. Hopefully this helps!

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend: 0/10

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Tammy Bradford

BerniePortal Review

Used daily for 2+ years
Reviewed 2018-12-11
Review Source: Capterra

Our overall experience with BerniePortal is great. Our customers are coming around to using it and those that do, love it. I've been able to get Open Enrollments done quicker, processing is quicker since we are not continually tracking down employees to receive needed information from paper apps and in some cases with small groups, the need for employee meetings has reduced.

Pros
I like the clean, easy to read look of the software. It's not a "busy" website where you get lost in knowing what to do next. This software is the most user friendly I've seen from an online enrollment site.

Cons
Sometimes I just don't know how Bernie "thinks". LOL. Sometimes the questions asked can be perceived in different ways. For example, Salary updates: "Effective with first paycheck after this date". Answering this question can be complicated since, we as the broker, are often assisting with this question to make sure that Disability rates calculate correctly during renewal.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Kristen Rolfes

Open Enrollment 2019 -

Used monthly for less than 6 months
Reviewed 2018-11-29
Review Source: Capterra

Pros
For the most part the software is a great tool for open enrollment. It is quick and most employees could elect their benefits without any problems.

Cons
As the Benefits Administrator I am receiving a lot of feedback from employees that once you get to Step 3 (the page that encompasses all the benefit elections) doesn't auto generate to the next benefit. Employees have been confused by the fact that you hit "save and continue" and there is a check mark next to the benefit but they can't actually see the benefit because it is higher on the page and you would have to scroll up to confirm you have elected that benefit. I would also like to recommend that benefits that are available to employees that are no cost to them be put somewhere other than the benefit tab. It is confusing to employees to see STD and LTD listed at zero cost to them. I understand it is a benefit that is offered by the employer and they should be aware of it but it is confusing when you are making an election for something that you don't contribute to. I appreciate you asking benefit administrators for their feedback. I know it makes the software better and ultimately a better experience for the employees. :)

Response from Bernard Health


We appreciate your feedback and would like to help you resolve your troubles by offering a few tips:
1) "Step 3 doesn't auto generate to the next benefit": We would suggest adjusting the magnification settings on the device so that all content is visible. It may also be helpful to include instructions in the customizable informational box that appears when an employee selects a benefit.
2) "It is confusing to employees to see STD and LTD listed at zero cost to them."¿ We encourage taking advantage of the customizable information box that employees see during enrollment. Many employers also find it helpful to arrange an in-person presentation of employee benefit offerings and a quick BerniePortal tutorial in order to simplify open enrollment. BerniePortal's knowledge base also includes in-depth employee tutorials that should help employees.
Thanks again for your feedback¿as you noted, this can only improve our product. We will keep these items in mind as we invest in development!

Rating breakdown

Ease of use
Features

Likelihood to recommend: 6/10

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BerniePortal pricing

Pricing options
Subscription
View Pricing Plans

Contact BerniePortal for detailed pricing information.

BerniePortal features

API
Activity Dashboard
Applicant Tracking
Data Import/Export
Employee Onboarding
Employee Portal
Employee Self Service
Performance Management
Reminders
Reporting & Statistics
Third Party Integration

Activity Tracking (262 other apps)
Automatic Notifications (381 other apps)
Customizable Branding (296 other apps)
Customizable Reporting (298 other apps)
Employee Database (282 other apps)
Employee Management (348 other apps)
Real Time Reporting (256 other apps)
Recruitment Management (264 other apps)
Self Service Portal (319 other apps)

Videos and tutorials

Additional information for BerniePortal

Key features of BerniePortal

  • 1094-C/1095-C reporting
  • Applicant tracking
  • Benefits administration
  • BernieBill - carrier billing
  • COBRA administration
  • Capture quality candidates
  • Carrier integration
  • Compliance notices
  • Custom fields
  • Customizable permissions
  • Document management
  • Employee onboarding
  • Employee personnel file
  • Employee self-service
  • Manage internal activities from a birds eye view
  • Multiple languages
  • PTO tracking
  • Payroll integration
  • Record keeping
  • Reporting
  • Search functionality
  • Smartphone app
  • Time & attendance
View All Features

Benefits

Share candidate applications with all hiring decision makers and exchange messages and internal feedback throughout all hiring stages to find the best recruits.

Eliminate paperwork by bringing the entire recruitment process online and onboard new hires from any location, and digitize official forms such as the W-4, I-9 or W-9.

With BerniePortal, employees can enroll, manage and access employee benefits through the online portal. Organizations can expand their benefits offerings while increasing employee understanding and simplifying enrollment.

Send a notice to a single person, a group of employees, or company-wide to keep employees up to date on any announcements or policy changes via BerniePortal.

BerniePortal offers an iOS mobile app that supplies users with important HR information while on the go such as insurance details, clocking in & out, as well as new hire onboarding.