BerniePortal Pricing, Features, Reviews & Comparison of Alternatives


All-in-one HRIS software for SMBs

4.51/5 (35 reviews)

BerniePortal overview

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.


Pricing options
Value for money
View Pricing Plans


Business size



United States

Supported languages

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
Ease of use
Customer support
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.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.

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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.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.

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Sandi Crawford

Admin Staff and Clients Love It

Used daily for 1-2 years
Reviewed 2018-10-31
Review Source: Capterra

Buying into an enrollment platform was a big decision, and we did not take it lightly. After vetting multiple options, we made the investment with BerniePortal and it has far exceeded our expectations. We would not hesitate to make the same decision again, and would highly recommend this platform to any broker looking to solidify their standing with clients and expand their book all while making things easier for your admin staff!BerniePortal addresses those pain points that our clients and admin staff have complained about for years, and offers a robust solution. So much more than an online enrollment platform, BerniePortal offers HR tools, compliance help, integrated billing with some carriers, payroll integration and integrated COBRA administration. Our clients rave about the portal and our admin staff needs have decreased since we began using BerniePortal. The service provided by the BerniePortal staff is second to none!

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Sandra Porcaro

Review by Company Administrator

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

From the brokers admin standpoint the software provides an online solution to administer and maintain benefits, especially for the smaller to midsize groups. It gets more complicated with larger groups that have multiple levels. Working closely with a BP rep that is a good fit for the firm is extremely important to make these build outs and renewals go smoothly.The software's functionality is fairly easy to use from the standpoint of the brokers admin. I am able to easily train our groups admins to manage their groups benefits, enrollment and renewal process.

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Diana Epstein

Positive over all. Great responsiveness from success team. Buildout process can be challenging.

Used daily for 1-2 years
Reviewed 2017-08-22
Review Source: Capterra

It is highly customizable which is very valuable to our firm and the small group market we primarily serve.It tackles online benefits administration and onboarding in a very unique way. It is designed by brokers with brokers in mind. It is intuitive and has a user interface that is easy to understand. It is constantly being updated and improved. It gets better every day.

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BerniePortal pricing

Pricing options
View Pricing Plans

Contact BerniePortal for detailed pricing information.

BerniePortal features

Activity Dashboard
Applicant Tracking
Automatic Reminders
Compliance Management
Data Import/Export
Employee Onboarding
Employee Portal
Employee Self Service
Reporting & Statistics
Third Party Integration
Time & Attendance Tracking
Time Off Requests

Activity Tracking (156 other apps)
Automatic Notifications (262 other apps)
Customizable Branding (194 other apps)
Customizable Reporting (195 other apps)
Employee Management (231 other apps)
Real Time Reporting (153 other apps)
Recruiting Management (165 other apps)

Additional information for BerniePortal

Key features of BerniePortal

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


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.