BerniePortal Reviews

Using it in our organization is helping us achieve our goals easily and more effectively

Am yet to see what I don't like about it but for now we as an organisation are very pleased with it.wr highly recommend it

The software is really easy to use and understand

it would be nice if there were more customization options for paperwork.

Has a lot of cool features but the look and feel are very outdated. Layout is easy to use and easy to navigate.

The system has a lot of potential but the look and feel of the program are old and extremely outdated. If some upgrades were made it would be great.

We love the interface of Bernie Portal and how easy it is for our company and our clients to use. Additionally, the fact that Bernie Portal "builds" and implements our group clients takes that large burden off of us to focus more on sales.

There are a lot of functions Bernie Portal does not offer at all, or other systems offer better. Bernie Portal does not allow different hour eligibility requirements. They do not have a measurement period feature. Recently, Bernie Portal also increased prices for "add on features" so much that we are having difficulty passing this cost onto our clients. Previously the rates were reasonable, now the add on features are extremely expensive.

Bernie Portal is very user friendly; I love this system :-)

Need to be able to filter reports per employee status, etc.

The system is easy to use. It does a nice job on ACA reporting and benefit administration. The applicant tracking software with indeed is a nice feature.

The reporting is improving but still needs improvement.

Ease of use, constantly evolving, great customer support

We did not find this software sooner than 2016.

Very nice to have all employee benefits, salaries, PTO, etc. filed electronically and having it all in one place.

In the event of a power outage I can not access files.

Bernie Portal has greatly improved our Onboarding and Open Enrollment processes. Having everything captured electronically is a huge time saver for both HR and employees.

Would like to see more robust reporting capabilities/options to run custom reports. Currently have to do a lot of manipulation once data is exported.

What I like about this software is that there is ease when onboarding new employees and then the employees also have it pretty easy when selecting the benefits that they wants. Nice that is makes it a step by step process but it is self explanatory.

It is sometime a little more complicated to get into the masquerading option from the admin login, sometimes things don't always work correctly but it always works eventually.

I liked the set up of the system. I was able to find where the employees were, the payroll section, the bills section, etc. with ease.

I did not like how slow the system was to process. When I would try to switch from page to page, it takes awhile to load. Since we are in year 2019, I expect to use systems that are just as fast as my computer's operating system. I was surprised at how slow the Bernie Portal is.

We just used this software for our recent open enrollment period. Employees were able to enroll easily in their benefits and see their options.

The biggest problems are on the back side. There is no provision for passive enrollment years. The reports are very difficult to get to and are not well written for the benefit professional. The report request is processed and then you are supposed to be emailed a report, but they don't always come through and then they expire if they get caught in your spam filter. We had major issues with getting accurate change report information to report to the carriers - it was not clear what exactly changed from last year to the new year. There is a very nice dashboard, but it can't be used to pull enrollment data for the plans.

Thank you for your feedback. You mentioned that, "The report request is processed and then you are supposed to be emailed a report, but they don't always come through and then they expire if they get caught in your spam filter." This problem can be resolved by adjusting the settings in your email inbox. I recommend adjusting these settings so that you will receive the email reports sent by BerniePortal. If you continue to have problems, I recommend contacting your broker or looking at the BerniePortal Knowledge Base. Both of these are excellent resources that may provide insight into the challenges you are experiencing.

My employees found it easy to use for open enrollment. I like the summary sheets that I can store digitally for each employee.

the reporting function is awful - lack of filters and sorting options. No ability to open limited benefits for corrections - employee must reselect all benefits.

Thank you for your feedback! We use input just like this in order to improve our product. In fact, our users' feedback directly impacts our development priorities. Our product team is actively working on improving our product - including reporting functionalities - so that we can best serve the needs of all users.

Very user friendly, easy to use, one less thing to worry about

Not able to self enroll existing employees.

We offer several plan options and with the Bernie Portal it allows the employees the opportunity to review, decide and choose which plan works best for them. With health plans becoming more and more the responsibility of the consumer this gives them their first step in making that happen. And in reviewing their own plans they have more insight into what their chosen covers and does not cover. The other wonderful thing is a more simplistic way to review your summary of benefits and certificate of coverage. The documents are online and always available.

The only thing I found sort of challenging is sometimes you do have to hunt and peck a little to find admin documents you might need. But once you understand how the system works then it gets much easier.

When employees enroll into benefits, we receive a detailed and easy to read enrollment form.

You cannot upload your own documents for employees to digitally sign, you have to send to your rep, and sometimes we've had another company's documents uploaded onto our profile. The pto feature is not user friendly whatsoever, and you can only use time off in half day or full days. The time tracking feature is nice, allows employees to clock in and out, but sometimes there are glitches and issues and all of a sudden everyone's times are missing - and no one has any idea on what's caused it. The customer service is also very slow, representatives take days to get back to you, a lot of them don't know the answers to questions, and have to keep sending you on over to others.

We're sorry to hear that you've had difficulty operating BerniePortal. I'd like to touch on a few items from your review to improve your experience: 1) You can create custom employee notices at the employer level using BerniePortal Compliance. 2) We've made significant improvements to the PTO feature--including the ability to request PTO in increments as small as 15 minutes. I'd really encourage you...

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It's very easy to add an employee to the system and to pull up individual benefits enrollment information. Terminations are also easy, and COBRA administration is handled by Bernie. The employee list shows you at a glance who is enrolled, who still needs to enroll, and who needs to "onboard." Employee enrollment in benefits is user-friendly and straightforward. Employees are shown the costs of each of their selections along the way, and can easily make changes prior to completing enrollment.

The reports aren't very useful. I'm not able to pull up a simple report that tells me (for example) the employee's name plus their enrollment choices. It would be really helpful to be able to do this when reconciling statements from our benefits providers with actual enrollment. I wish I could add and "onboard" a part-time employee who is not eligible for benefits in one step. Since we only use Bernie for benefits administration, there's no reason for them to "onboard" when they can't enroll in anything. It's been difficult to get an API / integration going with our payroll/HR software provider. I had to learn the system on my own. I tried to get some in-person training but was not successful.

I like the connection that the BerniePortal makes with new hires even before they join the organization. The ability to onboard and get the HR paperwork out of the way is a great asset for our organization.

There are a lot of changes made to the portal and these changes are rolled out quickly and sometimes this causes errors with capturing information and submitting it to third party vendors.

Creates a PDF of the enrollment form for carriers that don't take smaller groups' EDI feed. 1095 forms.

A little difficult to navigate at times and have to ask for help.

I like the ease of moving around in the system.

1. We need to be able to ask a question once (example: are you married?) and not repeat the question for every benefit because it is on the enrollment form. 2. More explanation is needed on the dependents screen as to why the dependent information is needed. it is currently blank and doesn't give direction. 3. The inability to manipulate an employee's per pay check deduction based on a state based subsidy program that can change the amount quarterly. 4. Not listing the carrier name on the benefit. 5. Not being able to use different policy numbers within the same carrier.

It's user friendly for brokers, employers and employees. Which is one of the most important features you want in any system.

No system is perfect. It would be nice if we had the option to have more custom reporting.

Moving us from paper to digital. The best thing was how simple it was to use. I have employees that varies in age and computer knowledge and it was so easy! They were able to log in, fill out the form with ease and submit. Accessing the information after the fact was simple and the staff was just so happy that we went digital. On the back end as the administrator, it has all the reports I need and more. It was easy to go back and review files.

They have several additional features that you can use. However, they need more updates for it to be worthwhile.

We are thrilled that BerniePortal has been a valuable organizational tool for you! In regards to your comment on our additional HR features, we would love to hear your feedback on how to improve our product. We are continually developing our product and especially value our users' input. If you have any recommendations, please contact your Client Success representative.

functionality and ability to work with it and the development team really listens to your requests for improvement

Some of our plans are not easily integrated because of the carrier requirements. We have several plans that have specific needs that do not fit the standard plans.

Very User friendly and "dummy" proof. Employers in all industries and size can benefit from a program like Bernie

Rarely do we find an issue with the program. Whoever the ability to change employee info in bulk is limited.... wish there was a way to address that easier

Once you set the client up, pick the employer contribution, add voluntary then you welcome employees to enroll. You then capture their request and process their applications. The biggest thing for us has been adding voluntary products without the need to bring in an enrollment team.

It can be a lot of work to get a client set up but the end result is client retention and more voluntary sales.