BerniePortal

BerniePortal

All-in-one HRIS software for SMBs

4.3/5 (124 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

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

BerniePortal Reviews

Overall rating
4.3/5
85% positive reviews
70
Excellent
35
Very good
13
Average
3
Poor
3
Terrible
Bunny P.

Highly Engaged

Used Daily for 2+ years
Reviewed on 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
Customer Support

Likelihood to recommend

10.0/10
Amanda Y.

Decent Portal for Smaller Benefit Packages

Used Daily for 1-5 months
Reviewed on 2019/01/23
Review Source: Capterra

After utilizing Bernie Portal for a few weeks, there are a few comments/suggestions I would like to pass on.

Employee enrollment changes – When I go back to correct errors I have to completely recreate the employees enrollment, from start to finish. When an employee elects to make an HSA contribution change, I shouldn’t have to completely remove and re enter his enrollment just to update something so simple.

Reporting – First, I cannot pull a report with HSA contributions, they come over as a PDF with a page for each employee, even if they are not enrolled in an HSA. I then have to search for changes. Second, our spousal and children vol life or AD&D plans are not tied to the spouse or child, they should be tied to the employee. When I pull a report for the vol life and AD&D plans, have to manipulate the data and move it to the employee as it is populated on a line/record that has census data for the spouse or child. I would like to see the data tied to the employee.

Pending enrollments – some of our plans require additional steps such as evidence of insurability forms to be completed be fore the employee is actually enrolled in the plans. I would like to see Bernie Portal have the option to mark an employees enrollment as pending and thus exclude it from billing and payroll deduction reports.

Pros

Bernie Portal has good customization options, and they responded quickly when we needed to make a change to the view/setup of our plans.

Cons

We offer 12 different benefit plans with multiple options and tier selections. Bernie Portal isn't equipped to handle this many plans effectively. The reporting feature is not customizable and cumbersome to extract the data that I need. There is also not the option to edit/change an employees enrollment without completely starting over. Pending enrollments that require approval or additional processing such as an Evidence of Insurability form cannot be removed from reports or the billing feature. This causes lots of manipulations to the reports on our end to ensure accurate data.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10
Tammy B.

BerniePortal Review

Used Daily for 2+ years
Reviewed on 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
Customer Support

Likelihood to recommend

10.0/10
Sandi C.

Admin Staff and Clients Love It

Used Daily for 1+ year
Reviewed on 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!

Pros

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!

Cons

The reporting in BerniePortal could be improved - it is sufficient but could be upgraded to be more intuitive for the admin staff and clients alike.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jen F.

Experience with Bernie Portal for Benefits Management

Used Weekly for 6-12 months
Reviewed on 2019/01/22
Review Source: Capterra

Our broker recommended BerniePortal to administer benefits, rather than our current payroll/HR provider's system. In hindsight, we probably would have just stuck with one system. Bernie is probably useful for overall employee/HR management, but since we have only used it for benefits administration, I haven't seen the full picture of what it can do.

Pros

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.

Cons

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.

Rating breakdown

Ease of Use

Likelihood to recommend

5.0/10

BerniePortal Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Contact BerniePortal for detailed pricing information.

BerniePortal Features

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

  • Activity Tracking
  • Automatic Notifications
  • Customizable Branding
  • Customizable Reporting
  • Employee Database
  • Employee Management
  • Real Time Reporting
  • Recruiting Management
  • Self Service Portal

Additional information for BerniePortal

Key features of BerniePortal

  • 1094-C/1095-C reporting
  • Applicant tracking
  • Benefits administration
  • BernieBill - carrier billing
  • COBRA administration
  • 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
  • PTO tracking
  • Payroll integration
  • Record keeping
  • Reporting
  • Search functionality
  • Smartphone app
  • Time & attendance

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.

  • BerniePortal FAQs

    Below are some frequently asked questions for BerniePortal.

    Q. What type of pricing plans does BerniePortal offer?

    BerniePortal offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Contact BerniePortal for detailed pricing information.

    Q. What are the main features of BerniePortal?

    BerniePortal offers the following features:

    • 1094-C/1095-C reporting
    • Applicant tracking
    • Benefits administration
    • BernieBill - carrier billing
    • COBRA administration
    • 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
    • PTO tracking
    • Payroll integration
    • Record keeping
    • Reporting
    • Search functionality
    • Smartphone app
    • Time & attendance

    Q. Who are the typical users of BerniePortal?

    BerniePortal has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does BerniePortal support?

    BerniePortal supports the following languages:

    English

    Q. What type of pricing plans does BerniePortal offer?

    BerniePortal has the following pricing plans:

    Subscription

    Q. Does BerniePortal support mobile devices?

    BerniePortal supports the following devices:

    iPhone, iPad

    Q. What other apps does BerniePortal integrate with?

    BerniePortal integrates with the following applications:

    ADP Workforce Now, Paycor Perform, Proliant

    Q. What level of support does BerniePortal offer?

    BerniePortal offers the following support options:

    Knowledge Base, Online Support, Phone Support