BerniePortal

All-in-one HRIS software for SMBs

4,3 /5 (125 reviews) Write a Review!

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.

BerniePortal Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Contact BerniePortal for detailed pricing information.


BerniePortal Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

From W-4s to I-9s, new hires can complete the entire onboarding process using the smartphone app
Using a shopping cart experience, employees can select benefits and compare costs
BerniePortal guides employees through enrollment by embedding informational tools into the benefits election process itself. Include video content, plan descriptions, helpful links and more
Manage benefits elections, enable employee self-service, review pending coverages and view outstanding benefits enrollments
Create custom job postings, shareable links, and communicate with candidates all through BerniePortal
Use BerniePortal Jobs to share candidate applications, messages, internal feedback, and hiring stages with all hiring decision makers
Transition seamlessly from hiring to onboarding with BerniePortal's features including W-4s, W-9s, I-9s, customizable forms and agreements
Employees can request PTO directly from their BerniePortal accounts. A notification will be sent to the employer for review
Provide employees with the tools to self-manage PTO
Employees can clock in and out using BerniePortal’s home page buttons
BerniePortal screenshot: From W-4s to I-9s, new hires can complete the entire onboarding process using the smartphone app BerniePortal screenshot: Using a shopping cart experience, employees can select benefits and compare costs BerniePortal screenshot: BerniePortal guides employees through enrollment by embedding informational tools into the benefits election process itself. Include video content, plan descriptions, helpful links and more BerniePortal screenshot: Manage benefits elections, enable employee self-service, review pending coverages and view outstanding benefits enrollments BerniePortal screenshot: Create custom job postings, shareable links, and communicate with candidates all through BerniePortal BerniePortal screenshot: Use BerniePortal Jobs to share candidate applications, messages, internal feedback, and hiring stages with all hiring decision makers BerniePortal screenshot: Transition seamlessly from hiring to onboarding with BerniePortal's features including W-4s, W-9s, I-9s, customizable forms and agreements BerniePortal screenshot: Employees can request PTO directly from their BerniePortal accounts. A notification will be sent to the employer for review BerniePortal screenshot: Provide employees with the tools to self-manage PTO BerniePortal screenshot: Employees can clock in and out using BerniePortal’s home page buttons

BerniePortal Reviews

BerniePortal Reviews

Overall rating
4,3
/
5
Excellent
70

Very good
35

Average
14

Poor
3

Terrible
3

Value for Money
4,5
Features
4
Ease of Use
4,2
Customer Support
4,4
84% recommended this app
Meghan elise G.

Customer support worth the price

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.


Kristen R.

Open Enrollment 2019 -


Amanda O.

It could be better

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.


Verified Reviewer

Eases the burden and keeps things simple

BerniePortal has fulfilled our needs for managing benefits, particularly enrollment for health, dental, and vision insurance and related documentation. We are testing out the PTO module, hoping to replace our basic spreadsheets and email approval system. We've been very pleased with the portal, and recommend you at least check it out to see if it will meet your needs.


Jennifer P.

Fantastic Team


Meghan elise G.
Industry: Insurance
Company size: 11-50 Employees

Customer support worth the price

Used Daily for 6-12 months
Reviewed on 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
Customer Support

Likelihood to recommend: 10.0/10

Kristen R.
Industry: Computer Software
Company size: 51-200 Employees

Open Enrollment 2019 -

Used Monthly for 1-5 months
Reviewed on 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

Likelihood to recommend: 6.0/10

Amanda O.
Industry: Government Relations
Company size: 51-200 Employees

It could be better

Used Weekly for 1+ year
Reviewed on 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
Customer Support

Likelihood to recommend: 0.0/10

Verified Reviewer
Industry: Nonprofit Organization Management
Company size: 11-50 Employees

Eases the burden and keeps things simple

Used Weekly for 2+ years
Reviewed on 2019/01/22
Review Source: Capterra

BerniePortal has fulfilled our needs for managing benefits, particularly enrollment for health, dental, and vision insurance and related documentation. We are testing out the PTO module, hoping to replace our basic spreadsheets and email approval system. We've been very pleased with the portal, and recommend you at least check it out to see if it will meet your needs.

Pros

The bernieportal leverages technology to handle the communication and paperwork/documentation necessary for managing benefits. The process is seamless, and employees have easy access to information about their benefits. Each month a webinar is offered, which covers new releases and reminders about the tools available.

Cons

If you have complex benefits, this may not be the best system...but make sure you test it out first. There are some customizations available. Their wheelhouse is probably small to mid-size businesses.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Jennifer P.
Industry: Insurance
Company size: 2-10 Employees

Fantastic Team

Used Daily for 2+ years
Reviewed on 2018/12/11
Review Source: Capterra

Pros

The total customer experience definitely exceeds expectations. If we have suggestions on how to improve our team is very responsive and listens to our suggestions and usually implements them very quickly.

Cons

Some of the employees are our groups don't have access to a computer so they find it difficult to navigate.

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,4/10
Based on 125 user ratings
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BerniePortal Pricing

BerniePortal Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Contact BerniePortal for detailed pricing information.

Contact BerniePortal for detailed pricing information.

Value for Money
4,5/5
Based on 125 user ratings
Compare value for money rating with alternatives
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BerniePortal Features

BerniePortal Features

API
Activity Dashboard
Activity Tracking
Applicant Tracking
Automatic Notifications
Customizable Branding
Customizable Reporting
Data Import/Export
Employee Database
Employee Management
Employee Onboarding
Employee Portal
Employee Self Service
Performance Management
Real Time Reporting
Recruitment Management
Reminders
Reporting & Statistics
Self Service Portal
Third Party Integration
Features
4/5
Based on 125 user ratings
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Categories

Additional information for BerniePortal

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

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

    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
    • 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

    Q. Who are the typical users of BerniePortal?

    BerniePortal has the following typical customers:

    Small Business, Mid Size 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, Proliant

    Q. What level of support does BerniePortal offer?

    BerniePortal offers the following support options:

    Phone Support, Online Support, Knowledge Base