BerniePortal Software

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About BerniePortal

BerniePortal is a cloud-based human resources software platform for small and midsize employers. BerniePortal’s features address each phase of the employee lifecycle from hiring to COBRA administration including: applicant tracking, onboarding, benefits administration, PTO tracking, time and attendance, notices distribution and 1094-C/1095-C reporting. BerniePortal also offers 1094-C/1095-C mailing and filing services as well as COBRA administration services. BerniePortal is an employee self-service platform that allows employees to onboard, enroll in benefits, clock in and out, review and sign notices, request PTO and access personal data remotely. Employees can also access the platform using BerniePortal’s smartphone app. BerniePortal features payroll integr...
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BerniePortal User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 1 - 5 of 130 reviews

User Profile

Meghan Elise

Verified reviewer

Company size: 11-50 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

December 2018

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.

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.

User Profile

Kristen

Verified reviewer

Company size: 51-200 employees

Industry: Computer Software

Time used: Less than 6 months

Review Source: Capterra

3

Ease-of-use

out of 5
3

Functionality

out of 5

November 2018

Open Enrollment 2019 -

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!

Replied December 2018

Amanda

Company size: 51-200 employees

Industry: Government Relations

Time used: Less than 2 years

Review Source: Capterra

3

Ease-of-use

out of 5
1

Customer support

out of 5
1

Functionality

out of 5

January 2019

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.

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!

Replied February 2019

Alec

Company size: 51-200 employees

Industry: Government Administration

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2021

Rolka Loube's Review

Rolka Loube is very happy with BerniePortal and is excited to keep using the portal/new services for years to come.

Pros

All around good product/software. The team(s) at BerniePortal are always there to help and are extremely professional every time I have spoken to them.

Cons

The only con I would say that I have would be with the PTO feature we have set up. It has been giving us issues almost the entire time we have been using it. But will say that BerniePortal is always there to help with those issues.

Anonymous

Company size: 11-50 employees

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

January 2019

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.

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.

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