BerniePortal Review

Bernard Health
Bernard Health
Nashville, TN
Deployment Model:
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BerniePortal At A Glance

Good: Quick setup, robust features, user-friendly interface, tailored to small businesses.
Bad: Some limitations on reporting functionality.
Bottom Line: BerniePortal is simple to use and offers small and medium-sized businesses many HR features all in one program.

Product Overview

BerniePortal targets small and mid-sized businesses that want to spend less time administering HR and more time building their business.

This all-in-one solution was crafted for the busy small business professional. The portal is meant to save time, simplify tasks, and improve compliance easily. It offers employee self-service, applicant tracking, benefits enrollment, compliance, timekeeping, payroll and onboarding features all in one dashboard. It’s also available as an app to use on a smartphone for both employees and HR.


Here are the key features of BerniePortal:

  • Applicant tracking -BerniePortal’s applicant tracking feature allows you to find and attract candidates online and manage candidates’ information.
  • PTO tracking – PTO management is available in one location in the portal. Approve and request time off, and check balances. This feature also allows for employee access.
  • Time and attendance – Employees can clock in and out on their computer or via the BerniePortal app. Track attendance and adjust timesheets online as well.
  • Integrations – BerniePortal will integrate with carriers, payroll and other services such as Indeed.
  • Performance management – Document and track employee performance and development with real-time conversation documentation. A central message chain allows for organizational consistency with agendas, summaries, and discussions.
  • Compliance – This feature ensures compliance with e-signature capability, tracking of individual signatures, and the ability to send reminders.
  • Onboarding – Smoothly transition new hires into an onboarding process that improves employee engagement and cuts down on time.
  • Benefits Administration – Hire and retain top candidates with competitive benefits and custom enrollment.
  • Smartphone app – BerniePortal is available via iOS and Android apps for ease of access on the go.
  • 1094-C / 1095-C Reporting – Easily manage employee data and file forms with the IRS

Target Market

BerniePortal is designed for small and mid-sized businesses. Some of its clients are:

  • Humane Society Naples
  • College Wesleyan Church
  • American Tool & Engineering, Inc.
  • Geonetric
  • South Arkansas Community College
  • R&R Healthcare Communications
  • Monticello Community Surgery Center
  • Fair Food Standards Council
  • Colorado Springs Housing Authority
  • EarthBalance Corp

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BerniePortal offers its software through a cloud delivery model.

Customer Service & Support

BerniePortal offers a Knowledge Base forum, as well as email, chat and phone support.


BerniePortal has a free plan with basic applicant tracking features, SOC II security audit, a knowledge base and integration with third-party software via the Marketplace. Then, there are three paid plans.

Standard – The Standard plan costs $11 per employee, per month and includes all of the features of the free plan, plus access to recruiting features for hiring managers, onboarding, benefits management, paid time off, performance management, compliance management, an employee directory/organizational chart, email/chat support and phone support.

Plus – The Plus plan costs $16 per employee, per month and adds on 1095-C reporting, hiring influencers, onboarding reports, employee time allocation and open API.

Enterprise – The Enterprise plan costs $21 per employee, per month and includes all of the features of the Plus plan, plus advanced benefits features (e.g., unlimited plan options, spousal surcharge, defined contributions) and 360-degree surveys.


Although it can be a great all-in-one solution for smaller businesses, larger businesses might find some of BerniePortal’s features, including reporting capabilities, quite limited.


Bernard Health Screenshot 1
Bernard Health Screenshot 2
Bernard Health Screenshot 3


BerniePortal was launched in 2008 by the benefits broker Bernard Health after seeing the problems that small business face with HR management and compliance. So, it created an all-in-one solution for small and mid-sized companies to save time and allow them to focus more on their business.

The company has received recognition over the last decade from The SaaS Awards, The Stevies and FitSmallBusiness.

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