BerniePortal Review

Product:
Vendor:
Founded:
Headquarters:

BerniePortal
Bernard Health
2008
Nashville, TN

Ownership:
Customers:
Deployment Model:
Free Trial:

Private
150,000
Cloud
No

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BerniePortal At A Glance

Good: Quick setup, robust features, user-friendly interface, tailored to small businesses.

Bad: Only sold through brokers, 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 was designed by Bernard Health for 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.

The service integrates with Indeed, ADP, Paycor, BenefitsGuide, Alpine, BernieForms, and Proliant.

Since BerniePortal is available through health insurance brokers, users will always have a direct contact for support and assistance.

Features

Here are the key features of BerniePortal:

Applicant tracking – take your recruitment online with BerniePortal applicant tracking. This 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.
Billing – The billing feature eliminates the need for external records with documentation and notes right in each bill.
Smartphone app – BerniePortal is available via iOS and Android apps for ease of access on the go.

Premium features of BerniePortal are offered in the Beethoven Edition. These include:

1094-C/1095-C reporting
Online benefits
Onboarding

Target Market

BerniePortal is designed for small and mid-sized businesses. It’s available through over 200 health insurance brokers. Some of BerniePortals 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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Implementation/Integration

BerniePortal offers its software through a cloud delivery model.

The solution will easily integrate with other applications, including ADP, Paycor, Indeed, Alpine, BernieForms and BenefitsGuide.

Customer Service & Support

BerniePortal offers a Knowledge Base forum for employers, brokers, team members, agencies, employees and admins.

Since the service is offered through health insurance brokers, customized assistance is available from each broker.

Pricing

BerniePortal is only available through brokers. Each feature has a base price of $15 per month plus $5 per user per month.

Pricing isn’t publicly listed for the Beethoven Edition features.

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Shortcomings

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.

BerniePortal is only available through a broker, and features are sold separately.

Screenshots

About

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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