How to Assign/Un-Assign Onboarding Paperwork
Assigning an employee onboarding documents is seamlessly integrated with the onboarding process.
Check out this article on how to onboard an employee in BerniePortal. Onboarding documents are detailed in Step 8.
Forgot to assign an employee onboarding documents during onboarding? Or maybe you assigned an employee a document that doesn’t apply to them? No problem! Onboarding documents can easily be managed via the “Manage Onboarding Paperwork” feature.
To assign documents:
- Select the "Employees" tab in the top navigation menu.
- Locate the employee's name and hover over their action wheel.
- Select “Manage Onboarding Paperwork.”
- Select “Add Paperwork.”
- Documents available to assign will appear in the listing.
- To access a preview of an onboarding document, select “Download PDF Preview.”
- Select the document(s) you’d like to assign from each dropdown, then select “Save Changes.”
To remove assigned documents:
- Select the "Employees" tab in the top navigation menu.
- Locate the employee's name and hover over their action wheel.
- Select “Manage Onboarding Paperwork.”
- Select “Remove Paperwork”.
- Assigned documents available to remove will appear in the listing.
- Hover over the action wheel for the document you’d like to remove, then select “Remove.”
- Select “Save Changes.”
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