Document Generator - Create a New Document

Document Generator - Create a New Document

Onboarding documents allow you to create a unique and streamlined onboarding experience for your employees. The “Create a New Document” feature allows you to create an onboarding document to collect information from new employees within your organization.
 
To create a new onboarding document:
  1. Create any Custom Fields or Signature Language you may need for the document.
  2. Select the “Onboarding” tab in the top navigation menu.
  3. Select the “Documents” tab in the secondary navigation menu.
  4. From the “Document Generator” area, select “Create a New Document.”
  5. Use the “Category” dropdown to determine where this document should be stored. Learn more about categories here!
  6. Enter a title for the document in the “Title” input field, as well as any “Additional Text” for the document. 
    1. The "Text" field gives you the ability to insert employer specifics such as a logo, or employee specific data points such as First and Last Name via the “Insert” tool. 
  7. Add desired Custom Fields to ask employees questions by selecting a field from the dropdown, then selecting “Add.” Learn more about Custom Fields and how to create them here!

  9. Use the 'Required" checkbox to determine if a field is required during onboarding.

  11. Upload any PDFs you'd like employees to download, if desired.
  12. Determine if you'd like to add page numbers to the document. 
  13. Determine if a signature is required. 
    1. If employee signature is toggled on, you have the ability to add a signature from the Signature Language Library. Learn more about the Signature Language Library and how to create signatures here!

  14. Use the "Download PDF Preview" hyperlink to view the document you've created. 
  15. Select "Save."
  16. The document will now display in the “Document Library” under the "Category" selected in Step 4 above. 

Didn't find what you were looking for? Send us a ticket.

    • Related Articles

    • Document Generator - Map a Document

      Onboarding documents allow you to create a unique and streamlined onboarding experience for your employees. The “Map a Document” feature allows you to upload existing documents, map questions and employee information to the document, and upon ...

    • Onboarding Document Library

      The “Document Library” houses all standard and custom onboarding documents for your employer. In the “Document Library” area of the "Onboarding" feature, you have the ability to create a unique and streamlined onboarding experience for your employees ...

    • Onboarding Document Categories

      Forget the stacks of paper! Your employer’s BerniePortal is already equipped with five standard onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit.  In addition to the standard onboarding documents BerniePortal is already ...

    • How to Create Onboarding Checklists

      Making a great first impression with new hires is important. Onboarding Checklists in BerniePortal help you track the tasks necessary to ensure a smooth first day for new hires, such as setting up their computer, email, and phone. To create a new ...

    • Onboarding Feature Admin Functionality

      Feature admins play a vital role in helping to perform administrative tasks for each feature within BerniePortal. Feature Admins can be assigned to a specific subgroup for each individual feature. Onboarding Admins will help create a unique and ...