Document Generator - Create a New Document

Document Generator - Create a New Document

Transform your onboarding experience! Custom onboarding documents let you create a streamlined, personalized process that collects exactly the information you need from new employees while reflecting your organization's unique brand and requirements.
 
To access: 
  1. Log in to BerniePortal as the employer or an Onboarding feature administrator
  2. Select “Onboarding” in the top navigation menu
  3. Select “Documents” in the secondary menu
  4. Select “Create New Document" in the left-hand menu


To create a new onboarding document:
  1. Preparation
    1. Create any Custom Fields or Signature Language you may need for the document
  2. Document Set Up
    1. Select a storage category from the “Category” dropdown
    2. Enter a clear, descriptive title in the "Title" field
  3. Additional Text
    1. Add any introductory or instructional text employees should review
    2. Use the "Insert" tool to personalize content with the Employer logo or employee-specific details (like names)

  4. Custom Fields
    1. Add desired Custom Fields to ask employees questions by selecting a field from the dropdown, then selecting “Add” 
    2. Use the "Required" checkbox to make essential fields mandatory

  5. Additional options
    1. PDF Upload: Attach supporting documents if needed

    3. Page Numbers: Choose whether to include page numbering
    4. Signature Requirement: Toggle employee signatures on/off 
      1. If enabled, select an appropriate language from the Signature Language Library to display above the signature area
    5. ​
  6. Final Steps
    1. Click "Download PDF Preview" to review your completed document
    2. Select "Save" to finalize your creation
    3. ​
  7. The document will now display in the “Document Library” under the "Category" selected in Step 4 above. 

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