Document Generator - Map a Document

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 completion, employee information and answers will be generated onto a completed version of the form. 


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 “Map Documents" in the left-hand menu


To map an onboarding document from an existing document:
  1. Preparation
    1. Create any Custom Fields or Signature Language you may need for the document
  2. Document Set Up
    1. Enter a title for the document in the “Document Name” input field
    2. Use the “Category” dropdown to determine where this document should be stored
    3. On the right, drag and drop or click to upload the desired document and select “Add.”

    5. The uploaded document will display on the right
  3. Map Document
    1. Open each category (Standard Fields, Custom Fields, and Signature Language) to locate, drag, and drop tokens onto the form
  4. Final Steps
    1. Select “Save” once complete. The document will now display in the “Document Library” under the "Category" selected in Step 5 above. 
  5. When an employee is assigned the document you’ve created, they will be prompted to enter the information included on the form, and answers will be mapped to the document in the location of the token

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