How to Add a New Compliance Notice
Ensuring employees receive the right compliance documents- and actually acknowledge them- is no small task. Tracking all of this via email and spreadsheets leaves too much room for error and creates extra work for HR. BerniePortal’s Compliance feature takes the hassle out of the process, giving employers one centralized palace to send, track, and store compliance communications across their entire workforce!
To access:
- Log in to BerniePortal as the Employer or Compliance Feature Administrator
- Select “Compliance” in the top navigation menu
- Select “Active Notices” in the secondary menu
Step 1: Set Up Your Categories
Compliance documents are organized by categories, so you’ll need to create at least one category before generating a notice.
To add a new category:
- Select “Categories” in blue
- Enter a title in the “Category Name” field and click “Add” in blue
- Reorder categories by dragging the three-dot icon next to each category name
- To delete a category, hover over the action wheel and select “Delete”
- To rename a category, simply double-click the category name to make it editable
- Click “Save” to finalize any changes
Step 2: Generate a Notice
Once your categories are set up, you’re ready to create and send a notice!
To generate a notice:
- Select “Generate a Notice” in blue
- Determine whether the notice should go to a specific subgroup or all subgroups
- Select the appropriate category for the notice from the drop-down menu
- Enter the notice name in the “Subject” field and add any relevant information in the “Message” field
- Upload any attachments the employees should review or acknowledge
- Tip: For shorter policies, some employers paste the policy language directly into the message field. For longer documents, it's common to use the message field for brief instructions — such as "Please download and review the attached policy" — and attach a PDF of the full document
- If employee acknowledgement is required, check the “Require signature from employee” box to include signature language- This default text can be edited or customized as needed
- If you would like employees to be notified by email, check the “Send an email notification” box
- Tip: Notifications will be sent to the primary email address associated with each employee’s account
- Click “Add” to save and send the notice
- The notice will appear under its respective category in the “Active Notices” area
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