Add a New Compliance Notice - Knowledge Base | BerniePortal

How to Add a New Compliance Notice

Create and send compliance notices so employees can review them in BerniePortal—and optionally sign and receive an email notification.

Employers and Compliance Feature Admins can create notices. Only Employers can manage categories. Generate a Notice appears on Active Notices only after at least one category exists.

To add a category:
  1. Log in to BerniePortal as the Employer.
  2. Select Compliance in the top navigation.
  3. Select Active Notices in the secondary navigation.
  4. Select Categories.
  5. Enter a name in the Category Name field, then select Add. The category is created immediately.
  6. Select Save or Cancel to close the Categories window.
To generate a notice:
  1. Log in to BerniePortal as the Employer or a Compliance Feature Admin.
  2. Select Compliance in the top navigation.
  3. Select Active Notices in the secondary navigation.
  4. Select Generate a Notice.
  5. In Compliance Subgroup, choose All subgroups or a specific subgroup.
  6. In Category, select the category for the notice.
  7. Enter the notice name in the Subject field.
  8. Optionally enter text in the Message field and a YouTube Video URL.
  9. Optionally upload PDF files under File Attachments: (up to 5 files; combined size must stay under 20 MB).
  10. Optionally check Require signature from employee. If checked, edit Language to be used above signature area as needed (default: I confirm that I have reviewed this notice.).
  11. Optionally check Send an email notification.
  12. Select ADD.
The notice appears under its category on Active Notices. To track who has viewed or signed it, see How to View the Status of a Compliance Notice.