Add a New Compliance Notice - Knowledge Base | BerniePortal

How to Add a New Compliance Notice

It's a big task to ensure employees get all of the internal and external compliance documents they need. This job is made even harder when those documents need to be acknowledged by employees and kept on file by HR. Traditionally, employers track compliance documents using email and spreadsheets, which creates a lot of room for error. BerniePortal’s 'Compliance' feature allows employers to streamline and track compliance communications across their workforce.

Compliance documents are organized by categories, so you’ll need to create a category prior to creating a new notice. 

To add a new category:
  1. Select the ‘Compliance’ tab in the top navigation menu. 
  2. Under the 'Active Notices' area, select 'Categories.'
  4. Enter the new category name in the ‘Category Name’ field, then select ‘Add.’
  6. Reorder categories by dragging the three dots next to each category name.
  7. Hover over the action wheel to delete categories.
  8. Select ‘Save.’

To add a new notice:
  1. Select the ‘Compliance’ tab in the top navigation menu. 
  2. Under the 'Active Notices' area, select 'Generate a Notice.'
  4. Determine if the notice should be sent to a specific subgroup or all subgroups. 
  6. Select the category to which the new notice belongs.
  8. Enter the name of the new notice in the ‘Subject’ field, then enter a message for employees to read in the ‘Message’ field. 
  10. Upload any attachments the employee should download and acknowledge.
  12. Determine if a signature is required from employees. If yes, standard signature language will display in the ‘Signature’ field. You can edit this language if desired. 
  14. Determine if employees should receive an email notification regarding the new notice, then select ‘Add.’
  15. The new notice will now display under its respective category in the ‘Active Notices’ area.

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