How to Edit Completed Onboarding Documents - Admin
Once an employee completes assigned onboarding documents in BerniePortal, the employee cannot edit these documents unless unlocked by an admin as a safeguard in BerniePortal. For example, if an employee would like to make changes to their direct deposit information, the admin would need to complete a “Request Edit” for that specific document.
To allow onboarding document edits:
- Select the "Employees" tab in the top navigation menu.
- Locate and select the employee's name.
- Select the “Onboarding” tab from the quaternary navigation menu, then select the “Current Documents” tab.
- Hover over the action gear for the document that requires an edit, then select “Request Edit”.
- The employee will move to the “Onboarding” status and can login to BerniePortal, make the appropriate changes, and re-submit the document.
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