How to Edit Completed Onboarding Documents - Admin
BerniePortal includes built-in security measures that prevent employees from modifying completed onboarding documents—but you have the power to unlock them when changes are needed! Whether an employee needs to update their W-4 information or correct other details, you can easily grant editing access with just a few clicks!
To access:
- Select the "Employees" tab in the top navigation menu
- Locate and select the employee's name from the Employee List
To allow onboarding document edits:
- Select the “Onboarding” tab from within the Employee Profile, then select the “Current Documents” tab
- Hover over the action gear for the document requiring changes and select “Request Edit”
- The employee's status will automatically change to "Onboarding" in the Employee list, allowing them to log in, make their updates, and resubmit the document
Additional information on Managing Onboarding Paperwork:
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