When you add an employee through How to Add a New Hire, how they receive activation instructions depends on whether you included an email address: - With an email address, the employee receives an activation email with login instructions.
- Without an email address, BerniePortal generates a PDF with login instructions for you to give to the employee.
Until the employee activates their account, the profile is locked and you cannot edit it. You can resend the activation email or redownload the PDF. To activate the account on the employee's behalf instead, see Activate Account.
Who can resend an activation email or redownload an activation PDF
Employers and Feature Admins can do this for an employee who has not activated their account, when Onboarding is enabled.
To resend an employee's activation email:
- Select Employees in the top navigation menu.
- Locate the employee in the list. Resend Mail appears for employees who were onboarded with an email address and have not activated their account.
- Hover over the employee's action wheel.
- Select Resend Mail.
- In the Are you sure? dialog, if the email address is correct, select Yes, resend this message.
- If you need to change the email address first, select Edit, enter the email address, then select Yes, resend this message.
To redownload an employee's PDF with activation instructions:
- Select Employees in the top navigation menu.
- Locate the employee in the list. Redownload PDF appears for employees who were onboarded without an email address and have not activated their account.
- Hover over the employee's action wheel.
- Select Redownload PDF.
Provide the downloaded PDF to the employee so they can activate their account.