How to View and Complete Compliance Notices - Knowledge Base | BerniePortal

How to View and Complete Compliance Notices - Employee

Employees who see Compliance in the top navigation can view and complete assigned compliance notices. Notices that still need action show a Signature Required or Viewing Required badge.

To complete a compliance notice:
  1. Log in to BerniePortal.
  2. Select Compliance in the top navigation.
  3. Under a category heading, select the notice name.
  4. Review the message and any attachments.
If the notice shows Viewing Required:
  • Opening the notice completes the viewing requirement. Select Close.
If the notice shows Signature Required:
  1. Select the Confirm checkbox and review the confirmation text.
  2. Sign in the signature area labeled Sign (use your mouse): or Sign (use your finger):. Select Reset if you need to clear the signature and sign again.
  3. Select Save.
After you complete a notice, the status badge clears. You cannot undo a completion.

Alternate entry from Home:
  1. On your home screen, open the TO DO sidebar.
  2. Expand Compliance.
  3. Select the link that shows how many notices require attention (for example, 1 notice requires attention. or 2 notices require attention.).
  4. Continue from step 3 under To complete a compliance notice.
To view notices you have already completed, see How to View Completed Compliance Notices - Employee.

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