View & Download Completed Onboarding Documents - Knowledge Base | BerniePortal

How to View and Download Completed Onboarding Documents - Admin

Employers and Onboarding feature admins can open completed onboarding documents as PDFs from an employee's profile when the employer's Onboarding feature is enabled.

To access:
  1. Select Employees in the top navigation menu
  2. Select the employee's name
To download from Current Documents:
  1. Select Onboarding, then Current Documents
  2. Locate the document with status Complete
  3. Hover over the action gear for that document and select Download
The PDF opens in a new browser tab.

To download from Personnel File:
  1. Select Personnel File on the employee's profile
  2. Under Hire Documentation, select Download for the document
For documents that have been archived, select Archived Documents under Onboarding, then hover over the action gear and select Download.

An I-9 can still show status Incomplete with (Employer information needed) while Download is available. To finish the employer portion, see How to Complete Employer Portion of I-9 Onboarding Document.

To unlock a completed document so the employee can edit and resubmit it, see How to Edit Completed Onboarding Documents - Admin.

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