How to View and Download Completed Onboarding Documents - Admin
Stay organized and keep your workflow seamless! Once employees complete their onboarding documents in BerniePortal, you can instantly access, view, and download them for payroll, compliance records, or any other business needs.
To access:
- Select the "Employees" tab in the top navigation menu
- Locate and select the employee's name from the Employee List
To download completed onboarding documents:
- Select the “Onboarding” tab from within the Employee Profile, then select the “Current Documents” tab
- Documents are displayed with their completion date and status
- Hover over the action gear for the document requiring changes and select "Download"
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Note: All completed onboarding documents are also stored in each employee's "Personnel File" under the "Hire Documentation" category, where you can easily download or delete them as needed.
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