Manage Onboarding Paperwork - Knowledge Base | BerniePortal

Manage Onboarding Paperwork

A new hire can feel overwhelmed at times when onboarding with a new company or with a new software. Ensure a stress-free onboarding experience for employees by managing their new hire paperwork all in one place.

From the "Employees" list, hover over the action wheel of the employee who needs managing and select “Manage Onboarding Paperwork.”

Manage onboarding options include: "Add Paperwork" and "Remove Paperwork."

Add Paperwork:
  1. Navigate to the "Employees" list. 
  2. Find the desired employee’s name and hover over their action wheel.
  3. Select "Manage Onboarding Paperwork."

  4. Select "Add paperwork" from the "Manage Onboarding Paperwork" modal.

  5. Your employer's custom templates will appear as options, in addition to BerniePortal’s standard onboarding documents (if turned on).
    1. If an employee has already completed a document, it will not be available to “Add.” 
  6. Choose which document(s) you’d like to add for that employee using the dropdown menu under each available template.
  7. Download a PDF preview if you need a reminder of what the document looks like.
  8. Click "Submit and send." Your employee will be notified upon their next BerniePortal login.
BernieTip: if you’ve added any custom documents that still need to be sent to any employee or were initially overlooked when adding paperwork to their onboarding process, it’s not too late! Adding paperwork will notify the employee upon their next login that they have outstanding paperwork that must be completed. They will be prompted to fill out the appropriate documents and their status will change accordingly in your "Employees" list until fulfilled.

Remove Paperwork:
  1. Navigate to the “Employees” list.
  2. Find the desired employee’s name and hover over their action wheel on the right side of the screen.
  3. Select “Manage Onboarding Paperwork.”

  4. Select “Remove paperwork” from the manage onboarding pop up for the selected employee.

  5. Documents ready to be removed will be listed along with its status. [Completed documents cannot be removed]
  6. Select the actions icon next to the document you would like to delete and click “remove.”
  7. Select "Submit and Send."

    • Related Articles

    • Onboarding Tab

      Successfully managing the employee onboarding process ensures every new hire starts off on the right foot. The “Onboarding” tab houses an employee’s Onboarding Checklist(s), Onboarding Documents, and Archived Onboarding Documents.   Onboarding ...
    • Understanding the Employee List

      The “Employees” tab houses a list of all employees within an employer account in BerniePortal so that you can easily retrieve and edit information when needed. Employees are sorted alphabetically by their status. See below for a definition of each ...
    • Info Tab

      To access an employee’s profile, select their name from the “Employee” list.  The “Info” tab houses personal and contact info, as well as subgroup assignment and other employee details. Use the blue hyperlinks under the profile picture to toggle to ...
    • Adding a Single New Hire

      Whether adding a new hire directly into the "Employees" list or onboarding a candidate who was hired in the "Applicant Tracking" feature, adding employees to BerniePortal is as easy as filling out a single form. Some of this information may already ...
    • Masquerade

      By “masquerading” as a user in BerniePortal, you’ll play the role of that user and have access to all personal and benefit details, as well as make permanent changes to their account. Masquerading is useful for: Reviewing or editing elections ...