Onboarding- Assign Documents
The Assign Documents tool in the Onboarding tab's Documents section enables employers to efficiently distribute standard onboarding documents to multiple employees at once through the Administrative Portal.
Step 1: Select Document Category
Choose the Onboarding Document Category that contains the document you want to assign.
Step 2: Choose Your Document
Select the specific Standard Onboarding Document you'd like to assign to employees.
Step 3: Select Recipients
Choose who should receive the document:
Option A- All Employees
Select "All employees without the selected document" to assign it to everyone who doesn't already have it
Option B- Specific Employees
Select "Specific employees without the selected document" for targeted assignment
This opens an additional window showing only employees who don't already have the document assigned or completed
Simply check the boxes next to the employees you want to include
Note: Custom onboarding documents can only be assigned to employees within 30 days of their recorded hire date.
Didn't find what you were looking for? Send us a ticket.
Related Articles
Onboarding Document Categories
Forget the stacks of paper! Your employer’s BerniePortal is already equipped with five standard onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit. In addition to the standard onboarding documents BerniePortal is already ...Onboarding Document Library
The “Document Library” houses all standard and custom onboarding documents for your employer. In the “Document Library” area of the "Onboarding" feature, you have the ability to create a unique and streamlined onboarding experience for your employees ...How to Edit Completed Onboarding Documents - Admin
Once an employee completes assigned onboarding documents in BerniePortal, the employee cannot edit these documents unless unlocked by an admin as a safeguard in BerniePortal. For example, if an employee would like to make changes to their direct ...How to Assign/Un-Assign Onboarding Paperwork
<br> Assigning an employee onboarding documents is seamlessly integrated with the onboarding process. Check out this article on how to onboard an employee in BerniePortal. Onboarding documents are detailed in Step 8. Forgot to assign an ...How to View and Download Completed Onboarding Documents - Admin
Once an employee completes assigned onboarding documents in BerniePortal, these documents can easily be viewed and downloaded so information can be communicated to the appropriate parties, such as payroll vendors. To access completed onboarding ...