Onboarding - Assign Documents - Knowledge Base | BerniePortal

Onboarding - Assign Documents

Use Assign Documents to mass assign an onboarding document to employees who do not already have a document in that category. To create or map documents first, see Document Library, Create a New Document, and Map a Document.

To access:
  1. Log in to BerniePortal as the employer or an Onboarding feature administrator
  2. Select Onboarding in the top navigation
  3. Select Documents in the secondary menu
  4. Select Assign Documents in the left-hand menu
To assign documents:
  1. In Select a Document Category, choose the category that contains the document you want to assign
  2. In Select Document, choose the document to assign. The list can include documents from your library and mapped templates for that category
  3. Under Send to:, choose one of the following:
    1. All employees without the selected document.
    2. Specific employees without the selected document. An inline Employees checklist appears on the same page. Check the employees to include
  4. Select Assign
A document does not appear in Select Document if it has already been assigned to all active employees eligible for that category.

Custom documents can only be assigned while an employee is within 30 days of the later of their hire date and account created date.

W-9 documents are limited to 1099 employees. W-4 documents exclude 1099 employees.