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!
To access:
- Log in to BerniePortal as the employer or an Onboarding feature administrator
- Select “Onboarding” in the top navigation menu
- Select “Documents” in the secondary menu
- Select “Assign Documents" in the left-hand menu
To assign documents:
- Select Document Category
- Choose the Onboarding Document Category that contains the document you want to assign.
- Choose Your Document
- Select the specific Standard Onboarding Document you'd like to assign to employees.
- 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.
Related Articles
Onboarding Document Categories
Say goodbye to endless paperwork! BerniePortal comes pre-loaded with five essential onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit forms. Beyond these standard documents, you can create custom onboarding categories to ...Onboarding Document Library
Your one-stop document hub! The Document Library houses all standard and custom onboarding documents for your organization, giving you complete control over your onboarding workflow. To access: Log in to BerniePortal as the employer or an Onboarding ...How to Edit Completed Onboarding Documents - Admin
BerniePortal includes built-in security measures that prevent employees from modifying completed onboarding documents—but you have the power to unlock them when changes are needed! Whether an employee needs to update their W-4 information or correct ...How to Assign/Un-Assign Onboarding Paperwork
Life happens, and sometimes the onboarding needs a change! Whether you forgot to assign a crucial document during the initial setup or discovered that an employee doesn't need a particular form, the "Manage Onboarding Paperwork" feature has you ...How to Assign Onboarding Checklists
Streamline your process from day one! Assigning onboarding checklists integrates seamlessly with your standard onboarding workflow, and once assigned, you can easily track tasks through completion. To set a default checklist: Navigate to the ...