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 organize and store any additional documents your organization requires!
To access:
- Log in to BerniePortal as the employer or a Onboarding feature administrator
- Select “Onboarding” in the top navigation menu
- Select “Settings” in the secondary menu
- Select “Document Categories” in the left-hand menu
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To create a new category:
- Enter your category name in the "Add a Category" field and click "Add"
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- Reorder categories by selecting the three dots next to any category name
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- Edit or delete existing custom categories by hovering over the action gear icon
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