Standard Onboarding Document Categories - Knowledge Base | BerniePortal

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: 
  1. Log in to BerniePortal as the employer or a Onboarding feature administrator
  2. Select “Onboarding” in the top navigation menu
  3. Select “Settings” in the secondary menu
  4. Select “Document Categories” in the left-hand menu


To create a new category:
  1. Enter your category name in the "Add a Category" field and click "Add"

  2. Reorder categories by selecting the three dots next to any category name

  3. Edit or delete existing custom categories by hovering over the action gear icon



Didn't find what you were looking for? Send us a ticket.


    • Related Articles

    • 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 ...
    • 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 ...
    • 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 ...
    • Document Generator - Map a Document

      Onboarding documents allow you to create a unique and streamlined onboarding experience for your employees. The “Map a Document” feature allows you to upload existing documents, map questions and employee information to the document, and upon ...
    • 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 ...