Onboarding Document Library - Knowledge Base | BerniePortal

Onboarding Document Library

Use Document Library to choose which onboarding document appears by default for each category when you onboard a new employee.

To access:
  1. Log in to BerniePortal as the employer or an Onboarding feature administrator. Global Admins can open Document Library after masquerading as the employer.
  2. Select Onboarding in the top navigation menu
  3. Select Documents in the secondary menu
  4. Select Document Library in the left-hand menu
To set or change a default document:
  1. On Document Library, find the category you want to update. The page states: Indicate which document should appear by default when onboarding a new employee.
  2. For most categories, select None or the radio button next to the template that should be the default
  3. For State Withholding, select None, or select the radio next to the dropdown and choose a state from Select a State
Your selection saves when you change it and pre-selects that document when you onboard a new employee or add paperwork.

To edit or delete a custom document:
  1. In a custom category, use the Actions column
  2. Select Edit to open the template in Create New Document or Map Documents, depending on how the document was built
  3. Select Delete, then Confirm or Cancel in the Delete template? dialog
Standard categories do not show Edit or Delete.

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