Default Onboarding Settings - Knowledge Base | BerniePortal

Onboarding Document Library

The “Document Library” houses all standard and custom onboarding documents for your employer.

In the “Document Library” area of the "Onboarding" feature, you have the ability to create a unique and streamlined onboarding experience for your employees through default onboarding documents. For example, if a majority of your employees need to complete the Missouri State Withholding document, while only a few require the Mississippi document, setting the Missouri form as the default will only require you to make an adjustment for the Mississippi employees when onboarding new hires.
  1. Access the “Document Library” by selecting the “Onboarding” tab from the top navigation menu, “Documents” from the secondary navigation menu, then “Document Library” from the left side menu.
  2. Within the library, you will see categories for all standard onboarding documents, as well as any custom categories you’ve created. Learn how to create categories here!
  3. Use the radio buttons next to each template to designate the preferred onboarding document for that category.
  4. The Direct Deposit can be defaulted to "Required" or "Optional."
  5. Use the dropdown field to find your State Withholding document.


If you work with a BerniePortal licensed broker, you may have the option to import documents they’ve created for you via the “Import from Broker” option. Contact your broker to learn more!

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



    • Related Articles

    • Onboarding Document Categories

      Forget the stacks of paper! Your employer’s BerniePortal is already equipped with five standard onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit.  In addition to the standard onboarding documents BerniePortal is already ...
    • How to Edit Completed Onboarding Documents - Admin

      Once an employee completes assigned onboarding documents in BerniePortal, the employee cannot edit these documents unless unlocked by an admin as a safeguard in BerniePortal. For example, if an employee would like to make changes to their direct ...
    • 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 ...
    • Document Generator - Create a New Document

      Onboarding documents allow you to create a unique and streamlined onboarding experience for your employees. The “Create a New Document” feature allows you to create an onboarding document to collect information from new employees within your ...
    • How to View Completed Onboarding Documents from the Employee Account - Employee

      BerniePortal makes it easy for employees to quickly access completed onboarding documents. These documents can be accessed via a mobile device, and the BerniePortal iOS app as well.  To access completed onboarding documents: The employee should login ...