Onboarding Feature Admin Functionality
An Onboarding Feature Admin is an employee who can administer Onboarding while using Switch to admin account. The employer must have Onboarding enabled. Employee-level actions apply only to employees in the Feature Admin's assigned subgroups.
Onboarding Feature Admin capabilities:
Under Onboarding, they can use Pending, Documents, and Settings. They cannot delete pending new hires from Pending, and they do not appear in their own outstanding onboarding list on TO DO.
Step-by-step instructions for assigning a Feature Admin are in Feature Admins.
Related Articles
How to View and Download Completed Onboarding Documents - Admin
Employers and Onboarding feature admins can open completed onboarding documents as PDFs from an employee's profile when the employer's Onboarding feature is enabled. To access: Select Employees in the top navigation menu Select the employee's name To ...
How to Assign/Un-Assign Onboarding Paperwork
Employers and Onboarding feature admins can assign and remove incomplete onboarding documents for an active employee when the employer's Onboarding feature is enabled. To access: Select Employees in the top navigation menu Hover over the action gear ...
How to Edit Completed Onboarding Documents - Admin
Employees cannot change completed onboarding documents on their own. An employer administrator or Onboarding Feature Administrator unlocks a document with Request edit. Global Admins signed in as the employer can also request an edit. To request an ...
How to Create Onboarding Checklists
Onboarding checklists are reusable task lists you build under Settings so your team has a consistent set of new-hire tasks. To access: Log in as the employer or an Onboarding Feature Admin. Select Onboarding. Select Settings. Select Onboarding ...
Onboarding Document Categories
Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...