The Onboarding tab on an employee profile shows that employee's onboarding checklist, current onboarding documents, and archived onboarding documents. Employers and Onboarding Feature Admins can use it when the employer's Onboarding feature is enabled. The tab appears when the employee has onboarding or hire-documentation data on file.
To access:
- Select Employees in the top navigation menu.
- Locate the employee and select their name to open their profile.
- Select the Onboarding tab.
The Onboarding tab has three sub-tabs: Onboarding Checklist, Current Documents, and Archived Documents.
Onboarding Checklist
Use Onboarding Checklist to track new-hire tasks for this employee. If no checklist is assigned, the page shows No onboarding checklist was created for this employee.
To assign a checklist:
- On Onboarding Checklist, select Add a New Checklist.
- In the Add a New Checklist dialog, open the Checklist dropdown and select a checklist.
- Select Add.
Assigned tasks appear in the checklist table with Status, Task Title, Description, Notes, and Actions. Open the actions menu in the Actions column to choose Add note, Mark as complete, Mark as not applicable, or Mark as incomplete, depending on the task's current status. For full task-management steps, see How to Manage an Employee's Onboarding Checklist.
If the employee has older checklist assignments, a Previous Checklists section lists them by Hire Date and Checklist. Select a checklist name to view its prior tasks.
Current Documents
Select Current Documents to view assigned and completed onboarding documents. The table shows Status, Document Name, Date, and Actions.
To work with a current document:
- Open the actions menu in the Actions column for the document row.
- Choose an available action:
- Download — downloads the document.
- Request edit — available when the document can be sent back for updates. Enter a reason in Describe the reason for the request, then select Submit & send. BerniePortal emails the employee with that reason.
- Complete — available when an I-9 needs employer information. Status shows Incomplete (Employer information needed). For the full I-9 procedure, see How to Complete Employer Portion of I-9 Onboarding Document.
- Edit — available for a completed I-9 when employer edits are allowed.
Other incomplete documents show Incomplete and offer Download. An I-9 awaiting remote certification shows Incomplete (Pending remote certification). Completed documents show Complete.
Archived Documents
Select Archived Documents to view archived onboarding records. The table shows Document Name, Date, and Actions. Open the actions menu and select Download to download a document.
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