Personnel File Tab - Knowledge Base | BerniePortal

Personnel File Tab - Employee Profile

The Personnel File tab on an employee's profile stores employee-specific documents by category — including system categories such as Election Sheets, Carrier Forms, Hire Documentation, Compliance, Compensation, and PTO Summary, plus any custom categories your employer adds. Each file can be downloaded from its row actions.

Who this is for

Employers and Feature Admins can open Personnel File on an employee's profile, add categories, and upload PDF files. Brokers can open Personnel File while viewing an employer. Employees open their own Personnel File from a separate entry — see Personnel File - Employee.

To access:
  1. In the top navigation, select Employees.
  2. Locate the employee and select their name to open their profile.
  3. Select Personnel File from the employee's profile menu.
Documents appear in tables by category. Hover over the gear icon on a file's row, then select Download. When delete is available for that file, Delete appears in the same menu.

New categories appear for every employee. Uploading a file applies only to the employee whose profile you have open. Control what employees see in their own Personnel File in Personnel File Settings.

To add a new category:
  1. On the employee's Personnel File tab, select Add a New Category (top right). This control appears when the employee is active with the employer.
  2. In the Add a New Category window, under Add a Category, enter the category name in the field with placeholder What would you like to call this category?
  3. Select Add, then select Save.
The category is then available on every employee's Personnel File. In the same window you can drag categories to reorder them, or use Remove on a custom category (system categories cannot be removed). You cannot delete a category that still has documents for any employee.

To add a new file:
  1. On the employee's Personnel File tab, select Add a New File (top right).
  2. In the Add a New File window, under Category, choose a category from the list (placeholder option: Select a Category).
  3. Upload one PDF: drag and drop it into the upload area, or select click to browse. Only PDF files are allowed.
  4. Select Add.
The file appears under the selected category on that employee's Personnel File.

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