Onboarding To Do List - Knowledge Base | BerniePortal

To Do - Onboarding

The To Do list on your admin home screen keeps you up to date on tasks requiring admin attention, usually involving the approval of employee requests and or other actions necessary for admin review.

Use the dropdown menu for each To Do list header to view a list of actionable items requiring your attention. The number of outstanding items show in the blue bubble to the right of each category.
 
To complete an action, just click the dropdown arrow of any To Do category, and then click on an item in the list.




Onboarding paperwork: 
  1. The To Do area will display which employees have outstanding onboarding paperwork, as well as allow you to send them a friendly reminder to complete outstanding documents. 
  2. Select the new hire’s name from the listing to send a custom reminder to only them or to all employees that need to finish paperwork.

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