Pending Onboarding Tab - Knowledge Base | BerniePortal

Understanding the Pending Tab - Onboarding

Streamline your new hire process and monitor onboarding progress at a glance! The Pending Area gives you instant visibility into which employees need to complete their setup.

To access: 
  1. Log in to BerniePortal as the employer or a Onboarding feature administrator
  2. Select “Onboarding” in the top navigation menu
  3. Select “Pending” in the secondary menu


Onboard a New Hire
Launch the onboarding process directly from your Pending area using our intuitive onboarding modal.

To onboard a new hire: 
  1. Select the blue "Onboard A New Hire" button
  2. Complete all required fields in the onboarding modal

  4. Select "Submit and Send" to trigger the activation email for the new employee
Note: Find detailed instructions for completing the Onboarding Modal here

Pending Accounts
The “Pending Account”  area serves as your command center for tracking employees who haven't yet activated their BerniePortal accounts.

To re-send activation emails:
  1. Hover over the action wheel for the employee and select "Resend Mail"

  3. Review the listed email- Click “Edit” to update if necessary

  5. The employee will receive a fresh activation email to create their account and complete onboarding

To delete a pending employee:
  1. Hover over the action wheel and select "Delete" to remove an employee who should no longer be onboarded



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