Onboarding | Managing Onboarding

Managing Onboarding
How to Complete Employer Portion of I-9 Onboarding Document
Once an employee completes an I-9 in BerniePortal, the employee’s documents must be reviewed and approved by an admin in order for them to be completely onboarded. Incomplete I-9 documents can be accessed three ways in BerniePortal: Via the "To Do" ...
How to Edit Completed Onboarding Documents - Admin
Once an employee completes assigned onboarding documents in BerniePortal, the employee cannot edit these documents unless unlocked by an admin as a safeguard in BerniePortal. For example, if an employee would like to make changes to their direct ...
How to View and Download Completed Onboarding Documents - Admin
Once an employee completes assigned onboarding documents in BerniePortal, these documents can easily be viewed and downloaded so information can be communicated to the appropriate parties, such as payroll vendors. To access completed onboarding ...
How to Assign/Un-Assign Onboarding Paperwork
Assigning an employee onboarding documents is seamlessly integrated with the onboarding process. Check out this article on how to onboard an employee in BerniePortal. Onboarding documents are detailed in Step 8. Forgot to assign an employee ...

Popular Articles
Login Help - Employee
It's important for employees to know how to log in to BerniePortal. An employee’s initial username and password depend on how they were added to BerniePortal. Employees can be added to BerniePortal several different ways, listed below: Via census ...
Onboarding Document Categories
Forget the stacks of paper! Your employer’s BerniePortal is already equipped with five standard onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit. In addition to the standard onboarding documents BerniePortal is already ...
Splitting Your Bill by Billing Subgroup
BernieBill allows you to split your monthly bill by Primary Billing Subgroup. Generating bills for each primary billing subgroup is a great option for employers who pay bills for each division, department, or location separately. To split your bill ...
Creating an Offboarding Checklist
When an employee leaves an employer, there are likely tasks that an employer must complete, such as deactivating the employee's email or collecting their equipment. Offboarding Checklists are a great way to track these tasks in BerniePortal! To ...
What is Auto-Enrollment & How to Configure Auto-Enrollment
Auto-Enrollment provides a method for employers to automatically enroll employees in plans at renewal. When it’s time to close open enrollment, employers can configure auto-enrollment settings by matching each plan and coverage tier from the “Prior ...

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