Managing Onboarding
Onboarding Feature Admin Functionality
Empower your team with specialized access! Feature admins are essential partners who handle administrative tasks for specific BerniePortal features. Onboarding Feature Admin capabilities: Create new onboarding documents Manage default onboarding ...
How to Complete Employer Portion of I-9 Onboarding Document
Once an employee submits their I-9 in BerniePortal, you're just one step away from completing their onboarding journey. A quick administrator review and approval of their documents will finalize the entire process. To access: Incomplete I-9 documents ...
How to Edit Completed Onboarding Documents - Admin
BerniePortal includes built-in security measures that prevent employees from modifying completed onboarding documents—but you have the power to unlock them when changes are needed! Whether an employee needs to update their W-4 information or correct ...
How to View and Download Completed Onboarding Documents - Admin
Stay organized and keep your workflow seamless! Once employees complete their onboarding documents in BerniePortal, you can instantly access, view, and download them for payroll, compliance records, or any other business needs. To access: Select the ...
How to Assign/Un-Assign Onboarding Paperwork
Life happens, and sometimes the onboarding needs a change! Whether you forgot to assign a crucial document during the initial setup or discovered that an employee doesn't need a particular form, the "Manage Onboarding Paperwork" feature has you ...
How to Manage an Employee's Onboarding Checklist
Onboarding checklists help Employers streamline their onboarding process while building confidence and trust with new hires from day one! Master these management tools to maximize efficiency and create exceptional first impressions. To access: ...
How to Assign Onboarding Checklists
Streamline your process from day one! Assigning onboarding checklists integrates seamlessly with your standard onboarding workflow, and once assigned, you can easily track tasks through completion. To set a default checklist: Navigate to the ...
Popular Articles
Login Instructions - Administrator Help
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 ...
Understanding the Complete Benefits Lifecycle
Effective benefits administration requires navigating a comprehensive lifecycle. This includes creating materials for potential hires, ensuring compliant onboarding documentation, supporting active employee enrollment, managing ongoing compliance ...
Onboarding Document Categories
Say goodbye to endless paperwork! BerniePortal comes pre-loaded with five essential onboarding documents: W-4, W-9, I-9, State Withholding, and Direct Deposit forms. Beyond these standard documents, you can create custom onboarding categories to ...
Hiring Managers, Hiring Influencers, and Their Capabilities
BerniePortal’s Recruiting feature ensures that the right people within your organization have the access they need to effectively manage and fill open positions. Two role types are available: Hiring Managers and Hiring Influencers. Hiring Managers: ...
Splitting Your Bill by Billing Subgroup
Streamline your billing management by generating separate monthly bills for each primary billing subgroup. This feature is perfect for organizations that handle payments separately by division, department, or location. To access: Log in to ...