Onboarding - Documents
Onboarding - Assign Documents
Use Assign Documents to mass assign an onboarding document to employees who do not already have a document in that category. To create or map documents first, see Document Library, Create a New Document, and Map a Document. To access: Log in to ...
Document Generator - Map a Document
Map a PDF onto a custom onboarding document by uploading the file and dragging fields onto it. To build a custom document from scratch instead, use Create a New Document. To access: Log in as the employer or an Onboarding Feature Admin. Select ...
Document Generator - Create a New Document
Create a custom onboarding document from scratch with Category, Title, Additional Text, Custom Fields, and an optional PDF attachment. To map fields onto an existing PDF instead, use Map a Document. To access: Log in as the employer or an Onboarding ...
Onboarding Document Library
Use Document Library to choose which onboarding document appears by default for each category when you onboard a new employee. To access: Log in to BerniePortal as the employer or an Onboarding feature administrator. Global Admins can open Document ...