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Actions - Employer Homepage



The Actions area keeps you up to date on tasks involving employee requests and other documents. Highlighted numbers appear by each category notifying you of incomplete actions.

 

To complete an action, just click the dropdown arrow of any Actions category, and then click on the employee who is requesting attention.

 

You’ll be taken to the individual action’s area where you can take the necessary steps to complete it. Once completed, it will be removed from your menu.

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Types of actions


Learn more about the types of actions that take place from your homepage:


 

 

“PTO Requests”:

 

View and approve employee paid time off by clicking the dropdown arrow and selecting an employee’s request. You’ll be taken to that employee’s PTO area where you’ll be able to approve/deny the request.

 

FAQ: How do I approve/deny PTO requests?

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“Notices”:

 

Check the status of notices that require an action from employees. Clicking the dropdown arrow will give you notices titles and corresponding number of outstanding e-signatures.

 

From here, you have the ability to send reminders to those employees who have yet to review and e-sign the notice.

 

Just click on the Notices name and a reminder with custom text module will appear.

 

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“I-9 Certifications”:  

 

An employee’s I-9 document(s) must be reviewed and approved by admins in order for them to be considered completely onboarded in BerniePortal.

 

Click the dropdown arrow to view a list of unapproved I-9 document(s). Choose a name from the list to access the approval.

 

Fill out the necessary fields in order to complete the certification.

 

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“Onboarding paperwork”: 

 

Employees who have other outstanding onboarding paperwork will appear under this category.

 

Click on the dropdown arrow to view which employees need to complete paperwork.

 

You’ll be able to send them a friendly reminder to finish up, here.

 

Just click on the new hire’s name to send a reminder to only them or to all employees that need to finish paperwork.

 

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“Payroll”:

 

Payroll records that still need to be synced will be shown here. Clicking on the records will take you to the Pushes section of the Payroll feature where you’ll be able to finish payroll tasks.

 

Click here, to visit Payroll help if you are a Payroll Admin.

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Outstanding benefit enrollment”:

 

View employees who have yet to complete their guided enrollment process. Employees who have outstanding benefit elections will appear by clicking the dropdown arrow.

 

Clicking on an employee from this list will open a send reminder module where you have to option to send a single reminder or to all employees who fall under the outstanding benefits category.

 

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“Pending EOI”:

 

When benefits that require EOI approval are elected by employees, the action for approval/denial appear as an action in this panel.

 

Click the dropdown menu and select the employee whose benefit coverage amount needs approval. You’ll be taken to the employee’s Plans area where their benefit amount can be approved or denied.

 

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“Time”: 

 

Employee timesheet edits are listed under this category.

 

Click the dropdown menu to view individual edits. By clicking on an employee’s name. You’ll be taken to the employee’s time sheet where you can view comments and approve/deny adjustments.

 

FAQ: How do I approve/deny timesheet edit requests

 

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Return to Employer Homepage help

 




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