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How do I add Onboarding material?


Creating new Onboarding material first requires that you create a new category to house your documents. After a custom category is created, then you can proceed with adding new documents.

 


Create a new category:

 

Step 1: Start by clicking the “+ Categories button in the upper right corner of the Onboarding Library. 

 

Step 2: In the 'Manage Categories' modal, hover over the “Add Category” link. Input a desired name for your category and then click “Add. (Default categories include, W-4, W-9, State Withholding, I-9, Direct Deposit)

 

BernieTip: Some examples of other popular categories include Job Descriptions, Employee Agreement Forms, and Emergency Contacts.

 

Once created and saved, the category will populate in your Onboarding Documents Library. 

 

BernieTip: The order in which categories appear can be customized by dragging a category to the desired order within the “Manage Categories” modal. 

 

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“Adding new documents: 

 

Click "+Add New Document" button in your Onboarding Library a choose between Create New Document and Map Fields to Existing Document. 

 


Create New Document:

 

Step 1: Choose which category the new document should appear under.

 

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Step 2: Next, choose a title for the document and add a description in the text box.


BernieTip: Notice the ability to insert Employer specifics such as a logo on the far right of the tool bar)

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Step 3: Add any custom questions, require a signature, or add page numbers if a new hire needs to download the document in PDF format. All of these options are available by clicking the checkmark box next to the setting at the bottom of the “Add new template” menu.

 

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BernieTip: Adding custom questions is a solid tool for collecting more in depth data from employees during their Onboarding process.

 

Example: Moving emergency contact forms for employees into BerniePortal will allow you to ask specifics such as, who should be your primary/secondary point of contact in case of an emergency? What is their relationship to you? What is their phone number? Etc.)

 

Once a question is added to the questions bank, drag the order in which employees will see them. Check the box next to each question to require an answer. Hover the actions wheel next to each question to remove it.

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Map Fields to Existing Document:

 

Mapping fields to an uploaded document can be useful for when Onboarding documents exist outside of BerniePortal and you’d like . These documents can be uploaded to BerniePortal and filled out by employees at the time of their Onboarding process. Then, employee answers are generated onto the existing document by mapping fields onto the PDF.

 

Step 1: Enter the document’s name, pick a category for the document to be listed in, and upload a PDF file of your Onboarding material. Then, click “Add”.

 

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Step 2: Once the existing document is uploaded into the form building area, simply drag and drop the “tokens” from the left-side categories onto your form.

 

Once a token is mapped onto the form, it will appear as a numbered bubble in the order in which you plotted them. 

 

There are several fields of tokens available to map onto Onboarding documents.

 

Standard fields are most common and include mappable tokens for that of basic Employee, Dependent, and Employer information.

 

Custom Option fields are useful for when checkmarks are required on the Onboarding Document. When Custom Option fields are answered by the Employee during their Onboarding process, their answers will map to the form as a checkmark.

 

Create Custom Text fields allow Employees to answer custom questions with an open answer during their Onboarding process. The answer will populate, in full, on the form once generated.

 

Signature Block fields map the Employee’s e-signature captured during the Onboarding process onto the form.


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