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Onboarding - Broker



Create or upload existing hire documents for your clients in the Onboarding. As the Broker, you’ll have the ability to create custom documents within BerniePortal's document builder, or upload existing documents that you can map tokens onto to capture Employee answers to custom questions with our Form Builder tool. Your clients can import and add all of the documents from your library into their own Onboarding Document Library.


A few default categories and forms have already been generated for you in your Onboarding library which employers will have as well.

 

Choose an Onboarding related item to learn more:

 




Creating and mapping custom onboarding documents


Or jump to one of this feature’s FAQs:

 

- How do I add new onboarding material?

 

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