Skip to Main Content
Categories Client Portal
Created by Jay Wilson
Created on Oct 28, 2025

Make Forms Available on client portal

If a client has a new employee they want onboarded onto payroll, we have to send them a request to complete that form on BM. There should be an option to make permanently available a form to clients on the client portal. every time they have a new employee, they just login to the client portal, select forms, select new employee forms, and the submission is received. Currently it can only be filled in on request

  • Attach files