In the employee profile, you will see a banner at the top of the profile, alerting your team if this employee has any missing documents that need to be completed and signed. This banner will also let you know when the documents were sent and if they have been opened:
The left hand side of the profile contains basic information about this employee:
On the right hand side, there are 4 different sections:
1. Documentation
When you are viewing an employee’s profile, you will see multiple tabs, including "Documentation" as the default tab selected.
The Documentation section has three types of expected documents:
The first will always show license information if the employee’s role matches a license we are able to verify. For more information, please visit our In App Credentialing Help Center Article.
There will be a list of forms in your onboarding packet shown next.
By default, these will always show either a red or green symbol identifying whether the document is missing or completed:
You will be able to view/download the completed documents in the “Download” section. This will show you all documents that have been submitted:
The last type of documents are those you add to the system.
You have the ability to add any type of documents you’d like, especially ones that have expiration dates. You can add these by clicking on “Add Document” and filling out the information needed, including adding an attachment
2. Employee Messaging History
You can see your communication history with an employee by clicking on “Messaging History”. This will show all communication through email and text that have occurred through the employee portal. It’s important to note that communication with the employee when they were an Applicant will not display here:
You are also able to filter on the communication type, email or text:
3. Employee Information
This tab shows more sensitive information regarding this employee, like SSN and Employee ID Number. Admin users will be able to click on this tab but will not be able to see this information:
4. Download
This tab allows you to view and download completed onboarding documents: