When viewing the Workforce Dashboard, you will see an overview of all your employees in the system. The first section shows both the percentage and total number of employees who are up to date with their account.

The second section will alert you to employees that have Missing, Expired or Invalid Documents, Credentials to Review, Documents Expiring Soon, and employees who have up to date Documents.

This section allows you to alert employees who have Missing, Expired or Invalid Documents, as well as Documents Expiring and employees with invalid credentials

Each section will start with the title of the alert and an option to send reminders in bulk.

The following information will be displayed below that section from left to right: each individual’s name, what documents they are missing or have expired, and the team they belong to.

If the employee is missing one document, the name of that document will be displayed in that section:

If the employee is missing more than one document, it will list the number of documents:

To view the full list of the documents missing for that employee, simply click their name to be taken to the employee’s profile. Here you are able to see all missing documents, easily identifiable with the red X icons in the Documentation tab of the profile. Please view the Documentation section for more information.

For each section of alerts, you have the option to send either bulk or individual reminders. To send bulk reminders, click “Send Reminder” in the specific alert section:

To send an individual reminder, click on the envelope icon next to that person’s name:

When you click to send a reminder in bulk or individually, a pop-up window will appear to format your message to employees:

You can choose to send the reminder messages out via Text or Email.

Feel free to customize the messages to employees however you like, but ensure you keep the merge fields provided, like *|document_missing|* in the above example. This will list out the missing or expired documents. If you would like to add a clickable link for employees to access their missing or expired documents, please select the *|document_link|* merge field from the "Insert Merge Field":
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If you send reminders in bulk, you have the option to choose which employees should receive that reminder. Click on the dropdown next in the “To” section and deselect those individuals you do not want to receive the notification. By default, all employees are automatically checked to receive notification.