You’ve found a great new employee, so what’s next? Send them their onboarding documents!
Once you are in the applicant’s profile, click the 3 vertical dots on the right hand side and click “Transition to Employee”.
A pop-up window will appear, prompting you to select the following:
Job Title: Which job the employee will be performing.
Role: The employee’s role at your location. It’s important to note that despite their job title, if they hold one of the licenses available under that selection, you will need to choose the correct role in order to complete the correct license verification process (i.e. if this person is the Director of Nursing, please choose RN). See more by visiting our In App Credentialing Help Center Article. If the appropriate role is not available, choose the next best option. You can edit the employee once they have been added to the Onboarding and Manage Team portal. See Employee Profile for more information on how to edit an employee’s profile, including role update.
Onboarding Documents: Select which onboarding document(s) you would like this employee to complete.
If you need to edit or add additional documents, please reach out to your Customer Success Manager or our Customer Support team.
Once you click confirm, the Employee Created confirmation box will appear. You will now be able to manage this person in the employee database.
You can view the employee’s profile by clicking “View Employee” from the confirmation pop up:
It is important to note that this person will have a record in both the Applicant and Employee portals and will be managed separately.