Managing Employee Requirements

Requirements are items required by an Agency which an employee must have in place to provide care. These requirements may include items such as; TB tests, chest X ray, CPR completion, background checks, unrestricted license to practice, various other types of Agency or industry requirements. Some agencies include orientation and competency testing to ensure the employee meets requirements for employment.

In managing the employee’s requirements you can add, edit or remove requirements as needed to ensure compliance with Agency policies.

  1. From the Home screen, click Employees, click Edit next to the employee name, click Requirements and click Add next to the employee name.

  2. Complete the following:

    • Requirement - select option.

    • Date Completed - enter date.

    • Date Due - enter date.

  4. To edit a requirement, click Edit next to employee name.

  5. Makes changes as needed, enter dates completed / dates due and click Update.

  6. To remove a requirement, click Remove and the requirement is removed from employee record.