This feature is used to assist in integrating a new employee into an organisation to ensure a smooth and efficient onboarding & offboarding process.
The Epic Administrator creates onboarding / offboarding groups with deadline driven checklists that can be assigned to new appointments.
Manager and new employee receive email reminders on the appropriate dates. There is a clickable link in the email so that items can be checked off as they are done. Completed items reflect on the onboarding / Offboarding list for ease of reference.
Progress reports are available for viewing the onboarding / offboarding status of all new staff per group, as well as a detailed report per staff member.
Onboarding / Offboarding is mobile-App enabled