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These tabs cover time off, recognition, signed employee documents, and the record of what your agency has sent to staff.

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Leave Requests

Employee time-off requests with approval workflow and coverage delegation. Columns: Employee · Type · Start · End · Approval · Coverage Coverage is the operationally important field. An approved leave request with no coverage arranged leaves members without an attendant.
Approving leave does not reschedule the employee’s visits. Check Scheduling for the affected dates and arrange cover before the leave starts.

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Recognition

Employee recognition nominations with categories, voting, and award status. Columns: Category · Period · Status · Votes Nominations run per period and per category, with voting recorded against each.

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Employee Compliance Docs

Employee compliance documents — statements of experience, job descriptions, signed policies. Columns: Employee · Type · Name · Status · Signed · Next Update Next Update keeps documents such as job descriptions and signed policies in a review cycle rather than going stale after hire.
A policy that was signed once at hire and never re-signed after the policy changed does not evidence current acknowledgement. Use Next Update to drive re-signature.

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Email Logs

Outbound email records for employee communications with delivery status. Columns: Employee · Type · Sent · Date Sent · Assignee This is your evidence trail that a communication was actually sent — useful when an employee says they never received a notice.

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Agency Forms on the employee

The employee Agency Forms tab is the place to complete leave, confidentiality, HIPAA training, statement of employability, job descriptions, and other personnel packets. Each packet includes the policy or duty text from the original form and prints as the personnel record. Saving writes Leave Requests or Employee Compliance Docs — do not type the same event again on those tabs.

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Handling a leave request

1

Start the leave packet from the employee

Open Leave request on the employee Agency Forms tab. Name and hire date prefill. Enter type, dates, reason, coverage, and contact during leave.
2

Arrange coverage

Identify who covers the employee’s assignments and record it in Coverage.
3

Approve

Set the approval once cover is confirmed, not before.
4

Update the schedule

Adjust the affected visits in Scheduling.

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Keeping compliance documents current

1

Filter on Next Update

Anything past its date needs reissuing.
2

Reissue and track to signature

Confirm Signed is populated, not just Sent.
3

Set the next update date

Keeps the document in cycle.

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Troubleshooting

Scheduling

Adjust visits around approved leave.

Training

Orientation and competency records.