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Infinite Talent Onboard

Verifying Medical Clearance

Abstract

You must verify if each hire has obtained the medical clearance needed for their role.

In the US workflow, verifying medical clearance is an ad hoc activity, which means it is done only for a particular purpose. An ad hoc activity:

  • Is not required to be completed in a workflow, which means the onboarding process for a hire could complete without the ad hoc activity being completed. It is possible for an administrator to set a required flag for an ad hoc activity.

  • Is a "floating" activity, which means it is always available to be completed once the workflow reaches the point where it is defined.

  • Automatically regenerates upon its completion so that it can be completed again. This means that even when you complete them, you will see another instance in the application that looks exactly the same. It is possible for an administrator to turn off auto-regeneration for an ad hoc activity.

To verify if an ad hoc activity was successfully completed, you need to view the hire's onboarding tasks from their profile. Then you must set the filter to show completed tasks.

  1. Select the appropriate answer from the Is New Hire Medically Cleared? drop-down.

  2. Select the Completed button.

  3. To verify if the activity was successfully completed, view the hire's onboarding tasks from their hire profile, then set the filter to show completed tasks.

    Table 11. Medical Clearance Fields

    Field

    Description

    Drug Screen Cleared?
(required)

    Yes, No, or N/A.

    Physically Cleared?
(required)

    Yes, No, or N/A.

    Completed Button

    Submits and completes the task.

    Save and Finish Later

    Allows you to save your information and finish the task later.