People - Employee Profile

People - Employee Profile

Every Employee created in The Guard will have an Employee Profile. When accessing the People Module, an Admin can select an Employees Name to open the Employee Profile. 

On the upper left hand side of the profile the employee's Name, Email, Type and Status will be displayed. The profile will also display the employee Conformance Score. The Conformance Score is based on the statuses of assigned Policy Attestations, Training(s), Device Security, and Verification Matches (where applicable).

The status bars reflect the amount of Verification Matches, Trainings, Attestations and Devices an employee has. Please note, Verification Matches will only populate at organizations where Exclusion Monitoring is available and enabled.

Further down on the left hand side of the profile are selectable tabs that display additional information for each employee when selected.

• Employee Info: Displays employee name, address, type, status, location, group, NPI # and License information entered by the organization.
• Training - Displays the Training created in the Training Module that this Employee has been assigned to.
• Legacy Training - Displays any Legacy Training that was / is assigned to the Employee through the Legacy training module.
• Verification - Displays verification matches found for an employee when Exclusion Monitoring is available and enabled at an organization.
• Policies & Documents - Displays any Policies/Documents that have been assigned to the Employee for Attestation in the Policies Module.
• Devices - Displays any Assets the Employee has been assigned to in the Assets Module
• Incidents - Displays any Incidents that the Employee has Reported.
• Certificates - Displays Certificates generated by The Guard - This does not store CE/CME Certificates that are sent during completion of applicable courses.

There are some additional actions that can be performed within the Employee Profile:

• Training - Complete as Proxy
  
  • Allows an Admin to "Complete as Proxy" any Training listed
  • CAUTION: This will complete the Training, including ALL Courses assigned within that Training. Once a Training is COMPLETE, it cannot be reopened.

• Legacy Training - Mark Complete/Incomplete as Proxy
  • Allows an Admin to "Complete as Proxy" any Legacy Training listed
  • A Completed Training displayed under Legacy Training can also be Marked Incomplete, in order to re-open the Course. 

• Certificates - Open Certificate
  • Allows an Admin to Open Certificates received by the Employee and view, download, or print the Certificate, as needed. 

The Policies, Devices and Incidents tabs do not currently offer additional functionality to manage the assigned content. For additional management capabilities, it is recommended to manage content/assignments in the respective Modules.