Employee clearance
The Occupational Health module provides the Employee Clearance list for health administrators and managers to view. The list indicates whether each employee is cleared (eligible) to return to the physical workplace. Clearance is based on completion of required health components by the employee. Employees who have not completed all required health components are not cleared to return to the workplace. Expired health components are not included in the calculation.
See Viewing the employee clearance list (administrator).
Clearance setup
First, an administrator configures each selected health component, such as a vaccine or test, for inclusion on the Employee Clearance list. Inclusion is configured during component creation. See Adding a health component.
Configuration for participation is set at the individual component level, not at the series level. A series can be composed of a mix of participating and non-participating components. When you view detail for a series, there is no indicator regarding clearance.
Administrators must perform only minor maintenance to update the clearance list, because clearance is automated based on two triggers. These triggers are the component-assignment action and the component-completion action.
Component and employee status
If a clearance-configured component becomes assigned to an employee, then the status of the component and the employee is automatically set to Not Cleared. The status of the employee remains Not Cleared as long as there is at least one clearance-configured component that they have not completed.
When the employee completes the component, the default status for that component is changed to Cleared. The employee status also changes to Cleared unless they have additional clearance-configured components that are not completed. Normally, no intervention by the administrator is required to manipulate the Employee Clearance list.
An employee can be assigned multiple components that require clearance. You assign an individual component or series as you normally would. Only configured components contribute to a status of Not Cleared.
Marking a component Not Cleared
The action mass-changes all statuses of Not Cleared components to Cleared. There is not a similar mass-change operation to change completed components to Not Cleared. The Not Cleared status is achieved only through assignment of a participating component or by manually changing it.
An individual component can be manually changed to Not Cleared status,for example due to mistakenly marking a component as Cleared. Do this by selecting the component, then selecting wherever that option is available in the menu, which is indicated by an ellipsis. See Updating in-process assignments for an example of where this option is available.
Example of annual component
In this example scenario, an organization requires an annual flu shot for employee clearance to enter the workplace. Employees are mass-assigned the health component that represents the 2022 flu vaccine and automatically receive a Not Cleared status. As each employee completes the component, the default status of the component — and usually of the employee — changes to Cleared.
Any employees who have not received the 2022 vaccine by the time flu seasons ends can be manually cleared by a mass action. See Viewing waived or completed assignments for steps to perform the action.
After the 2023 flu vaccine becomes available, a new component is created for the component with clearance configured. See Adding a health component. As the new component is mass-assigned to employees, they are automatically marked Not Cleared.