1. Healthcare Staff HRMS
  2. Features
  3. Workforce records
Feature · Workforce records

Workforce records

Keep the employee, position, department and location context behind credential decisions current.

OverviewActive workforce
Healthcare Staff HRMS · Workforce records

Active workforce

Employees

New
Employee IDFirst nameLast nameDepartmentPositionLocation
EI-919First 715Last 465DPR-120PST-8383LCT-120
EI-658First 990Last 894DPR-120PST-3710LCT-120
EI-214First 358Last 578DPR-140PST-2132LCT-110
EI-848First 549Last 284DPR-140PST-6406LCT-130
EI-119First 581Last 413DPR-140PST-2472LCT-110
6 of 6 records
EI-919Employees · EMP-84553
Active
First nameFirst 715
Last nameLast 465
DepartmentDPR-120
PositionPST-8383
LocationLCT-120
Example screen with sample data

What you can do

Know who the credential belongs to

The employee record anchors healthcare workforce work. It carries a stable employee ID, name, work email, hire date, employment type, status, entity, country, position, department, location and manager. A staff credential packet references that employee, so the credentialing team can distinguish two people with similar names and understand where each person works.

Positions connect job titles, departments and locations. Departments identify their head and may have a parent department. Employment history records hire, promotion, transfer, manager change, leave and separation events with an effective date. This makes it possible to discuss a credential review in the context of the employee’s current assignment without erasing an earlier assignment.

How the work is organized

  • Stable identity. HR Manager uses the employee ID and work record to identify the correct person for each packet.
  • Assignment context. Position, department, location and manager place the person in the right operating team.
  • Dated change. Employment history captures effective changes that can affect who owns credential follow-up.

For example, a clinician transfers to another department shortly before a license renewal. HR updates the employee’s assignment and records the transfer event. The credentialing coordinator checks the existing packet’s owner and organization context before the next review. The older review decision still refers to the packet revision it covered.

What to agree during setup

Agree who can create an employee and what identifies a person across rehire. Decide which team maintains positions, job titles and departments, and how transfers are recorded. The credentialing team needs a reliable handoff when a manager or location changes, especially when an action is already assigned.

Use the configured employee status values consistently. Active, on leave, Terminated and Rehireable describe employment, while the packet’s status describes credential review. These fields should not be used interchangeably. Agree who checks packets when an employee becomes inactive or returns from leave.

Check the handoff on an actual case

Choose an employee with a position, department and location. Create or inspect a packet and confirm it points to that employee rather than a similar name. Record a department transfer in employment history and update the employee’s current assignment. The coordinator then checks whether the packet owner and follow-up assignee still make sense.

Repeat with an employee marked on leave. The HR Manager should still see the employment record and linked packet, while the credentialing team can inspect the packet’s independent status and license date. This separates workforce context from credential conclusion.

What your team sees

  • Active workforce — HR checks employee identity, assignment and manager in one list.
  • Current staff credentials — Current packets remain connected to their employee and definition.

What it keeps track of

Data model
Employees
Central employee record for the clinical and support workforce.
Employment history
Lifecycle events: hire, promotion, transfer, comp change, manager change, leave and termination.
Positions
Seat-level org entries that an employee fills.
Job titles
Canonical clinical and administrative job titles.
Departments
Clinical and administrative departments.
Locations
Facilities and remote work locations.
Staff credential packets
Credential packet for an eligible employee, carried through review to current status.

Who uses it

Permissions
HR Manager
Maintains employee and assignment context.
Department Manager
Checks the staff in their area.
Credentialing Coordinator
Checks the person and assignment behind each packet.
Admin
Maintains organization setup.

Set up Healthcare Staff HRMS your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started