Workforce context for credentials

Step by step

1. Confirm person HR Manager

   HR Manager checks employee ID, name, work email and employment status.

   • Identifies the employee and status
   • Updates Employees

2. Confirm assignment HR Manager

   HR Manager checks position, department, location and manager for the credentialing team.

   • Checks operating context
   • Updates Positions, Departments, Locations, Employees

3. Record change HR Manager

   HR Manager records a hire, transfer, manager change or return from leave with an effective date when it occurs.

   • Captures dated change
   • Updates Employment history, Employees

4. Check learning Learning Coordinator

   Learning Coordinator checks course enrollment, completion and the durable training record for relevant activity.

   • Finds completed learning
   • Updates Course enrollments, Training records

5. Check leave Department Manager

   Department Manager reviews a submitted leave request and approves or rejects it for the relevant dates.

   • Records `Status: Submitted → Approved` or Rejected
   • Updates Leave requests
   ApprovalA person approves before the work moves on.

6. Handoff packet Credentialing Coordinator

   Credentialing Coordinator confirms the packet employee, organization and owner and assigns any follow-up to an available person.

   • Confirms owner and assignee
   • Updates Staff credential packets, Follow up actions

HR Manager

Maintains employee context; Learning Coordinator checks learning; Department Manager decides leave; Credentialing Coordinator owns packet handoff.