Several Company tabs provide quick ways to review caregiver onboarding, organize employees, inspect visits, and send reminders.

🎥Walkthrough: Additional Good To Knows_ Onboarding Reminders, Employee Groups, Visits Tab, & Templates

Review employees

• Go to Company > Employees.

• Filter by Onboarded, Not Onboarded, Not Invited, or Missing Information.

• Caregivers are prompted to add profile details such as their birthday during onboarding.

Send onboarding reminders

• Filter to caregivers who were invited but have not onboarded.

• Select the appropriate caregivers.

• Send an onboarding reminder so they receive another prompt to complete setup.

Create employee groups

• Use employee groups to target announcements, surveys, goals, referrals, and invitations.

• Create groups based on practical criteria such as branch, location, tenure, schedule, or program eligibility.

• Keep group names clear so administrators understand who is included.

Review visits

• Open the Visits area to review synced caregiver visit activity.

• Use visits to investigate goal progress or confirm whether recent work data has reached Zingage.

• Remember that EMR data may take time to sync.

Use groups carefully

• Many workflows rely on employee groups for recipient selection.

• Review group membership before activating a large or recurring workflow.

• Update custom groups when staffing or eligibility changes.