Introduction
Documents uploaded and digitized in the Document Library often need to be sent to multiple employees for review and completion. Empeon Workforce provides the capability to send a document to a group of employees at once, rather than individually.
To send a document to multiple employees, navigate to the Document Share section within the ESS Admin Tool, located within the Actions tab.
On the next screen, it will prompt for the selection of the document and the employees it should be sent to:
- Select Document - Use the dropdown to select the document that will be sent to the employee. The available documents in this dropdown are pulled from the Document Library. This means that if the desired document is not visible, it must first be added to the Document Library.
- Message to Employee - Adding a message to the employee is optional however if one is provided, the message will appear on the notification within the employee's ESS Hub Inbox prior to reviewing the document.
- Share document with - Choose which employees will receive the document. Options include sharing with All Employees or selecting Specific Employees based on assigned Cost Centers or Job Info. For example, to send the document only to direct care staff such as RN's, CNA's, and LPN's, select Specific Employees, filter by Position, and choose the relevant positions the document should be sent to.
After all fields have been completed, click “Next” to move onto a confirmation screen. On the Confirmation screen, there is a “Send” button that will initiate the transmission of the document to the selected employees. It will also offer the option to go “Back” if anything on the Confirmation screen looks incorrect.
After clicking “Send”, the selected employees will receive an email notification alerting them that a document has been sent for their review. The document can be accessed through this email or directly from the Inbox on their ESS Hub.
Email: Please Review
This will be what the email looks like for the employee when they receive a document.
For insight on how to send documents to individual employees, please refer to Empeon's article Sending Documents to Individual Employees.
For information on how to monitor the progress and completion of the documents that have been sent, please refer to Empeon's article Viewing Completed Documents.