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Navigating My Onboarding Checklist
What do the statuses mean on my onboarding checklist?
What do the statuses mean on my onboarding checklist?
Trusted Care Team avatar
Written by Trusted Care Team
Updated over a week ago

Your Compliance Checklist will provide guidance as to the specific requirements required by your facility during onboarding. Here is where you will upload your health documents and credentials. Your Compliance Coordinator will review all of your documents and verify them to ensure they meet the facility requirements!

Color

Status

Meaning

Gray & White

Incomplete

Nothing has been uploaded or checked off as completed yet. Please upload or complete the task so that your Compliance Coordinator can review it.

Yellow

Pending

You have uploaded a document or checked off a task. Tasks will also start off as pending if you had already had a health document or credential uploaded to your Profile ahead of onboarding that was automatically pulled into your Onboarding Checklist. No action is needed from you at this time, your Compliance Coordinator will either mark it as completed or reject it after reviewing it.

Green

Complete

You have uploaded a document or checked off a task as complete AND your Compliance Coordinator has verified and approved it. No action is needed from you at this time.

Red

Rejected

You have uploaded a document or checked off a task as complete AND your Compliance Coordinator has rejected the item. This item does not meet the facility requirements specified and requires further action from you.

Here's an example of what those tasks and their statuses will look like!

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