Validate that your staff can successfully perform requisite position-related tasks with HealthcareSource Skills Checklists. Build templates to increase content development efficiencies and create standardization across multiple checklists. Tasks can be sent to employees as self-assessments or to validators and/or managers to complete on another’s behalf. With online reports and reminders, your team can easily validate skills and identify performance gaps in both new hires and experienced employees.

Skills Checklists are comprised of multiple skill groups. Skills are measured using configurable rating scales that can be consistent or differ from skill to skill.
Easily Validate Employee Skills

Skills Checklists help you assess the degree to which your staff can or cannot successfully perform required tasks. Checklists are comprised of multiple skill groups, and each group is contained under a single heading. Skills are measured using configurable rating scales that can be consistent or differ from skill to skill. Managers and employees can generate better alignment of performance expectations by reviewing completed checklists together.

All tasks and assignments are displayed within a single view from a user’s Task List.
View All Tasks & Assignments Within a Single View

When validators and managers are tasked with evaluating an employee’s performance via a Skills Checklist, an assignment task will display in their Task List next to any personal tasks, such as self-appraisal and document reviews. Likewise, employees who are tasked with evaluating their own performance will see a self-assessment task in their Task List. With an at-a-glance view, employees can spend less time contemplating what to do and more time completing their tasks and assignments.

Use position-specific checklists to help minimize variability within your evaluation process.
Create Position-Specific Checklists

Skills Checklists are most effective when they are position-specific. Yet new hires and seasoned employees in the same position may require different skillsets. Each position can be associated with primary and secondary checklists. Templates can be used to conveniently manage content that is the same across multiple checklists, creating time efficiencies for administrators. Use position-specific checklists to help minimize variability within your evaluation process.

Automatically deliver Skills Checklist assignments to an employee or a group of employees based on predefined criteria such as due date or frequency.
Auto-Deliver Skills Checklist Assignments

Don’t worry whether the right individuals are getting the right assignments at the right time. Automatically deliver Skills Checklist assignments to an employee or a group of employees based on predefined criteria, such as due date or frequency. Exception rules enable you to exclude new hires and/or transferred employees, if desired. Schedules can be modified, copied, or archived as needed. There is no limit to the number of schedules that can reside or be active in your system.

Skills Master List

With the Skills Master List, you can view and manage the skills you want included in your Skills Checklists.

Reminders

Four notification options are available to remind employees and their managers of upcoming or soon-due tasks.

Sign-Off Tasks

Task employees with acknowledging their review of completed checklists and manager/validator comments.

Checklist Status Reports

Monitor and improve the on-time completion rate for Skills Checklists. Filters help identify process issues.

RELATED CAPABILITIES

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Skills Checklists

Skills Checklists help you assess your employees’ basic skills, align employee/manager expectations, improve on-time assessment completions, and more.

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