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Past Due
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Due This Week
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In Pipeline
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Active Employees
⚠️ Past Due Items
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🔜 Due This Week
🎂 Birthdays This Month
🎉 Anniversaries This Month
🔍 Data Audit — Find Missing Information
Every field should either have a value or be explicitly marked N/A. This helps you find blanks before they become email noise.
💡 How to use this: Use By Issue to fix one type across the team (e.g. all missing fit tests). Use By Employee to clean up one person's record completely.
🚪 Termination Log
When you add a termination, the employee auto-archives from Active Employees.
📥 Files To Process
Items returned from managers. They've collected the info — now upload to the employee's digital file on the shared drive, then mark filed to clear from the list.
✅ Recently Filed (Last 7 Days)
📅 Projects & Events
Schedule one-time or recurring events. Auto-surfaces in assigned managers' rounding apps starting 2 days before.
💡 Bonus Rules:
• Retention Bonus ($100) — paid when an employee reaches 90 days from their onboarding/hire date
• Referral Bonus ($100) — paid to the referring employee when their referred new hire reaches 90 days
• Both bonuses are auto-tracked from the candidate's hire date. Mark as paid once Gusto award or check is issued.
• Retention Bonus ($100) — paid when an employee reaches 90 days from their onboarding/hire date
• Referral Bonus ($100) — paid to the referring employee when their referred new hire reaches 90 days
• Both bonuses are auto-tracked from the candidate's hire date. Mark as paid once Gusto award or check is issued.
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Retention Due Now
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Retention Upcoming
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Referrals Pending
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Total $ Owed
💰 Retention Bonuses — $100 at 90 Days
Each employee earns $100 retention bonus when they reach 90 days from onboarding. Auto-flagged from the 90 Days date on their record.
👥 Referral Bonuses — $100 When Their Referral Hits 90 Days
When an employee refers someone who makes it to 90 days, that employee earns $100. Track referrals here so we can pay them out when their hire reaches the milestone.
👕 Uniform Inventory
Track current stock by gender, size, and item type. Click a count to update.
📋 Uniform Issue Log
Track which uniforms have been issued to which employees.
📅 Compliance Calendar
Training
Eval
Fit Test
MEQ
📧 Email Recipients
Who gets reminders. Pre-filled with your team.
⏰ Reminder Schedule
Customize when reminder emails go out.
Default flow:
📅 14 days before due → email manager
📅 7 days before due → email manager again
📅 Day of due → email manager + escalate to director
📅 Daily after due → email everyone until marked complete
📅 14 days before due → email manager
📅 7 days before due → email manager again
📅 Day of due → email manager + escalate to director
📅 Daily after due → email everyone until marked complete
📨 EmailJS Setup
EmailJS sends automated reminders. Get free credentials at emailjs.com (200 emails/month free tier).
🎯 Positions
📚 Trainings (Annual)
These appear on each employee's record with a due date and reminders.
📚 Trainings (One-Time)
Trainings completed once and tracked permanently (e.g. Hand Hygiene, NEO).
📥 Import Master Tracker Data
One-click import of all employees, candidates, and terminations from the master spreadsheet.
Will import:
• — active employees with all their training/eval/MEQ/fit data
• — candidates currently in pipeline
• — historical terminations
• Pegs, BBP quiz scores, and retention bonus statuses
• — active employees with all their training/eval/MEQ/fit data
• — candidates currently in pipeline
• — historical terminations
• Pegs, BBP quiz scores, and retention bonus statuses
⚠️ This will only import data once. If you've already imported, running it again may create duplicates.
⚠️ Danger Zone