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Job aids

Checklists

All Employees

  • This guide does the heavy lifting of defining HCPs, outlining what to document, and where to submit all this info (on time)!

    Providing something of value to an HCP?

    When providing payment or something of value to healthcare professionals, transparency is paramount. But to accomplish this, your teams need to gather and report accurate and complete information.  Let this guide do the heavy lifting for you by...

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  • This checklist outlines everything your employees need to verify before they use ephemeral messaging apps.

    Vanishing Words: A Guide to Ephemeral Messaging

    Ephemeral messaging—aka self-destructing apps—are an easy way to send a quick status update. But, when it comes to business discussions, your employees need to know the DOs and DON’Ts of using these apps to keep your company out of hot...

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  • Submitting a Timesheet?

    Submitting a Timesheet?

    Getting creative at work is usually a good thing, but not when it comes to timekeeping. Incorporate this checklist into the time tracking process, so both your hourly employees and managers are crystal clear on the rules. This way, small adjustments can...

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  • Finalizing, Submitting, or Storing Company Records?

    Finalizing, Submitting, or Storing Company Records?

    This simple checklist helps employees keep good records without getting bogged down with trying to remember what to do. It’s easy to forget how vital recordkeeping is, but sometimes the mere act of insufficient documentation is itself a violation...

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  • Before you post (even privately) about work on social media

    Before you post (even privately) about work on social media

    Navigating social media gets more complicated by the day. This simple checklist helps your employees quickly assess whether to post about work. It doesn’t take more than a few seconds for one of your employees to expose your company to reputation...

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