Scheduling and confirming medical examinations of employees
Every company as an employer must arrange and monitor not only the initial medical examination but also periodic or emergency medical examinations for its employees. To do this, you will use the activity schedules in your employee records.
- Initial medical examination
- Periodic check-up
- How to schedule medical check-ups
As the HR manager or the person responsible for medical examinations:
- Open an employee record. In it, you have all the employees divided by job title (Employee Category)
- In it, select any employee
- Go to the "Activity plans" tab, here you have the possibility to set up medical check-ups using maintenance plans
- Select "Create activity"
- Name the appointment according to your habits
Options for setting up medical appointments
You can create a check-up either for all employees, for a specific job (category) or for a specific employee
- For all means that the medical check-up will be created for all employees
- For a category means that the medical examination will be created for a specific job position. If you want to create for a different job title, select the employee with that job title and create a medical exam from it
- For this entry only means that the medical examination will only be set up for the selected employee