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Notifications — Employee Flow

The Employee Flow contains 19 notifications. The source PDF (3.3 NHC _ Notifications/NHC _ Notifications by Flow - Employee Flow.pdf) covers all 19, but only notifications #17 and #18 are reproduced in full below — the detailed spec for #1–#16 is in the source PDF and has not yet been transcribed here.

⚠️ Notifications #1–#16 not transcribed here; #19 was blank in the source; Client/Admin/Marketer flows were not delivered — see Known Gaps → Notifications.

Source: 3.3 NHC _ Notifications/NHC _ Notifications by Flow - Employee Flow.pdf


Notification #17 — Service Visit

FieldValue
TriggerAdmin generates a Service Visit in the "Share for Signatures" category
RecipientsAssigned Home Health employees
DeliveryEmail + In-Portal
Email subject{Organization Name} | A new Service Visit Has Been Generated
In-portal destination/profile/incomplete-documents

Notification #18 — Competency Checklist (Home Health)

Three sub-triggers:

TriggerRecipientDelivery
Annual reminder (system-scheduled)AdminEmail
Admin completes competency formEmployeeEmail + In-Portal
Employee signs completed checklistAdminEmail + In-Portal (confirmation)

In-portal destination for employee notification: /profile/incomplete-documents


EVV (Electronic Visit Verification)

HHA and CNA employees must check in and check out of every visit using EVV. The portal entry point for pending EVV actions and unsigned documents is:

/profile/incomplete-documents

This is the same route used by Service Visit (notification #17) and Competency Checklist employee notifications (#18).


Frontend Route Reference

All 19 employee notification paths map to these frontend routes:

RouteUsed for
/employees/{id}Employee profile
/employees/{id}/notesEmployee notes
/employees/{id}/disciplinary-actionsDisciplinary actions
/employees/{id}/grievanceGrievance records
/employees/{id}/performancePerformance records
/employees/{id}/messagesEmployee messages
/employees/{id}/documentsEmployee documents
/employees/{id}/incomplete-documentsAdmin view of employee's incomplete docs
/messagesGlobal messages
/work-scheduleWork schedule
/profile/incomplete-documentsEmployee's own pending actions (EVV, Service Visit, Competency)

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