How do I activate this feature and what can I customize?
GoCo allows you to manage your staff's vaccination status easily! To begin, first, navigate to your GoCo Marketplace.
Click the "Apps by GoCo" to filter by only GoCo add-ons & then locate the card for "COVID Tracking".
A pop-out will appear providing more information about this feature, to continue hit the "Set up COVID Tracking" button. (Please note that the COVID Tracking Feature is part of our Unlimited Workflows Package, if not already purchased you will be asked if you would like to upgrade).
Once activated you will see this confirmation screen. Select "Set Up" to continue to your preferences and to customize your new workflow.
You will first be directed to the “Settings” tab of the COVID Tracker workflow. Here, you can edit the name, description, and icon of the workflow.
You can also modify who you’re tracking and when they’ll be asked to upload their test results underneath the "Schedule" portion of this page. You will select either all active team members or assign to specific team members. You an also set multiple schedules to run simultaneously.
If you chose to select certain team members, you will be directed to a new screen to make your choices. You can filter by Employment Type, Location, Department, etc. Once you have confirmed who you would like to collect information from, select save to continue on to scheduling.
Next, you will set your schedule for this workflow. You will input how frequently you would like to collect this information, you can decide on daily, weekly, monthly, etc.
Once you have selected your frequency and who will be participating you can save your choices to continue with setup. You will now review the Permissions for this workflow. To edit these, you will need to visit the Permissions app from your company homepage.
Once Scheduling and Team Members have been completed, Administrators can continue to the “Build” tab. Here, we can view and edit the tasks and groups in this workflow.
GoCo will automatically populate a task to ask employees either to upload a photo of proof of full vaccination - 
proof of partial vaccination -
or COVID test results, if not vaccinated.
It will then prompt them to select from a drop-down indicating the result of their test - 
& attest that their responses are authentic & accurate.
If you would like to update and make any changes to this, you can do so here. Some examples may be making these fields required or not, adding additional tasks for your employees to complete, adding new information to collect, etc.
Once this is completed, Administrators can move on to edit the Custom Fields & Workflow Fields of this workflow underneath the "Fields" tab.
Here, you can add new Workflow Fields to be collected and used only for this workflow. For example, you may want to collect “Requested Salary”, but not have that be saved to the Team Member’s profile. To do so, you would simply hit "+Add Workflow Field", you can further group these fields by selecting "+Add Field Group".
Administrators can also edit the Custom Fields on this workflow. While Workflow Fields live in their specific workflow and can not be saved to the Employee's Profile, Custom Fields are collected and stored to the Employee's profile for easy reporting when needed.
You can also edit the existing Custom Fields or Workflows fields with the "Edit" button next to each field. Clicking on the ellipses button next to the "Edit" button will open up a new option to select "Custom Field Workflow Settings".
Here you will be able to decide whether or not you would like to reset the custom field each time the workflow starts. By default, this is set to "Keep Value".
Once you are ready and have saved all your preferences, select “Review & Publish” to make your new COVID Vaccine Tracker Workflow available for use.
Once a workflow has been scheduled, you will be able to confirm that it is active when you see “Scheduled” next to “Review & Publish”.
I've set up my COVID Vaccine Tracking Workflow, now what do my Employees see?
All employees that are enrolled in this new workflow will now receive notifications to their GoCo accounts and emails linked to those accounts letting them know that they have a new task to be completed.
They will log into their GoCo accounts and see a new message in their inbox prompting them to complete their assigned tasks.
They will be asked to fill out all required information before the due date set.
All information will be stored and housed in GoCo for future reporting. For more information, contact your Client Success Team or email us at help@goco.io 💚
Happy Hiring! 😀