Accessing the Health Initiatives Library

  • Navigate to the Library Tab:

    • From the sidebar menu, click the clipboard icon to access the Library section.

    • This section lists available initiatives such as Health Risk Assessment, Flu Shot, Mental Health Sessions, Financial Planning, and many more.

  • Viewing Initiative Details:

    • Hover over any initiative and click to view basic details like completion percentage, start/end dates, and points earned.

Creating a New Health Initiative

  • Click the "+" Button:

    • On the top-right corner of the Library page, click the "+" (Create HDM Initiative) button.

  • Launch Health Initiative Wizard:
    The creation process involves five steps:

Step 1: About Initiative

  • Title: Enter the initiative’s title (e.g., "Flu Shot").

  • Icon: Choose an appropriate icon.

  • Description: Provide a brief description about the initiative’s goal.

Step 2: Customize Initiative

  • Set up custom parameters like health initiative point, confirmation on upload documentation associated with the initiative.

Step 3: Invite Users

  • Select users/departments/locations or teams who will be invited to participate. Also, you can add or extend your invitation by adding spouse and dependent.

Step 4: Launch Initiative

  • Check if you want to launch it now or schedule it for later, also, select the time zone and select the initiative start and end date.

  • If you select "All day" then it will be available for next 24hrs.
Step 5: Email Notification

  • Customize the email invitation that participants will receive.

Monitoring Initiative Progress

  • Progress Tracking:

    • Click on any launched initiative to view progress.

    • Displays percentage completed (e.g., 90% completed for Biometric Screening), total users completed vs. invited, and timeline (Start and End dates).

  • Performance Indicators:

    • Points earned (e.g., +25 pts) for completing initiatives.

    • Visual progress bar to easily assess success rates.

We hope this helped! If you still have questions, please feel free to reach out to us at support@woliba.io