Employee Orientation Checklist

Overview of Agency
Include history, contact information, organizational structure, management team, communication with management.
Scope of Services
Review services provided by Agency such as: Personal Care, Chore services, ILST, Pre-Vocational, Supported Employment.
Job Description
Ensure all employees receive a copy of their job description and they sign it to acknowledge the understand job expectations and limitations
Employee Handbook
Distribute Agency’s Employee Handbook and provide overview of its contents.
Employer/Employee Agreement
Review Agency’s Employer-Employee Agreement. Have employee sign the agreement and place a copy in the employees’ Personnel file.
Pay and Compensation
Discuss hours of work, shifts, salary /wages, overtime pay, pay schedules, timesheets, vacation time, sick leave, other benefits, compensation for private vehicle usage, completion of appropriate employment -related forms including income tax forms.
Agency Expectations
Review what the agency expects from its employees including requirements for background check, performance standards, competency evaluations, probationary period, training and development, workloads, staff meetings, conferences, assignments, and supervision of services.
Compliance
Advise of responsibility to comply with Agency Policies, Federal and State laws and regulations including False Claims Act & Federal Deficit Reduction Act of 2005. Regulatory Agencies including CMS’s Conditions of Participation & Federal, State and Local agencies governing home care. Have employees sign Policies and Procedures Compliance Agreement
Standards of Conduct
Issue and review Agency Standards of Conduct. Have all employees sign and date it. Put a copy in Employees’ Personnel File.
Ethics
Review Agency Policy on Standards of Conduct & Work Ethics. Emphasize respecting patient choices, protecting patient confidentiality, privacy, and security. Delivering non-medical home care services according to professionally accepted standards, and issues prone to conflicts.
Conflicts of Interest
Review Agency’s Conflict of interest Policy, emphasizing what constitutes a conflict of interest. Have the employee sign the Agency’s Conflict of interest Statement. Place a copy in each employee’s Personnel file.
Performance Reviews
Discuss how and when performance appraisals are conducted. Performance improvement activities including identification of problems & issues. Opportunities for Improvement and consequences if performance standards continue to be unmet.
Training/ Staff Development
Review Agency’s Training, Development, Annual Training Policies and Staff record of Training. If the State has continuing education requirements and the Agency is accredited and/or certified, include education and /or in services that are required monthly and /or annually
Safety in the Workplace or Home Universal Precautions
Review personal and home safety. Medical and non-medical emergency responses, environmental emergencies, and disasters. Reporting accidents, adverse/threatening clients, and required obligation to notify Supervisor of any known exposure to Tuberculosis, Hepatitis, or other infectious/communicable diseases. Review the Agency’s Home Safety Checklist and Home Environment Safety Policy. Focus on Safety precautions for bathroom, electrical, and fire safety in the home. Evaluating neighborhoods for safety hazard & the client’s/resident’s potential for violence.
Emergency Procedures
Review procedures for emergency situations that occur in client’s homes and in the office environment. Stress importance of ensuring client have emergency telephone numbers & contacts lists
Emergency Preparedness
Review emergency Preparedness Plan, with focus on Policies and procedures, on how the Agency handles client care during natural and non-natural disasters, (e.g. flood, fire, hurricane, tornado, or other disaster) that affect the delivery of schedule home care services, maintaining uninterrupted communication between Agency management and caregivers, and providing uninterrupted home care services to priority patients.
Emergency Contact
Obtain a list of names, addresses, phone numbers of the persons who must be contacted in case of an employee emergency
Infection Control & Hazardous Waste Standards
Provide orientation and training for the OSHA Standards, review Agency Policies on Infection Control, Blood Borne diseases household wastes, handling & transporting specimens.
Personal Protective Equipment (PPE)
Review the Personal Protective Equipment program. If employees will be required to wear PPE, issue appropriate PPE that must be worn as required by the work being performed.
Incident Reporting
Review Agency’s Incident Reporting Policy, focusing on what constitutes an incident, reporting incidents such as injury and /or accidents and exposure to blood borne diseases. Provide procedures for completing incident reports using the Agency’s appropriate Incident Report Form.
Security & Confidentially of Client Information
Ensure employees know about Health Insurance Portability and Accountability Act (HIPPA) and procedures for protecting patients PHI (protected identifiable Health Information). Include how the Review the Agency’s Confidentially and Privacy of Client information policy. Have employee sign Agency’s Confidentiality and non-Disclosure Agreement.
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