Human
Resources
From employee file checklists to onboarding forms, we provide HR tools to help you manage and retain qualified staff while staying fully compliant with labor and healthcare regulations.
Use the following templates during hiring process for employee onboarding, ongoing trainings/in-services, and employee annual evaluations.
Personnel File Content (Reference Guide)
ACHC HR Checklist Personnel Files
TJC HR Checklist Personnel Files
Staff Application Package
Employment Application
Home Health Nurse Candidate Interview
Background Check Consent
Pre-hire Background Check
Employment Offer Letter
Field Clinician
Aide Rate Sheet
LVN Rate Sheet
RN Rate Sheet
Direct Deposit Form
Contract Template
Copies of Documents to Submit
Staff Onboarding
Orientation Package, AIDE
Includes:
- Orientation instructions page
 - Welcome letter
 - Personnel orientation checklist
 - Statements of acknowledgement and understanding
 
- Job description
 - Physical demands checklist
 - Availability list
 - EMR access agreement
 - Computer software security statement
 - Home health aide onboarding skills
 
(Acknowledgement of Employee Handbook, Orientation to Corporate Compliance,
Incident/Accident Reporting Acknowledgement, Orientation to Emergency/Disaster Plan, Orientation
to Workplace Violation, Equal Employment Policy, California Domestic Violence
Rights of Victims, False Claims Act/Ethical Business Practice, Confidentiality
Statement, Responsibilities regarding Understanding of Fraud and Abuse, Responsibilities
of Child Abuse Reporting, Sexual Abuse Policy, Statement of Driving Status,
Orientation of Complaints Hotline, Orientation to Company Policies)
Orientation Package, LVN
Includes:
- Orientation instructions page
 - Employment offer letter
 - Personnel orientation checklist
 - Statements of acknowledgement and understanding
 
- Job description
 - Home health coordination of care
 - LVN skills competency checklist
 - Physical demands checklist
 - Availability list
 - EMR access agreement
 - Computer software security statement
 
(Acknowledgement of Employee Handbook, Orientation to Corporate Compliance,
Incident/Accident Reporting Acknowledgement, Orientation to Emergency/Disaster Plan, Orientation
to Workplace Violation, Equal Employment Policy, California Domestic Violence
Rights of Victims, False Claims Act/Ethical Business Practice, Confidentiality
Statement, Responsibilities regarding Understanding of Fraud and Abuse, Responsibilities
of Child Abuse Reporting, Sexual Abuse Policy, Statement of Driving Status,
Orientation of Complaints Hotline, Orientation to Company Policies)
Orientation Package, RN
Includes:
- Orientation instructions page
 - Employment offer letter
 - Personnel orientation checklist
 - Statements of acknowledgement and understanding
 
- Job description
 - Home health coordination of care
 - RN skills competency checklist
 - Physical demands checklist
 - Availability list
 - EMR access agreement
 - Computer software security statement
 
(Acknowledgement of Employee Handbook, Orientation to Corporate Compliance,
Incident/Accident Reporting Acknowledgement, Orientation to Emergency/Disaster Plan, Orientation
to Workplace Violation, Equal Employment Policy, California Domestic Violence
Rights of Victims, False Claims Act/Ethical Business Practice, Confidentiality
Statement, Responsibilities regarding Understanding of Fraud and Abuse, Responsibilities
of Child Abuse Reporting, Sexual Abuse Policy, Statement of Driving Status,
Orientation of Complaints Hotline, Orientation to Company Policies)
Preceptor Forms
Initial Competency Validation, AIDE
Aide Annual Evaluation
SN (RN/LVN) Initial And Annual Competency Validation
IV Infusion Performance Criteria
Wound Care Competency Validation
Trunk Supplies
Aide In-service Schedule And Certificates
January, Aide Certificate, Safety
February, Aide Certificate, Body Mechanics
March, Aide Certificate, Elder Abuse
 April, Aide Certificate, Workplace Violence Prevention
 May, Aide Certificate, OSHA Blood Borne Pathogens
 June, Aide Certificate, Infection Control
 July, Aide Certificate, Fall Safety
 August, Aide Certificate, Caring for the patient with Dementia
 September, Aide Certificate, Emergency Preparadness
 October, Aide Certificate, Nutrition
 November, Aide Certificate, Preventing Pressure Injuries
 December, Aide Certificate, HIPAA
 Monthly In-Service Schedule, Aide
Health Screening Questionnaire
Employee Health Field Staff, CA
Health Screening
Annual Influenza Vaccination Acceptance/Declination Form
Annual TB Questionnaire (Annual for employees who are PPD Positive)
Hepatitis B Declination Form
Other forms
I-9 FORM (https://www.uscis.gov/i-9)
W-9 (https://www.irs.gov/pub/irs-pdf/fw9.pdf)
W-4 (https://www.irs.gov/pub/irs-pdf/fw4.pdf)
