Internal Admin Portal
HR Documents & Evaluations Hub
This portal is your workspace for managing employee files, annual reviews, and compliance documentation. For each new employee or contractor, use the steps below to stay organized and survey-ready.
Admin & Compliance Hub
Centralized records • Annual tracking • Uploads & logs
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1
HR OverviewChecklists & tools
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2
Interview ReviewDocument interview
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3
New Hire InfoAZ new hire form
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4
OrientationInitial checklist
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5
Skills CompetencyRN / PT / etc.
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6
Contract / OfferEmployee or IC
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7
Completion LogOnboarding finished
HR Workflow Control
Follow these steps in order for each new hire or contractor. Each button opens the correct page in a new tab so you can move through the onboarding workflow without losing your place.
New Hire / Onboarding – Step-by-Step
Annual / Ongoing
Separation / Exit
✅ Status updates are based on forms submitted on this device/browser and tied to the active employee name. This does not replace your official HR record, but makes it easier not to get lost while working the workflow.
Admin Staff Checklists
Use these checklists as you onboard new staff and maintain annual compliance. Check each item off as it is completed. Links open the correct pages in a new tab so you don’t lose your place.
New Hire / Onboarding Checklist
Use for all new employees and independent contractors. Mark each step as complete.
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Interview Review Form completed and filed Open form
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New Hire / Contractor Information Form completed (demographics, position, start date, status) Open form
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Criminal History Background Check forms and results uploaded Upload results
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OIG Exclusion Check completed and result saved to file Upload OIG clearance
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National Sex Offender Registry Check completed and result saved Upload NSO clearance
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Orientation Checklist – Initial completed and signed Open checklist
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Initial Skills Competency Evaluation completed for discipline (RN, PT, OT, ST, HHA, MSW, etc.) Open competency forms
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Contract / Offer Letter signed and filed (IC = contract; employee = offer/acceptance) View contract forms
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Onboarding Completion Log submitted to HR Open completion log
Annual / Ongoing Compliance
Use once per year (or per policy) to confirm all required evaluations and screenings are up to date.
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Annual Orientation Checklist completed and signed Open checklist
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Annual Performance Evaluation completed and filed Start evaluation
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Annual Skills Competency Evaluation completed for assigned duties Open competency forms
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On-Site Joint Visit documented for field staff (per policy) Log joint visit
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Contract Annual Review documented for independent contractors View contract log
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OIG Exclusion Check – Annual repeated and result uploaded Upload OIG clearance
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National Sex Offender Registry Check – per policy repeated if required Upload NSO clearance
At Separation / Termination
Use when an employee or contractor resigns or is terminated.
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Exit Interview completed and filed; keys, IDs, and access removed Open exit interview