Step 4 · Orientation & Training

Orientation Checklist (Initial & Annual)

Use this page to document completion of required orientation and in-service topics for employees and independent contractors. Submit this once orientation is completed and file in the personnel record.

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Saintly HR Onboarding
Orientation Checklist
Step 4 of 7 in the HR Documents & Evaluations workflow.
Onboarding Workflow
Step 4 of 7 — Orientation Checklist
  1. 1 HR Overview
  2. 2 Interview Review
  3. 3 New Hire Info
  4. 4 Orientation Checklist
  5. 5 Skills Competency
  6. 6 Contract / Offer
  7. 7 Completion Log

Orientation & Annual Training Checklist

Complete this checklist for each new hire and annually thereafter. Check all training topics completed during this orientation period.

General Orientation Topics

These topics apply to all staff (office and field).

Agency Mission, Vision and Plan and Organizational Chart
Personnel Policies, Job Descriptions and Professional Boundaries of All Disciplines
Employee Handbook Review
Cultural Diversity
Emergency / Disaster Preparedness
Complaints and Grievances
HIPAA / Confidentiality
Fraud, Abuse and Whistleblowing
Infection Control
Communication Barriers & Use of Interpreters
Workplace / Patient Safety and OSHA including Hazard Communication Plan
Patient Rights and Responsibilities
Corporate Compliance
Ethics and Professional Conduct
ID Badge Issued

Direct Care Topics

Required for field / direct care staff. Office/admin can mark N/A if not applicable.

Bloodborne Pathogens / Exposure Control Plan Direct Care
Types of Care / Service Provided by the Agency including information to clients regarding charges Direct Care
TB and Infectious Control Plan Direct Care
Medical Device and Safety Hazard Reporting Direct Care
Advance Directives Direct Care
Administrative Policy and Supervision of Staff Direct Care
Identifying Abuse, Neglect and Exploitation Direct Care
Quality Assurance / QAPI Direct Care
Documentation / Recordkeeping including OASIS if applicable Direct Care
Handwashing and Bag Technique Direct Care
Understanding Alzheimer’s and Dementia Direct Care
Incident / Occurrence Reporting Direct Care
I attest that I have received and understand the above orientation / training topics as applicable to my role with Saintly Home Health.

This electronic form will be emailed to the HR inbox and should be filed in the employee or contractor personnel record as the Orientation and Annual Training Checklist.