Step 5 · Skills Competency

Initial & Annual Skills Competency

Complete the appropriate skills competency checklist for each discipline. Use on hire and then per policy (e.g., annually or with significant change in role or performance).

← Back to Step 4 – Orientation Checklist Continue to Step 6 – Contract / Offer →

Saintly HR Onboarding

Skills Competency
Step 5 of 7 in the HR Documents & Evaluations workflow.

Onboarding Workflow

Step 5 of 7 — Skills Competency

1 HR Overview
2 Interview Review
3 New Hire Info
4 Orientation Checklist
5 Skills Competency
6 Contract / Offer
7 Completion Log

Skills Competency Evaluation – Registered Nurse

Use this form to evaluate RN core competencies in the home health setting. Complete once on hire and then per policy (e.g., annually or with significant change).

Scale: E = Excellent • G = Good • F = Fair • P = Poor

RN Name (Employee / IC)

Competency Assessed By

Date of Evaluation

Setting (optional)

Vital Signs – Temperature

Vital Signs – Pulse (Radial & Apical)

Vital Signs – Respirations

Blood Pressure

Respiratory Assessment

Cardiovascular Assessment

Wound Care (sterile / non-sterile)

Medication Administration (oral / IM / SQ)

Comments / Notes (Optional)

Submission sends this competency to the HR inbox for filing.

Core Competency Skills Checklist – Social Work Assistant

Use this form to document competency for Social Work Assistants working under the supervision of the MSW.

Scale: E = Excellent • G = Good • F = Fair • P = Poor

Social Work Assistant Name

Supervising MSW / Evaluator

Date of Evaluation

Setting / Notes (optional)

Documentation of emotional status

Documentation of mental status

Documentation of social status

Documentation of financial status

Documentation of environmental status

Documentation of support system status

Reports problems/impediments to MSW

Uses problem-solving techniques appropriately

Basic counseling techniques

Reinforces assistance with community resources

Follows MSW plan of care

Overall interventions meet plan expectations

Areas Needing Improvement / Comments

Submission sends this competency to the HR inbox for filing.

Core Competency Skills Checklist – Medical Social Worker

Use this form to document core MSW competencies in assessment, counseling, and community resource coordination.

Scale: E = Excellent • G = Good • F = Fair • P = Poor

MSW Name

Competency Assessed By

Date of Evaluation

Setting / Notes (optional)

Emotional assessment

Mental status assessment

Social assessment

Financial assessment

Environmental assessment

Support system assessment

Identifies problems / impediments to effective care

Uses appropriate problem-solving techniques

Assessment and management of depression

Counseling techniques

Assistance with community resources

Follow-up plan and coordination

Appropriate number of visits projected

Overall interventions meet identified needs

Areas Needing Improvement / Comments

Submission sends this competency to the HR inbox for filing.

Skills Competency Evaluation – Home Health Aide / CNA

Use this checklist to document competency for Home Health Aide / CNA staff. For any skills rated Unsatisfactory, provide retraining and repeat evaluation per policy.

Scale: S = Satisfactory • U = Unsatisfactory

HHA / CNA Name

Competency Assessed By (RN)

Date of Evaluation

Setting (optional)

Reads and records temperature

Reads and records pulse

Reads and records respirations

Performs bed bath safely and appropriately

Performs shower or tub bath safely

Performs sponge bath as needed

Provides hair care (sink/tub/bed shampoo)

Provides nail care (no cutting)

Provides skin care; recognizes & reports changes

Provides oral care / denture care

Assists with bedpan / urinal / bedside commode

Provides catheter care; empties catheter bag

Empties / changes ostomy bags that do not adhere to skin

Safely brings medications and reminds client to take them

Assists with medications ordinarily self-administered

Uses safe transfer techniques

Assists with ambulation / exercises

Proper use of walker / wheelchair / crutches

Safe use of hoyer lift and shower chair

Understands normal range of motion & proper positioning

Communication skills (reads, writes, verbally reports)

Observes, reports & documents client status and care provided

Follows basic infection control / CHAP Medicare requirements

Handwashing and glove use per policy

Recognizes signs/symptoms of infection & reports to RN

Uses standard precautions and maintains personal hygiene

Recognizes changes in body function and reports to supervisor

Maintains a safe, clean, healthy environment

Recognizes emergencies and initiates emergency procedures

Understands physical, emotional & developmental needs; respects client privacy and property

Assists with feeding; promotes adequate nutrition & fluid intake

Assists with home exercise program as directed

Comments / Skills Requiring Retraining

Submission sends this competency to the HR inbox for filing and follow-up.

Core Competency Skills Checklist – Occupational Therapist

Use this form to document competency for Occupational Therapists in the home health setting.

Scale: E = Excellent • G = Good • F = Fair • P = Poor

OT Name

Competency Assessed By

Date of Evaluation

Setting / Notes (optional)

Independent Assessment

History – Prior Level of Function

ADL Technique

Bathroom Skill Assessment

Home Safety Instruction

Equipment Needs

Cognitive Training

Coordination Training

Muscle Stretching

Joint Range of Motion (ROM)

Balance Training

Pain Assessment

Energy Conservation Techniques

Home Exercise Program

Transfer Technique

Areas Needing Improvement / Comments

Submission sends this competency to the HR inbox for filing.

Core Competency Skills Checklist – Occupational Therapist Assistant / Aide

Use this form to document competency for OT Assistants / Aides working under the supervision of an Occupational Therapist.

Scale: E = Excellent • G = Good • F = Fair • P = Poor

OT Assistant / Aide Name

Supervising OT / Evaluator

Date of Evaluation

Setting / Notes (optional)

ADL Technique

Bathroom Skill Instruction

Home Safety Instruction

Equipment Needs

Cognitive Training

Coordination Training

Muscle Stretching

Joint Range of Motion (ROM)

Balance Training

Pain Assessment

Energy Conservation Techniques

Home Exercise Program Instruction

Transfer Technique

Areas Needing Improvement / Comments

Submission sends this competency to the HR inbox for filing.

Core Competency Skills Checklist – Physical Therapist

Use this form to document competency for Physical Therapists in the home health setting.

Scale: E = Excellent • G = Good • F = Fair • P = Poor

PT Name

Competency Assessed By

Date of Evaluation

Setting / Notes (optional)

History – Prior Level of Function

ROM Assessment

Gait Assessment & Training

Safety Precaution Assessment

Pain Assessment

Equipment in Home

Proper Use of Body Mechanics

Muscle Strength Testing

Bed Mobility Skills

Transfer Skills

Balance

Home Program Teaching

ADL Assessment

Energy Conservation Techniques

Universal Precautions

Areas Needing Improvement / Comments

Submission sends this competency to the HR inbox for filing.

Core Competency Skills Checklist – Physical Therapist Assistant / Aide

Use this form to document competency for PT Assistants / Aides working under the supervision of a Physical Therapist.

Scale: E = Excellent • G = Good • F = Fair • P = Poor

PT Assistant / Aide Name

Supervising PT / Evaluator

Date of Evaluation

Setting / Notes (optional)

ROM Instruction

Gait Training

Safety Precaution Instruction

Pain Assessment

Equipment in Home

Proper Use of Body Mechanics

Muscle Strength Testing

Bed Mobility Skills

Transfer Skills

Balance

Home Program Teaching

ADL Instruction

Energy Conservation Techniques

Universal Precautions

Areas Needing Improvement / Comments

Submission sends this competency to the HR inbox for filing.

Core Competency Skills Checklist – Speech Therapist

Use this form to document competency for Speech Therapists in the home health setting.

Scale: E = Excellent • G = Good • F = Fair • P = Poor

Speech Therapist Name

Competency Assessed By

Date of Evaluation

Setting / Notes (optional)

Speech Intelligibility Assessment

History – Prior Level of Speech

Visual / Reading Comprehension

Auditory Comprehension

Articulation

Voice (Phonation)

Verbal Expression

Memory

Language / Fluency

Cognitive Retraining

Reasoning

Oro-motor / Muscle Stretching

Breathing Patterns

Swallowing Assessment

Non-verbal Communication

Home Exercise Program

Areas Needing Improvement / Comments

Submission sends this competency to the HR inbox for filing.