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Worker Induction Checklist - Home Care

An induction checklist for new home care workers covering onboarding, policies, documentation, and shadow shifts.

Checklists / Checklist

Prepared by CaresLink Editorial TeamEditable Word templateEmail required · link appears immediately

Example content

Preview the structure before opening the file

English structure excerpt · blank prompts, not a completed record

Employment setup
Identity and right to work checked · Screening checks recorded
Orientation
Code of conduct explained · Incident process explained
Readiness
Shadow shift completed · Competency observation completed
Read all template prompts
Employment setup: - Identity and right to work checked: - Screening checks recorded: - Role description provided: - Payroll or contractor details completed: Orientation: - Code of conduct explained: - Incident process explained: - Progress note expectations explained: - Privacy and dignity expectations explained: Readiness: - Shadow shift completed: - Competency observation completed: - System access provided: - Supervisor sign-off:

Using this resource

Match induction tasks to the actual role and record the procedure version explained to the worker.

Keep incomplete training, access restrictions and supervision arrangements visible until the authorised owner resolves them.

A ticked checklist is not evidence of competence, screening clearance or permission to work independently.

Who it is for

Small providers, team leaders, rostering teams, and HR administrators onboarding support workers.

When to use it

Use before a worker's first client visit and during their first weeks of employment or engagement.

What this template helps with

A clearer record trail for everyday follow-up

Clear worker notes
Consistent records
Easier follow-up

Review notes

This template is a plain-language operational starting point. Check its fields, wording, and internal consistency before using it in a provider's own documentation system.