Home Care HR & Staff Forms Bundle | 12 Templates, Word + Excel | Job Offer Letter, License Tracker, Mileage Log, Exit Interview

HR & Staff Bundle for U.S. non-medical home care agencies: 12 editable templates in one instant download.

Hire, manage and track your caregivers and office staff with twelve matching HR forms, including two Excel workbooks: a mileage log and a credential and license expiry tracker.

WHAT'S INCLUDED (12 templates; 11 Word .docx files and 2 Excel .xlsx files in one ZIP):

1. Drug and Alcohol Testing Notice and Consent (3 pages, Word). File: hr-01-drug-alcohol-testing-notice-consent.docx
2. Exit Interview Form (3 pages, Word). File: hr-02-exit-interview-form.docx
3. Influenza Vaccination Offer and Declination Form (2 pages, Word). File: hr-03-influenza-vaccination-offer-declination.docx
4. Uniform and Equipment Deduction Authorization (2 pages, Word). File: hr-04-uniform-equipment-deduction-authorization.docx
5. Time-Off Request Form (2 pages, Word). File: hr-05-time-off-request-form.docx
6. Mileage Log (Excel) (Excel workbook). File: hr-06-mileage-log.xlsx
7. Conditional Job Offer Letter (3 pages, Word). File: hr-07-conditional-job-offer-letter.docx
8. Credential and License Expiry Tracker (Excel) (Excel workbook). File: hr-08-credential-license-expiry-tracker.xlsx
9. Exclusion and Registry Check Log (4 pages, Word). File: hr-09-exclusion-registry-check-log.docx
10. Form I-9 and E-Verify Compliance Checklist (3 pages, Word). File: hr-10-form-i9-everify-compliance-checklist.docx
11. Employee Satisfaction Survey (3 pages, Word). File: hr-11-employee-satisfaction-survey.docx
12. On-Call Log (4 pages, Word). File: hr-12-on-call-log.docx

PLUS: Agency Instructions (hr-00-agency-instructions.docx), a setup guide for the whole set. Remove before use.

WHO IT IS FOR:

• Home care agency owners and HR managers
• Office staff who hire, onboard and track caregivers
• Agencies tracking licenses, certifications and expiry dates
• Administrators keeping exclusion checks and on-call records

HOW TO CUSTOMIZE:

1. Unzip the download and open each file in Microsoft Word (the trackers open in Microsoft Excel).
2. Use Home > Replace > Replace All (Ctrl+H) to change [Agency Name] and [State] to your own details. This also reaches the page headers.
3. Fill in the blank lines with your own policies, contacts and choices, and check every state-specific item against your state rules.
4. Add your logo if you want one, save your master copies, and print or share as needed.

Excel sheets are protected with no password so formulas are not overwritten: use Review > Unprotect Sheet to edit layout.

Some lines cross-reference policy numbers from a companion Policy & Procedure Manual (sold separately); edit them to match your own policies.

INSTANT DOWNLOAD: This is a digital product. No physical item will be shipped. After purchase, download the ZIP from your Payhip library or the link in your confirmation email. Works best in Microsoft Word and Excel; Google Docs and LibreOffice can open the files, but some layout may shift.

DISCLAIMER: These are customizable templates, not legal advice. Rules differ by state, so check each template against your state rules and have a qualified professional review it before use. Using these templates does not guarantee that your agency meets any law, licensing survey or standard. Not a license to operate and not state-approved. For personal and business use by the buyer; please do not resell or share the files.