Employee Record

A 3-page printable Word record to track what is in each caregiver's personnel file and when items expire.

For USA non-medical home care agency owners, HR staff, and supervisors. Plus 1 agency instructions page to remove before use.

What's included

1. Page 1: sections 1-3 employee information, file locations and access, and personnel file documents
2. Page 2: personnel file documents continued (screening, driving, training, reviews) and section 4 separate I-9 file
3. Page 3: section 5 separate confidential medical file checklist, section 6 personnel actions log, and section 7 separation and retention
4. Agency instructions page, to remove before use

Add your logo and name

1. Open the Word file and replace the Your Logo Here box with your logo.
2. Replace Agency Name in the letterhead; the body says "the Agency," so no other name edits are needed.
3. Replace the Street Address, City, State ZIP line and the Phone, Email, Website line with your details.
4. Set the letterhead text to black, delete the instructions page, and save.

Customizable template, not legal advice; check your state's requirements. Not a license to operate, not HIPAA software, and no medical claims. Keep separate files as the form directs and store securely. Adapt to federal and state recordkeeping rules. Not legal advice.