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Orientation for New Team Members Checklists and Assessments
Resource Booklet Volunteers and Students 2015
Copyright 2015 BaptistCare- NSW & ACT ABN 90 000 049 525
Published in Australia by BaptistCare for the sole use of its employees. Members of the public are not to place any reliance on this document and it is not intended for use outside of BaptistCare.
Information contained in this document is the confidential information of
BaptistCare Learning & Development, Norwest, NSW.
Overview This Checklists and Assessments Resource Booklet is intended to guide your learning throughout the sessions and your practical experiences. It will ensure that you have the necessary information, resources and support from your Manager/Team Leader to effectively do your new role. Use these checklists and assessments to reinforce what you have learnt, identify any gaps and to discuss with your Manager/Team Leader additional information, resources or experiences you might need.
Objectives This Checklists and Assessments Resource Booklet will enable you to: Reinforce the learning during Orientation for New Team Members sessions Guide your learning on the job with your buddy and Manager/Team Leader Identify any gaps in knowledge or information to discuss with your Manager/Team
Leader Use these checklists and assessments as evidence for your probationary performance
review, necessary to confirm your appointment at BaptistCare after 6 months
Sessions/Topics Using the Checklists and Assessments ................................................................................. 3
The Orientation Manual ......................................................................................................... 4
Orientation Checklist ............................................................................................................. 5
Manager/Team Leader Review ........................................................................................... 21
Page 2 of 21
Using the Checklists and Assessments
To be completed within 2 months of commencement of service.
Name: Location: Program: Manager:
Sessions Sessions are tailored to your service and your site. These are generally conducted within the first few days of your employment by an experienced Manager and/or Educator.
You are provided with Resource Booklets for each of these sessions. You can refer to them and take notes during the sessions and/or use them later as a reference when you are on-the-job.
Checklists and assessments can be completed for these sessions during or immediately following the implementation of these sessions. Use the session Resource Booklets as a guide to complete the relevant checklists and assessments.
Your Manager It is your Manager’s responsibility to ensure you complete your 2 month Orientation. Take the opportunity when completing these checklists and assessments to discuss any additional information, resources or support you might require during this time.
Your Manager signs off (initials in the OK column) your responses to the questions and completed activities. This ensures they know you have received the appropriate support, that BaptistCare has fulfilled its commitment to you and that necessary standards for providing care to our clients are maintained.
Completion of the Checklists and Assessments This Checklists and Assessments Resource Booklet must be completed within the first 2 months of your service with BaptistCare. This is a condition of your service experience as a volunteer/student.
It is recommended that you find time with your Manager/Team Leader to discuss and sign-off sessions and workplace experiences (buddying) as you progress, rather than leave it all to the end. That way, you can make sure you are on the right track and fill any gaps as you go.
Orientation checklist Please complete the following table as you work your way through Orientation. Once completed, a copy of this Booklet will be kept on your personnel file. Both you and your Team Leader/Manager will be required to initial and date each section. In addition to reading through and discussing each session, you will be asked to complete an Orientation Checklist and Assessment Resource Booklet to demonstrate your understanding. The Resource Booklet can be used as a refresher for these assessments, and the completed booklet will be kept on your personnel file, along with this completed checklist.
Page 3 of 21 Resource Booklet/Checklist and Assessments/
The Orientation Manual
Section Team Member Initial & Date
Team Leader/Manager
Initial & Date 1. About BaptistCare 2. Our Client Focus 3. Communication 4. A Positive Work Environment 5. Infection Prevention and
Control
6. Fire Safety 7. Security and Personal Safety 8. Work Health and Safety 9. Hazardous Manual Tasks –
The Basics
What are the session checklists and assessments you need to complete? Page
About BaptistCare 6 Our Client Focus 7 Communication 9
A Positive Work Environment 10
Infection Prevention and Control 11
Fire Safety 14
Security and Personal Safety 15 Work Health and Safety 16
Hazardous Manual Tasks – The Basics 17
Page 4 of 21 Resource Booklet/Checklist and Assessments/
Orientation Checklist
Orientation Checklist
Local Orientation:
Section Requirement Team Member Initial & Date
Team Leader/Manager
Initial & Date 1. Tour of site and overview of
service
2. Emergency Exits and fire safety
3. Introduction to other workers 4. How to access policies and
procedures
5. Explanation of role 6. HR & WHS consultants 7. Dress requirements/
protective apparel (if applicable)
8. Safety & Security procedures 9. Sign on/off register
10. First aid process 11. Local work instructions 12. Call in sick procedure 13. Telephone use (log in and
directories
14. Computer log in and use 15. Access Code and security tag
if required
16. Mobile phone/ laptop/ Car keys etc. provided
17. Parking Areas 18. Stationery location 19. Hazard and incident forms
Location
20. Issued with a copy of Team Member Handbook
21.
Page 5 of 21 Resource Booklet/Checklist and Assessments/
About BaptistCare
About BaptistCare Question OK 1. Identify at least 3 services provided by BaptistCare to clients.
2. Identify the following people in your service:
(a) General Manager (b) Manager or Team Leader: (c) Volunteer Coordinator (if not local Manager)
3. What is Our Purpose and Our Promise at BaptistCare?
4. Choose at least 1 of the BaptistCare values. In which ways can you
demonstrate this value at work?
Page 6 of 21 Resource Booklet/Checklist and Assessments/
Our Client Focus
Our Client Focus Question OK
1. What does RESPECT stand for? How can you ensure person-centred care for your clients?
R E S P E C T
2. What is considered confidential information?
3. Where can you find the BaptistCare policies and procedures in your workplace?
4. What are professional boundaries?
5. List 3 ways that professional boundaries can be compromised.
Page 7 of 21 Resource Booklet Checklist and Assessment
Our Client Focus
Our Client Focus (cont.) Question OK
6. What should you do if a relative makes a complaint to you about your service or centre?
7. How can you prevent a complaint?
8. Why does BaptistCare have a CI approach?
9. Give 2 examples of how Continuous Improvement is monitored at BaptistCare.
Page 8 of 21 Resource Booklet Checklist and Assessment
Communication
Communication Question OK
1. What % of your message is communicated by: a) What your say (verbal), b) How you say it (voice), c) Your body language (non-verbal)
a)
b)
c)
2. Give 3 examples of communication barriers that can occur in your workplace?
3. How do you actively listen?
4. List 3 tips for effective communication
5. What is your role in Mandatory Reporting (Residential Services Only)?
Page 9 of 21 Resource Booklet/ Checklist and Assessments
A Positive Workplace
A Positive Workplace Question OK
1. What are different types of harassment that can occur in the workplace?
2. Identify 5 bullying behaviours.
3. How can you deal with bullying behaviours?
4. Where can you find BaptistCare formal grievance handling flow chart to deal with discrimination, harassment or bullying grievances?
Page 10 of 21 Resource Booklet/ Checklist and Assessments
Infection Prevention and Control
Infection Prevention and Control Question OK
1. What are 3 necessary requirements for infections to spread?
2. What are the main routes of transmission?
3. How can the spread of infection be prevented or reduced?
4. What precautions can you take to reduce your risk? List 3 examples
5. Give 3 examples when you should wash your hands?
Page 11 of 21 Resource Booklet/ Checklist and Assessment
Infection Prevention and Control
Name of Employee being assessed:
Location of Assessment:
Assessor’s name:
Assessor’s position:
Date of assessment: ____________________________ Hand Wash Alcohol Based Gel Skill is Satisfactory Skill is Satisfactory
Planning Yes No Yes No
1. Warm running water n/a n/a
2. Paper hand towel n/a n/a
3. Bin to dispose of towel n/a n/a
4. Identifies appropriate cleaning agent
5. Finger nails short
6. No artificial nails
7. Jewellery removed with the exception of one plain ring
Implementation Yes No Yes No
8. Turn on taps n/a n/a
9. Adjust water temperature and flow rate n/a n/a 10. Wet hands and wrists n/a n/a
11. Apply adequate amount of cleaning agent into palm/s of hands
12. Rub /wash across all hand surfaces
13. Rub/wash palm to palm with fingers Interlaced
14. Rub/wash with right palm over back of left hand using circular motion
15. Rub/wash with left palm over back of right hand using circular motion
16. Make a fist of each hand & rub/wash backs of fingers onto palm of other hand
17. If a ring is worn it is moved aside and skin surface washed
18. Rub around thumbs of each hand
19. Rub tips of fingers and finger nails around each palm
20. Rub around wrists
21. Rub hands for a minimum of 20-30 seconds n/a n/a
22. Returns cleaning agent to correct storage n/a n/a
23. Wash hands for a minimum of 40-60 seconds n/a n/a
24. Rinse hands from fingertips to wrists with hands held forwards n/a n/a
25. Dry hands with paper towel n/a n/a
26. Dry surface under ring n/a n/a
27. Place used toweling in bin n/a n/a
28. Conventional taps turned off using clean piece of paper towel n/a n/a
Result - Assessment of Skill Satisfactory ☐ Satisfactory ☐
Unsatisfactory ☐ Unsatisfactory ☐
Skills Assessment Hand Hygiene Assessment
Please complete the following questions in writing Satisfactory Not Satisfactory
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Infection Prevention and Control
1. Why is it important to wash your hands or clean your hands with alcohol-based gel?
2. Why is it necessary to remove jewellery and to have short nails?
3. List four (4) circumstances when you must wash your hands or use alcohol-based gel?
4. List three (2) circumstances when you may need to wash your hands instead of cleaning them with alcohol-based gel?
5. What must you do if you have a cut on your hands?
6. What is the importance of using moisturising hand cream?
Result - Assessment of Understanding Satisfactory ☐ Not Satisfactory ☐
RESULT - OVERALL ASSESSMENT: Satisfactory ☐ Not Satisfactory ☐
If result is unsatisfactory – specify date scheduled for retraining and further skill assessment: / / Comments:
Signature of employee being assessed:
Signature of assessor:
Date: Data entered into the Training Register Entered by: Date entered
Page 13 of 21 Resource Booklet/ Checklist and Assessment
Fire Safety
Fire Safety Question OK
1. What is your role in fire safety?
2. What are the 3 elements that must be present for a fire to burn?
3. What does R.A.C.E stand for?
4. In the event of a fire, should you (circle the correct response)
(a) Close windows and doors to contain the fire? – T/F
(b) Re-enter a burning room to rescue a client? – T/F
(c) Use a fire extinguisher to put out the flames? – T/F
Page 14 of 21 Resource Booklet/ Checklist and Assessment
Security and Personal Safety
Security and Personal Safety Question OK
1. What alarm system is in place at your centre?
2. What are the emergency procedures in your program or site?
3. List at least 3 things you should do if you feel your personal safety is at risk or you are faced with a client’s catastrophic reaction?
Page 15 of 21 Resource Booklet/ Checklist and Assessment
Work Health and Safety
Work Health and Safety Question OK
1. As a BaptistCare team member, what are your work health and safety responsibilities?
2. What are the three steps in risk management?
3. Identify 3 hazards in your workplace?
4. How do you report an incident/accident for a team member? What timeframe do you need to report an incident/accident?
Page 16 of 21 Resource Booklet/ Checklist and Assessment
Hazardous Manual Tasks – The Basics
Hazardous Manual Tasks – The Basics Question OK
1. What is a Manual Task? (circle the correct response)
a) Lifting a box b) Using a mouse c) Rolling a resident d) Pushing a trolley e) All of the above
2. What is the definition of a Hazardous Manual Task?
3. Name 5 contributory risk factors for Hazardous Manual Tasks.
4. Can shoulder injuries only occur suddenly? True/False
5. Which of the following principles in is important in keeping us safe? (circle the correct response)
a) Keeping the load close to our body b) Using larger muscles e.g. legs c) Changing position frequently d) All of the above
6. What are the 4 P, s?
7. What needs to be checked on equipment?
8. What is the team lift movement command?
9. What should you do if the load it too heavy, awkward or bulky?
Page 17 of 21 Resource Booklet/ Checklist and Assessment
Hazardous Manual Tasks – The Basics
10. Why is it important to sit correctly? (circle the correct response/s) a) Your muscles and ligaments and discs have to work harder
b) Using awkward postures for long times can cause injury
c) Maintains core muscles
11. Why is exercise important?
Page 18 of 21 Resource Booklet/ Checklist and Assessment
Hazardous Manual Tasks – The Basics
Skills Assessment
Team Member’s Name Assessor’s Name
Team Member’s Signature Assessor’s Signature Date of Observation
Team Member was observed applying the following principles on a consistent basis during
observation period: Yes No
Plans the lift • Think before you act
• Check environment, object, load
and equipment
Posture • Maintain natural curves
• Hold head upright
Position • Stable base of support
• Secure grip
• Load close
• Face direction of movement
Perform • No twisting
• Uses controlled movements
• Brace
• Communicate
Team Lift Task not required by Team Member Plans the lift – nominate a leader Safe technique
Achieved Yes No
Gives clear instructions Pathway cleared of obstructions Direction of travel communicated Movement command used Ready Brace Act
Page 19 of 21 Resource Booklet/Checklist and Assessment
Hazardous Manual Tasks – The Basics
Semi Squat to lift and transfer object Task not required by Team Member Plan the lift Safe technique
Achieved Yes No
Prepares the environment, checks area, weight and clears space Maintains natural curves Wide base of support – feet apart Secure grip Bend knees and keeps back straight Lifts load close to body and stands up straight Turns feet and transfers load to required location (no twisting) Pushing Wheeled Objects Task not required by Team Member Plan the movement Safe technique
Achieved Yes No
Keep load close Checks wheels in good repair/tyres full of air Brakes off Ensure the load weight is suited for the trolley Moves load forward by lunging through the legs Pushing the trolley from behind keeping load close to body
Turns corner by moving feet, keeping back straight and load directly in front of trunk
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Manager/Team Leader Review
Manager/Team Leader Review
What additional follow-up is required? To be completed by the Manager/Team Leader and new Team Member, then a copy forwarded to the Manager for review.
Agreed Actions Time Frame Completion Date
When is the Orientation complete? Once all the sessions and on-the-job buddying checklists and assessments are completed (after 2 months), the New Team Member and Manager/Team Leader sign off that the Orientation is complete. A copy is retained for the new Team Member’s personnel file.
Signature
Team Member’s Signature Date
Manager’s/Team Leader’s Signature Date
Page 21 of 21 Resource Booklet/Checklist and Assessments