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Developing Employee Consultant Competencies / Orientation Checklist Procedures / Employee Competency Checklist Procedures

 

Career Support Systems, Inc
Orientation Checklist Procedures:

Orientation Checklist

Goal:  To ensure that each new CSS employee is provided with a smooth, thorough and standardized entry and orientation to our organization, our customers, and our services.

Background:  This document is a “work in progress.” It is regularly updated when CSS staff to identify new or improved or formats for orienting new staff. This document also promotes accountability for a function that is critically important, but often overlooked or minimized. Accountability for completing and filing this form is shared between the new employee and the employee’s supervisor. Once complete, the form is placed in the Personnel record and referenced as needed.

Procedures:
  1. The Orientation Checklist is given to all employees on their first day of employment.

  2. The supervisor explains the form and discussess each item with the new employee.

  3. Consensus is reached between the supervisor and new employee regarding timelines, priorities, and methods for completing the form

  4. While the supervisor is ultimately responsible for ensuring completion of the form (and the orientation process in general), the employee is instructed that they must assume primary responsibility for completing items that are within their control and communicating their needs as necessary to fully complete their orientation process.

  5. Once an item is completed, the employe will place a check mark next to the item.

  6. The new employee will present the form to the supervisor during the weekly supervision meetings until the orientation and the form is complete. The time frame for completion may vary based on a variety of factors (e.g., full time vs. part time).

  7. Once the form is complete, it is turned into the supervisor for review and discussion. During this discussion, the employee is responsible for discussing their need for any additional support by them.

  8. The form is then filed in the Personnel File by the Office Administrative Assistant.

  9. The form can be referenced again by the supervisor and employees to address future training needs and performance issues as needed.


A.  Items needed prior to employment offer: Completed N/A Supervisor’s initial
1.  Resume _____ _____ _____
2.  Application _____ _____ _____
3.  References _____ _____ _____
4.  Criminal Background Check _____ _____ _____

 

B.  Items needed as a condition of employment: Completed N/A Supervisor’s initial
1.  DMV record _____ _____ _____
2.  Verification/Copy of automobile insurance _____ _____ _____
3.  Copy of driver’s license _____ _____ _____
4.  Cropy of Diploma or certificate _____ _____ _____
5.  Criminal background report _____ _____ _____
6.  Complete vehicle checklist and appropriate items
     are placed in vehicle per CSS’s policy.
_____ _____ _____

 

C.  Employment Forms: Completed N/A Supervisor’s initial
1.  Compelte BB&T forms _____ _____ _____
2.  Tax withholding forms _____ _____ _____
3.  Complete I-9 forms (make copies of identifying documents) _____ _____ _____
4.  Complete Emergency Information _____ _____ _____
5.  Health Insurance application (optional) _____ _____ _____
6.  Sign and date job description for personnel file _____ _____ _____

 

D.  Read, review, and complete the following: Completed N/A Supervisor’s initial
1.  Personnel Policy and Procedures, sign acknowledgement form _____ _____ _____
2.  Operating Policies and Procedures, sign acknowledgement form _____ _____ _____
3.  Staff Handbook, sign acknowledgement form _____ _____ _____
4.  Code of Ethics, sign and submit for personnel file _____ _____ _____
5.  Confidentiality Agreement, sign and submit for personnel file _____ _____ _____
6.  SE Training videos _____ _____ _____
7.  Consumer Handbook _____ _____ _____
8.  Successful completion of "Effective Training at Work" CD-ROM _____ _____ _____
9.  "Customized Employment Strategies for Ind. With Dis." CD-ROM _____ _____ _____
10.  Health and Safety Manual, tour facility with supervisor _____ _____ _____
11.  OSHA video and complete quiz _____ _____ _____

 

E.  Deomstrated Employee Competencies: Completed N/A Supervisor’s initial
1.  Overview of DRS Systems and Services _____ _____ _____
2.  CARF Overview _____ _____ _____
3.  CSS Forms (including billing and documentation) _____ _____ _____
4.  Service Planning Process _____ _____ _____
5.  CSS Customer Service Philosophy _____ _____ _____
6.  Consumer Screening and Assessment _____ _____ _____
7.  Marketing and Job Development _____ _____ _____
8.  Job Analysis _____ _____ _____
9.  Job Site Instructional Strategies: Task Analysis, Sequence of Job Duties _____ _____ _____
10.  Natural Supports _____ _____ _____
11.  Fading and Stabilization _____ _____ _____
12.  "Completion of Employment Consultant Best Practice Guidelines and
      Checklist"
_____ _____ _____

 

Reference Books Avaialbe for Professional Reading:
  • No One is Unemployed by Debra Angel and Elisabeth Harney

  • Supported Employment Handbook by RRTC

  • Developing Individual Service Plans for Persons with Disabilities by Dale DiLeo

  • Beyond Traditional Job Development by Denise Bissonnette

  • Work and Disability: Issues and Strategies in Career Development and Job Placement by Edna Mora Szymanski and Randall M. Parker

  • Competitive Employment Issues and Strategies by Frank Rusch

  • Natural Supports in Action by Dale DiLeo

  • Get the Marketing Edge! A Job Developers Toolkit by Dale DiLeo

 

Newsletter and Journals Available:
  • Infolines a Training Resources Network (monthly publication)

  • The Advance by Natoinal APSE (quarterly publication)

  • Journal of Vocational Rehabilitation (6 times a year)

 

Videos Available for Professional Viewing:
  • The "Choose-Get-Keep" Approach to Vocational Programming by William Anthony, Ph.D.

 

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