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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:
Manager:
Program:
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 onthe-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 signoff 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
1.
About BaptistCare
2.
Our Client Focus
3.
Communication
4.
A Positive Work Environment
5.
6.
Infection Prevention and
Control
Fire Safety
7.
Security and Personal Safety
8.
Work Health and Safety
9.
Hazardous Manual Tasks –
The Basics
Team Member
Initial & Date
Team
Leader/Manager
Initial & Date
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
1.
2.
3.
5.
6.
HR & WHS consultants
7.
8.
Dress requirements/
protective apparel (if
applicable)
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
Computer log in and use
14.
17.
Access Code and security tag
if required
Mobile phone/ laptop/ Car
keys etc. provided
Parking Areas
18.
Stationery location
19.
Hazard and incident forms
Location
Issued with a copy of Team
Member Handbook
15.
16.
20.
Team Member
Initial & Date
Team
Leader/Manager
Initial & Date
Tour of site and overview of
service
Emergency Exits and fire
safety
Introduction to other workers
How to access policies and
procedures
Explanation of role
4.
Requirement
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
OK
Question
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
OK
Question
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:
Hand Wash
Skill is Satisfactory
Date of assessment: ____________________________
Planning
Yes
No
Alcohol Based Gel
Skill is Satisfactory
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
Yes
No
Implementation
Yes
No
8.
Turn on taps
n/a
n/a
9.
Adjust water temperature and flow rate
n/a
n/a
n/a
n/a
10.
Wet hands and wrists
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
Satisfactory
☐
Satisfactory
☐
Unsatisfactory
☐
Unsatisfactory
☐
Result - Assessment of Skill
Skills Assessment Hand Hygiene Assessment
Please complete the following questions in writing
Page 12 of 21
Satisfactory
Not Satisfactory
Resource Booklet/ Checklist and Assessment
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 alcoholbased 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?
Satisfactory ☐
Result - Assessment of Understanding
RESULT - OVERALL ASSESSMENT:
Not Satisfactory ☐
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:
Page 13 of 21
Date entered
Resource Booklet/ Checklist and Assessment
Fire Safety
Fire Safety
OK
Question
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
OK
Question
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
OK
Question
1. What is a Manual Task? (circle the correct response)
a)
b)
c)
d)
e)
Lifting a box
Using a mouse
Rolling a resident
Pushing a trolley
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)
b)
c)
d)
Keeping the load close to our body
Using larger muscles e.g. legs
Changing position frequently
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
 Yes
observation period:

Plans the lift
 No
•
Think before you act
•
Check environment, object, load
and equipment



Posture
Position
Perform
Team Lift
Maintain natural curves
•
Hold head upright
•
Stable base of support
•
Secure grip
•
Load close
•
Face direction of movement
•
No twisting
•
Uses controlled movements
•
Brace
•
Communicate
 Task not required by Team Member

Plans the lift – nominate a leader

Gives clear instructions

Pathway cleared of obstructions

Direction of travel communicated

Movement command used Ready Brace Act
Page 19 of 21
•
Safe technique
Achieved
 Yes
 No
Resource Booklet/Checklist and Assessment
Hazardous Manual Tasks – The Basics
 Task not required by Team Member
Semi Squat to lift and transfer object

Plan the lift

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
Safe technique
Achieved
 Yes
 No

Plan the movement

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

Page 20 of 21
Safe technique
Achieved
 Yes
 No
Resource Booklet/Checklist and Assessment
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
Page 21 of 21
Team Member’s Signature
Date
Manager’s/Team Leader’s Signature
Date
Resource Booklet/Checklist and Assessments