HR & Staff

Twelve editable Word and Excel templates for a USA non-medical home care agency, 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.

Files are editable Microsoft Word (.docx) and Excel (.xlsx) documents. No PDF or Canva files are included. You can also open the files in Google Docs, Google Sheets or LibreOffice; some layout may shift slightly.

What’s included (12 templates, 11 Word files and 2 Excel files in one ZIP)

1. Drug and Alcohol Testing Notice and Consent (3 pages, Word)
2. Exit Interview Form (3 pages, Word)
3. Influenza Vaccination Offer and Declination Form (2 pages, Word)
4. Uniform and Equipment Deduction Authorization (2 pages, Word)
5. Time-Off Request Form (2 pages, Word)
6. Mileage Log (Excel workbook)
7. Conditional Job Offer Letter (3 pages, Word)
8. Credential and License Expiry Tracker (Excel workbook)
9. Exclusion and Registry Check Log (4 pages, Word)
10. Form I-9 and E-Verify Compliance Checklist (3 pages, Word)
11. Employee Satisfaction Survey (3 pages, Word)
12. On-Call Log (4 pages, Word)

Plus an Agency Instructions guide for the whole set. Remove it before use.

Who it’s 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 it works

1. Purchase and instantly download one ZIP file with all the documents.
2. Open each Word file in Microsoft Word (Excel trackers open in Microsoft Excel).
3. Use Replace All (Ctrl+H) to change [Agency Name] and [State] to your own details.
4. Fill in the blank lines with your own policies, contacts and choices, then save, print or share as needed.

Please note

• This is a digital download. No physical item will be shipped.
• These are customizable templates, not legal advice, and are not a license to operate or state-approved. They do not guarantee that your agency meets any law, licensing survey or standard.
• State rules vary. Check every state-specific item against your state requirements and have a qualified professional review the templates before use.
• Some lines cross-reference policy numbers from a companion Policy & Procedure Manual (sold separately); edit them to match your own policies.