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Click “Open Online Form” when an approved Harbor online form is available.
Employee Compliance Portal
Employee Onboarding & Forms Center
Use this page to follow Harbor’s onboarding workflow, complete required employee forms, download blank PDFs for wet signature, identify the supporting regulatory basis, and confirm where each completed document must be filed.
31 Forms Listed
Restricted Forms Handled Securely
Searchable Index
Protected Employee Forms Access
Some employee forms contain health, criminal-record, payroll, tax, identity, or banking information. Use secure handling for restricted forms. For help, call Harbor administration at (703) 734-6683.
Employee Compliance Portal
Employee Onboarding & Forms Center
Complete required onboarding steps, access Harbor employee forms, and confirm where each completed document must be filed. The full forms table remains below as the searchable Forms Library.
8 Process Stages
31 Forms Organized
First Assignment Clearance Gate
Protected Employee Forms Access
Some forms contain health, criminal-record, payroll, tax, identity, or banking information. Restricted documents must be handled securely and filed only in the correct personnel, restricted background, or confidential health file.
1
Employee workflow first
2
Forms library second
3
Admin clearance gate
4
Ongoing annual tracking
End-to-End Onboarding Workflow
This is the master process. A new employee moves from pre-hire clearance to active employee only after all required controls are complete.
1
Pre-Hire Clearance
Background disclosure, authorization, sworn statement, restricted background file, health/TB screening.
2
Personnel File Setup
Employee info, emergency contact, payroll, ID, handbook, at-will, required employment records.
3
Orientation Package
Mission, vision, values, nine required topics, knowledge checks, section initials, final signature.
4
Policy Acknowledgments
Client rights, confidentiality, complaints, abuse reporting, EVV, FWA, harassment, privacy.
5
Job Description & Scope
PCA/Home Attendant duties, prohibited skilled tasks, medication boundaries, plan-of-services rule.
6
Competency Review
Skills checklist, ADLs, transfers, infection control, EVV/documentation practice, reviewer sign-off.
7
First Assignment Clearance
Administrator confirms all required items before direct client contact.
8
Ongoing / Annual
12-hour in-service, annual competencies, policy updates, performance, QI follow-up.
Professional control point: Do not mark an employee “Cleared for First Assignment” until background clearance, sworn disclosure, health/TB screening, orientation, acknowledgments, job description, scope limits, EVV/documentation training, and competency review are complete.
Employee-Facing Checklist
This is what a new employee should see first instead of a full table of 31 forms.
Your Onboarding Status
Example progress view. Final status should be generated from real completion records later.
Step 1 — Pre-Hire Forms
Restricted forms handled by Administrator.
Step 2 — Personnel File Setup
Employee information, emergency contact, payroll and basic records.
Step 3 — Complete Orientation Package
Read topics, initial sections, complete acknowledgments, and sign final page.
Step 4 — Policy Acknowledgments
Client rights, confidentiality, abuse reporting, complaints, EVV, FWA and harassment.
Step 5 — Job Description & Scope
Review duties and prohibited skilled/medical tasks.
Step 6 — Competency Review
Supervisor/RN validates skill readiness before assignment.
Employee Page Rules
- Do not show all forms as the first experience for a new employee.
- Show the current step and next required action.
- Restricted background documents should say “Handled by Administrator.”
- Final orientation copy should unlock only after required signatures are complete.
- Use “Needs Correction” when the Administrator returns a form.
- After approval, store the signed record in the correct file location.
Better Form Groups
Your current table stays below. These groups explain how the 31 forms should be organized by workflow stage.
1
Pre-Hire Clearance
- Background Check Disclosure Restricted
- Background Check Authorization Restricted
- Criminal Record Check Tracking Restricted
- Sworn Disclosure / Barrier Crime Statement
- TB / Health Screening
2
Personnel File Setup
- Employee Information Form
- Emergency Contact Form
- Direct Deposit / Payroll Form
- W-4 / I-9 support documents
- At-Will Acknowledgment
3
Orientation Package
- New Employee Orientation Package
- Mission, Vision & Values
- Required 9 orientation topics
- Section initials and knowledge checks
- Final signed orientation PDF
4
Policy Acknowledgments
- Client Rights Acknowledgment
- Confidentiality / HIPAA Acknowledgment
- Abuse, Neglect & Exploitation Reporting
- Complaint / Grievance Procedure
- EVV, FWA, Harassment and Privacy
5
Job Description & Scope
- PCA / Home Attendant Job Description
- Scope of Duties
- Prohibited Skilled / Medical Tasks
- Medication Boundary Statement
- Plan of Services Rule
6
Competency & First Assignment
- Competency Verification Form
- Skills Checklist
- EVV Documentation Practice
- RN/Reviewer Sign-Off
- Administrator First Assignment Clearance
7
Ongoing / Annual
- Annual 12-Hour In-Service Training Record
- Annual Competency Review
- Policy Updates
- Performance Review
- Corrective Action Follow-Up Training
8
Restricted / Confidential Records
- Background File Restricted
- Confidential Health / TB File
- Incident-sensitive records
- Investigation records
- Access limited to authorized personnel
Complete Forms Library
Your existing searchable 31-form table should remain immediately below this workflow section. Keep search, filters, status, actions, and file-location columns.
Go to Existing TableFirst Assignment Clearance Gate
This is the most important compliance control. No employee should be assigned to a client until the Administrator confirms all required items.
A. Required Before Direct Client Contact
Background disclosure completedComplete
Background authorization completedComplete
Criminal record result reviewedReview
Sworn disclosure / barrier crime reviewComplete
TB / health screeningComplete
B. Required Orientation / Policy Proof
Orientation package completedPending
Client rights signedComplete
Confidentiality / HIPAA signedPending
Abuse reporting signedComplete
EVV / documentation signedPending
C. Required Job-Specific Review
Job description reviewed and signedPending
Scope of duties reviewed and signedPending
Prohibited tasks reviewed and signedPending
Medication boundary statement reviewedPending
Plan of services rule reviewedComplete
D. Final Administrator Clearance
Competency checklist completedPending
RN / reviewer sign-offPending
Client plan reviewed before assignmentNot Ready
Personnel file audit passedPending
Administrator clearance decisionHold
Clearance decision rule: If any item is missing, pending, restricted, expired, or not reviewed, the employee remains “Not Cleared for First Assignment.”
Complete Forms Library
Use the searchable table below to find individual Harbor employee forms, confirm when each form is required, and identify the correct filing location after completion.
Download PDF
Use “Download PDF” when a wet signature or printed copy is needed.
Search and Filter
Use the search box, category filter, status filter, and sortable headings.
File Correctly
Use the file-location field after completion to place the record correctly.
Showing 31 of 31 forms
| Form ▲ | Category | When Required | File Location | Status | Actions |
|---|
No matching forms found
Try clearing the filters or searching by form number, category, regulation, owner, or file location.