Access+ Preview: Employee Toolkit

The policies and guidelines in Access+ toolkits like this will help you navigate the business and health care environment.

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A good set of employee documents is a key component of a compliant and successful business. With our Access+ relationship, you have access to the various forms in this toolkit, in addition to the entire ByrdAdatto team for any legal concerns. The purpose of this toolkit is to serve as a resource for your business, providing beneficial documents at your fingertips. It is important to consider each step in the employment process, and then customize the documents to fit the business’s needs. Of course, we want to help you with this customization. We strongly encourage you to first contact us for guidance in finalizing the forms. ByrdAdatto is committed to being your compliance partner – helping you to navigate the business and health care environment by sharing wisdom that can help serve your business. The video above is an overview of this toolkit and discusses what documents are included, why you need the documents, how to use the documents.

Pre-Employment

Staff Offer Letter

The Staff Offer Letter is designed for your non-medical personnel, such as your accountants, bookkeepers, office managers, and receptionists, who perform services that do not constitute the practice of medicine. It is important that you reach out to an attorney prior to using this letter as many states have their own set of requirements that must be included as a written notice to prospective employees.

 

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Physician Offer Letter

The Physician Offer Letter highlights many of the important provisions that will later become memorialized in an employment agreement. As you will notice, the Physician Offer Letter contains extensive compensation and insurance coverage provisions, as well as others, compared to those of the other offer letters we provide you. We will be happy to guide you through each provision, while making any adjustments as needed, to jumpstart a mutually rewarding employment relationship between you and your employee.

 

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NP Offer Letter

The Advanced Practice Registered Nurse Offer Letter states the basic qualifications the providers would need to have and maintain throughout their employment. As each state’s licensing boards have different requirements for their licensees, we advise that you reach out to an attorney before finalizing this letter so that we can modify it accordingly.

 

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PA Offer Letter

The Physician Assistant Offer Letter states the basic qualifications the providers would need to have and maintain throughout their employment. As each state’s licensing boards have different requirements for their licensees, we advise that you reach out to an attorney before finalizing this letter so that we can modify it accordingly.

 

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Building Your Offer Letter

An offer letter provides a great starting point to establish expectations and conditions of employment. The Employee Toolkit provides you with offer letters for physicians, nurse practitioners, physician assistants, and non-clinical staff. For certain professionals, the offer letter is the first step in employment, as an employment agreement would be signed prior to employment.

 

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Building Your Employment Agreement

The Employment Agreement memorializes the terms agreed upon between you and your employee during pre-employment negotiations. As such, the Employment Agreement is the legally binding contract that establishes the rights and responsibilities of both parties during and after the term of employment.

 

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Onboarding

Building Your Confidentiality and Proprietary Information Agreement

The Confidentiality and Proprietary Information Agreement is an agreement between you and your employee that serves to protect your confidential information from being improperly used or disclosed. Confidential Information can include photographs, customer lists, formulae, marketing strategies, and other information related to your business.

 

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Building Your Employee Handbook

The Employee Handbook is an important resource for you and your staff as it communicates the policies and procedures, mission, and values that are specific to your business. The Employee Handbook serves as a manual, rather than a contract, that your staff can reference throughout their employment. It is important that the Employee Handbook complies with the current rules and regulations of your state to limit any legal liabilities. Most importantly, it is imperative to implement and follow the policies that you adopt, as this will ultimately protect your business.

 

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Human Resources Tools

Employee Performance Review Outline

The Staff Performance Review Outline provides a list of performance indicators to be used to measure an employee’s progress during their employment, as well as to help them grow as a professional. The performance review can also serve as documentation in support of possible adverse employment actions, if needed.

 

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Employee Counseling Statement

The Counseling Statement is a great tool to use to improve an employee’s work performance, as well as serve as documentation of the attempts made to correct violations prior to an adverse employment action. The Counseling Statement also provides an opportunity for the employee to respond so that everyone’s voices and opinions are fully documented.

 

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Written Warning Statement

The Written Warning Statement is a valuable communication tool to provide notice to an employee of potential adverse action based on the employee’s violation(s) of your business’s policies. The Written Warning Statement should reflect the personnel management policies that are already provided in the Employment Handbook.

 

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Employee Termination Notice

The Employee Termination Notice provides notice to an employee of a termination decision, and documents your business’s legitimate reasons for terminating the employee to reduce the likelihood of a successful claim for discrimination or harassment as a reason for the employee’s termination.

 

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Additional Materials

COVID-19 Vaccination Policy

The COVID-19 Vaccination Policy should be used to supplement an existing Employee Handbook and in conjunction with proper legal advice for your state to determine if and how to incorporate the policies with or without modification in accordance with applicable federal and state laws.

 

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Employee COVID-19 Vaccine Waiver

The Employee COVID-19 Vaccine Waiver should be given to employees who choose not to receive a COVID-19 vaccine. By signing the waiver, the employee acknowledges and assumes the risk of becoming infected with COVID-19 by returning to work without receiving the vaccination. The version of this Employee COVID-19 Vaccine Waiver states that the employer encourages, but does not require vaccinations; however, if you are requiring your employees to get vaccinated, then you can amend the language accordingly. Also, it is important to take note that some states may require healthcare workers to get vaccinated.

 

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COVID-19 Return to Work Policy

The COVID-19 Return to Work Policy should be used to supplement an existing Employee Handbook. As an increasing number of employees are returning to work, it is important that you communicate clear protocols to maintain the health and safety of your employees.

 

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Equal Opportunity Policy

The Equal Employment Opportunity Policy assures your employees that you do not tolerate discrimination against any of the protected classes under federal, state, and local regulations. It also lays out a complaint procedure for employees who believe that their rights under the policy have been violated.

 

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Anti-Harassment Policy

The Anti-Harassment Policy is designed to provide a safe workplace for your employees. Because your state’s anti-discrimination laws may provide additional protection on top of the standards provided by federal law, we can assist you in modifying this document to be in compliance with applicable state law.

 

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