Onboarding plan for care
A 90-day plan for care facilities and home care services, with measles immunity proof, the hygiene plan, medical devices and supervised shifts.
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What is in the template?
Ready to use, with formulas, sample data and a legend.
- Tasks grouped: before day 1, week 1, month 1, month 3
- An owner per task (pre-filled per industry)
- Deadlines relative to the joining date, calculated automatically
- A status column with a dropdown (open / in progress / done)
- Pre-filled: measles immunity proof under section 20 (9) IfSG, extended criminal record certificate, professional licence
- Instruction on medical devices under section 4 MPBetreibV and handling controlled drugs
When does the template fit?
Ideal as an interim solution or for small teams, with clear limits.
- Residential care facilities and home care services
- Onboarding registered nurses and care assistants
- Evidence of instruction for the care inspectorate
A checklist reminds nobody. A workflow does.
Excel checklists work for the first new employee and are forgotten by the third. MetronHR turns the onboarding plan into a reusable workflow: tasks are assigned automatically, owners are reminded, and the status per employee is documented with editor and timestamp and linked to the personnel file.
| Excel template | MetronHR | |
|---|---|---|
| Upkeep | Manual upkeep | Automatic calculations |
| Approvals | No workflows | Approval workflow |
| Reminders | No reminders | Reminders |
| Team | Copy again for every employee | One central source for the whole team |
Frequently asked questions
Answers on usage and legal aspects.
Question not answered here? Every step is explained in the help centre.
Send us a messageWhich certificates must be in place before the first shift?
In care facilities, proof of measles vaccination or immunity under section 20 (9) of the Infection Protection Act, usually an extended criminal record certificate, and the professional licence for registered nurses. Anyone handling food additionally needs the instruction under section 43 IfSG.
What does section 4 MPBetreibV require?
The Medical Devices Operator Ordinance requires employees to be instructed in the proper handling of a medical device before first use. The instruction must be documented. The plan therefore lists it as a task of its own in week 1.
How long does onboarding in care usually take?
The plan is designed for 90 days and therefore covers the usual probation period. The supervised shifts fall in week 1, the first independent handover of an area after about two weeks, and the supervised night shift after three weeks. That can be shifted depending on prior experience.
Are there plans for other industries?
Yes, for office and knowledge work, retail, hospitality in service, hospitality in the kitchen, trades and construction and doctors' and dental practices. All versions are on the overview page „onboarding plans by industry“.
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