Employee Handbook
Being Successful at Home Instead
Susan Witting
Owner
Welcome to Home Instead Senior Care! We are the world's largest and most trusted provider of in-home care for seniors.
Our Omaha based company has been providing services to clients since 1994 and employs over 100,000 CAREGivers globally and has over 1500 offices across the globe.
At Home Instead we are a diverse group of people with different jobs and backgrounds. Yet we are drawn together with one common goal: to enhance the lives of seniors and their families by living, every day, our motto: “The care they need; in the home they love".
We believe our greatest asset is our team, and our success comes in part from hiring the best! You have joined a group of the most dedicated, caring, and compassionate people in the community.
Without you, there would be no customers. Without customers, there would be no business. That is our “circle of life”.
A Warm Welcome,
Susan
Our Team

Susan

Olga
Client Care, Scheduling

Linda
Recruiting

Madeline
RN

Ricardo

Shauna
General Manager/Executive Director

CAREGiver Professionals
Personal Care Services to Clients
Our Services
We provide personal care for seniors and others who prefer to remain at home, sheltered from susceptibility to unknown elements such as disease and viruses.
They have chosen to remove themselves from higher risk living conditions, such as in "facilities".
Personal Care, Respite, Hospice
We provide support for ADL's (activities of daily living), such as bathing, toileting, personal hygiene, dressing, and grooming. We provide relief for family caregivers, and we support Hospice clients who are at end of life.
Socialization
Accompany to special event, bingo, festivals, scenic drives, lunch with friends, theater shows.
Meals and Nutrition
We help with menu planning, meal preparation, grocery shopping, and special diets.
Appointments
We accompany clients to doctor appointments, shopping, hairdresser, religious services, family events, and therapy sessions.
Senior Statistics
5%
Top Concern
65.7 million
20%
Client Care and Confidentiality
Office Hours &
After Hours Support
Office hours: 8:30 a.m. to 4:30 Monday through Friday.
NOTE: After these hours, the phones switch over to "AFTER HOURS" phones.
Choosing Option 1 - message is answered next business day (Mon-Fri)
Choosing Option 3 - Emergency - you need to speak with an office team member ASAP
CAREgiver supervisors (our RN's), and office mgt. are available 24x7 (including after hours) by calling the Office.
Our office and after hours or emergency telephone number are the same:
Reasons to Call After Hours
- You can't make your shift
- You arrive at your client’s home and no one answers the door (do not go home)
- You will be clocking in after shift start time
- If it is a 911 emergency; call 911, then contact the office
- There is significant change (decline) in your client’s condition
- You cannot clock in/out through WellSky APP
Your Schedule
Call the office every 2 weeks to reconfirm your availability.
The more hours you are available to work, the more you can earn in your regular pay plus eligibility for bonus programs based on your performance.
Availability Requirements:
We require you maintain your stated "availability", as during the interview process, for your first 90 days. We do this because the scheduling team has already started to rearrange client schedules to fit you in.
We cannot work efficiently if caregivers continuously change their availability.
We ask you help the office with emergency shifts and holiday coverage
Please Remember:
We cannot guarantee any number of work hours per week, but we make it a priority to try and meet your availability schedule.
All assignments are made through the office without exception.
If you need to alter your schedule, you must notify the office. If a client requests a schedule change, the client must contact the office
Your Pay
Your Benefits
Expense Reimbursements
Calling out sick?
You will need to provide us a doctor's note excusing your absence.
If you are out sick or taking vacation, your absence will be deducted from any accrued time off you may have in your bank. You must complete a time off request through your payroll APP.
If an employee is on an extended leave, paid time off does NOT continue to accrue (as this is “unworked” time).
Because business operations sometimes require vacant positions be filled, a personal leave does not guarantee your job will be available when you return. We will try our best to find a similar role however.
A fitness-for-duty certification (doctor's note) will be required if you call out sick. You must email this to Boca.Office@homeinsteasd.com before you are able to return to work.
Any on-the-job injuries which lead to an absence will require the employee to maintain telephone contact with our office at least 1x per week (not email, text); failure may affect your employment.
If you are full time, when you are on leave you’re not eligible for paid holidays. Please do not work for any other company during your leave, this is prohibited.
We evaluate and approve each case on its individual merit because everyone's situation is unique.
Bereavement: Should you have a death in your immediate family, and need to attend to the funeral, call the office for instructions. You will be required to provide the office with official documentation of the death.
If you are within your initial 6 months, there is no paid time off for bereavement.
DRESS CODE
We are very aware of what our client's think about our caregiving staff and the way they look.
Research has shown caregivers who are conservatively dressed in appearance are more successful and respected.
"We dress for our client's confidence...not our convenience."
Dress Code:
Wear your Home Instead Polo shirt, tan/khaki (navy or black) pants and your Home Instead ID badge
No/No's:
-strong perfumes/lotions
-tie back long hair
-short, clean fingernails.
No acrylic/gel/stick on nails
as they breed germs
-odor of smoke and no smoking/vaping
-make-up must be natural appearance/used sparingly
-no long false eye lashes (save those for date-night, not work)
Not allowed
- flip-flops,
- no hats/headwear,
- leggings,
- yoga, sweatpants
- tight-fitting clothing (material should move freely across the body).
- denim of any kind
nose, eyebrow rings or multiple earrings (safety hazard)
Yes:
-proper bathing, oral care and use of deodorant are essential
-low-heeled shoes, athletic shoes, or stable dress shoes
-clean pressed clothes
Got a Brilliant Idea?
Tell us and if we can make it work, we will reward you with fun stuff!
Attendance
Safety
- All employees must follow safety protocols and use common sense. No lifting over 25 lbs. If you don’t follow policy and you get hurt, it could affect your employment.
- Don’t bring firearms and weapons on client/company property even if you are licensed to do so. This does not extend to a lawfully owned, concealed firearm stored out of sight and locked in your personal vehicle.
- If you get hurt on the job, call us asap. Employees must then complete a Notice of Injury Form within 24 hours by calling our office at 561.409.5980.
- Please, if you need medical attention, seek it.
Drug and Alcohol Policy
01
Zero Tolerance
We have a zero tolerance policy for the sale/transfer/use/abuse of drugs or alcohol during a work shift, including being under the influence.
WE RANDOMLY DRUG TEST.
02
Therapeutic Drugs
We follow the federal guidelines for therapeutic drugs (ex: medical marijuana) and the use of these are prohibited.
03
Off The Job Drug Use
Off the job activities or convictions for illegal drug use, and drugs/alcohol use which results in excessive absenteeism or tardiness, or is the cause of poor performance and bad judgement will cost you your job.
04
No Silence
If you suspect an employee is violating this policy report it. A client’s safety may be at risk..
Transporting a Client - you
always
must be the driver!
Advise clients you
cannot
be a passenger (due to agency insurance regulations)
Your Vehicle
- Maintain valid driver's license and automobile insurance
- Keep it clean and fresh smelling; disinfect your vehicle
Client’s Vehicle - if you are driving their car
- Check for current insurance certificate
- Walk around car before driving it to check for prior damage
Important Details:
-In an accident? Your own personal auto coverage will be primary, the Company’s will be secondary. In Florida, the "insurance policy follows the owner of the vehicle".
-Report any traffic violations and offenses immediately to our office.
-Our agency runs daily DMV checks on all employees
Other Stuff
Gifts From a Client
No accepting gifts unless you get a signed Client Security Release Form from the office staff with full authorization signatures.

Bad Weather
Annually we have a Hurricane Preparedness Meeting with all employees where we review our emergency management plan and your responsibilities.
In such emergencies, we will need to contact you via cell/text/emails and you are expected to check our Employee Website Portal for critical messages.
As a health care employee, be prepared to work extra hours during an emergency - even if your client does not need help, as others may need your help.
Please see the Company’s Emergency Management Plan for more information.

Don't Give Out Your Personal Phone Number
Client's will ask you for your cell phone; do not give this out. It's a violation of our Agency policy.
Kindly inform the client of our policy; if they have questions they should call the office.
Company Systems & Property
Our office equipment/supplies are for business use only. Don’t use them for personal use.
On the job: personal internet usage, cell phone use, etc. must be limited to lunch breaks unless a true emergency.

Social Media at Work
Don’t post anything about a client or Home Instead online - it violates federal HIPPA laws.
You may post positive comments about Home Instead Senior Care. You may not post negative comments which can be construed by law as “slander”, and the Company Owner takes this very seriously.
Don’t share or distribute our company materials such as handbooks, policies, etc. – it affects our competitive advantage and our Attorneys hate that.

Florida Abuse Hotline
Anyone can report suspected cases of abuse (for seniors/elderly and others). There is a booklet available for all CAREGivers and clients - ask the office team.
Contact the Office if you suspect abuse.
The hotline:
Tele: 561-409-5980.ABUSE (or 800.962.2873 )
Fax: 561-409-5980
Website: http://www.dcf.state.fl.abuse/report/index.asp

Client's Remember Your Conversations (make them happy ones)

“Mr Benson, let me tell you about something special that happened with my granddaughter".
Mr. Benson, tell me about your favorite memories of your kids".
How is my family? Oh you know Mr. Benson, every family has its challenges. But we should count our blessings that we have families!”
"Mr. Benson, I'm so happy to see you. I had the best weekend! Let's have some coffee and I'll tell you all about it.”
Not UnHappy Ones

“My husband is cheating on me, I'm kicking him out this weekend”
”Mr. Benson, I don't feel like talking today. I have a lot on my mind".
"How is my family? Well my son was caught with drugs, and my 16 year old daughter is pregnant.”
“Mr. Benson, I don't have the money to pay my rent. I don't know what I'm going to do.”
Your Responsibilities With Your Clients
Read the client profile and care plan prior to arriving for your shift. Dr appt's and such may be added daily.
Check your smart phone regularly ; your client's schedule can change suddenly, and messages will be sent to your email and text.
Return messages by contacting the office via phone call within 1 HOUR of receiving a message. If unable, you must call the office at some point that day, even after hours.
Falls/accidents of any nature (yours or the client) must be reported to the office immediately when they occur. State Health Dept requires this, as do we.
Never leave your client alone, even if the "oncoming" caregiver has not arrived.
When At Your Client's Home
No Cell Phone or EarBud Use
While the client is awake, no playing on your phone.
No earphones - you can't hear them fall or cry for help.
Use Client's Last Name
How about some lunch, Mrs. Doubtfire?
25lb Lifting Weight Limit
If your client is this big, you may pick her up off the floor. If not, you need to get help. The Palm Beach County NON EMERGENCY # is: 561.688.3400
Timekeeping
Use the WellSky APP for clocking in/out. If you experience problems with the APP:
- connect to your client's WiFi to get a strong signal on your phone
- log out and back into App (with your email and password)
- Still having problems? Call the office
Clocking In/Out:
1.You must clock in and out when you are in “sight” of the client (ie., not from the parking lot)
2. You cannot clock in earlier than 7 min. before shift start time. The system will tag you as late if you clock in 1 min. after shift start time and the office staff gets alerted.
3. Don’t falsify timekeeping or care log records; it’s grounds for termination and considered theft and will be handled as such.
Exempt office employees: ("exempt" means exempt from overtime)
Office/exempt employees are paid a flat amount per week , regardless of hours worked (unless working less than 5 hours in a day, then it is considered 1/2 day); except for deductions such as vacation or sick leave.
DISCIPLINARY POLICY
It is your responsibility to be a reliable employee and to follow guidelines and policies.
We employ mature, responsible Office staff and CAREGivers; we assume you will always perform at your best.
However in the slight chance an employee disregards the well-being of our clients, other coworkers, or our Agency or is incapable of performing job duties, we will not hesitate to address the unacceptable behavior immediately.
If it is an honest mistake, we will kindly bring it to your attention. If it is a blatant or repeated disregard for company policy, it may lead to your termination which is reported to State of Florida Health Department.
Employee Handbook - Website Portal
www.homeinsteadpalmbeach.com
User ID: (your personal email)
Password: Delray@123
WellSky
Personal Care APP
UserID: (your personal email)
Pass: Delray@123
Legally Speaking
-
Equal Employment OpportunityList Item 1
Opportunities are available to all regardless of age, race, sex, religion, national origin, marital status, color, pregnancy, disability, sexual orientation, gender identify, and any other status protected by applicable law. Plainly put we don’t discriminate, nor do we tolerate those who do. If you have a known disability, let us know. If possible, we will try to make accommodations.
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Anti-Harassment PolicyList Item 2
We prohibit any unwelcomed harassment from any individual (including a client, employee, supplier). This includes but is not limited to sexual or other forms of harassment (defined as unwelcomed remarks or advances, requests for sexual favors or other verbal or physical conduct of a sexual nature. This also includes any threat of retaliation. In addition, terminated employees who contact a prior client for any reason will be in violation of this policy and will face legal action. If you feel you have been harassed, we will confidentially investigate without retaliation; so contact your Supervisor, Human Resources Manager, or the Owner of the agency.
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No Distribution/No SolicitationList Item 3
Do not distribute or solicit (ask) clients or employees to buy stuff you are selling, including literature or memberships to organizations.
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Confidentiality, Non-Competition, and Non-Solicitation AgreementList Item 4
You signed an agreement upon hire to keep all company information confidential, please do so. It’s a condition of employment.
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Consent to Monitor Phone Calls at Work
We may record phone calls for purposes of training and improving service, so keep it clean and professional.
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Mediation and Dispute Resolution
By accepting employment you agree any dispute resulting from your employment will be resolved through Mediation, using a certified Mediator.
Details on this process can be obtained from the office staff. -
WellSky/ClearCare Technology System
For CAREGivers, your main technology system you will work with is WellSky Personal APP (also referred to within the APP as "ClearCare"). This system manages your scheduling, clock in/clock outs, and client assignments (referred to as Client Assessment or Care Plans).
Franchise Relationship with Home Instead
You are employed by an independently owned and operated franchise office called SSMW, LLC, who provides non-medical services under a federally registered service mark, Home Instead®.
For the purpose of this document your employer, SSMW, LLC will be referred to as “The Company”, “us” or “we”.
And a Word From Our Legal Team...
This handbook is not a contract; it simply gives an overview of our most common office policies and practices. These can and will be changed over time in order for us to provide exceptional customer service. If you have any questions, ask your supervisor.
All employment relationships with the Company are on an at-will basis. No employee of the Company has the authority to enter into any agreement contrary to this policy.
You have signed a document acknowledging the review of this handbook, it's contents and other company policies and procedures which have been discussed with you and allowing you ample opportunity to ask questions if needed.