O-4-320 Managing Temporary Office Work for Field Staff
👤 RESPONSIBLE POSITION | ROLE
Area Manager or Designee
🎯 PURPOSE
Occasionally employees who are hired, whether licensed or non-licensed may be offered temporary work in the branch office. Examples are when an employee is on medical restrictions (see Workers’ Compensation policy HR-4-260) or has filed for Unemployment Compensation because their clients are temporarily not receiving services.
🔄 PROCESS
- Determine in advance if an employee has any medical restrictions that would limit what they are able to do and follow those restrictions at all times offering them work in the field or in the office as appropriate.
- For example, if an employee is not able to stand for an extended period of time, the employee could sit at a table and have packet materials brought to them for assembly, or charts for audit.
- Review the Confidentiality and Acknowledgement statement with all employees on their first day in the branch office.
- Explain that there may be information learned about clients or fellow employees that is confidential and may not be repeated.
- Have the employee sign a new copy of the Confidentiality & Acknowledgement Statement for their personnel file.
Non-licensed employees may perform functions (as allowed by any medical restrictions) such as:
- Answering telephones
- Filing documents (client and employee files)
- Updating hard-copies of manuals
- Shredding documents
- Assemble packets (new employee, new client, marketing/sales)
- Managing faxes
- Making copies
- Make coffee, clean break room
Licensed employees may perform, in addition to all non-professional employee functions (as allowed by any medical restrictions):
- Client chart audits
- Visits (in the field)
- Reminder: Make sure you are aware of and follow any medical restrictions for the employee before assigning a visit.
- RN's may competency Home Health Aides
- Telephone calls to clients regarding employee satisfaction, satisfaction with services provided
📅 Effective: 07.17.2026 | 🛠️ Revised: 11.10.2026 | ✅ Approved: JFJ