Employee Name
Identification Number
COMPETENCY BASED ORIENTATION
Supply Chain Management
The (job title) will carry out his or her duties in a safe, skilled manner (or provide safe, skilled,
age-appropriate and population-specific care) according to University Hospitals and Health
System administrative policies, departmental policies and procedures, and equipment manuals
(may include any legal guidelines).
I.
PROCESS
During the orientation period, the (job title) will be assigned to work with a preceptor
(supervisor, or designee) who will be responsible for guiding the orientee through the
competency based orientation process. The (job title) must assume accountability and
responsibility for identifying his or her learning needs during orientation. The preceptor
and the (job title) will collaborate to identify learning opportunities to meet the identified
needs.
The preceptor will observe the (job title) in the performance of skills and the use of
equipment in the (state specific setting). Once competency has been validated by the
preceptor, the preceptor will date and sign the Basic Orientation Competencies
accordingly. Each competency statement and line item should be individually dated and
signed. At the completion of orientation the preceptor, employee and supervisor will sign
the Verification of Orientation Competency.
II.
LEARNING ACTIVITIES/RESOURCES
The following activities will be completed in the 90-day initial employment period:
A.
General Orientation Classes
1. The University of Mississippi Medical Center
a. Your Compass
b. Your Workplace
c. Your Commitment
2. University of Mississippi Health Care
a. Our Dedication
b. Our Patients
c. Our Responsibility
d. Our Standards
e. Our Commitment
B.
Basic Orientation Competencies – (job title)
(Note: Complete the self-assessment column during the first week of orientation)
Unit I: Core Information Systems
Unit II: Job Specific Processes
Unit III: Age Specific (for direct patient contact)
Unit IV: Equipment
Unit V: UMHC Values
Unit VI: Workplace Competencies
C.
Department Orientation Classes
Revision: 7/00;11/03; 11/04; 5/06, 4/07, 7/07, 8/08
Basic Orientation Competencies
Supply Chain Management
Employee Name:
Hire Date:
Month
Employee #:
/
Day
Date to be completed:
Month
/
Year
Job Title:
Department:
Manager/Supervisor:
Job Code:
Key for Self-Assessment:
1-No previous experience
2-Need review
3-Competent
Self
Assessment
Unit I: Core Information Systems
Competency Statement:
A. Demonstrates the utilization of information systems:
1.
2. etc.
B. Performs the following department activities:
1.
2. etc.
C. Enters/retrieves the following data on the computer:
2.
3. etc.
/
Year
Accounting Unit:
Key for Validation
O – Observation on job
S – Simulation
D – Document review
V – Verbalization
E – Written examination
W – Watched Video
P – Reviewed Policy
I – Attended In-service
Performance Criteria
1.
/
Day
Competency
Validation
How
Validated
Date
Preceptor’s
Initials
Employee Name
Self
Assessment
Identification Number
Performance Criteria
Unit I: Core Information Systems (Cont)
D. Identifies role in the following emergency situations and
verbalizes the appropriate telephone number and paging
code:
1. Code White
2. Code Blue/Code 13
3. Code Pink
E. Identifies role in the following areas of the Environment of
Care:
1. Safety
2. Security
3. Hazardous Materials
4. Emergency Preparedness
5. Life Safety (Fire)
6. Medical Equipment
7. Utility Systems
F. Maintains security and confidentiality of patient data and
information.
Unit II: Job Specific Processes
Competency Statement:
A. Reviewed job description and understands essential and
marginal job duties and responsibilities, is aware of the
physical demands of job as well as job location, working
environment, and any hazards associated with job
B. Reviewed attendance policy and understands
accountability for attendance
C. Demonstrates cultural competency and sensitivity
D.
E.
F.
G.
H.
I.
3
Competency
Validation
How
Validated
Date
Preceptor’s
Initials
Employee Name
Self
Assessment
Identification Number
Performance Criteria
Unit III: Equipment
Competency Statement:
A. Identifies and responds to equipment alarms
B. Assures equipment alarms are activated with appropriate
settings and are sufficiently audible with respect to
distances and competing noise within the area.
C. Removes malfunctioning equipment from use and reports
to appropriate person/department
D. Demonstrates set-up and use of the following equipment:
1.
2.
3. etc.
Unit IV: UMHC Values
Competency Statement:
A. Quality – Demonstrates concern for the accuracy and
quality of work, and takes steps to correct mistakes and
improve the overall product.
B. Teamwork – Works as part of a team, exchanging ideas
and contributing skills that complement those of the other
team members. Fulfills commitments to team members.
C. Innovation – Looks for ways to improve effectiveness by
implementing new ideas and more efficient approaches.
D. Integrity – Demonstrates a sense of responsibility and
commitment to the public perception of the organization.
Follows through on commitments, and admits to mistakes.
E. Diversity – Is aware of differences and is sensitive to the
needs of different cultures. Modifies behaviors and
communications to accommodate these differences.
Unit V: Workplace Competencies
Competency Statement:
A. Building Trust – Builds trust by communicating openly with
other team members and following through on
commitments.
B. Communication – Organizes and expresses ideas and
information clearly, using appropriate and efficient methods
of conveying the information.
4
Competency
Validation
How
Validated
Date
Preceptor’s
Initials
Employee Name
Self
Assessment
Identification Number
5
Competency
Validation
Performance Criteria
Unit VI: Workplace Competencies (cont)
How
Validated
C. Customer/Patient Focus – Responds to customer requests
in a timely manner. Communicates with customers to
ensure that they are satisfied and that their needs are being
met.
D. Initiating Action – Works independently to solve problems.
Looks for opportunities to take on more responsibility.
E. Managing Conflict – Expresses alternative points of view in
a non-threatening way. Knows when it is appropriate to
compromise and when it is important to take a stand.
F. Resource Utilization – Locates and utilizes appropriate
resources to complete an assigned task. Is efficient.
Preceptor
Title
Initials
Date
Preceptor’s
Initials
Employee Name
Identification Number
6
Supervisor/Preceptor Evaluation
Utilizes appropriate procedural processes in the implementation of his or her job description within an
acceptable time frame:
When appropriate, documents work that is consistent with legal and institutional guidelines:
Demonstrates proficiency in the use of select equipment:
Communicates effectively with internal and external customers:
Demonstrates a positive professional image for the department and for the institution:
Verification of Orientation Competency
This orientation competency evaluation represents my best judgment of the employee’s performance.
Preceptor
Date
This competency assessment and my performance expectations have been discussed with me. I have
reviewed my job description and understand my essential and marginal job duties and responsibilities. I
am also aware of the physical demands of my job as well as job location, working environment, and any
hazards associated with my job.
Employee


Date
This employee successfully completed the Orientation Competency Assessment process and is
qualified to work on the following unit/department
This employee is performing below expectations. Manger/Supervisor should document how
employee was helped to succeed and contact Human Resources to discuss further action.
Supervisor/Manager
Attach signed New Employee Department Orientation Check-list.
Forms must be completed in their entirety with all appropriate signatures.
Submit completed forms to Human Resource Generalist.
1/96, Revised 5/06, 8/08
Date