Staff File Checklist

Ensure all required documentation is complete and up-to-date for each staff member.

Last updated August 17, 2025

Staff File Documentation Requirements

DocumentationDue Date
Employment Application (includes DOB, education, training, and experience)Day 1
Medical Report*Prior to employment
TB Screening or Screening*Prior to employment
Health Questionnaire*Day 1 & annually
Emergency Information FormDay 1 & as changes occur & annually
CBC Qualification LetterDay 1 & every 5 years
Documentation of OrientationWithin 2 weeks/6 weeks of employment
Documentation of Health and Safety TrainingWithin 1 year & every 5 years thereafter
Documentation of On-Going TrainingAfter the first year of employment & annually thereafter
Documentation of CPR/First Aid CertificationWithin 90 days of employment Renew before expiration date
Documentation of Playground Safety Training (if applicable)Within 6 months of employment
Documentation of BSAC training (if applicable)Within 3 months of employment
Documentation of ITS-SIDS Safe Sleep Training (if applicable) Administrators must complete within 90 daysWithin 2 months of infant room work & every 3 years
Documentation of Emergency Medical Care Plan (EMC) reviewReview annually & whenever plan is revised
Documentation of EPR Plan ReviewOrientation & annually
Documentation of EPR in Child Care Training (if applicable)Within 1 year of licensure & within 4 months of trained staff's departure date
Documentation of Recognizing and Responding to Suspicious of Child Maltreatment trainingWithin 90 days of employment
Documentation of receipt of prevention of shaken baby syndrome and abusive head trauma policyDay 1 & 14 days prior to new policy implementation
WORKS Qualification Information: Notification from the DCDEE WORKS regarding submitted education/training for position qualification informationWithin 6 months of assuming duties
Documentation of Enrollment in Coursework (if applicable)
Professional Development PlanWithin 1 year & annually
Documentation of Staff EvaluationAnnually
Documentation of Job Description ReceiptWhen applicable
Documentation of Operational and Personnel Policy ReceiptDay 1 & when changes occur
Documentation of receipt of Aquatic Activities Policy, guidelines provided by the pool operator or off-site aquatic facility/aquatic rules (if applicable)Day 1 & annually

* These items must be kept confidential and in a separate individual medical file.

Need Help?

Contact our HR department for assistance with staff documentation requirements.

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