Employee Handbook – Full Edition — Set Clear Standards for Your PSA Team
A comprehensive, editable employee handbook framework designed for Personal Services Agencies so you can clearly communicate expectations, boundaries, and workplace culture to every member of your staff.
Instead of explaining your rules and standards one conversation at a time, this handbook gives you a central, written reference you can use for onboarding, performance discussions, and day-to-day clarity.
One-time payment. Editable handbook framework tailored to PSA realities.
- Full handbook structure with clearly defined sections.
- Staff-facing expectations, conduct, and workplace policies.
- Ideal for agencies that are hiring or growing their team.
Files delivered via email immediately after purchase.
Who This Employee Handbook Is For (and Not For)
This handbook is a strong fit if:
- You are hiring caregivers, office staff, or coordinators and want professional HR foundations.
- You want written expectations that support fair, consistent decision-making.
- You prefer a tailored PSA-focused framework over generic corporate templates.
- You want to reduce confusion, misunderstandings, and policy “gray zones.”
This handbook may not be ideal if:
- You already have a robust, attorney-reviewed handbook specific to your PSA.
- You do not plan to formalize staff expectations in writing yet.
- You are looking specifically for legal or HR advice instead of a practical template.
What’s Inside the Employee Handbook – Full Edition
The handbook is structured into clear, staff-facing sections that explain how your agency works, what you expect from employees, and how you handle common workplace scenarios.
Section 1 – Welcome, Mission & Values
Set the tone from day one with a clear introduction to who you are and what you stand for.
- Welcome message from the agency.
- Mission, vision, and core values tailored to PSAs.
- Overview of services and populations you serve.
Section 2 – Employment Basics
Clarify employment relationships, eligibility, and core HR fundamentals.
- Employment classifications and status overview.
- Equal opportunity and non-discrimination statements.
- Introductory and evaluation periods, if applicable.
Section 3 – Code of Conduct & Professionalism
Detailed expectations for behavior, professionalism, and client interaction.
- Professional behavior and demeanor standards.
- Client boundaries, respect, and dignity guidelines.
- Use of phones, social media, and personal conduct on duty.
Section 4 – Attendance, Scheduling & Timekeeping
Policies for reliability, shift coverage, and communication with the office.
- Attendance and punctuality expectations.
- Call-off, tardiness, and coverage procedures.
- Timekeeping basics (clock-in/clock-out or visit documentation).
Section 5 – Compensation, Pay Practices & Benefits
General language about pay processes and any benefits you provide.
- Pay schedule and paycheck overview.
- Overtime and extra shift guidelines (conceptual).
- High-level benefits description (if applicable).
Section 6 – Workplace Safety & Reporting
Staff-facing expectations to keep clients and employees as safe as possible.
- Basic safety practices and incident reporting expectations.
- Injury reporting and exposure notifications (non-clinical level).
- Violence, harassment, and unsafe condition reporting channels.
Section 7 – Confidentiality & Client Information
Clear expectations about protecting client privacy and information.
- Confidentiality and privacy obligations.
- What can and cannot be discussed outside the agency.
- Guidance on records and documentation sensitivity.
Section 8 – Performance, Discipline & Separation
Framework for addressing performance issues and ending employment.
- Performance expectations and coaching conversations.
- Corrective actions and possible consequences.
- Resignation, termination, and rehire considerations.
Section 9 – Acknowledgment & Handbook Changes
Close the loop with signed acknowledgments and change language.
- Employee acknowledgment form concept.
- Language about handbook updates and revisions.
- Staff responsibility to stay informed as policies evolve.
How to Use This Employee Handbook in Your Agency
The handbook is more than a document you hand out on day one. Used well, it becomes a reference and anchor for your culture, decisions, and HR practices.
- Step 1 – Customize: Insert your agency name, logo, contact details, and any state-specific points you need.
- Step 2 – Align: Make sure the handbook matches your policies, pay practices, and operating style.
- Step 3 – Roll Out: Use the handbook during onboarding and orientation, not just as a PDF to sign.
- Step 4 – Reference: Use it consistently when addressing performance or conduct issues.
- Step 5 – Review: Revisit at least annually and update as your agency grows.
Best When Combined With:
- Compliance & Policy Bundle – for internal operational policies that sit behind the handbook.
- PSA Startup Kit – to connect culture and expectations back to your overall agency plan.
- Intake & Onboarding Forms Pack – for a complete new-client and new-staff onboarding ecosystem.
Bonus Materials Included
These supporting tools help you move the handbook from “document” to “living part of your culture.”
Bonus: New Hire Orientation Checklist
A checklist you can attach to your onboarding process to ensure that each new employee receives, reviews, and signs the handbook promptly.
Bonus: Talking Points for Handbook Review
Key points to cover when walking staff through the handbook, so they hear your priorities and understand why these standards matter.
Bonus: Annual Handbook Review Reminder Template
A short message template you can send each year as you review or refresh your handbook with existing staff.
What Agencies Appreciate About Having a Clear Handbook
These are the types of outcomes this Employee Handbook – Full Edition is designed to support.
Questions & Important Notes
Is this legal or HR advice?
No. This is a practical, PSA-focused handbook framework. You are responsible for tailoring it to your jurisdiction and consulting legal or HR professionals where needed.
Can I reuse it for multiple agencies?
Your purchase is for your own agency or business entity. If you manage multiple agencies, contact us to discuss broader licensing.
Does this replace my internal policy manual?
The handbook is staff-facing. We recommend pairing it with an internal policy manual (for example, the Compliance & Policy Bundle) that goes deeper into operational details.
What if we change our policies later?
You can update the handbook at any time. The included acknowledgment and change language reminds staff that the handbook may be revised as your agency evolves.
Explore Other Care Business Segments
AAA Consultant supports multiple regulated care models. If your goals extend beyond Home Care, explore our Group Home segment resources and products.
Group Homes
Documentation systems, compliance tools, and DFY implementation support designed for regulated residential care operations.
Need Help Choosing?
If you’re unsure whether Home Care or Group Homes is the right path, apply and we’ll route you to the best starting point.
Coming Next: NEMT
We’re building the Non-Emergency Medical Transportation segment next. If you want early access, apply and select NEMT.
Ready to Set Clear Expectations for Your PSA Team?
The Employee Handbook – Full Edition gives you a strong, staff-facing framework to support professionalism, consistency, and a clear workplace culture in your Personal Services Agency.