Now that you have hired staff to support your family member you have become an employer. Here are some tips to help you in this role.
On your employee’s first day of work, ask them to fill out a basic Employee Information Form so that you have information you need for payroll and know who to contact in case of an emergency. Here are some examples of the information to include on your form:
Your employee will provide some of this information when they fill in the forms for the federal (TD1) and provincial (TD1AB) Personal Tax Credits Return. Links to tax forms are provided in the Resources section of this handbook.
On the first day, it is also a good idea to review the job duties with your staff, and put in writing the types of support your staff is responsible for, and how you expect the support to be provided.
In addition, it is helpful to make sure both you and your staff have a clear understanding about things like:
An employment agreement is one way to make sure your staff is aware of their duties and your expectations.
In your role as an employer you will need to be aware of employment standards. Some sources of information on employment standards are listed in the Resources section of this handbook.
It is important to make sure that your staff understands the issue of confidentiality.
Your staff will get to know about the personal lives of your family member and their extended family. Discuss with staff how you expect them to handle this personal information.
One way to emphasize the importance of this issue is to ask your staff to sign an oath of confidentiality.
Good supervision can prevent or minimize difficulties and help your family member to make progress towards the goals in their Individual Service Agreement.
Although supervising staff in your home is different from supervising staff in a regular workplace, it is still important to make sure that your staff is providing good quality supports to your family member.
Supervision can occur in several ways as follows:
You can monitor your staff informally by simply observing the way they connect with your family member and provide support. As you observe, consider the following:
You can also supervise more formally by scheduling regular meetings or conversations with your staff to talk about how things are going and provide feedback. The conversations could also include discussions about the things you monitor informally.
It is helpful to sit down with your staff periodically (e.g. every 3 months) to talk about their performance and hear their feedback and suggestions. To guide your conversation about performance, you could use an evaluation form. Your evaluation form should include the duties and responsibilities that are written in the job description.
When your staff does things the way you want them done, let them know. It is important to acknowledge good performance as soon as possible. This doesn’t have to cost anything – a simple thank you goes a long way.
Good training will help your staff to provide quality support to your family member. All staff will need at least some informal training from you. Even if they have done the same kind of work for someone else, they need to be trained to provide supports in the way you would like supports to be provided.
It is important that you provide staff with information to help them properly support your family member.
Here are some examples of information about your family member that you may wish to discuss with your staff:
Formal training may be helpful when your staff need or ask for training that you cannot provide.
You can find forms for the federal (TD1) and Alberta (TD1AB) Personal Tax Credits Return at this Canada Revenue Agency website: www.cra-arc.gc.ca/formspubs/frms/td1-eng.html. The information collected on these forms is used to determine the amount of tax deductions for your employee(s).
Your staff evaluation should include the duties and responsibilities written in the staff job description. Here are some general areas you may also wish to consider for your staff evaluation.
How well does your staff support your family member?
Examples:
Is your staff dependable?
Examples:
How does your staff work with the family/Funds Administrator?
Examples:
What are their areas of strength?
Are there any areas for improvement?
Here are some other sources of information that may be useful:
Please note: the following documents and forms are samples only; you are not required to use them. Please feel free to change the samples or make up your own documents to fit your needs.
All samples are in MS-Word format.
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