10 Must-Have Requirements for Human Resources Documentation

CMS holds agencies accountable for having complete, compliant HR documentation. This checklist breaks down the 10 most important requirements every organization must meet to stay aligned with the CMS Conditions of Participation and accreditation expectations.

From license verification and signed job descriptions to documented competencies and background checks, this guide helps you catch gaps before they become citations. It also reminds you to align with the most stringent rules across federal and state requirements.

Use this checklist to:

  • Audit your current HR files for survey readiness
  • Understand exactly what needs to be documented and when
  • Reduce the risk of compliance gaps that can lead to penalties
  • Stay organized across roles, credentials, and state-specific needs

Built for home health and hospice leaders who want to protect their agency and save time, this resource is your starting point for stronger HR documentation.

Be prepared. Stay compliant. Audit with confidence.
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Prevent Problems. Improve Performance.

QAPIplus empowers post-acute teams with data-driven insights to drive continuous improvement. Stay ahead of performance trends, reduce risk, and simplify compliance workflows through automation and centralized documentation. With tools designed for proactive decision-making and survey readiness, your team can stay focused, confident, and prepared—without the last-minute scramble.

  • Improve patient safety and satisfaction through consistent quality improvements
  • Cut compliance costs by optimizing labor hours
  • Scale efficiently without needing to add more staff
  • Reduce risk by identifying trends and preventing issues early

QAPIplus is the only quality management software solution to earn CHAP Verification and ACHC Certification for home health, hospice, behavioral health, home care, long term care and palliative care organizations.

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Modern Tools for Measurable Improvement

Centralize your entire HR program in one easy-to-use platform—streamlining hiring, onboarding, and compliance. With just one click, staff can access job descriptions, required documents, onboarding plans, competencies, and evaluations. Eliminate paper processes, reduce administrative burden, and ensure you stay compliant with HR record requirements. HRplus makes it effortless for employees to apply, onboard, and update their information—supporting perpetual survey readiness and saving your team valuable time and resources.

  • Stay ready at all times with centralized, organized documentation designed for seamless audits

  • Go paperless and manage everything in one secure, easy-to-access platform

  • Quickly deliver exactly what’s needed with customizable views tailored to surveyor requests

  • Simplify every step of the HR survey process so your team can focus on what matters most

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