Operational HR Nurse Orientation - Medical-Surgical & Pediatric Department - Competency Assessment

Sep 2, 2026

North Valley Hospital Medical Surgical & Pediatric Department nursing orientation packet for new employees. It outlines a competency-based orientation and training process spanning several weeks, beginning with Day 1 Human Resources completion and HealthStream online orientation, followed by self-assessment. Employees rate required skills on a 0–2 scale (and NA), initial and date assessments, and preceptors develop a plan based on results, with supervisor scheduling Day 2 as the first working day. It includes preceptor signature/notes and clinical reference access.

LanguageEnglish

CategoryForms

FormatDOCX

Pages21

Reading Time7 min

AccessFree to download

Directions

Day 1 (HR and HealthStream Online Orientation)

Self-Assessment and Rating Scale

Post-Self-Assessment Planning

Day 2 Scheduling

Competency Assessment Forms

Med-Surg Unit (Core Fields and Population Served)

Self-Evaluation Code (0-2, NA)

Preceptor Evaluation/Validation Code (0-2, NA)

Preceptor Notes and Signature Sheet

Nursing Orientation Competency Assessment Medical-Surgical & Pediatric Department Welcome to North Valley Hospital Medical Surgical & Pediatric Department. We are delighted to have you as part of our Team. Over the next several weeks you will participate in a competency base orientation and training program designed specifically for you. This process will ensure you are a successful member of our Team. Welcome Aboard! Directions: 1. Complete Day 1 in Human Resources and start your HealthStream Online Orientation. During this time you can also begin your Competency Based Self-Assessment as described below. Clinical Skills Reference: Lippincott’s Nursing Procedures and Skills HYPERLINK "http://procedures.lww.com/lnp/procedureSelect.do" \l "/all" http://procedures.lww.com/lnp/procedureSelect.do#/all 2. Self-Assessment: the following pages include your competency assessment and orientation packet which will stay with you throughout your orientation. Each employee has a variety of skills and work experiences that we want to know about. Read the Required Skill and Competencies in the left-hand column and rate your experience in the column next to it. Rate your experience on a scale of 0-2 (0- no experienced, 1-needs review & supervision, 2- perform independently) then initial and date. It’s ok to have 0s and 1s. Areas marked as 0s and 1s will be the focus of your orientation. 3. Following the self-assessment your preceptor and supervisor will develop a plan to ensure you have a successful orientation. 4. Your supervisor will schedule Day 2 (date/time:__________________) which will actually be your first day at work. Good luck and Welcome! Nursing Orientation Competency Assessment Med-Surg Unit Employee Name:___________________ HR Preceptor Name:___________________ Assessment Start Date:__________ Completion Date:_________ Clinical Skills Reference: Lippincott’s Nursing Procedures and Skills HYPERLINK "http://procedures.lww.com/lnp/procedureSelect.do" \l "/all" http://procedures.lww.com/lnp/procedureSelect.do#/all Self-Evaluation Code 0 – No experience 1 – Minimal experience, need review & supervision 2 – Perform independently NA - Not Applicable Preceptor Evaluation/Validation Code 0 – No opportunity to perform, exposed to experience or information 1 – Needs review & supervision 2 – Performs independently & safely or verbalizes/documents accurately NA– Not applicable HR Preceptor Notes: Ensure employee gains access to NVH Outlook and is able to log on to HealthStream. Instruct employee to complete HealthStream online general orientation. Competency Based Orientation Preceptor Signature Sheet All preceptors performing competency assessments are to initial & date each competency as completed and a one-time entry of initials, title & department on the Preceptor Signature Sheet. This allows proper documentation & tracking for further reference. Nursing Orientation Competency Assessment Med-Surg Unit Population Served: Infants Toddlers Preschool School Age Adolescents Adults Older Adults Employee Name:___________________ Assessment Start Date:__________ Completion Date:_________ Clinical Skills Reference: Lippincott’s Nursing Procedures and Skills HYPERLINK "http://procedures.lww.com/lnp/procedureSelect.do" \l "/all" http://procedures.lww.com/lnp/procedureSelect.do#/all Preceptor Evaluation/Validation Code 0 – No opportunity to perform, exposed to experience or information 1 – Needs review & supervision 2 – Performs independently & safely or verbalizes/documents accurately NA– Not applicable Self-Evaluation Code 0 – No experience 1 – Minimal experience, need review & supervision 2 – Perform independently NA - Not Applicable Preceptor Notes: No patients this day. Focus on completion of new employee self-assessment and unit introduction. Nursing Orientation Competency Assessment Med-Surg Unit Employee Name:___________________ Preceptor Notes: Notes and extra documentation page. Cl

FAQs

What is the Day 1 requirement for new employees in this orientation packet?

Complete Day 1 in Human Resources and start the HealthStream Online Orientation, and begin the competency based self-assessment as described.

How should an employee rate competencies during self-assessment?

Read the required skills and competencies, then rate experience on a 0–2 scale: 0 no experience, 1 needs review & supervision, 2 perform independently; NA is used when not applicable. Initial and date each rating.

What happens after the employee completes the self-assessment?

The preceptor and supervisor develop a plan to ensure a successful orientation based on the self-assessment results. The supervisor then schedules Day 2 (the employee’s first day at work).

What do the preceptor evaluation/validation codes mean?

0 means no opportunity to perform, exposed to experience or information; 1 requires review & supervision; 2 performs independently & safely or verbalizes/documents accurately. NA indicates not applicable.

Sep 2, 2026

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