Policy and Procedures Manual

Version: 1.0
Effective Date: August 2026

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Table of Contents

  1. Introduction
  2. Mission, Vision & Values
  3. Code of Conduct
  4. Confidentiality & Privacy
  5. Client Rights
  6. Staff Responsibilities
  7. Hiring & Recruitment
  8. Orientation & Training
  9. Workplace Safety
  10. Infection Prevention & Control
  11. Medication Assistance Policy
  12. Abuse Prevention & Reporting
  13. Incident Reporting
  14. Emergency Procedures
  15. Health & Safety
  16. Documentation Standards
  17. Professional Boundaries
  18. Community Outings
  19. Transportation Policy
  20. Attendance & Scheduling
  21. Dress Code
  22. Communication Policy
  23. Complaints & Resolution
  24. Quality Assurance
  25. Accessibility Policy
  26. Diversity & Inclusion
  27. Termination of Services
  28. Staff Discipline
  29. Record Retention
  30. Policy Review

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  1. Mission Statement

Monhars Care Services is committed to providing compassionate, respectful, and person-centred support that empowers seniors and adults with disabilities to live safely and independently within their communities.

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  1. Vision

To become one of Ontario’s most trusted providers of home and community support services through excellence, dignity, and compassionate care.

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  1. Core Values
  • Respect
  • Compassion
  • Integrity
  • Accountability
  • Inclusion
  • Excellence
  • Safety

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  1. Client Rights Policy

Every client has the right to:

  • Be treated with dignity and respect
  • Make their own decisions
  • Receive confidential care
  • Live free from abuse
  • Practice their religion and culture
  • Participate in care planning
  • Voice complaints without retaliation

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  1. Confidentiality Policy

Employees shall:

  • Keep all client information confidential.
  • Follow Ontario privacy legislation (such as PHIPA where applicable).
  • Never discuss clients in public places.
  • Never post client information on social media.
  • Secure paper and electronic records.

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  1. Code of Conduct

Employees must:

  • Be punctual.
  • Wear professional attire and identification.
  • Speak respectfully.
  • Maintain professional boundaries.
  • Report safety concerns immediately.
  • Never accept gifts or money from clients without management approval.
  • Avoid conflicts of interest.

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  1. Hiring Policy

All employees must provide:

  • Police Vulnerable Sector Check
  • Government-issued photo ID
  • CPR & First Aid Certificate
  • Relevant education (PSW, DSW, CYW, Social Service Worker, etc.)
  • References
  • Proof of eligibility to work in Canada

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  1. Orientation

New employees shall complete training on:

  • Client rights
  • Privacy
  • Health & Safety
  • Infection Control
  • Abuse Prevention
  • Emergency Procedures
  • Documentation
  • Behaviour Support
  • Medication Assistance
  • Community Safety

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  1. Infection Prevention

Employees shall:

  • Wash hands before and after client contact.
  • Wear PPE when required.
  • Clean equipment after use.
  • Stay home when ill.
  • Follow outbreak protocols.

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  1. Medication Assistance

Employees may:

  • Remind clients to take medication.
  • Assist only if authorized by the care plan and within their training.

Employees shall not:

  • Change medication dosages.
  • Administer medications beyond their qualifications.
  • Share medications between clients.

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  1. Abuse Prevention

Monhars Care Services has zero tolerance for:

  • Physical abuse
  • Emotional abuse
  • Financial abuse
  • Sexual abuse
  • Neglect
  • Verbal abuse

Any suspicion must be reported immediately to management.

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  1. Incident Reporting

Incidents include:

  • Falls
  • Injuries
  • Missing persons
  • Medication errors
  • Aggressive behaviour
  • Property damage
  • Police involvement
  • Medical emergencies

Staff must:

  1. Ensure client safety.
  2. Notify emergency services if needed.
  3. Inform the supervisor.
  4. Complete an Incident Report before the end of the shift.

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  1. Emergency Procedures

Employees must know how to respond to:

  • Fire
  • Medical emergencies
  • Missing clients
  • Behavioural crises
  • Severe weather
  • Power outages
  • Evacuations

Emergency contacts must always be accessible.

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  1. Documentation Policy

Documentation must be:

  • Accurate
  • Objective
  • Timely
  • Legible
  • Signed with full name and designation
  • Completed before the end of each shift

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  1. Professional Boundaries

Employees shall not:

  • Borrow money from clients.
  • Lend money to clients.
  • Become involved in romantic relationships with clients.
  • Purchase items from clients.
  • Share personal social media accounts.
  • Accept expensive gifts.

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  1. Community Outings

Before leaving:

  • Obtain approval if required.
  • Review the client’s support plan.
  • Bring emergency contacts.
  • Carry required medications.
  • Ensure seat belts are used.
  • Maintain supervision according to the care plan.

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  1. Transportation Policy

Employees transporting clients must:

  • Hold a valid driver’s licence.
  • Maintain appropriate insurance.
  • Ensure the vehicle is roadworthy.
  • Follow Ontario traffic laws.
  • Never use a mobile phone while driving.

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  1. Attendance Policy

Employees must:

  • Arrive on time.
  • Notify scheduling as soon as possible if unable to work.
  • Submit availability updates promptly.
  • Avoid repeated lateness.

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  1. Dress Code

Employees must wear:

  • Clean professional clothing or agency uniform
  • Closed-toe shoes
  • Identification badge

Avoid:

  • Offensive clothing
  • Excessive jewellery
  • Strong fragrances

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  1. Communication Policy

Employees shall:

  • Report concerns promptly.
  • Maintain respectful communication with clients, families, and coworkers.
  • Protect confidentiality in all communications.

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  1. Complaint Resolution

Clients may submit complaints verbally or in writing.

Management will:

  • Acknowledge complaints promptly.
  • Investigate fairly.
  • Maintain confidentiality.
  • Provide a written outcome where appropriate.

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  1. Quality Assurance

Monhars Care Services will:

  • Conduct client satisfaction surveys.
  • Review incidents.
  • Audit documentation.
  • Evaluate staff performance.
  • Identify opportunities for continuous improvement.

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  1. Accessibility

Monhars Care Services is committed to complying with the Accessibility for Ontarians with Disabilities Act (AODA) by providing accessible services, communication, and accommodations for clients, employees, and applicants.

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  1. Diversity & Inclusion

Monhars Care Services provides services without discrimination based on:

  • Race
  • Religion
  • Gender
  • Sexual orientation
  • Disability
  • Age
  • Ethnicity
  • Language
  • Cultural background

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  1. Termination of Services

Services may be ended when:

  • Goals have been achieved.
  • The client relocates.
  • Safety risks cannot be managed.
  • Fees remain unpaid (where applicable).
  • Services fall outside the agency’s scope.

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  1. Employee Discipline

Progressive discipline may include:

  1. Verbal warning
  2. Written warning
  3. Final written warning
  4. Suspension
  5. Termination

Serious misconduct may result in immediate dismissal.

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  1. Record Retention

Client records will be stored securely and retained in accordance with applicable Ontario legal and regulatory requirements. Access is limited to authorized personnel.

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  1. Annual Policy Review

This manual shall be reviewed annually or sooner if legislation, regulatory requirements, or organizational practices change.

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Employee Acknowledgement

I acknowledge that I have received, read, and understand the Monhars Care Services Policy and Procedures Manual. I agree to comply with all policies and procedures and understand that failure to do so may result in disciplinary action.