Connect

Hiring & compliance

Hiring checklist for self-directed care

From job description to first day: interviews, Level 2 screening, packets, and F/EA setup.

Updated 2026-07-30

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Before you post a job

- [ ] Write a clear job description (tasks, schedule, location county, skills)
- [ ] Confirm budget hours with your consultant / case manager and Purchasing Plan or care plan
- [ ] Identify who is representative vs who may be a paid worker (cannot be both for the same consumer under CDC+ rules)

Screening candidates

- [ ] Interview using structured questions
- [ ] Check references
- [ ] Start Level 2 background screening through the proper Clearinghouse path before the worker begins
- [ ] Worker pays screening costs (CDC+ funds generally cannot pay screening)

Hiring packet (typical — confirm with F/EA)

- [ ] Employee information form
- [ ] W-4
- [ ] I-9
- [ ] Certificate of Good Moral Character
- [ ] Background clearance documentation
- [ ] Direct deposit / pay card forms

After hire

- [ ] Train on your household routines and privacy expectations
- [ ] Set timesheet process
- [ ] Document an emergency back-up plan

Official links

CDC+ Connect is not a government agency. Confirm program rules with your consultant, F/EA, or plan.