New personnel should always be thoroughly trained regardless of experience or other jobs.

Training should emphasize that most errors occur in the pre-analytical phase.  This includees ordereing, patient preparation, positive patient ID, correct specimen and labelling.   Material should be inspected and checked for expiration date, equipment calibratation and maintenance should be reviewed.

During the analytical phase ensure that the new hire understands QC testing and documentation, how to perform the test and interpret it.  They should be given an overview of trouble shooting and problem solving.

The post-analytic phase needs to demonstrate clean up, waste disposal, specimen storage and reporting.  Don't forget to go over critical values and public health reporting.

Before any testing the trainee should read the procedure and package insert.  Train the employee how to check for changes in manufacturers instructions when opening a new kit.  Also any information specific to the sites operation should be communicated.  Reading the package insert will refresh why the test is being ordered, precautions, specimen type, materials, and interpretation.  Show the new hire where all necessary supplies are stored, then demonstrate the entire procedure, explaining each step as it is performed.  Go over every aspect of the test.  Have the trainee practice the procdure under direct observation.  Continue observation as long as it takes for the trainee to become confident and proficient enough to perform the test accurately on her own. 

There are many assessment tools that may be used to measure the employees performance against an established standard.  Direct observation and the testing of known specimens or previously analyzed specimens are the most commonly used.  Other tools include written and oral tests, case studies, or hypothetical problem situations.

Objectively evaluate the performance and provide feedback, including helpful tips and constructive criticism.  If the performance is less than satisfactory, she should be provided with additional instruction and follow up. 

Each step on the training checklist should be signed or initialed by both the trainer and trainee for documentation.  When the list is completed, it should be reviewed by the supervisor and retained according to the organizations policy.  Records should be kept in a location that is easily accessible to the employee, the supervisor, and lab director, and outside surveyors who verify the lab's regulatory compliance.