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Postgraduate Medical Education

Policies & Guidelines



PGME Processes 

Owner Date Approved Next Review Forms Additional Relevant Information
Guidelines for the Review, Approval and Dissemination of PGME Policies PGME Oct 2021 Feb 2024    
Medical Trainee Academic Records & Data Guidelines PGME Aug 17, 2022 Aug 2024   McMaster University Data & Info Classification Policy

McMaster University Statement on Collection of Personal Info & Protection of Privacy

Processes internal to PGME can be found through the password protected PGME Headquarters

Please note residents are employees of HHS and SJHH and specific hospital policies may apply.

Key Guidelines

Owner Date Approved Next Review Forms Additional Relevant Information
CMPA Good Practices Guide CMPA Good Practices Faculty Guide
PARO-The Ontario Teaching Hospitals contract (OTH) PARO Collective Agreement 1-page Highlights

Top Things To Know About Your Contract

Appointments, Selection & Training

Owner Date Approved Next Review Forms Additional Relevant Information
Residency Allocation PGEC Mar 22, 2023 Jan 2024 Enhanced Skills Positions/Funding
Resident Selection PGEC July 2020 Sept 2023 Match Violation (CaRMS 2020)
Moonlighting for Postgraduate Trainees PGEC Feb 2021 Feb 2024 Restricted Registration (COFM 2018)
Healthcare Provision to Education Integration COFM 2024

Assessments, Evaluations & Appeals

Owner Date Approved Next Review Forms Additional Relevant Information
Assessment of Trainees PGEC Nov 23, 2022 Sept 2025 Education Advisory Board Terms of Reference

EEP/ Remediation/ Probation Grid

Remediation Plan Template

Enhanced Education Plan Template

Appeal of Assessment Decisions PGEC Nov 23, 2022 Sept 2025 Appeals Process Flows

Level 1 Program Appeals Committee ToR Template

Level 2 Program Appeals Committee ToR 

Level 3 Program Appeals Committee ToR 

Pre-Entry Assessment Program (PEAP) PGEC May 2024 May 2026 PEAP Detailed Assessment Form

PEAP Final Assessment Form

CPSO PEAP Exemption

PGME PEAP workflow

Pre Entry Assessment Program (PEAP) COFM 2014
Assessment Verification Period (AVP) COFM 2020 Key Distinctions between AVP & PEAP
Faculty Evaluation Guidelines PGEC & UME Exec March 2023 March 2024

Health, Safety & Wellness

Owner Date Approved Next Review Forms Additional Relevant Information
Guidelines for Resident Wellness PGEC Nov 16, 2022

*new policy

Sept 2025
Accommodation of Trainees with Disabilities PGEC Nov 23, 2022

*new policy

Sept 2025 Accommodation Guidelines for Trainees

Accommodation Panel ToR

Supervision of Clinical Activities of PGME Trainees PGEC Jan 20, 2021 July 2024
Health & Safety

Fatigue Risk Management Health & Safety Guidelines

PGEC Oct 21, 2020 Oct 2024 FRM Task Force

CPMA Social Media Guide

CMPA Good Practices Guide

SJHH Reporting Processes

HHS Reporting Processes

Workplace Health and Safety Incident Report Process

PGE:COFM The Role of Residents During Medivac/ Ambulance Transports


Discrimination and Harassment

McMaster University 2020 McMaster Policy Overview – Discrimination & Harassment
Sexual Violence McMaster University 2020
Violence in the Workplace McMaster University 2010 Sexual Violence Prevention & Response Office

Immunizations, Communicable Diseases & Emergency Preparedness

Owner Date Approved Next Review Forms Additional Relevant Information
Health Screening Requirements FHS Postgraduate Medical Education Health Screening Record
Immunizations Policy COFM 2022
Communicable Diseases & Occupational Health for Applicants to and students in McMaster University FHS Health Professional Education Programs FHS 2019 Blood Borne Viruses (COFM 2022)

Blood Borne Viruses (CPSO 2015)

Blood Borne Infections (PHO)

Guidelines on the prevention of transmission of bloodborne viruses from infected healthcare workers in healthcare settings GOC  2019
Guidelines for the Support of Learners in Clinical Placements During an Influenza Pandemic or Localized Outbreak move to last FHS 2020 PGME Learner Redeployment Guidelines
Residents & Public Health Emergency Preparedness COFM 2021

Leaves, Part-Time Training & Transfers

Owner Date Approved  Next Review Forms Additional Relevant Information
Leaves from Program Policy PGEC Mar 20, 2024 Jan 2027 Leave of Absence Request Form RCPSC CBD Technical Guide on Leaves
Waiver of Training Requirements After a Leave of Absence from Residency Training PGEC Mar 20, 2024 Mar 2027 Waiver Request Form – Completed by Program Director RCPSC CBD Technical Guide on Exam Readiness
Leaves from Ontario Postgraduate Residency Programs COFM 2015
Part-Time Residency Training Guidelines PGEC Mar 2022 Mar 2024 Request for Part-time Training Form – completed by Program Director
Part-time Residency Training Guidelines for Ontario Postgraduate Learners COFM 2024
Time Off/Vacation PGEC Feb 2022 Feb 2024
McMaster Transfer Process PGEC Mar 2024 Mar 2026 Internal Resident Transfer Request Form (due Jan 31) RCPSC CBD Technical Guide on Transfers
National Transfer Guidelines AFMC 2022 National Resident Transfer Request Form (due March 31)


Owner Date Approved  Next Review Forms Additional Relevant Information
Social Media Policy CPSO June 2022 Advice to the Profession: Social Media (CPSO)

Top 10 Tips for Using Social Media in Professional Practice (CMPA)

Social Media: the Opportunities, the Realities

Guidelines for Interaction with Industry PGEC 2013 Under Review
Promoting Professionalism in PGME PGEC 2014 Under Review Professionalism in Practice

Medico-legal Handbook for Physicians in Canada (CMPA)

Professional Behaviour Code of Conduct for Graduate Learners FHS 2014 FHS Office of Professionalism
Code of Ethics & Professionalism CMA 2018
Maintaining Appropriate Boundaries & Preventing Sexual Abuse CPSO 2019
Medical Records Management CPSO 2020
Information & Records Management Guideline HHS 2011
Physician Behavior In the Professional Environment CPSO 2016
Privacy Policy CaRMS 2021
Practice Guide: Medical Professionalism & College Policies CPSO 2007
Professional Responsibilities in Medical Education CPSO 2021


Freedom of Information & Protection of Privacy Act Government of Ontario    
Guide to Your Rights & Responsibilities under the Human Rights Code  
Government of Ontario
Occupational Health and Safety Act – Violence & Harassment in the Workplace  
Government of Ontario
Personal Health Information Protection Act Government of Ontario
Regulated Health Professions Act  
Government of Ontario