Staff management: Difference between revisions

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{{Menu}}
[[File:IconManagement.png|100x100px|link=Staff management|alt=clipboard, chart, lists|left|frameless]]
[[File:IconManagement.png|100x100px|link=Staff management|alt=clipboard, chart, lists|left|frameless]]


This page covers what you need to manage your staff once you have recruited them.
This page covers what you need to manage your staff once you have recruited them.


The idea is that you download the templates that look suitable for you, then change them so they fit what you need. You can then always email us at [email protected] with your version and we'll add it.
{{Table pages top}}
 
We do not claim to be legal experts, we are people that run Personal health Budgets for ourselves or for a close family member, as such this wiki is to be viewed as platform where we (and you!) can make documents publicly available for others to view and make use of it, after the documents are reviewed as being fit for purpose. More on our Disclaimers page [[My wiki:General disclaimer|here.]]
   
   
   
   
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[[File:Icon_CCTV.png|alt=CCTV|center|frameless|100x100px|link=Download:Policy CCTV 1]]
[[File:Icon_CCTV.png|alt=CCTV|center|frameless|100x100px|link=Download:Policy CCTV 1]]
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This policy outlines the procedures for how we use CCTV.
This policy outlines the procedures for how we use CCTV. Updated 5 March 2022 to include a section on Deprivation of Liberty Safeguards (DoLS).


Click [[Download:Policy CCTV 1|here]] to download.
Click [[Download:Policy CCTV 1|here]] to download.
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[[File:PolicyCCTVV2.pdf|center|page=1|200x200px|link=Download:Policy CCTV 1]]
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| [[Download:Policy CCTV Guide 1|CCTV GUIDE (Closed Circuit Television or webcams)]]
[[File:Icon_CCTV.png|alt=CCTV|center|frameless|100x100px|link=Download:Police CCTV Guide 1]]
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This guide provides an example of how to create a CCTV system in your house
Click [[Download:Policy CCTV Guide 1|here]] to download.
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[[File:PolicyCCTVExampleV1.pdf|center|page=1|200x200px|link=Download:Policy CCTV Guide 1]]
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Click [[Download:Policy Positive Communication 1|here]] to download.
Click [[Download:Policy Positive Communication 1|here]] to download.
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[[File:PolicyPositiveCommunicationV1.pdf|center|page=1|200x200px|link=Download:Policy Positive Communication 1]]
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[[File:icon contact.png|alt=index card|center|frameless|100x100px|link=Download:Template Staff Contact Single 1]]
[[File:icon contact.png|alt=index card|center|frameless|100x100px|link=Download:Template Staff Contact Single 1]]
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You need to be able to contact your staff and their emergency contacts. Use this form to record their details.
You need to be able to contact your staff and their emergency contacts. Use this form to record full details from one staff member.


Click [[Download:Template Staff Contact Single 1|here]] to download.
Click [[Download:Template Staff Contact Single 1|here]] to download.
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[[File:Template_-_staff_contact_details_v2.pdf ‎|center|page=1|200x200px|link=Download:Template Staff Contact Single 1]]
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| [[Template Staff Contact All 1|CONTACT LIST FOR EVERYONE]]
| [[Download:Template Staff Contact All 1|CONTACT LIST FOR EVERYONE]]
[[File:icon contact.png|alt=index card|center|frameless|100x100px|link=Template Staff Contact All 1]]
[[File:icon contact.png|alt=index card|center|frameless|100x100px|link=Template Staff Contact All 1]]
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You could find it useful to have everyone's contact details on one sheet so all the information is easily available.
You could find it useful to have everyone's contact details on one sheet so all the information is easily available.


Click [[Template:Staff Contact Single 11|here]] to download.
Click [[Download:Template Staff Contact All 1|here]] to download.
 
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[[File:TemplateAllContactDetailsV1.pdf ‎|center|page=1|200x200px|link=Download:Template Staff Contact All 1]]
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[[File:Icon_GDPR.png|alt=A set of books and computers|center|frameless|100x100px|link=Download:Policy GDPR 1]]
[[File:Icon_GDPR.png|alt=A set of books and computers|center|frameless|100x100px|link=Download:Policy GDPR 1]]
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This policy covers protecting data, for example, GDPR (General Data Protection Regulation).
This policy covers protecting data you hold on people and how your staff need to be aware of, for example, GDPR (General Data Protection Regulation).


Click [[Download:Policy GDPR 1|here]] to download.
Click [[Download:Policy GDPR 1|here]] to download.


We have a selection of others that you might prefer. Just click [[Data protection|here]] to see those.
We have a selection of others that you might prefer. Just click [[Data protection|here]] to see those.
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[[File:PolicyGDPRV1.pdf|center|page=1|200x200px|link=Download:Policy GDPR 1]]
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| [[Download:Policy Health and Safety 2|HEALTH AND SAFETY POLICY]]
| [[Download:Policy Health and Safety 2|HEALTH AND SAFETY POLICY]]
[[File:IconHaS.png|alt=Safety equipment|center|frameless|80x80px|link=Download:Policy Health and Safety 2]]
[[File:IconHaS.png|alt=Safety equipment|center|frameless|100x100px|link=Download:Policy Health and Safety 2]]
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This policy is a short list of what you have to do to follow health and safety guidelines.
This policy is a short list of what you have to do to follow health and safety guidelines.


Click [[Download:Policy Health and Safety 2|here]] to download.
Click [[Download:Policy Health and Safety 2|here]] to download.
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[[File:PolicyHealthAndSafetyV1.pdf|center|page=1|200x200px|link=Download:Policy Health and Safety 2]]
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| [[Download:Template Key Worker 1|KEY WORKER]]
[[File:IconKeyWorker.png|alt=a VIP stamp|center|frameless|100x100px|link=Download:Template Key Worker 1]]
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This is a letter that declares a staff member as a 'key worker'.
Click [[Download:Template Key Worker 1|here]] to download.
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[[File:TemplateKeyWorkerV1.pdf ‎|center|page=1|200x200px|link=Download:Template Key Worker 1]]
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Click [[Download:Policy Staff Holiday 1|here]] to download.
Click [[Download:Policy Staff Holiday 1|here]] to download.
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[[File:PolicyStaffAnnualLeaveV1.pdf|center|page=1|200x200px|link=Download:Policy Staff Holiday 1]]
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[[File:IconStaffHandbook.png|alt=Beach chair and umbrella|center|frameless|100x100px|link=Download:Policy Staff Handbook 1]]
[[File:IconStaffHandbook.png|alt=Beach chair and umbrella|center|frameless|100x100px|link=Download:Policy Staff Handbook 1]]
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This policy provides a comprehensive staff handbook.
This policy provides a comprehensive staff handbook. This covers some of what we list as separate items, but you might prefer one large document


Click [[Download:Policy Staff Handbook 1|here]] to download.
Click [[Download:Policy Staff Handbook 1|here]] to download.
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[[File:PolicyStaffHandbookV1.pdf|center|page=1|200x200px|link=Download:Policy Staff Handbook 1]]
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| [[Special:FilePath/TemplateRota12HourShiftsV1.xlsx|STAFF ROTA]]
| [[Download:Template Staff Leave 1|STAFF LEAVE CALCULATOR]]
[[File:icon_rota.png|alt=index card|center|frameless|150x150px|link=Special:FilePath/TemplateRota12HourShiftsV1.xlsx]]
[[File:IconHoliday.png|alt=palm tree and a sun lounger|center|frameless|150x150px|link=Download:Template Staff Leave 1]]
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Calculating your staff's leave and recording it sounds easy but we don't think it is!  Try this form, one for each member of staff
 
Click [[Download:Template Staff Rota 1|here]] to download.
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Planning your staff rota is hard. This example is based on 12 hour shifts, night and day, with two staff during the day and one at night.
[[File:TemplateStaffLeaveV1.png|alt=index card|center|frameless|200x200px|link=Download:Template Staff Leave 1]]
Email us at [mailto:contact@mycarebudget.org [email protected]] if you want simple changes to it, we'll be pleased to try and amend it for you - we can then add it here for other people to use.
|-


Click [[Media:TemplateRota12HourShiftsV1.xlsx|here]] to download in Microsoft Excel format.


Click [https://docs.google.com/spreadsheets/d/1NUqH6BT2WrXj8z1U45y9LYjCpQhS5JiWRLcAZMhDrzs/edit?usp=sharing here] to view in Google Sheets format.
| [[Download:Template Staff Rota 1|STAFF ROTA]]
[[File:icon_rota.png|alt=index card|center|frameless|150x150px|link=Download:Template Staff Rota 1]]
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Planning your staff rota can be hard at times. This example is based on 12 hour shifts, night and day, with two staff during the day and one at night.
Email us at [mailto:[email protected] [email protected]] if you want changes to it, we'll be pleased to try and amend it for you - we can then add it here for other people to use.


We have a selection of others that you might prefer. Just click [[Staff rota|here]] to see those.
Click [[Download:Template Staff Rota 1|here]] to download.
|
[[File:TemplateRota12HourShiftsV1.png|alt=index card|center|frameless|200x200px|link=Download:Template Staff Rota 1]]
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| [[Download:Policy Rota 1|STAFF ROTA POLICY]]
| [[Download:Policy Rota 1|STAFF ROTA POLICY]]
[[File:IconRota.png|alt=A spreadsheet on a laptop|center|frameless|100x100px|link=Download:Policy Rota 1]]
[[File:IconRota.png|alt=A spreadsheet on a laptop|center|frameless|150x150px|link=Download:Policy Rota 1]]
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This policy outlines the procedures that are to be adopted for creating the staff rota, and then amending it.
This policy outlines the procedures that are to be adopted for creating the staff rota, and then amending it.


We have a template for staff rotas, have a look at [[Templates]].
We have a template for staff rotas, see the previous row.


Click [[Download:Policy Rota 1|here]] to download.
Click [[Download:Policy Rota 1|here]] to download.
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[[File:PolicyRotaV1.pdf|center|page=1|200x200px|link=Download:Policy Rota 1]]
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| [[Special:FilePath/TemplateShiftSwopV1.pdf|STAFF SHIFT SWOP]]
| [[Download:Template Shift Swop 1|STAFF SHIFT SWOP]]
[[File:Icon_swap.png|alt=index card|center|frameless|100x100px|link=Special:FilePath/TemplateShiftSwopV1.pdf]]
[[File:Icon_swap.png|alt=index card|center|frameless|100x100px|link=Download:Template Shift Swop 1]]
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You need to confirm that you have the staff you need, when you need them. Use this form to record their requests for swopping shifts.
You need to confirm that you have the staff you need, when you need them. Use this form to record their requests for swopping shifts.


Click [[Media:TemplateShiftSwopV1.docx|here]] to download in Microsoft Word format.
Click [[Download:Template Shift Swop 1|here]] to download.
|
[[File:TemplateShiftSwopV1.pdf ‎|center|page=1|200x200px|link=Download:Template Shift Swop 1]]
|-


Click [https://docs.google.com/document/d/1WogOo6vz3sZnfqXJLABt2qs0RQDfSTIZmcs6pND9BeI/edit?usp=sharing here] to view in Google Docs format.


Click [[Media:TemplateShiftSwopV1.pdf|here]] to download in PDF format.
 
| [[Download:Template Timesheet 1|STAFF TIMESHEET]]
[[File:IconTimesheet.png|alt=index card|center|frameless|100x100px|link=Download:Template Timesheet 1]]
|
A timesheet to record an employee's hours for work, holiday, sickness over four weeks.
 
Click [[Download:Template Timesheet 1|here]] to download.
|
[[File:TemplateTimesheetV1.pdf ‎|center|page=1|200x200px|link=Download:Template Timesheet 1]]
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|-




| [[Special:FilePath/TemplateTrainingLogV1.pdf|TRAINING LOG]]
| [[Download:Template Training Log 1|TRAINING LOG]]
[[File:Icon_learning.png|alt=index card|center|frameless|125x125px|link=Special:FilePath/TemplateTrainingLogV1.pdf]]
[[File:Icon_learning.png|alt=index card|center|frameless|125x125px|link=Download:Template Training Log 1]]
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You need to keep up to date with staff training. Use this form to record a staff member's training courses and dates, one form per staff member. An alternative is to use a website to this for you, have a look [[Just starting out#Training for you and your staff is essential|here]]
You need to keep up to date with staff training. Use this form to record a staff member's training courses and dates, one form per staff member. An alternative is to use a website to this for you, have a look [[Just starting out#Training for you and your staff is essential|here]]


Click [[Media:TemplateTrainingLogV1.docx|here]] to download in Microsoft Word format.
Click [[Download:Template Training Log 1|here]] to download.
 
Click [https://docs.google.com/document/d/1cF3OqLk716I6eeydHuHBRGqsbf6kNwjWa0Xm7Oz-hXY/edit?usp=sharing here] to view in Google Docs format.
 
Click [[Media:TemplateTrainingLogV1.pdf|here]] to download in PDF format.


We have a selection of others that you might prefer. Just click [[Training log|here]] to see those.
We have a selection of others that you might prefer. Just click [[Training log|here]] to see those.
|
[[File:TemplateTrainingLogV1.pdf ‎|center|page=1|200x200px|link=Download:Template Training Log 1]]
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|}

Latest revision as of 16:18, 5 March 2022

Home | Accessibility | Just starting out | Templates | Staffing policies

clipboard, chart, lists

This page covers what you need to manage your staff once you have recruited them.

The idea is that you download the documents that look suitable for you, then change them so they fit what you need. You can always email us at [email protected] with your version and we'll add it.

We do not claim to be legal experts, we are people that run Personal Health Budgets (PHBs) for ourselves or for a close family members. As such this wiki is to be viewed as a platform where we (and you!) can make documents publicly available for others to view and make use of them. More on our Disclaimers page here.




CCTV POLICY (Closed Circuit Television or webcams)
CCTV

This policy outlines the procedures for how we use CCTV. Updated 5 March 2022 to include a section on Deprivation of Liberty Safeguards (DoLS).

Click here to download.

PolicyCCTVV2.pdf
CCTV GUIDE (Closed Circuit Television or webcams)
CCTV

This guide provides an example of how to create a CCTV system in your house Click here to download.

PolicyCCTVExampleV1.pdf
COMMUNICATION POLICY so we communicate positively
CCTV

This policy outlines the procedures for how we can talk to one another in a positive way.

Click here to download.

PolicyPositiveCommunicationV1.pdf
CONTACT LIST
index card

You need to be able to contact your staff and their emergency contacts. Use this form to record full details from one staff member.

Click here to download.

Template - staff contact details v2.pdf
CONTACT LIST FOR EVERYONE
index card

You could find it useful to have everyone's contact details on one sheet so all the information is easily available.

Click here to download.

TemplateAllContactDetailsV1.pdf
DATA PROTECTION FOR STAFF
A set of books and computers

This policy covers protecting data you hold on people and how your staff need to be aware of, for example, GDPR (General Data Protection Regulation).

Click here to download.

We have a selection of others that you might prefer. Just click here to see those.

PolicyGDPRV1.pdf
HEALTH AND SAFETY POLICY
Safety equipment

This policy is a short list of what you have to do to follow health and safety guidelines.

Click here to download.

PolicyHealthAndSafetyV1.pdf
KEY WORKER
a VIP stamp

This is a letter that declares a staff member as a 'key worker'.

Click here to download.

TemplateKeyWorkerV1.pdf
STAFF HOLIDAY POLICY
Beach chair and umbrella

This policy outlines the procedures for staff booking annual leave / holidays.

Click here to download.

PolicyStaffAnnualLeaveV1.pdf
STAFF HANDBOOK
Beach chair and umbrella

This policy provides a comprehensive staff handbook. This covers some of what we list as separate items, but you might prefer one large document

Click here to download.

PolicyStaffHandbookV1.pdf
STAFF LEAVE CALCULATOR
palm tree and a sun lounger

Calculating your staff's leave and recording it sounds easy but we don't think it is! Try this form, one for each member of staff

Click here to download.

index card
STAFF ROTA
index card

Planning your staff rota can be hard at times. This example is based on 12 hour shifts, night and day, with two staff during the day and one at night. Email us at [email protected] if you want changes to it, we'll be pleased to try and amend it for you - we can then add it here for other people to use.

Click here to download.

index card
STAFF ROTA POLICY
A spreadsheet on a laptop

This policy outlines the procedures that are to be adopted for creating the staff rota, and then amending it.

We have a template for staff rotas, see the previous row.

Click here to download.

PolicyRotaV1.pdf
STAFF SHIFT SWOP
index card

You need to confirm that you have the staff you need, when you need them. Use this form to record their requests for swopping shifts.

Click here to download.

TemplateShiftSwopV1.pdf
STAFF TIMESHEET
index card

A timesheet to record an employee's hours for work, holiday, sickness over four weeks.

Click here to download.

TemplateTimesheetV1.pdf
TRAINING LOG
index card

You need to keep up to date with staff training. Use this form to record a staff member's training courses and dates, one form per staff member. An alternative is to use a website to this for you, have a look here

Click here to download.

We have a selection of others that you might prefer. Just click here to see those.

TemplateTrainingLogV1.pdf