Staff management

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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)	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.
CCTV GUIDE (Closed Circuit Television or webcams)	This guide provides an example of how to create a CCTV system in your house Click here to download.
COMMUNICATION POLICY so we communicate positively	This policy outlines the procedures for how we can talk to one another in a positive way. Click here to download.
CONTACT LIST	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.
CONTACT LIST FOR EVERYONE	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.
DATA PROTECTION FOR STAFF	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.
HEALTH AND SAFETY POLICY	This policy is a short list of what you have to do to follow health and safety guidelines. Click here to download.
KEY WORKER	This is a letter that declares a staff member as a 'key worker'. Click here to download.
STAFF HOLIDAY POLICY	This policy outlines the procedures for staff booking annual leave / holidays. Click here to download.
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 here to download.
STAFF LEAVE CALCULATOR	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.
STAFF ROTA	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.
STAFF ROTA POLICY	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.
STAFF SHIFT SWOP	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.
STAFF TIMESHEET	A timesheet to record an employee's hours for work, holiday, sickness over four weeks. Click here to download.
TRAINING LOG	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.