On-going Support:
Once you are up and running with your direct payment, there may be times when you need a bit of support, information and advice.
Support can include:
- Support where you want to change how you use your direct payments.
- Support with sending monitoring information to the local authority.
- Support with payment of invoices etc where needed
- Information and advice about your employer responsibilities where you chosen to employ staff ; including support with dealing with difficulties with disciplinary issues.
- Support to recruit personal assistants/ support workers.
- Support with other issues around your direct payment.
Call us on [01325 360524](tel:01325 360524) (option 2) as to how you go about using DAD for support.
Templates and forms for you to use.
Below are some links to templates and forms which you may find helpful to ensure you keep the correct records, help you with recruitment and meet your employer responsibilities. The templates are examples which you can change to meet your requirements.
Payroll - templates for using DAD payroll service
The following forms are here for you when using DAD payroll service.
New Employee Details Form (opens in a new tab)
This form gives us the information needed to set up a new employee on our systems. You can also use this form to update us if details change, for example if your PA has changed address.
Starter Checklist (opens in a new tab)
HMRC P46 is now called Starter Checklist. This is for employees who are without a P45 form (this might be because it is their first job, they have another part-time job, or have not yet received their P45 from their previous employer). This form is used to work out the employee’s tax code and other information needed for payroll.
Mileage Record Form (opens in a new tab)
This is a template for recording any mileage your personal assistant has used as part of your support. It is a requirement from HMRC that mileage forms are completed.
HMRC 64-8 - Authorising your agent (opens in a new tab)
This gives permission for DAD to act as an agent on your behalf and allow HMRC to disclose information to us.
Employee’s statement of sickness (opens in a new tab)
Recruitment
Job Description (opens in a new tab)
This is a statement of what you require from your Personal Assistant, what duties you expect them to carry out etc.
Advert template (opens in a new tab)
This allows you to record all the essential information needed for a job so that you can then create an advert.
Job Application Form (opens in a new tab)
Application form sent out to people who have responded to a job advertisement, used for shortlisting, interviewing and pre-employment checks.
Interview Letter (opens in a new tab)
Sample letter for inviting an applicant to an interview (we would advise that you do not interview in your own home you might want to consider carrying an interview out in a public place or the DAD Direct Payment Support Service can support you with interviews)
Reference Request (opens in a new tab)
Sample letter for requesting references for candidates.
Acceptance Letter (opens in a new tab)
Sample letter for informing an applicant they were successful at interview and offering a job.
Rejection Letter (opens in a new tab)
Sample letter informing a candidate they were unsuccessful.
Contract of Employment (opens in a new tab)
An example written contract between employer and employee. This can be adapted to suit you, contact the Direct Payments Support Service if you would like support with this.
Staff Rota (opens in a new tab)
A template for organising staff working times, keeping track of who is providing support and when.
Sickness / Holiday Log Sheet (opens in a new tab)
A template log sheet for keeping track of what days an employee was absent due to sickness or holiday leave.
Other helpful templates
Please see below other helpful templates and forms which you may find particularly helpful if you are managing your direct payment without the support of DAD
Risk Assessment template (opens in a new tab)
This is a way of assessing any possible risks and check if any training is required