Getting started on Direct Payments The resources are structured so that you can read guidance to explain what you need to know, then apply this by using the templates. Guidance 1.0 - introducing what it means to employ someone (a ‘Personal Assistant’) using Direct Payments Guidance 1.1 - guidance on managing a Direct Payment bank accounts and keeping financial records Spending Record 1.1(a) - a template to record your spending (expenditure) Guidance 1.2 - guidance on preparing your budget as an employer Employer budget template 1.2(a) - Excel version Employer budget template 1.2(b) - Word version Guidance 1.3- employer's liability insurance Guidance 1.4 - payroll options Guidance 1.5 - setting up staff rotas Chart 1.5(a) - a template to work out your PA(s) availability Guidance 1.6 - an introduction to working time regulations Template 1.6(a) - 48 hour week opt out agreement Template 1.6(b) - Night worker's health assessment Template 1.6(c) - Workforce agreement Guidance 1.7 - acting as an authorised person