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1. 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 Introduction to the Direct Payment Support Service
  • Guidance 1.1 - Direct Payment Bank Accounts & Financial Record Keeping
    • Spending Record 1.1(a) - a template to record your spending (expenditure)
  • Guidance 1.2 - Preparing Your Employer Budget
    • Template 1.2(a) - Employer budget template
  • Guidance 1.3- Employers Liability Insurance
  • Guidance 1.4 - Payroll Options
  • Guidance 1.5 - Constructing A Staff Rota
    • Chart 1.5(a) - PA Availability Chart
  • Guidance 1.6 - 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

Published: 8th December, 2017

Updated: 14th June, 2022

Author: Sylvia Mills

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Independent Lives (Disability)
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