Please refer to the below sections, to find out more.The resources are structured so that you can read guidance to explain what you need to know, then apply this by using the templates.

Getting started on Direct Payments 

Guidance (1.0) - introducing what it means to employ someone (a ‘Personal Assistant’) using Direct Payments

Spending Record (1.1a) - a template to record your spending (expenditure)

Guidance (1.1) - guidance on managing a Direct Payment bank accounts and keeping financial records

Guidance (1.2) - guidance on preparing your budget as an employer

Guidance(1.3)- Employer's Liability Insurance: 1.3_Insurance_LP.docx

Guidance (1.4) - Payroll options: 1.4_Payroll_options_LP.docx

No large print versions are currently available for the following - please contact us for guidance or look at the standard format documents.

  • Guidance (1.5) - setting up Staff Rotas
  • Chart (1.5a) - 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 Workers health assessment
  • Template 1.6(c) - Workforce agreement
  • Guidance (1.7) - acting as an authorised person

Recruiting a Personal Assistant

No large print versions are currently available for the following - please contact us for guidance or look at the  standard format documents.

  • Guidance (2.1) - writing a job description and person specification
  • Template (2.1a) - preparing your job description
  • Template (2.1b) - job description and person specification
  • Guidance (2.2) - writing recruitment job adverts
  • Template (2.2a) - job advert
  • Template (2.2b) - PA application form
  • Guidance (2.3) - sifting and shortlisting applications
  • Template (2.3a) - letter inviting an applicant to interview
  • Template (2.3b) - letter informing an application that they have not been successful
  • Guidance (2.4) - interviewing skills
  • Template (2.4a) - examples of interview questions
  • Template (2.4b) - letter informing a candidate that they were unsuccessful after interview
  • Guidance (2.5) - avoiding discrimination in PA employment

Making a job offer

No large print versions are currently available for the following - please contact us for guidance or look at the  standard format documents.

  • Template (3.1a) - job offer letter - PDF format
  • Template (3.1a) - job offer letter - Word format
  • Guidance (3.2) - holiday pay and entitlement
  • Template (3.2a) - holiday pay calculator (fixed hours)
  • Template (3.2b) - holiday pay calculator (zero or flexible hours)
  • Template (3.4b) - written reference request form
  • Template (3.4c) - cover letter for written reference requests
  • Guidance (3.4d) - PA timesheet guidance
  • Template 3.5(a) - Holiday record sheet - Excel format
  • Template 3.6 - PA mileage record

Getting your Personal Assistant started

No large print versions are currently available for the following - please contact us for guidance or look at the standard format documents.

  • Guidance (4.2) - Health and Safety
  • Template (4.2b) - completing a Risk Assessment for new and expectant mothers
  • Template (4.2c) - employing children and young people (risk assessment, training plan and checklist)
  • Guidance (4.3) - employment contracts and written statements
  • Template (4.3c) - worker agreement (Word format)
  • Template (4.3c) - worker agreement (PDF format)
  • Guidance (4.4) - induction for new PAs
  • Template (4.4b) - notifying your employer if you are sick
  • Guidance (4.5) - choosing the right employment status for your PA
  • Guidance (4.6) - medication
  • Guidance (4.7) - pensions

Managing and supervising your Personal Assistant

No large print versions are currently available for the following - please contact us for guidance or look at the  standard format documents.

  • Guidance (5.1) - managing your staff and resolving problems
  • Guidance (5.2) - what to do when your PA is sick
  • Guidance (5.3) - Maternity Leave, pay and other rights
  • Template (5.3a) - letter confirming PA's maternity leave
  • Guidance (5.4) - reviewing your PA's performance
  • Template (5.4a) - letter informing PA employer is implementing supervision meetings
  • Guidance (5.5) - disciplinary procedures and appeals
  • Template (5.5a) - letter informing PA of first or final warning
  • Template (5.5b) - letter informing PA they are to be dismissed following disciplinary meeting
  • Guidance (5.6) - Tax and National Insurance Rates 2016-2017
  • Template (5.8) - letter increasing PA hourly rate

Ending a Personal Assistant's employment

No large print versions are currently available for the following - please contact us for guidance or look at the standard format documents.

  • Guidance (6.1) - ending PA employment
  • Template (6.1a) - letter terminating PA employment during the probationary period
  • Guidance (6.2) - redundancy
  • Template (6.2a) - letter inviting PA to individual consultation (redundancy)
  • Template (6.2b) - notice of termination letter (redundancy)
  • Template (6.2c) - notice of termination letter (following death of an employer)


Additional information for employers

No large print versions are currently available for the following - please contact us for guidance or look at the  standard format documents.

  • Guidance (7.2) - self employment
  • Template (7.2a) - example contract for the receipt of self-employed services
  • Guidance (7.3) - employing children and young people
  • Guidance (7.4) - PAs acting as childminders
  • Guidance (7.5) - volunteer expenses
  • Template (7.5a) - volunteer mileage record
  • Template (7.5b) - volunteer timesheet and expenses claim form
  • Guidance (7.6) - poaching staff: the risks
  • Guidance (7.7) - PA car usage
  • Template (7.7a) - PA expenses claim form
  • Guidance (7.8) - closing a Direct Payment bank account
  • Template (7.8a) - letter to bank requesting closure of Direct Payment bank account following account holder's death
  • Guidance (7.9) - agencies and care providers
  • Guidance (7.10) - full time care packages
  • Template (7.10a) - average daily hours agreement for live-in personal assistants
  • Template (7.10b) - employment contract (live-in PAs)
  • Template (7.10c) - customer expenses claim form
  • Template (7.11) - PA mileage record sheet
  • Guidance (7.13) - when someone passes away