Kirklees Primary Care Trust
Personal Induction Checklist Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Job title . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Start date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Welcome to your induction programme, which aims to help you settle in to your new job. This induction checklist includes information which you need to know about working for the PCT and other details which you may find useful as a new member of staff. Your line manager/team leader will go through this with you, concentrating on the areas most relevant to you. Please ensure that you initial and date each item as it is completed. The checklist should be completed within a month of the start date and signed below by named member of staff and line manager. Signed copies should be retained by both parties and HR department.
Signed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (Member of Staff)
Date . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Signed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Date . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(Team leader/line manager) c.c. Sent to HR Dept on . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Kirklees Primary Care Trust
SECTION A - Applicable to ALL staff Initials
Date
1.0 Introduction to the PCT 1.1
Role of the PCT
..............
..............
- Vision / values
..............
..............
- PCT structure
..............
..............
- Outline and role of directorates
..............
..............
Overall role of department
..............
..............
- Who’s who in the department and what they do
..............
..............
- Other agencies, voluntary and statutory
..............
..............
Role of your team
..............
..............
- Who’s who in your team and what they do
..............
..............
Tour of site
..............
..............
- meet with colleagues
..............
..............
- staff, premises and GPs
..............
..............
- staff facilities
..............
..............
- orientation to work area
..............
..............
Contract of employment
..............
..............
- hours of work/breaks/meals
..............
..............
1.6
Access to computer system
..............
..............
1.7
Telephone - Telephone list issue
..............
..............
..............
..............
1.2
1.3
1.4
1.5
- Answering machines 1.8
Location and use of fax machine
..............
..............
1.9
Admin systems
..............
..............
- postal systems
..............
..............
- room bookings
..............
..............
- clerical support
..............
..............
1.10 Objectives - PCT
..............
..............
- Departmental
..............
..............
- Individual
..............
..............
Personal Induction Checklist 1.11 Knowlege and skills outline
..............
..............
..............
..............
..............
..............
..............
..............
1.13 Team meetings
..............
..............
1.14 Newsletters
..............
..............
1.15 Recording of mileage and expenses
..............
..............
1.16 Bank work
..............
..............
- personal development plans 1.12 Sources of help and advice - resource library
2.0 Health and Safety 2.1
Fire
..............
..............
2.2
Accidents/incidents at work
..............
..............
2.3
Security (person and building)
..............
..............
2.4
Identification badge issued
..............
..............
2.5
Moving and handling
..............
..............
2.6
COSHH (Control of Substances Hazardous to Health)
..............
..............
2.7
Clinical waste
..............
..............
2.8
Safe disposal of sharps
..............
..............
2.9
Adverse incident planning
..............
..............
2.10 Emergency planning
..............
..............
2.11 Induction - attendance at Trust mandatory training programme
..............
..............
3.0 Risk Management 3.1
Responsibilities of the post
..............
..............
3.2
Policies and strategies
..............
..............
3.3
Risk assessment
..............
..............
3.4
Risk control
..............
..............
3.5
Incident reporting
..............
..............
3.6
Incident/ complaint investigation and rca.
..............
..............
3.7
Security issues
..............
..............
– staff, property, buildings
..............
..............
Kirklees Primary Care Trust 3.8
3.9
Health and safety
..............
..............
– issues and accountability
..............
..............
Vulnerable Adult Protection
..............
..............
..............
..............
3.10 Child Protection
4.0 Policies and Procedures 4.1
Disciplinary and grievance
..............
..............
4.2
Complaints/PALS
..............
..............
4.3
Confidentiality
..............
..............
4.4
Data protection
..............
..............
4.5
Professional registration/Codes of Practice
..............
..............
4.6
Major incidents
..............
..............
4.7
Appraisal
..............
..............
4.8
Smoking
..............
..............
4.9
Study Leave
..............
..............
..............
..............
- has been arranged/ordered on/by
..............
..............
- laundry allowance via change form/tax form
..............
..............
4.11 Dress code
..............
..............
4.12 Internet policy
..............
..............
4.13 Sickness/absence
..............
..............
4.14 Annual leave/special leave
..............
..............
4.15 Alcohol at work
..............
..............
4.16 Standards of business conduct (including declaration of interests)
..............
..............
4.17 Code of openness
..............
..............
4.18 Child protection
..............
..............
4.19 Vulnerable adults
..............
..............
4.10 Uniform
Personal Induction Checklist
SECTION B - Specifically for clinical staff 5.0 Specific Departmental Policies and Procedures 5.1
Adrenalin
..............
..............
5.2
Continence assessment
..............
..............
5.3
Diary – issue of and how to use/complete
..............
..............
5.4
Documentation
..............
..............
- patient held records
..............
..............
- office held records
..............
..............
- caseload books
..............
..............
- caseload profile
..............
..............
- geographical caseload
..............
..............
- health needs assessment data
..............
..............
- introduction to core competencies
..............
..............
Equipment
..............
..............
- use of
..............
..............
- ordering of
..............
..............
- maintenance of
..............
..............
- nursing bag and equipment
..............
..............
- Loan Equipment Services
..............
..............
5.6
Keys – available for clinic base access
..............
..............
5.7
Prescription pad
..............
..............
- meeting with Primary Care Manager
..............
..............
- Issued on
..............
..............
- Nurse prescribing protocols
..............
..............
5.5
Kirklees Primary Care Trust 5.8
5.9
Training
..............
..............
- resuscitation
..............
..............
- hips
..............
..............
- V/I
..............
..............
- hearing
..............
..............
- syringe driver
..............
..............
- catheterisation
..............
..............
- child protection (as per policy)
..............
..............
- computer
..............
..............
- clinical information system
..............
..............
- Child protection supervision and training
..............
..............
- Public health/health promotion department and support
..............
..............
- Local keyworkers and stakeholders, eg Sure Start
..............
..............
- Local schools, nurseries and playgroups
..............
..............
Other - please specify ............................................................ ............................................................
6.0 Specifically for Health Visitors
Induction Checklist for Managers
SECTION D – Specifically for Managers/Supervisors 7.0 Risk Management 7.1
Responsibilities of the post
..............
..............
7.2
Policies and strategies
..............
..............
7.3
Risk assessment
..............
..............
7.4
Risk control
..............
..............
7.5
Incident reporting
..............
..............
7.6
Incident/ complaint investigation and rca.
..............
..............
7.7
Security issues
..............
..............
– staff, property,buildings
..............
..............
Health and safety
..............
..............
- issues and accountability
..............
..............
Vulnerable Adult Protection
..............
..............
..............
..............
7.8
7.9
7.10 Child Protection
8.0 Policies/Procedures/Good Practice 8.1
Research governance process
..............
..............
8.2
Records management
..............
..............
- Record keeping standards
..............
..............
8.3
Equality and Diversity Awareness.
..............
..............
8.4
Senior Manager Code of Conduct.
..............
..............
8.5
Individual Development Review (Appraisal).
..............
..............
8.6
Improving Working Lives
..............
..............
9.0 Finance 9.1
Budgetary processes
..............
..............
9. 2
Order and tendering processes
..............
..............
9.3
Financial management training
..............
..............
9.4
Writing a business case/putting a bid together
..............
..............
9.5
Standing orders
..............
..............
Kirklees Primary Care Trust
10.0 Human Resources 10.1 Human Resources Policy File
..............
..............
10.2 Human Resources Training Courses for Managers
..............
..............
10.3 Managing Poor Performance
..............
..............
10.4 Recruitment and retention
..............
..............
10.5 Current pay and incremental reward scheme.
..............
..............
10.6 Agenda for Change
..............
..............
11.0 LDP
12.0 Portfolio Allocation