Para agencias sanitarias y de suplencias

Los mismos datos, tecleados de nuevo en cada reserva

Las agencias que suministran personal al NHS y a otros proveedores sanitarios envían un formulario con cada profesional: un formulario de solicitud, un checklist de asignación o de colocación, o un perfil de candidato en el diseño del cliente. Piden lo mismo cada vez, como colegiación, verificaciones, formación, historial laboral y referencias.

Todo eso ya está en el CV y en el expediente de cumplimiento. El trabajo consiste en volver a teclearlo en el formulario del siguiente cliente, reserva tras reserva, y asegurarse de que no falte nada.

Cómo funciona

1. 1

   Cargue el formulario una sola vez

   Suba el formulario que emite su cliente o el acuerdo marco, en Word o Excel, o empiece con una de las plantillas de Formatix de abajo. Formatix crea una plantilla que conserva su diseño, y usted revisa un ejemplo rellenado.

2. 2

   Envíe los documentos

   El CV, junto con los documentos de colegiación y cumplimiento y sus notas. Súbalos, envíelos por correo a [email protected], deje que los CV nuevos lleguen desde JobAdder, Salesforce o HubSpot, o trabaje desde ChatGPT o Claude.

3. 3

   Revise, complete y envíe

   El formulario rellenado se abre junto a las fuentes. Complete los campos en blanco, como firmas y declaraciones, y descárguelo en Word o PDF.

Formatix copia lo que dicen sus documentos. No comprueba colegiaciones, DBS ni el derecho a trabajar, y nunca rellena una declaración en nombre de nadie.

Formularios y documentos (en inglés)

Qué es cada uno, qué rellena Formatix a partir del CV y de sus registros, y qué queda en blanco para que usted lo complete.

• WordLocum doctor application formA locum doctor application form sets out a doctor's registration, qualifications, posts and procedural experience in the detail a trust asks for before a locum placement.
• WordNHS clinical agency assignment checklistThe temporary worker assignment checklist is the form a supplier completes for every booking with an NHS trust under the RM6281 Clinical and Healthcare Staffing framework.
• WordNHS non-clinical agency assignment checklistThe non-clinical temporary worker assignment checklist is the form a supplier completes for every booking of an administrative, corporate, IT, legal, scientific or estates worker under the RM6277 framework.
• WordAgency worker placement checklistAn agency worker placement checklist confirms the booking, pay, documents, registration, DBS, occupational health, training and references for each worker an agency places with an NHS trust.
• WordLocum CV compliance reviewA locum CV compliance review checks a locum doctor's CV against what trusts require in the CV before the agency submits it.
• WordEnd-of-assignment reportAn end of assignment assessment report records the Buyer's view of a temporary worker when an assignment ends, for the supplier's file and the worker.
• WordNurse and allied health candidate profileA nurse and allied health candidate profile puts a nurse, midwife, allied health professional or healthcare scientist forward for a trust placement with the placement checks first.
• WordCare worker profileA care worker profile is the one page a care agency sends to care homes, home care and social care clients with a booking.

Plantillas para empezar

Cada una se rehace con su marca. O suba su propio formato, o el que le envía su cliente, y Formatix crea la plantilla a partir de él.

• WordLocum doctor application formThe detailed application form a locum agency completes for a doctor before submitting them to an NHS trust: GMC number and qualifications, full employment history with gaps explained, each post in detail (months per department, hospital information, departments worked, daily duties, procedures per week), career totals per procedure, the self-declaration procedures checklist, the consolidated summary of experience and a list of what is still needed. Ticks and numbers only as stated. Not an official form.
• WordNHS clinical agency assignment checklistThe temporary worker assignment checklist a supplier completes for every booking with an NHS trust under the RM6281 Clinical and Healthcare Staffing framework: the Buyer's IR35 status determination, contractual and booking details, the worker, registration and qualifications, mandatory training, charge rate and supplier fee, PAYE route, conflicts, validated documents, enhanced DBS, occupational health, the supplier declaration and what is still needed. Ticks only as the documents confirm. Structure based on the RM6281 assignment checklist (Open Government Licence v3.0). Not an official form.
• WordNHS non-clinical agency assignment checklistThe temporary worker assignment checklist a supplier completes for every booking of an administrative, corporate, IT, legal, scientific or estates worker under the RM6277 Non-Clinical Staffing framework: the Buyer's IR35 status determination, contractual and booking details, the worker, charge rate and supplier fee, PAYE route, conflicts, validated documents, DBS, occupational health, the supplier declaration and what is still needed. Ticks only as the documents confirm. Structure based on the RM6277 assignment checklist (Open Government Licence v3.0). Not an official form.
• WordAgency worker placement checklistThe checklist an agency completes for each placement it puts to an NHS trust, in three variants by staff group (medical locum, AHP / healthcare science, nursing) that switch the registration and training rows: booking, grade or band, dates, hours and on-call, pay and agency fee only as stated, CV, photo, ID and right to work, registration and last check, DBS, occupational health, life support and appraisal or mandatory training, English, two references, a still-needed list and a blank supplier sign-off. Ticks only as stated. Not an official form.
• WordLocum CV compliance reviewA one-to-two-page review of a locum doctor's CV against what trusts require before a doctor is deemed suitable: full name, availability, clinical and specialty experience, gaps explained, GMC registration type, number, currency and restrictions, DBS, two recent references and hepatitis B evidence, each marked Present / Missing / Unclear from the CV with the evidence quoted or what is missing. Ready to submit is ticked only when every requirement is Present; a still-needed list follows. Not an official form.
• WordEnd-of-assignment reportThe end of assignment assessment report a Buyer completes on a temporary worker, for suppliers on the RM6281 clinical and RM6277 non-clinical staffing frameworks: report details, overall performance, whether the Buyer would engage the worker again, comments and training needs, the reporting officer, the worker's statement and the detailed assessment of fourteen criteria, plus what is still needed from the Buyer. Ratings only as the Buyer gave them. Structure based on the RM6281 and RM6277 end of assignment reports (Open Government Licence v3.0). Not an official form.
• WordNurse and allied health candidate profileA placement-ready profile an agency sends to an NHS trust for a nurse, midwife or allied health professional, built around what the trust checks at placement: the professional register and PIN in a boxed register summary with the last check and revalidation date, then a checks table (enhanced DBS and the update service, occupational health, right to work, English) with result, date and reference, then clinical areas and skills, life support and mandatory training with completion and expiry dates, the employment history by trust, ward and band with every gap shown, education, references and what is still needed. Only as stated; not an official form.
• WordCare worker profileA one-page profile of a care worker or healthcare assistant for care homes, home care and social care bookings: the questions a manager asks answered first in plain words (availability, shifts, DBS with workforce and update service, driving, Care Certificate and NVQ / QCF / diploma level), care settings, experience, languages, mandatory training with dates and up to three recent roles. Exactly one page per worker; nothing beyond the CV and notes.
• WordCV de enfermería y sanidadUn CV de consultora para enfermeros, profesionales sanitarios y médicos: una ficha de colegiación y registro (registro profesional, PIN o número, revalidación, DBS, solo tal como se indican), áreas clínicas, formación obligatoria con fechas, formación académica e idiomas junto al perfil, competencias clínicas, experiencia por centro y unidad, y rotaciones o prácticas.
• WordPresentación de candidato al clienteUn documento de presentación que propone un candidato al cliente: por qué encaja en el encargo, datos clave, condiciones y próximos pasos.

Preguntas frecuentes

¿Son los formularios oficiales del NHS o del acuerdo marco?

No. Son plantillas de Formatix para proveedores, creadas siguiendo la estructura de los formularios que se pide completar a las agencias. No son formularios oficiales y no llevan ningún logotipo del NHS ni del gobierno. Si su cliente emite su propio formulario, súbalo y Formatix creará la plantilla a partir de él.

¿Formatix comprueba colegiaciones, DBS o el derecho a trabajar?

No. Copia en el formulario lo que dicen sus documentos y deja en blanco lo que no contienen. Las verificaciones y las declaraciones siguen en manos de su equipo de cumplimiento.

¿Dónde se guardan los documentos?

Formatix está alojado en el Reino Unido, en AWS Londres. Los propietarios del equipo pueden configurar que los registros se eliminen automáticamente a los 30, 60, 90 o 365 días, los registros se pueden eliminar en cualquier momento y los documentos nunca se usan para entrenar modelos de IA.

¿Funciona con nuestro ATS?

JobAdder, Salesforce, HubSpot y Ezekia tienen conectores nativos en todos los planes, incluida la prueba gratuita. Cualquier otro ATS o CRM funciona por correo electrónico: envíe el CV a [email protected] y el documento rellenado le llega en la respuesta.

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