Word template · Reports
Agency care worker confirmation template
CQC's guidance on Regulation 19 counts agency staff as persons employed, so a care home or home care provider needs to know what is held on each agency worker. This Word template is the document a care agency sends before the first shift: the booking, each check on the agency's file with its date and who made it, training with renewal dates, and anything still outstanding. Formatix fills it from your compliance records. It is the agency's own document, not a form set by CQC, and the provider keeps its own responsibilities.
Care providers ask for this in different ways, and agencies answer with a mix of emails and PDFs. One clear page per worker gets the booking moving and shows what is still to come.
10 free credits, no card needed. One credit fills one document.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
What's in the template
What a care agency sends a care home or home care provider before a worker's first shift: the booking, each check its file holds with the date and who checked, training with renewal dates, and what is outstanding. The agency's own document. Not an official form.
- Booking: provider, service, first shift, reference
- Each check on file with detail, date and checker
- Training with completion and renewal dates
- Copy supplied and received by
- Agency sign-off
- Still needed before the first shift
What it's for: Telling a care provider what the agency holds on a worker before the first shift.
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Care agencies
One page per worker, sent with the booking.
Booking coordinators
Sent the same day the shift is confirmed.
Care providers
What is on file for each worker, set out the same way each time.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop in the documents
Upload the worker's compliance record and add the booking details in a note. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- Is this form required by CQC?
- No. There is no CQC form for this. It is the agency's own summary of its file.
- Does it say a worker is cleared?
- No. It lists what the file holds, with dates. It does not say anyone is cleared unless that exact outcome is on your record.
- Does it repeat what a DBS certificate shows?
- No. It gives the level and date. What a certificate discloses is never printed.
- Does it work with our ATS or CRM?
- JobAdder, Salesforce, HubSpot and Ezekia connect to Formatix natively on every plan, including the free trial. Any other ATS or CRM works by email: send the documents and your notes to [email protected] and the filled document comes back.
Related templates and pages
ExcelCare staff compliance matrixAn Excel matrix of the care staff on a service, one row each: how they are engaged, DBS level and date, right to work, history and reference position, and training renewals. A date turns red once it has passed and amber within 90 days of the as-at date, only where a full date was given, with live counts at the top. Not an official form.
WordCQC staff file checklistThe staff file checklist a care provider or care agency keeps for each person employed, in the order of Schedule 3 to the 2014 Regulations: identity and a recent photograph, criminal record certificate, conduct in previous care work, why previous care roles ended, qualifications, full employment history with gaps explained, and health. For services regulated by CQC in England. Answers only from the file. Not an official form.
Use the agency care worker confirmation in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.