Word template · Reports
Agency social worker compliance checklist
Before a locum social worker starts with a council in England, the agency checks their Social Work England registration, DBS, identity, right to work and references, and for child and family work the DfE agency rules. This Word template sets those checks out for one social worker in your brand: the assignment (council, team, practice area, dates, hours, notice and the agreed rates); Social Work England registration, the register check, any conditions or fitness to practise order, AMHP and BIA annotations, the qualification and ASYE; for child and family work, the DfE agency rules (three years' post-qualifying experience in local authority employment, whether they left a substantive role nearby in the last three months, and two detailed references on the standard template); the enhanced DBS and Update Service; identity and right to work; references; other checks; the agency declaration; and a Still needed list. Formatix fills it from the CV and your compliance file. It is a Formatix template, not an official form.
Councils ask the same compliance questions about every locum, and the DfE agency rules added more for child and family work. This checklist keeps them on one page set per social worker. It never works out post-qualifying experience from the CV's dates: it puts what the CV says in the details and leaves the check for your record, with anything unclear on the Still needed list.
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
The checklist a social work agency completes before a locum starts with a council in England: Social Work England registration and annotations, the DfE agency rules for child and family work (three years' post-qualifying experience, the three-month rule, two detailed references on the standard template), enhanced DBS, identity, right to work, references and other checks, with an agency declaration. Never an HCPC number. Not an official form.
- Assignment: council, team, practice area, dates, hours, rates as agreed
- Social Work England registration, register check, annotations and ASYE
- Child and family work: the DfE agency rules
- Enhanced DBS with barred lists and the Update Service
- Identity, right to work and references
- Agency declaration and Still needed before the assignment starts
What it's for: Checking a locum social worker before an assignment with a council.
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Social work recruitment agencies
One checklist per locum and assignment, in your brand.
Compliance teams supplying councils
Registration, DBS and the DfE agency rules set out together, with the gaps listed.
Consultants on children's and adults' desks
The child and family rows fill only for child and family work.
Every page of the example
The example is in Formatix branding with fictional content. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
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 the CV and your compliance file
Upload the social worker's CV with the council's booking and your file: the register check, DBS, identity and right to work, references and the agreed rates. One credit fills one document.
- 3
Check, sign off and send
The filled checklist appears beside the original for checking. Obtain the items on the Still needed list, remove that box, then download the Word file.
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 an official council or DfE form?
- No. It is a Formatix template that sets out the Social Work England registration details and the DfE agency rules (statutory guidance in effect from 31 October 2024). Its footer says it is not an official form. If a council gives you its own checklist, upload that and Formatix builds the template from it.
- Will it write an HCPC number?
- No. Social workers in England have been registered with Social Work England since December 2019. The checklist uses the SW number and never writes an HCPC number as the registration.
- Does it work out three years' post-qualifying experience?
- No. That box is filled only when your check records it. What the CV says goes in the details, and when it is unclear or under three years, it goes on the Still needed list.
- Does it fill in the rates?
- Only as agreed in your notes, with the basis (limited company, umbrella or PAYE). A rate is never estimated.
Related templates and pages
WordLocum social worker profileA one-to-two-page profile a locum agency sends a council with a social worker: Social Work England number, year registered, AMHP and BIA annotations, DBS and driving, practice area, availability, notice and rate as stated, a short practice summary, statutory work, caseload experience, assignments, qualifications and training. A blank answer prints Not stated.
WordAgency social worker referenceThe standard reference for an agency child and family social worker, filled from the referee's returned answers or notes of a reference call: social worker and Social Work England number, assignment with area of practice and court work, referee details, A-D ratings against the twelve competency statements, fitness to practise, re-employment, development needs, additional information, the declaration with a blank signature line and a still-needed list. A referee's answer is never written when the documents do not give it. Structure based on the Department for Education's standard reference template for agency social workers (Open Government Licence v3.0). Not an official form.
Use the agency social worker compliance checklist 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.