M 225A

Induction and Probation Record

Employee’s name: Line Manager:

Start date: Review date:

Pre-employment Checklist

Completed

Confirmatory letter including starting date and time requesting P45 posted
Job Description issued (M 222G- ) and signed by the employee
Staff Terms & Conditions of Employment (M 245A) signed by employee
Grievance and Disciplinary Procedures (M 227A, B) signed by the employee
Capability Procedure (M 227D) signed by the employee
Confidential Medical Questionnaire (M 222A-MQA) completed
Supplementary Questionnaire and Information Sheet (M 222A-QAI) completed
Staff Reference Request (M 222K) sent out/received
Enhanced CRB/DBS check requested

Day one checklist

Completed

Staff introductions
Culture and values
Practice goals and values introduced
Practice organisation
Physical facilities, including the layout and parking shown
Keys and lockers issued
Security arrangements and procedures described
Telephone & computer systems use explained
Practice Policies listed in M 233 introduced
Dress code explained
Health and Safety
Health and Safety Policy issued (M 250C), emergency exits pointed out
Emergency drugs, oxygen and first aid facilities described
Infection prevention and control basics introduced, protective clothing issued
and explained. Infection and Control Policy issued (M 257A)
No-smoking explained
Financial
Payment protocol, tax & NI clarified
Benefits and pension arrangements clarified
Terms and conditions
Job requirements discussed
Time keeping requirements, times of breaks and holiday entitlement explained
Holidays/special leave explained
Probationary period conditions clarified, Probationary Period Policy and Procedure
(M 225B) issued
Sickness and absence policy clarified, in case of illness or absence - contact
[ ] on [ ]
Signed documentation from the pre-employment checklist received
Personnel Record Form (M 222C) completed
Proof of the right of work – photocopied and put on file
P45 received and bank details recorded

Three Month Induction Checklist

Completed

Culture and values
Quality Policy, mission statement, practice values and goals
Statement of purpose and CGC registration requirements
Practice policies and procedures
Customer care
Financial
Expenses and expense claims procedure
Employee pay and patient payment procedures
Health and Safety
Accident reporting
COSHH
Evacuation procedures
Fire safety procedures
Health and Safety policy and procedures
Infection prevention and control procedures
X-ray safety procedures
Practice equipment safe use
Organisational
Correct use of practice forms and records e.g. medical history, NHS, patient
records, computer records, x-ray envelopes, etc.
Data protection, freedom of information, computer and internet usage
Details of individual working procedures
Disability Discrimination Act policy and procedures
Management system and /or quality management system iCOMPLY
Patient complaints and confidentiality
Storage of dental materials, sterilised instruments, stock rotation
Terms and conditions
Disciplinary procedure
Grievance procedure
Capability procedure
Staff appraisal
Job description - set up the Competence Record (M 225C) if needed (optional)
Practice information
Practice literature including practice information leaflet, patient advice sheets and
any other general information about the practice
Practice introduction including mission statement, practice description practice
development plans, achievements
Personal targets for induction period
Meetings to discuss the employee’s performance, understanding of procedures, completion of targets and to address problems and concerns
Date
Date
Date
Date

Probation Reviews

Review at month 1

Comments:

Actions required?

Signed: Date:

(Line Manager)

Review at month 2

Comments:

Actions required?

Signed: Date:

(Line Manager)

Review at month 3

Comments:

Signed: Date:

(Line Manager)

Probation extended until:

Review at agreed intervals:

Comments:

Actions required?

Signed: Date:

(Line Manager)

Probation confirmed:

Signed: Date:

(Line Manager)

Signed:

(Employee)

Letter confirming successful probation sent:

Employee Development Programme leading up to the Annual Appraisal

Targets for the coming [ ] months

Target / Date to be Completed

Training and Development

Planned training for the next [ ] months

Subject / Trainer Responsible / Type of Training / Completion Date
Customer care policy and procedures including answering the phone, taking messages, taking patients’ details, offering refreshments, etc
Patient treatment, associated products and pricing strategy
Use of practice equipment

First appraisal date:

Terms of use: CODE information in templates, modules and iCOMPLY is written in general terms and is believed to be based on the relevant legislation, regulations and good practice guidance. This information is indicative only and is intended as a guide for you to review and take particular professional advice to suit your circumstances. CODE is a trading name of the Confederation of Dental Employers Ltd and it licenses information to CODEplan Ltd. CODE and CODEplan do not accept any liability for any loss or claim that may arise from reliance on information provided. The use of this document indicates acceptance of these terms. ©CODE 2013

M 225A - Induction and Probation Record, Version 3, Page 1 of 5