Induction Programme
Document Control
A.Confidentiality Notice
This document and the information contained therein is the property of……….. Medical Group.
This document contains information that is privileged, confidential or otherwise protected from disclosure. It must not be used by, or its contents reproduced or otherwise copied or disclosed without the prior consent in writing from …………… Medical Group.
B.Document Details
Classification:Author and Role:
Organisation: / …………….Medical Group
Document Reference: / Induction
Current Version Number: / 1
Current Document Approved By:
Date Approved:
C.Document Revision and Approval History
Version / Date / Version Created By: / Version Approved By: / CommentsContents
New Employee Induction Checklist
New Employee – Identified Training Requirements – Receptionist
New Employee – Identified Training Requirements – Medical Secretary
New Employee – Identified Training Requirements – Dispenser
New Employee Induction Checklist
Name: / Welcomed by:Job title: / Date:
Documentation and Information required from the New Employee
Document(s) confirming proof of eligibility of employment within the U.K.P45 OR P46 (only if P45 not available)
National Insurance number
CA4139 / CF383 / CF380A Certificate of Reduced Rate NI (only applicable to married or widowed women who opted-in pre - 11th May 1977)
SSP 11 - expiry date
SSP 1 (changeover form)
DSS link letter
Personal pension details
Contracted out - Yes / No
Bank address
Bank account number
Bank sort code
Emergency Contact name:
Emergency Contact relationship:
Emergency Contact address:
Emergency Contact Tel. No.:
Driving Licence
Criminal Records Bureau (CRB) Disclosure Document - If applicable (See Application for Employment Form)
Documentation andInformationtobegiventothe New Employee
It is good practice to let the new employee have a copy of the following list – this enables them to follow what is happening and will act as a reminder of anything missed or that needs particular attention.
PLEASE ADAPT THE CRITERIA TO SUIT YOUR PRACTICE & THE NEW EMPLOYEE.
It should be the responsibility of both management and the new starter to ensure that all relevant items are properly covered during the induction period.
THE INDUCTION PROGRAMME SHOULD BE COMPLETED PRIOR TO THE EMPLOYEE WORKING UNSUPERVISED
CRITERIA / DATE / CARRIEDOUT BY / COMMENTS
Introduction to the PRACTICE
- Who’s who
- Practice history (plus NHS / healthcare systems and practices information for employees from outside of UK)
- Services / Practice Area
- Practice policies and procedures
- Service aims, objectives, future plans and developments
- Allocate mentor (if applicable)
Terms & conditions of employment
- Written terms and conditions issued?
- Contract of employment issued?
- Employee Handbook issued?
- Hours, breaks, method of payment
- Holidays
- Clocking-on / flexitime / reporting procedures
- Maternity / paternity / parental leave
provisions - Probationary period
- Period of notice
- Sickness provisions
- Pension provisions
Equal opportunities policy and worker development
- Training provision
- Further education / training policies
- Performance appraisal
- Promotion avenues
- Policy / procedures to prevent bullying and harassment
Worker / employer relations
- Trade union membership
- Other worker representation
- Worker communications & consultation
- Grievance & disciplinary procedure
- Appeals procedure
Organisation rules
- Smoking policy
- General behaviour / dress code
- Telephone calls
- Canteen / break facilities
- Cloakroom / toilets / lockers
- Computer security
- Parking
CRITERIA / DATE / CARRIED
OUT BY / COMMENTS
Health and safety
- Safety handbook read and discussed
- Awareness of hazards – any particular to
type of work - Safety rules
- Emergency procedures
- Clear gangways, exits
- Location of exits & extinguishers
- Assembly point
- Health & Safety policy
- Hepatitis B (policy & signature)
- Dangerous substances or processes
- Reporting of accidents
- First aid
- Personal hygiene
- Risk assessment
- Preventative and protective measures
- Working alone / at home
- Pregnant woman and new mothers
- Health surveillance (if appropriate)
- Introduction to Safety Representative
Welfare and worker benefits / facilities
- Childcare vouchers
- Protective clothing – supply,
laundry, replacement - Medical services
- Savings schemes (including shareoptions)
- Transport / parking arrangements
- Practice discounts
The job
- Introduction to Practice manager / line supervisor (where applicable)
- Requirements of new job
- Standards expected
- The rights of people who use the service
- Co-workers
- Supervision & work performance
appraisals
New Employee – Identified Training Requirements – Receptionist
Generic Training / Trainer / Signed as Competent / DateEMIS Web
Intranet
Telephone system / call procedure
Fax machine
Photocopier
Role Specific
Overview of receptionist role
Reception day book
Information governance
General
Divulging test results
Preparing drinks
Shredding
Tidy workstation
Appointments (Doctors)
Daily appointments
Triage
Minor Ops
Cryotherapy
Baby clinics
Sigmoidoscopies
Duty doctor
Visits
Messages
Appointments (Nurse Practitioner)
Daily appointments
Messages
Appointments (Nurses)
Daily appointments
Phlebotomy
24 hour BP monitoring
Smears
COPD
Diabetic
Asthma
CHD
Health visitors (baby clinic)
Midwife
District nurses
Front Desk
Appointments
Releasing prescriptions
Repeat Prescriptions
Processing repeat prescriptions
Dealing with conflict
Re-authorisation
New Employee – Identified Training Requirements – Medical Secretary
Generic Training / Trainer / Signed as Competent / DateEMIS Web
Intranet
Telephone system / call procedure
Fax machine
Photocopier
Role Specific
Choose and Book
Information governance
Referrals database
Referral letters
Incoming / outgoing mail - process
Franking machine
Dictation / audio machine
Pathology links actions
Pathology links holiday / sickness cover
Registration links holiday / sickness cover
Scanning holiday / sickness cover
Hospital DNAs
Antenatal book
2 week lead-time cancer referrals
New Employee – Identified Training Requirements – Dispenser
Generic Training / Trainer / Signed as Competent / DateEMIS Web
Intranet
Telephone system / call procedure
Fax machine
Photocopier
Role Specific
Overview of dispenser role
Dispensary communication
Information governance
General
Preparing drinks
Shredding
Tidy dispensary
Standard Operating Procedures
What they are
Why they are in place
Monitored Dose Systems
What they are
Dispensing process
Using the Hot Plate
Dispensary Fridges
Reading / recording temperature
Controlled Drugs
Controlled drugs register
Dispensing process
Storage
Ordering Stock
Suppliers
Order method
Stock levels
Incoming Deliveries
Checking items received
Storing items
Stock rotation
Out-of-date stock process
Dispensing Medication
Preparing prescription items
Barcode scanner
Dispensing Counter
Releasing medication
Releasing prescriptions
Dispensary til
Prescriptions / Medication / Trainer / Signed as Competent / Date
Queries - ***Insert Clinical System*** - Tasks
Queries - general
Extending medication
Re-authorisation
Process for uncollected medication
Repeat prescriptions / chemist
DRUM reviews
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