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Templates / Hiring a nanny

References, checks, contracts and payslip details, from one link.

Hiring a nanny means references, right to work, a contract and monthly pay details, all landing in your messages. Docsroom asks once, gives everyone their own link and chases whoever has not replied.

7 templates68 requestsWritten for hiring a nanny

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Seven templates for hiring a nanny

Open a template to see every request in the order it is asked, and watch it written in and answered.

Nanny starter checklistfor your new nanny · after you make the offer12 requests12 requests
Nanny starter checklistLeah Morgan · new nanny9 of 12 back
  • Right to work and ID
  • QuestionRight to work share codenine charactersAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysComplete
  • UploadP45 from your last jobif you have oneAssigned to LMLeah Morgan, nannyFrom Sophiein 4 days1 file sent
  • QuestionNational Insurance numberone lineAssigned to LMLeah Morgan, nannyFrom Sophiein 4 daysReady to check
  • Childcare checks
  • UploadEnhanced DBS certificatethe latest oneAssigned to LMLeah Morgan, nannyFrom Sophiein 5 daysComplete
  • QuestionDBS Update Servicejoined, yes or noAssigned to LMLeah Morgan, nannyFrom Sophiein 5 daysAwaiting reply
  • UploadPaediatric first aidcertificate in dateAssigned to LMLeah Morgan, nannyFrom Sophiein 6 daysReminder sent
  • UploadChildcare qualificationif you have oneAssigned to LMLeah Morgan, nannyFrom Sophiein 6 daysComplete
  • QuestionOfsted register numberif you are on itAssigned to LMLeah Morgan, nannyFrom Sophiein 6 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to LMLeah Morgan, nannyFrom Sophiein 4 daysReady to check
  • ApprovalNanny contractread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 7 daysComplete
  • ApprovalJob descriptionread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 7 daysAwaiting reply
Reference requestfor previous employers · as soon as you have their names9 requests9 requests
Reference requestLeah Morgan · reference7 of 9 back
  • About the job
  • FormEmployment details5 questionsAssigned to FBFiona Baird, former employerFrom Sophiein 4 daysComplete
  • QuestionReason for leavingone or two linesAssigned to FBFiona Baird, former employerFrom Sophiein 4 daysComplete
  • UploadReference letterif you have written oneAssigned to FBFiona Baird, former employerFrom Sophiein 5 days1 file sent
  • QuestionBest time for a quick callwhen and on what numberAssigned to FBFiona Baird, former employerFrom Sophiein 5 daysReady to check
  • How they worked
  • QuestionReliability and timekeepingwith examplesAssigned to FBFiona Baird, former employerFrom Sophiein 5 daysComplete
  • QuestionCare of the childrenwhat they did wellAssigned to FBFiona Baird, former employerFrom Sophiein 5 daysAwaiting reply
  • QuestionAny concernssafety or conductAssigned to FBFiona Baird, former employerFrom Sophiein 5 daysReminder sent
  • DecisionWould you employ againyes, no or it dependsAssigned to FBFiona Baird, former employerFrom Sophiein 5 daysComplete
  • Sharing
  • ApprovalHow we use your referenceread and approveAssigned to FBFiona Baird, former employerFrom Sophiein 6 daysReady to check
Contract and duties packfor your nanny · before the first day10 requests10 requests
Contract and duties packLeah Morgan · contract8 of 10 back
  • Hours and time off
  • TableWeekly working hoursday, start, finishAssigned to LMLeah Morgan, nannyFrom Sophiein 5 daysComplete
  • DecisionFixed or flexible hourspick the arrangementAssigned to LMLeah Morgan, nannyFrom Sophiein 5 daysComplete
  • QuestionHoliday dates you knowdates booked alreadyAssigned to LMLeah Morgan, nannyFrom Sophiein 6 daysReady to check
  • QuestionEvenings you can coverbabysitting or overnightsAssigned to LMLeah Morgan, nannyFrom Sophiein 6 daysReady to check
  • Duties and rules
  • ApprovalDaily routine and dutiesread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 7 daysComplete
  • ApprovalPhone and social media rulesread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 7 daysAwaiting reply
  • ApprovalSickness and notice termsread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 7 daysReminder sent
  • Driving
  • QuestionDriving licence check codefrom the DVLA websiteAssigned to LMLeah Morgan, nannyFrom Sophiein 6 daysComplete
  • UploadCar insurancebusiness use includedAssigned to LMLeah Morgan, nannyFrom Sophiein 6 days1 file sent
  • ApprovalCar seat and driving rulesread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 8 daysReady to check
Monthly payslip detailsfor your nanny · last week of every month9 requests9 requests
Monthly payslip detailsLeah Morgan · month end7 of 9 back
  • Hours and time off
  • TableHours workeddate, start, finishAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysComplete
  • QuestionOvertime and extra nightsdates and hoursAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysComplete
  • QuestionHoliday takendates this monthAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysReady to check
  • QuestionSick daysdates, if anyAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysReady to check
  • Expenses
  • TableExpenses to repaydate, item, amountAssigned to LMLeah Morgan, nannyFrom Sophiein 5 daysComplete
  • UploadReceiptsphotos are fineAssigned to LMLeah Morgan, nannyFrom Sophiein 5 daysAwaiting reply
  • QuestionMileagetrips with the childrenAssigned to LMLeah Morgan, nannyFrom Sophiein 5 daysReminder sent
  • Check and confirm
  • ApprovalHours summaryread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 6 daysComplete
  • QuestionChanges to bank detailsonly if they changedAssigned to LMLeah Morgan, nannyFrom Sophiein 6 daysReady to check
Emergency and safety briefingfor your nanny · in the first week9 requests9 requests
Emergency and safety briefingLeah Morgan · first week7 of 9 back
  • Your emergency details
  • FormYour emergency contact4 questionsAssigned to LMLeah Morgan, nannyFrom Sophiein 2 daysComplete
  • QuestionHealth details you shareonly if it affects workAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysComplete
  • The children
  • ApprovalAllergy and health planread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysReady to check
  • ApprovalEmergency numbers sheetread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysReady to check
  • ApprovalHome safety briefingread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 4 daysComplete
  • ApprovalFire and exit planread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 4 daysAwaiting reply
  • QuestionLocation of first aid kitconfirm you found itAssigned to LMLeah Morgan, nannyFrom Sophiein 5 daysReminder sent
  • Pick-ups and outings
  • ApprovalWho can collect the childrenread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 4 daysComplete
  • TableUsual outings and clubsday, place, how you travelAssigned to LMLeah Morgan, nannyFrom Sophiein 6 daysReady to check
Yearly review and renewalsfor your nanny · each year, on the start date10 requests10 requests
Yearly review and renewalsLeah Morgan · yearly review8 of 10 back
  • Renewals
  • UploadPaediatric first aidrenewed certificateAssigned to LMLeah Morgan, nannyFrom Sophiein 7 daysComplete
  • QuestionDBS check statusUpdate Service check dateAssigned to LMLeah Morgan, nannyFrom Sophiein 7 daysComplete
  • UploadCar insurance renewalbusiness use includedAssigned to LMLeah Morgan, nannyFrom Sophiein 7 days1 file sent
  • QuestionOfsted registrationrenewed or date dueAssigned to LMLeah Morgan, nannyFrom Sophiein 8 daysReady to check
  • Pay and hours
  • DecisionPay reviewraise, no change or a chatAssigned to LMLeah Morgan, nannyFrom Sophiein 10 daysComplete
  • ApprovalUpdated contractread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 12 daysAwaiting reply
  • TableHoliday plan for the yeardates you would likeAssigned to LMLeah Morgan, nannyFrom Sophiein 12 daysReminder sent
  • QuestionTraining you would likecourses or workshopsAssigned to LMLeah Morgan, nannyFrom Sophiein 14 daysComplete
  • Feedback
  • QuestionWhat is working wellfor you and the familyAssigned to LMLeah Morgan, nannyFrom Sophiein 10 daysReady to check
  • QuestionWhat could be betterhours, tasks or rulesAssigned to LMLeah Morgan, nannyFrom Sophiein 10 daysReady to check
Leaving and handover packfor a nanny who is leaving · once notice has been given9 requests9 requests
Leaving and handover packLeah Morgan · leaving in July7 of 9 back
  • Leaving
  • FormLast day and notice4 questionsAssigned to LMLeah Morgan, nannyFrom Sophiein 3 daysComplete
  • QuestionHoliday left to takedays remainingAssigned to LMLeah Morgan, nannyFrom Sophiein 5 daysComplete
  • QuestionFinal expensesanything still owedAssigned to LMLeah Morgan, nannyFrom Sophiein 7 daysReady to check
  • QuestionForwarding addressfor your P45 and lettersAssigned to LMLeah Morgan, nannyFrom Sophiein 7 daysReady to check
  • ApprovalLeaving arrangementsread and approveAssigned to LMLeah Morgan, nannyFrom Sophiein 8 daysComplete
  • Handover
  • QuestionDaily routine notesnaps, meals, activitiesAssigned to LMLeah Morgan, nannyFrom Sophiein 10 daysAwaiting reply
  • QuestionChildren’s likes and worrieswhat helpsAssigned to LMLeah Morgan, nannyFrom Sophiein 10 daysReminder sent
  • TableKeys and items returneditem and dateAssigned to LMLeah Morgan, nannyFrom Sophiein 14 daysComplete
  • UploadClubs and contacts listnumbers and timesAssigned to LMLeah Morgan, nannyFrom Sophiein 12 days1 file sent

Written for hiring a nanny. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

References and checks in one list

DBS, first aid and right to work papers arrive in one place, each with the date it came in, so you can see what is still missing before day one.

One link for the nanny and each referee

Your nanny and every previous employer answer from their own link on a phone. Nobody needs an account or a password.

Reminders every month for pay details

Docsroom chases hours and expenses on the day you choose, so you are not waiting on them when payroll is due.

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