Docsroom

Templates / Nurseries

Settling-in forms, funded hours codes and staff files, from one link.

Parents forget the funded hours code and the Red Book page, and new staff forget their first aid certificate. Docsroom asks once, gives each person their own link and chases whoever has not replied.

8 templates80 requestsWritten for nurseries

Start freeFree for 14 days, no card.
Your kit

Eight templates for nurseries

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

New family starter checklistfor new families · before the settling-in visits12 requests12 requests
New family starter checklistFreddie Lawson · toddler room9 of 12 back
  • Your family
  • FormParent and carer details8 questionsAssigned to CLClaire Lawson, parentFrom Gemmain 2 daysComplete
  • TableWho may collectand a collection passwordAssigned to CLClaire Lawson, parentFrom Gemmain 2 daysComplete
  • TableEmergency contactstwo people, with numbersAssigned to CLClaire Lawson, parentFrom Gemmain 2 daysReady to check
  • About your child
  • FormAll about mesleep, routines and likesAssigned to CLClaire Lawson, parentFrom Gemmain 3 daysReady to check
  • QuestionMilk, meals and allergiesand any special dietAssigned to CLClaire Lawson, parentFrom Gemmain 3 daysComplete
  • UploadRed Book immunisationsthe page with the jabsAssigned to CLClaire Lawson, parentFrom Gemmain 4 daysAwaiting reply
  • UploadBirth certificate or passportfor their date of birthAssigned to CLClaire Lawson, parentFrom Gemmain 4 daysReminder sent
  • Settling in and consent
  • DecisionSettling-in visitsthree short, or two longAssigned to CLClaire Lawson, parentFrom Gemmain 5 daysComplete
  • ApprovalTerms and fees policyread and approveAssigned to CLClaire Lawson, parentFrom Gemmain 6 daysReady to check
  • ApprovalPhotos and learning journalyes or noAssigned to CLClaire Lawson, parentFrom Gemmain 6 daysReady to check
  • ApprovalEmergency treatment consentyes or noAssigned to CLClaire Lawson, parentFrom Gemmain 6 daysComplete
  • ApprovalWalks and outingsyes or noAssigned to CLClaire Lawson, parentFrom Gemmain 6 daysAwaiting reply
Practitioner starter checklistfor new practitioners · before their first day in a room12 requests12 requests
Practitioner starter checklistZoe Bradley · early years educator9 of 12 back
  • Identity and checks
  • QuestionRight to work share codenine charactersAssigned to ZBZoe Bradley, practitionerFrom Gemmain 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to ZBZoe Bradley, practitionerFrom Gemmain 3 daysComplete
  • UploadEnhanced DBS certificatecurrent certificateAssigned to ZBZoe Bradley, practitionerFrom Gemmain 4 days1 file sent
  • FormEmployment historyevery job, gaps explainedAssigned to ZBZoe Bradley, practitionerFrom Gemmain 4 daysReady to check
  • FormTwo referenceslast employer firstAssigned to ZBZoe Bradley, practitionerFrom Gemmain 4 daysComplete
  • Suitability
  • FormHealth declaration6 questionsAssigned to ZBZoe Bradley, practitionerFrom Gemmain 5 daysAwaiting reply
  • FormSuitability declarationpeople you live withAssigned to ZBZoe Bradley, practitionerFrom Gemmain 5 daysReminder sent
  • Qualifications
  • UploadChildcare qualificationLevel 2, 3 or aboveAssigned to ZBZoe Bradley, practitionerFrom Gemmain 6 daysComplete
  • UploadPaediatric first aid12 hour certificateAssigned to ZBZoe Bradley, practitionerFrom Gemmain 6 days1 file sent
  • UploadSafeguarding childrentraining certificateAssigned to ZBZoe Bradley, practitionerFrom Gemmain 6 days2 files sent
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to ZBZoe Bradley, practitionerFrom Gemmain 6 daysComplete
  • ApprovalEmployment contractread and approveAssigned to ZBZoe Bradley, practitionerFrom Gemmain 7 daysAwaiting reply
Yearly staff updatefor all practitioners · Each September, and if things change8 requests8 requests
Yearly staff updateAmy Hughes · yearly update6 of 8 back
  • Suitability
  • FormSuitability updatepeople you live withAssigned to AHAmy Hughes, practitionerFrom Gemmain 3 daysComplete
  • FormHealth update5 questionsAssigned to AHAmy Hughes, practitionerFrom Gemmain 4 daysComplete
  • QuestionDBS update service IDif you use itAssigned to AHAmy Hughes, practitionerFrom Gemmain 4 daysReady to check
  • Training
  • UploadPaediatric first aidthe renewed certificateAssigned to AHAmy Hughes, practitionerFrom Gemmain 7 days2 files sent
  • UploadSafeguarding refresherthis year’s certificateAssigned to AHAmy Hughes, practitionerFrom Gemmain 7 daysComplete
  • QuestionTraining you would likewhat you want to learnAssigned to AHAmy Hughes, practitionerFrom Gemmain 10 daysAwaiting reply
  • Your year
  • DecisionAppraisal weekpick a weekAssigned to AHAmy Hughes, practitionerFrom Gemmain 8 daysReminder sent
  • ApprovalStaff handbook updateread and approveAssigned to AHAmy Hughes, practitionerFrom Gemmain 10 daysComplete
Funded hours checkfor parents using funding · each term, before funding starts9 requests9 requests
Funded hours checkAmira Rahman · funded place7 of 9 back
  • The funding
  • QuestionFunded hours codethe 11-digit codeAssigned to SRSadia Rahman, parentFrom Gemmain 2 daysComplete
  • QuestionWhen the code renewsthe date on your accountAssigned to SRSadia Rahman, parentFrom Gemmain 2 daysComplete
  • QuestionNational Insurance numberonly if the council asksAssigned to SRSadia Rahman, parentFrom Gemmain 3 daysReady to check
  • UploadTwo-year-old fundingthe council’s letterAssigned to SRSadia Rahman, parentFrom Gemmain 3 days2 files sent
  • Your sessions
  • DecisionTerm time or stretchedhow to use the hoursAssigned to SRSadia Rahman, parentFrom Gemmain 4 daysComplete
  • TableSessions this termday, start, finishAssigned to SRSadia Rahman, parentFrom Gemmain 4 daysAwaiting reply
  • QuestionExtra hours wantedbeyond the funded hoursAssigned to SRSadia Rahman, parentFrom Gemmain 5 daysReminder sent
  • DecisionMeals during funded hourspacked or nursery mealsAssigned to SRSadia Rahman, parentFrom Gemmain 5 daysComplete
  • Agreement
  • ApprovalFunding declarationread and approveAssigned to SRSadia Rahman, parentFrom Gemmain 6 daysReady to check
Progress check at age twofor parents of two-year-olds · around two and a half9 requests9 requests
Progress check at age twoHarvey Ward · age two check7 of 9 back
  • Your view
  • FormWhat they can do now8 short questionsAssigned to JWJenny Ward, parentFrom Gemmain 3 daysComplete
  • QuestionTalking and listeningwords they useAssigned to JWJenny Ward, parentFrom Gemmain 3 daysComplete
  • QuestionAnything you worry aboutspeech, movement, playAssigned to JWJenny Ward, parentFrom Gemmain 4 daysReady to check
  • QuestionTheir favourite thingswhat they love doingAssigned to JWJenny Ward, parentFrom Gemmain 4 daysReady to check
  • Sharing
  • DecisionShare with health visitoryes, no or ask me firstAssigned to JWJenny Ward, parentFrom Gemmain 5 daysComplete
  • QuestionHealth visitor’s nameand their clinicAssigned to JWJenny Ward, parentFrom Gemmain 5 daysAwaiting reply
  • UploadRed Book review pagethe two year reviewAssigned to JWJenny Ward, parentFrom Gemmain 5 daysReminder sent
  • The summary
  • ApprovalProgress summaryread and approveAssigned to JWJenny Ward, parentFrom Gemmain 7 daysComplete
  • DecisionKey person chatpick a timeAssigned to JWJenny Ward, parentFrom Gemmain 7 daysReady to check
Baby room settling packfor parents of babies · a week before they start9 requests9 requests
Baby room settling packKofi Mensah · baby room7 of 9 back
  • Feeding
  • QuestionMilk feedstype, amount, timesAssigned to AMAma Mensah, parentFrom Gemmain 2 daysComplete
  • QuestionWeaning stagefoods tried so farAssigned to AMAma Mensah, parentFrom Gemmain 2 daysComplete
  • QuestionFoods to avoidallergies and dislikesAssigned to AMAma Mensah, parentFrom Gemmain 3 daysReady to check
  • DecisionMilk and food supplied byyou or the nurseryAssigned to AMAma Mensah, parentFrom Gemmain 3 daysReady to check
  • Sleep and comfort
  • QuestionSleep routinewhen and how they settleAssigned to AMAma Mensah, parentFrom Gemmain 3 daysComplete
  • QuestionComfortersdummy, blanket, toyAssigned to AMAma Mensah, parentFrom Gemmain 3 daysAwaiting reply
  • QuestionNappies and creamsbrand and skin careAssigned to AMAma Mensah, parentFrom Gemmain 4 daysReminder sent
  • Consent
  • ApprovalSafe sleep policyread and approveAssigned to AMAma Mensah, parentFrom Gemmain 5 daysComplete
  • ApprovalCreams and lotionsyes or noAssigned to AMAma Mensah, parentFrom Gemmain 5 daysReady to check
Starting school packfor parents of school starters · the term before they leave9 requests9 requests
Starting school packElla Shaw · reception in September7 of 9 back
  • The school
  • FormSchool details5 questionsAssigned to LSLauren Shaw, parentFrom Gemmain 2 daysComplete
  • UploadSchool place letteroffer letter or emailAssigned to LSLauren Shaw, parentFrom Gemmain 2 daysComplete
  • QuestionWraparound carebefore or after schoolAssigned to LSLauren Shaw, parentFrom Gemmain 3 daysReady to check
  • Moving on
  • ApprovalShare learning recordswith the new schoolAssigned to LSLauren Shaw, parentFrom Gemmain 4 daysReady to check
  • DecisionTeacher visitpick a dayAssigned to LSLauren Shaw, parentFrom Gemmain 4 daysComplete
  • QuestionNotes for the teacherworries, likes, needsAssigned to LSLauren Shaw, parentFrom Gemmain 5 daysAwaiting reply
  • DecisionLast day at nurserypick from the listAssigned to LSLauren Shaw, parentFrom Gemmain 5 daysReminder sent
  • Tidying up
  • QuestionNew addressif you are movingAssigned to LSLauren Shaw, parentFrom Gemmain 6 daysComplete
  • DecisionLearning journal copyemail or printed copyAssigned to LSLauren Shaw, parentFrom Gemmain 6 daysReady to check
Ofsted inspection filefor the nursery manager · each term, and before an inspection12 requests12 requests
Ofsted inspection fileKingfisher Day Nursery · term pack9 of 12 back
  • Registration and cover
  • UploadRegistration certificatefrom OfstedAssigned to RARachel Adams, deputy managerFrom Gemmain 5 daysComplete
  • UploadPublic liability insurancecurrent certificateAssigned to RARachel Adams, deputy managerFrom Gemmain 5 daysComplete
  • UploadEmployer’s liabilitycurrent certificateAssigned to RARachel Adams, deputy managerFrom Gemmain 5 days1 file sent
  • UploadFood hygiene ratinglatest visitAssigned to RARachel Adams, deputy managerFrom Gemmain 7 days2 files sent
  • Safety
  • UploadFire risk assessmentsigned and datedAssigned to RARachel Adams, deputy managerFrom Gemmain 7 daysComplete
  • TableFire drillsdate, time, how longAssigned to RARachel Adams, deputy managerFrom Gemmain 7 daysAwaiting reply
  • UploadGas and electrical safetycurrent certificatesAssigned to RARachel Adams, deputy managerFrom Gemmain 8 daysReminder sent
  • Staff and children
  • UploadStaff qualificationslevels and first aid datesAssigned to RARachel Adams, deputy managerFrom Gemmain 8 daysComplete
  • QuestionAccidents this termhow many, and follow-upAssigned to RARachel Adams, deputy managerFrom Gemmain 8 daysReady to check
  • QuestionComplaints this termhow many, and outcomesAssigned to RARachel Adams, deputy managerFrom Gemmain 8 daysReady to check
  • UploadParent survey resultslatest roundAssigned to RARachel Adams, deputy managerFrom Gemmain 10 daysComplete
  • ApprovalSafeguarding policy reviewread and approveAssigned to RARachel Adams, deputy managerFrom Gemmain 12 daysAwaiting reply

Written for nurseries. 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

One link for each parent

Parents open their own link, with no account or password, and send the Red Book page or funded hours code from their phone.

Ask for funded hours codes each term

Send the same short request at the start of every term and see at a glance which parents have replied.

Staff and inspection papers in one list

First aid, DBS and qualification certificates sit against each person, with the date each one came in.

Not quite you?

Type your kind of work. If we have its kit, it opens straight away. If not, we write one with AI or show the closest we have.

Or see every kit and the solutions.

More kits like this

Schools8 templates · 80 requestsTraining providers8 templates · 80 requestsTutors and tuition centres8 templates · 80 requests

Send your first new family starter checklist today.

Free for 14 days, no card. Build it as it is written above and see what comes back.

Start freeBook a walkthrough