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Printable checklist

Hiring checklist: verify before anyone starts

Print this before you hire a caretaker — identity, police verification, references, written scope, trial period and emergency protocol.

Updated 2026-10-10 · 5 minAll checklists

Print this page, work through it in order, and keep it with the caregiver’s documents. Do not skip the first four items: they are the ones that protect your parent when you are not at home.

1. Identity and paperwork

  • Original government photo ID seen, copy kept, details noted (name, ID number, address).
  • Address proof checked against the ID where possible.
  • Two recent photographs collected.
  • Emergency contact details for the caregiver written down — a person who is not the caregiver.
  • Bank account details confirmed in the caregiver’s or agency’s own name, not a third party’s.

2. Verification

  • Police verification requested through the agency or your local police station. Keep the acknowledgement number, not a verbal “done”.
  • Where an agency does the verification, ask which documents they collect and see a sample.
  • Two previous families contacted as references — ask specifically about attendance, honesty and how problems were handled.
  • If the caregiver will handle money, bank cards or the door keys, say so in writing and decide the limits in advance.

3. Scope of work, in writing

  • Shift hours, weekly off and public holidays written down.
  • A list of what the caregiver will do, in plain language — bathing, dressing, toileting, moving, medicines reminders, cooking, errands, company.
  • A list of what the caregiver must not do — no injections, no changing medicines, no wound dressing, no handling ATM cards unless you have decided otherwise in writing.
  • Language of the household confirmed as a hard requirement, not a preference.
  • Whether meals, phone credit and travel are paid for, and who pays.
  • Festival and home travel: paid or unpaid, how many days.

4. Money

  • Salary figure, payment date and payment method agreed.
  • Agency fee, if any: one-time or monthly, and how it affects the caregiver’s salary.
  • Trial period length and what happens at the end of it.
  • Notice period for either side to end the arrangement.

5. Trial period

  • Length agreed: 1–2 weeks for a day arrangement, at least 2 weeks for a live-in.
  • Pass-or-exit criteria written before the trial starts.
  • A named family member who observes and gives feedback during the trial.
  • The caregiver meets your parent alone for a short period, so you can see how they interact without you in the room.

6. Day-one readiness

  • Medicines list printed: name, dose, time, with no instructions for the caregiver to change anything.
  • Doctor and hospital contacts on the wall or on the fridge.
  • Emergency numbers saved in the caregiver’s phone: family, neighbour, 112.
  • House rules explained: who enters, where the caregiver may rest, photographs and visitors.
  • Keys, gate codes and phone access agreed.
  • Camera policy, if any, explained before anyone starts — with your parent’s consent.

7. After the first fortnight

  • Written review with the caregiver: what is working, what needs to change.
  • Escalation contact confirmed: who to call when someone does not show up.
  • Replacement timeline confirmed in writing and in hours.
  • Salary payment confirmed on the agreed date.
  • Re-read this checklist every three months — needs change faster than families expect.

Next step

Turn the checklist into a plan

The matcher works out the care level, the price band for your city and the scope of work — in about two minutes.

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