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
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