Policies and Procedures Repository

A-Z Forms and Documents Bank 

A-Z Forms and Document Bank

To view examples of how to complete forms and documents open link below 

https://www.healthprimaryltd.co.uk/sample-completed-forms-and-documents/

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None

 

B

Bespoke Change Sheet (BCS)

94f38415-e08e-49d9-b2c1-2c8c23de8381
 

 

CONVO tracking sheet

48754071-9bc6-4637-a2da-4c5000c6f70d

 

CV Analysis (short form)

e275bc1b-6121-4340-bbc2-0e3f5718d067

 

Candidate Response Sheet

9bc094ab-aa4e-44a5-ab3e-0635f7336a7c

 

*Change scripts

57567d15-4f4e-4bb0-a70a-af7282ebca51

 

Contract attachment

63a8869d-07b2-4d02-8193-dbb289102846

 

Customer Service Manager (job description)

ebd5992c-ea05-4b77-99c1-535320cb360b

 

D

*D-SUB (decision) spreadsheet

4f064747-9309-4014-87ad-940fd21bdf5f


*Daily Time Card AM (Clock in version)

a864c3a3-3e89-4d62-a6e0-caac7622dc2e

 

*Daily Time Card PM (Clock out version)

25845f86-0b6c-4c41-965e-0691fe03101d

 

E

*Expense entitlement claim form

e90361cd-b72f-4e69-8b85-85b1d9b7fad9

 

EXIT questionnaire 

2f76b125-ef22-458c-8710-c46f05bb21d8
 

Email templates

3f6a0ace-19bf-40f0-9872-bad1265ee0be

 

Exception Applicant Alternate Roles (EAR)

9ef65b76-cfc6-4bd1-b844-4b8e45289723

 

F

*Fixed task schedule

198b1583-8c4b-43f7-82fa-9a1c73ca536d

 

Frequently answered questions (FAQ) phone interviewing

6f3b4d0d-a194-4b66-9daf-c9f1f2201956

 

Frequently answered questions (FAQ) video interviewing 

98ced764-8a30-4ead-b6db-b1cacf35b5dd

 

G
Grievance form

2d82890a-3bf2-4066-a5e7-927a515a3f41

 

H

Holiday request form (2026)

1b9b68e9-1d58-4bd6-be81-e8b6240ff45e

Holiday request form (2027) 

50d20687-ad41-43e6-8384-186a0035fa4f

 

HMRC new started

37b0ee05-1e7e-4d56-9b08-66dde6c63186

 

How you risk failure in this employment 

bab25299-2b28-486e-a971-5f38566aa051

 

HR Manager (job description)

96993756-161b-45c7-bb0c-e7ea9336cf6e

 

HOLD SUB

d25b2c0d-ad19-47db-9a34-5d330c490171

 

HR Executive (job description)

f0b24535-23a6-48fb-8d6d-cefa9ea10aa6

 

HR Generalist (job description)

f76e06ea-9220-49c4-9b5a-a7f737619699

 

How to instructions

5aab4d45-7e15-44fb-9f5a-c953f7222d6d

 

I

I-Diary 

5c0a2705-5550-48b3-ab26-43c41a8656bb

 

ID PIC and Personal Statement 

cf6588ba-8c88-4b12-b4c4-679dbf244c5c

 

J

*Jargon Health Primary 

e4609824-a5b7-4c51-ab10-2c81bf6c5932

 

Job Description Template 

031efab0-4734-4440-a308-b96edf889a3f

 

K

KITE Communication spreadsheet 

3e25d276-9b09-4416-84b0-51605399dd2a

 

L

List of approved interview questions 

e7807dd5-1ddb-4eae-b2cc-bfa01f3c5fd5 

 

None

 

N

none

 

O   

Office Manager (job description)

08a96dfb-859a-4fe9-9b7c-528cb685340c

 

P

Phone interview preparedness test

feee832e-6a4d-41readiness 86-844e-f7242d00ece3

 

Period Close Out Report (PCOR) Template  

faa14a0a-609d-4a3b-8ec5-1e9189957d84

 

Proof of work (POW) Spreadsheet

e18fb8de-c580-4561-a875-13fe67f1b81c

 

Payslip Template

82e3eb73-eb97-4646-becb-5c64fd03c0f2

 

Part-Time Job Descriptions

3d4ce3a7-b9aa-4f4d-9a1f-a57a83601faf

 

 

None

 

R  
Recruiter Note Sheet

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ROTA form 30

4ca20cea-55af-487b-999e-0a9d6573e87d

 

Reference request form

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Reference Privacy Notice

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Reference Chase Down Reminder 

72b08748-a8f5-4543-89bd-4f96b88c00e8

 

Return to work feedback survey

3f7932b9-8d62-4240-a27a-7c1dde50dfd3

 

 

S

*SUB Spreadsheet

ae3fc564-eac8-4f59-b096-3ad6b7b9fdd6

 

SLAB script

be6dbc8a-9a38-46d0-90f3-19b665f4b64d

 

Salient factor scoring (phone interviewing)

ff1ebca6-dc35-475c-87f4-2258decb734c

 

Salient factor scoring (video interviewing)

20579430-b02a-490c-a012-27ac26bf2393

 

Student Report Card 

93f97de7-c2e4-4b61-9633-7228a2054367 

 

Statutory Sickness Pay Claim Form

c646952d-8510-45f3-b010-eccc5e147c85

 

Statement of Sickness

85408706-0482-4fa4-9ddf-d86cf3cd8ca0

 

Skill sheet (Customer service) job roles

a8dc60b7-18ff-4e3f-9451-d2b214e28c3c

 

Skill Steet (Administration job roles)

47e8746d-6f85-4da2-96ff-aad703458651

 

Skill sheet (HR job roles)

f547af5a-c862-489e-af72-0ab6e9d2fb02

 

 

T

*Text and email templates

321d411a-9020-444f-ba2b-6da8738d9885

 

Team Leader (job description)

19bbc14c-c53a-46b9-8825-8ec1927a3f4a

 

TITO Spreadsheet

8e0ab56a-a512-4b57-959b-bf83da18e3d9

 

Task Backlog

e929fc6a-527d-4292-a36a-0772d214f5b9

 

U

*User Account Register

7232361d-e887-44a0-b73a-7d506798cfad

 

V

Video interview preparedness test

72216dd9-d578-4d65-a058-ac36606612d5

 

W

What to do if

deb5f6da-0cb0-43e4-8337-534ba493176c

 

Weekly feedback survey 

56e50e9b-a933-424c-b0ea-2e003d63a6da

 

X

*X-SUB Spreadsheet

b9691d08-e82a-47c8-9992-a2d45c347b79

 

Y

None

 

ZOOM links sheet

d2422c9e-92ef-4ac2-aa6b-c5ac1797afbc

 

 

 

©Copyright. 2026 Health Primary LTD, England and Wales company registration number 15375010. All rights reserved.

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