A way of agreeing how we will work together - a guide for individual employers and personal assistants - Template

Sep 1, 2026

This template enables individual employers and personal assistants to have a structured conversation about values, expectations, and what will work well for both parties. It supports defining fit, establishing boundaries, and identifying learning and development needs, while remaining flexible as working relationships evolve. It also complements other employment documents by guiding discussions on legal responsibilities, contracts, pay arrangements, confidentiality, induction and supervision, safe role performance, reasonable adjustments, respect, daily planning, and cover plans when work is unavailable.

LanguageEnglish

CategoryLetters

FormatDOCX

Pages13

Reading Time5 min

AccessFree to download

How can I use this document?

Purpose of the agreement

Template instructions

Our code of conduct

About me (employer)

A way of agreeing how we will work together: a guide for individual employers and personal assistants Template How can I use this document? You can use it to have a conversation about what would work well for each other so you can agree how to work together. It can: make sure you are a good fit for each other establish boundaries help to find out if any learning and development is needed be used flexibly to fit with your working relationship complement other documents, for example, contract of employment, employee handbook, job description, information from insurance providers and more. Template instructions: Use this template to expand on what will make your unique working relationship a success. The boxes under each of the statements are there so you can discuss what they mean to you. Discussions can be done in a way that suits you whether it is together, or separately and then jointly. Use it as part of your development together as employer and PA. Fill it in during induction or a work trial, review and update it during supervision or reviews, or when things change. Our code of conduct An agreement between [employer] and PA Name We recognise and accept that this is a way to have a conversation about our values and expectations and what would work well. It’ll help us to agree how to work together. About me (employer) As your employer I will: Comply with my legal and other responsibilities. Links to help you do this: HYPERLINK "http://www.employingpersonalassistants.co.uk/" Employing personal assistants toolkit HYPERLINK "https://www.gov.uk/employing-staff" Employing staff for the first time Source: Gov.uk, Skills for Care _____________________________________________________________________________ Give you a contract of employment from day one of employment. Links to help you do this: HYPERLINK "https://www.gov.uk/employment-contracts-and-conditions" Employment contracts HYPERLINK "https://www.skillsforcare.org.uk/Employing-your-own-care-and-support/Information-for-individual-employers/Templates.aspx" Contact of employment template Source: Gov.uk, Skills for Care _____________________________________________________________________________ Promise to ensure that you are paid as set out in your contract and work to investigate and resolve issues with payments if they occur. _____________________________________________________________________________ Make sure you have an induction, and regular supervision/reviews. Links to help you do this: HYPERLINK "https://www.skillsforcare.org.uk/Employing-your-own-care-and-support/Information-for-individual-employers/Managing-and-developing-your-PA.aspx" Managing and developing your PA Source: Skills for Care _____________________________________________________________________________ Maintain confidentiality and keep personal information about you safe, for example, not discussing your business with other PAs. Links to help you do this: HYPERLINK "https://www.disabilitysheffield.org.uk/admin/resources/digi-sec-guidev6.pdf" Disability Sheffield’s digital security practical guide for IEs Source: Disability Sheffield _____________________________________________________________________________ Ensure you can carry out your role safely, for example by providing the right equipment, discussing your health and welling needs etc. Links to help you do this: HYPERLINK "https://www.hse.gov.uk/workers/employers.htm" Health and safety: employer responsibilities HYPERLINK "https://www.skillsforcare.org.uk/Employing-your-own-care-and-support/Information-for-individual-employers/Templates.aspx" Safety in the home check list HYPERLINK "https://www.skillsforcare.org.uk/Leadership-management/managing-people/Wellbeing/Wellbeing-tool/Wellbeing-tool.aspx" Wellbeing resource finder Source: HSE, Skills for Care _____________________________________________________________________________ Make reasonable adjustments so you can do your job, for example, tweaking work

FAQs

What is the purpose of this template for employers and personal assistants?

It is designed to help both parties discuss what would work well, so they can agree how they will work together. It also supports establishing boundaries and exploring whether learning and development is needed.

How should employers use the boxes and discussions in the template?

Use the boxes under each statement to discuss what each item means to the individuals involved. Discussions can happen together or separately, and then jointly.

When should the template be filled in and reviewed?

Complete it during induction or a work trial, then review and update it during supervision or reviews, or whenever circumstances change.

Sep 1, 2026

Upload by Sophia Brooks