People & Culture Site Visit Report

• People & Culture Site Visit Report

• Client / Site

• Conducted on

  Date

• Prepared by

Engagement Forms

• 1a. Is there an Engagement Form (pink or blue copy) in the audited P files?

  Yes

  No

• 1b. Are the forms fully and accurately completed?

  Yes

  No

• Please provide details if the answers to 1a or b are 'No'

Right to Work Documentation

• 2a. Is there a Right to Work Checklist document in the audited P files?

  Yes

  No

• 2b. Are the forms fully and accurately completed and signed by the manager?

  Yes

  No

• 2c. Do all audited files contain valid documentation to prove eligibility to work in the UK?

  Yes

  No

• Please provide details if the answers to 2a, b or c are 'No'

Right to Work Procedures

• 3a. Is there a tracking system in place on site to confirm all Right to Work documents on file are still current?

  Yes

  No

• 3b. Are the expiry dates of all relevant documents in Section 2 diarised?

  Yes

  No

• 3c. Are there any employees on site without current valid Right to Work documentation?

  Yes

  No

• Please provide details if the answers to 3a or b are 'No' or if 3c is 'Yes'

DBS Checks

• 4a. Is there a tracking system in place for all DBS Checks?

  Yes

  No

• 4b. Are there any employees without a current DBS check on file?

  Yes

  No

• Please provide details if the answer to 4a is 'No' or 4b is 'Yes'

Terms and Conditions

• 5a. Is there a completed Terms and Conditions form in each audited P file?

  Yes

  No

• 5b. Is there a completed Health and Safety form in each audited P file?

  Yes

  No

• Please provide details if the answers to 5a or b are 'No'

Working Time Directive (WTD)

• 6a. Are any hours in excess of 48 per week monitored?

  Yes

  No

• 6b. Is there a signed opt out form on file for anyone routinely working more than 48 hours per week?

  Yes

  No

• Please provide details if the answers to 6a or b are 'No'

Contract/Personal Detail Amendments

• 7a. Are all recent amendments completed on the latest version of the Employee Amendment form (v1.6)?

  Yes

  No

• 7b. Are all forms signed and dated by the employee and their line manager?

  Yes

  No

• Please provide details if the answers to 7a or b are 'No'

Risk Assessments <18's

• 8a. Are there any employees under the age of 18?

  Yes

  No

• 8b. Are there any employees under the age of 16?

  Yes

  No

• 8c. Are copies of the Young Workers Risk Assessment on file for all employees under the age of 18?

  Yes

  No

  N/A

• Please provide details if the answer to 8c is 'No'

Sickness Management

• 9a. Are there methods in place for tracking employee sickness?

  Yes

  No

• 9b. Are there any employees you are Long Term Sick?

  Yes

  No

• Please provide details if the answer to 9a is 'No' or b is 'Yes'

Our People Survey (OPS)

• 10a. Is there updated OPS information on display?

  Yes

  No

• 10b. Is there information from staff forums on display such as 'You said, we did' posters?

  Yes

  No

• 10c. What preparation has been done in advance of the next survey taking place?

Employee Relations

• 11a. Are there any ongoing ER cases or outstanding issues on site?

  Yes

  No

• Please provide details if the answer to 11a is 'Yes'

Retention and Recruitment

• 12a. Does the site have any current vacancies?

  Yes

  No

• Please provide details if the answer to 12a is 'Yes'

Learning and Development

• 13a. What HR training needs have been identified for the site, if any?

Business Review

• 14a. What are the latest business updates for the site?

• 14b. Please provide details of any upcoming re-tenders or tenders for new business for this site

Visit Details

• 15a. Please provide the names of all supervisors/management you have spoken to whilst on site today for our records