Resources & forms
The Resources section includes forms, templates, checklists, posters, notices and Powerpoint presentations for you to use. There’s a complete list in our A-Z. Some can be completed and sent electronically and others completed by hand.
Forms and templates are also grouped by subject for HR/Pay, Stationery and Committee. HR forms and related information is also on the HR and ODL intranet.
Forms and Templates A-Z
Some of the forms below can be completed and sent electronically and others completed by hand:
- Appraisal Form
- Authority to Engage Agency / Interim Worker Request Form
- Bank Details Form (P5)
- Business Cards
- Business Case Template
- Car Details Application Form (P9)
- Car Details – Guidance Notes (P9)
- Clinical Pathway Format Guidance
- Committee – Recording Interests During Meeting Template
- Committee – Recording Minutes Template
- Committee – Terms of Reference Template
- Committee Report Template – Finance and Performance
- Committee Report Template – Executive Committee
- Committee Report Template – Executive Health and Care Commissioning Committee
- Committee Report Template – Quality Template
- Conflicts of Interest Breach Log
- Course Expenses Guidance Notes (P8b)
- Course Expenses Excel (P8b)
- Cycle Mileage Claim Form (P8C)
- Declaration of Interest Checklist
- Declaration of Interest for bidders
- Declaration of Interest Form
- Email Signature Template
- Equality Analysis – Full Equality Impact Assessment Template
- Evaluation Framework Logic Model
- Gifts and Hospitality Template
- Headed Paper Letter Template
- Homeworking Self-assessment Form
- Idea Template
- Incident Report Form WECCG
- IT equipment form (new starters and leavers)
- New starter induction checklist
- Occupational Health Management Referral Form
- Overtime and Extra Duty Claim Form (P7)
- Overtime Timesheet Monthly Bank (P7A)
- Photo/Video Consent Form
- Photography at Event Notice
- PID Template (detailed)
- Plan on a Page Template
- Poster – A3 Template With Text
- Poster – A3 Template Logo No Text
- Powerpoint Presentation Template
- Privacy Impact Assessment Form
- Procurement Tender Waiver Form – above £100k
- Procurement Tender Waiver Form – below £100k
- Programme Gateway Process
- Project Plan (stand-alone)
- Project Change Request Template
- Quality Analysis – Full Quality Impact Assessment Template
- Register of Interest
- Register of Procurement Decisions and Contracts Awarded
- Return to Work Conversation and Self-certificate Form
- Risk Register Template Example
- Service Evaluation Template Example
- Sick Leave Notification Form (P6)
- Single Page Terms of Reference Template
- Sponsorship Form for Non-Pharmaceutical Industries
- Staff Appointment Form (P2 Part 1)
- Staff Appointments (P2 Part2)
- Staff Changes Form (P3)
- Staff Leaving Form (P4)
- Stakeholder Map and Plan Template
- Travel Expenses Guidance Note(P8)
- Travel Expenses Claim (P8)
- Travel Costs – Claim for Excess (P10A Excel form)
- Travel Costs – Excess Guidance Note (P10A Claim Excess)_
- Volunteering Request Form
- Volunteering Activity Evaluation Form
Payroll, Leaver, Starter Forms
P Forms are Payroll and HR related forms. They’re included here in numerical order but all feature in alphabetical order in the A-Z list above. Some can be completed and sent electronically and others completed by hand:
- Staff Appointment Form (P2 Part 1)
- Staff Appointments (P2 Part2)
- Staff Changes Form (P3)
- Staff Leaving Form (P4)
- Bank Details Form (P5)
- Overtime and Extra Duty Claim Form (P7)
- Overtime Timesheet Monthly Bank (P7A)
- Travel Expenses Guidance Note(P8)
- Travel Expenses Claim (P8)
- Course Expenses Guidance Notes (P8b)
- Course Expenses Excel (P8b)
- Cycle Mileage Claim Form (P8C)
- Car Details Application Form (P9)
- Car Details – Guidance Notes (P9)
- Travel Costs – Claim for Excess (P10A Excel form)
- Travel Costs – Excess Guidance Note (P10A Claim Excess)
Committee Templates
This section has templates for all CCG committee related matters; recording minutes of committee reports, register of interests etc. All feature in alphabetical order in the A-Z list above:
- Committee – Recording Interests During Meeting Template
- Committee – Recording Minutes Template
- Committee – Terms of Reference Template
- Committee Report Template – Finance and Performance
- Committee Report Template – Executive Committee
- Committee Report Template – Executive Health and Care Commissioning Committee
- Committee Report Template – Quality Template
- Conflicts of Interest Breach Log
- Declaration of Interest Checklist
Stationery Templates
Stationery covers CCG branded electronic templates for email and Powerpoint as well as business cards, posters and headed paper. All feature in alphabetical order in the A-Z list above:
Key documents
Annual Report and Accounts 2018-19
Useful links
The links below are to websites, intranets, portals and systems that will help you carry out your role within WECCG. The list will grow so please send any suggestions for inclusion to the Communications Team.
HR and Training
ESR – access your electronic HR records through ESR (Electronic Staff Record), where you can:
- book leave
- record absence
- check payslips and pension statements
- undertake mandatory training and compliance
- log sickness absence details and
- complete appraisals.
HR and ODL Intranet – HR, Organisational Development and Learning site for all WECCG staff. Including management guides, training, appraisals, learning and development programmes.
HRXtra – HR site for line managers.
Mindtools – online learning platform includes over 2,000 readily leadership and management tools (i.e project management, time management).
Other Sites
Incident Report Form WECCG – Datix Incident Form
IT Self Service Portal – report IT faults online to Arden& Gem
Mede Analytics – healthcare analytics. Client login required.
West Essex CCG website – WECCG public facing website.
