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Registration Number: {{org_field_registration_no}}


New Service User Onboarding Policy

1. Purpose

The purpose of this policy is to outline a structured, person-centred, and legally compliant onboarding process for new service users entering supported living at {{org_field_name}}. The transition into a supported living environment can be challenging, and our goal is to ensure that all new service users receive a welcoming, supportive, and dignified experience.

Our onboarding process is designed to:

2. Scope

This policy applies to:

The policy covers every stage of onboarding, from initial referral and assessment to post-transition review, ensuring that all necessary support mechanisms are in place.

3. Legal and Regulatory Framework

This policy aligns with the following key legislation and regulations:

3.1 Health and Social Care Act 2008 (Regulated Activities) Regulations 2014

3.2 Care Act 2014

3.3 Mental Capacity Act 2005

4. Onboarding Process at {{org_field_name}}

The onboarding process follows a structured seven-step approach to ensure a smooth and personalised transition for new service users.

Step 1: Initial Enquiry and Referral

The onboarding process begins with a referral or enquiry, which may come from:

What we do:

Step 2: Pre-Assessment and Suitability Review

Before confirming acceptance, we conduct a detailed pre-assessment that includes:

After assessment, a formal suitability decision is made. If the service user is accepted, we proceed to care planning. If not, alternative recommendations and referrals are provided.

Step 3: Person-Centred Care Planning

A comprehensive Person-Centred Care Plan is developed in collaboration with the service user, covering:

This plan is reviewed and agreed upon with the service user before they move in.

Step 4: Transition and Welcome Programme

We ensure a smooth transition by offering:

Step 5: Staff Training and Support

All staff involved in onboarding receive specialist training, including:

Step 6: Ongoing Monitoring and Review

We conduct regular onboarding reviews to assess the service user’s experience:

Step 7: Complaints, Feedback, and Continuous Improvement

We encourage open communication and feedback through:

All complaints are handled with confidentiality, fairness, and urgency to improve our service quality.

5. Policy Review and Compliance Monitoring

This policy is reviewed annually or sooner if there are changes in legislation or operational needs.


Responsible Person: {{org_field_registered_manager_first_name}} {{org_field_registered_manager_last_name}}
Reviewed on:
{{last_update_date}}
Next Review Date:
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Copyright © {{current_year}} – {{org_field_name}}. All rights reserved.

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