Onboarding Checklist for New Participants
$24.99
Instant download. One-time purchase. Fully editable Word (DOCX).
An onboarding checklist for new participants, completed when a participant starts services with your business. Each task is recorded with a date and the person who completed it, so nothing is missed before or at commencement.
What is inside:
- Participant details, plan dates, primary support type, plan management type and support coordinator
- Pre-commencement documents: NDIS plan copy, intake form, signed service agreement, consent, privacy notice, welcome pack, handbook and funding confirmation
- For agency-managed plans, confirming the provider is on the participant's 'my providers' list
- Assessments and planning: home safety check, risk assessment, support plan, emergency plan, and manual handling, medication, behaviour support and communication plans where needed
- Staff allocation: primary and backup workers, worker briefings and the first fortnight's roster
- First visit: introductions, how to contact the business, make a complaint or give feedback, a first-week check-in and a 30-day transition review
- Onboarding sign-off with any outstanding items
- Reviewed against the current NDIS Rules, Practice Standards and Commission guidance
- Editable DOCX with a placeholder legend, so you enter your details once
- Instant download
These templates are general information, not legal advice. No template can guarantee registration or audit outcomes.
Buying more than one template? This one is also in
On its own this template is $24.99. Each pack below includes it, plus the rest of the set.
Digital product. Because these are instant downloads, we do not offer refunds for change of mind once your files have been accessed. This does not affect your rights under the Australian Consumer Law. Bought the wrong pack? Contact us within 30 days and we will credit what you paid towards the right one. If you have a technical issue accessing your files, contact us and we will sort it out. See our refund policy.
Your responsibility. These are editable templates provided as a starting point, not legal, compliance or professional advice. You are responsible for reviewing each template, adapting it to your service, and making sure the information is current, accurate and appropriate for your circumstances and your state or territory before you rely on it. Moreton Regional Support Services is not liable for any loss, penalty or outcome arising from your use of these templates, and no template can guarantee NDIS registration, audit or compliance outcomes.
Add-on modules and other packs
Add only what you deliver. Every pack drops into the same document system, so you can extend your library as your scope grows.
Independent Support Worker Verification Pack$249View packNDIS Provider Core Library$599View packSIL Supplementary Module Add-On$149View packComplete NDIS Provider Document Library$1,099View packHigh Intensity Supports Add-On Module$199View packNDIS Employer Essentials Pack$149View packBusiness Extras Pack$129View packBehaviour Support Add-On Module$149View pack