Everything we need from you to get your compliance file complete, so you can start booking shifts without delay. Work through the three sections below, then send your documents to your SHR compliance officer.
Both must show your full name and current home address, and each must come from a different source (for example, one bank statement and one utility bill, not two statements from the same bank).
Each document must be dated within the validity period shown below.
| Document Type | Must Be Dated Within |
|---|---|
| Bank Statement | 3 months |
| Credit Card Statement | 3 months |
| Bank or Building Society Account Opening Confirmation Letter | 3 months |
| Utility Bill (Gas, Electricity or Water) | 3 months |
| Phone Bill (Landline Only) | 3 months |
| Document from a Central Government Agency (e.g. DWP or HMRC) | 3 months |
| Mortgage Statement | 12 months |
| Council Tax Statement or Bill | 12 months |
| P45 / P60 | 12 months |
| UK Photo Driving Licence | Valid until expiry |
Certificates must show your name, the module title, the completion date and the training provider. Each certificate must still be within its validity period when you start a placement.
| Module | Valid For |
|---|---|
| Health, Safety and Welfare | 3 years |
| Fire Safety | 2 years |
| Moving and Handling | 2 years |
| Information Governance and Data Security | 1 year |
| Equality, Diversity and Human Rights | 3 years |
| Safeguarding Adults | 3 years |
| Safeguarding Children | 3 years |
| Preventing Radicalisation | 3 years |
| Infection Prevention and Control | 1 year |
| Resuscitation (Basic Life Support) | 1 year |
| Conflict Resolution | 3 years |
Occupational health checks protect you, your colleagues and your patients from infections that can pass between people in clinical settings.
Exposure-prone procedures (EPPs) are procedures where an injury to you could result in your blood coming into contact with a patient’s open tissues, such as some types of minor surgery.
Most primary care roles are non-EPP. Everyone needs to provide the non-EPP evidence. If your role involves EPPs, you’ll also need the additional blood tests listed below.
Your consultant or compliance officer will confirm which applies to you.
| Applies To | Requirement | Evidence Required |
|---|---|---|
| All roles (Non-EPP) | Hepatitis B Antibody | A blood test report showing your antibody (titre) level |
| All roles (Non-EPP) | Measles, Mumps and Rubella (MMR) | A blood test showing immunity, or records of two MMR vaccinations |
| All roles (Non-EPP) | Varicella (Chickenpox) | Confirmation that you’ve had chickenpox, or a blood test showing immunity |
| All roles (Non-EPP) | Tuberculosis (TB) | A BCG scar verified by a GP or occupational health nurse, or a Mantoux test |
| EPP roles (additional) | Hepatitis B Surface Antigen | Blood test result from an identity-validated sample |
| EPP roles (additional) | Hepatitis C | Blood test result from an identity-validated sample |
| EPP roles (additional) | HIV | Blood test result from an identity-validated sample |
For EPP clearance, your blood sample must be taken by an occupational health service that checks your photo ID at the moment the sample is taken. This confirms the result genuinely belongs to you. Results from samples that were not identity-validated cannot be accepted for EPP clearance.
Use this table to see what your results mean and whether any further action is needed.
| Result | What It Means |
|---|---|
| Hepatitis B surface antigen (HBsAg) | |
| Negative | No restriction |
| Positive | Restricted from performing EPPs |
| Hepatitis B surface antibody (anti-HBs) | |
| Above 100 mIU/mL | Immunity confirmed No further blood tests needed. |
| 10 to 100 mIU/mL | Booster needed A booster dose of Hepatitis B vaccine is needed. If a repeat test then shows above 100 mIU/mL, no further blood tests are needed. If not, you’ll be treated as a non-responder. |
| Below 10 mIU/mL | Non-responder An annual HBsAg blood test is required. |
| Below 10 mIU/mL with positive Hepatitis B core antibody (HBcAb) | Considered naturally immune No further vaccination, blood tests or recalls are needed, but you must tell us if you start immunosuppressive treatment. |
| Hepatitis B viral load | |
| 200 IU/mL or above | Cannot be cleared for EPP |
| HIV viral load | |
| Below 200 copies/mL on two tests taken 12 weeks apart, while on combination antiretroviral therapy (cART) | Required for EPP clearance |
| Requirement | When It’s Needed | Result Needed |
|---|---|---|
| MMR antibody (measles, mumps, rubella) | If you don’t have records of two MMR vaccine doses | A positive antibody result is accepted in place of vaccination records |
| Varicella (chickenpox) | If you have no history, or an uncertain history, of chickenpox or shingles. If you were born or raised in a tropical or subtropical climate, you’ll be screened regardless of your history. | A positive result means you’re immune. If negative, you’ll be offered the vaccine. A history of chickenpox can be self-declared. |
| TB (Mantoux or IGRA) | If your role involves contact with patients or clinical material | A negative Mantoux or IGRA test within the past 5 years, or a documented BCG scar or vaccination. You must not have visited a country with a high incidence of TB in the 12 weeks since your test. |
Email your documents to your SHR Compliance officer who requested the documentation, or contact our compliance team if you’re unsure about anything. We’re happy to check your documents before you submit them.