Trial Shifts: Finding the Right Fit

Finding a Personal Assistant who looks perfect on paper is one thing. Finding someone who actually feels right when you're working together is another.

A trial shift isn't always necessary, but PA Pool strongly recommends arranging one before offering someone a long term or ongoing PA position. It gives both you and the PA a chance to see how you work together, whether expectations are clear and whether the role feels like a good fit.

What is a trial shift?

A trial shift is a short period where a potential PA works alongside you before you decide whether to offer them the role permanently. It can be a few hours, or a few days - as long as you need to get a feel for how someone communicates, follows instructions, handles your routines and interacts with you.

It can also be useful for the PA. They get to understand what the job is actually like and decide whether they feel comfortable with the role.

What if I can't train or supervise a new PA myself?

This can be particularly relevant if you're disabled and aren't able to physically demonstrate some of the things you need your PA to do.

If you already have an experienced PA, consider arranging an initial overlap where the new PA works alongside them. Your experienced PA can demonstrate routines, explain how particular tasks are done and help answer questions. This can be much more effective than trying to explain everything yourself, and it also gives you an opportunity to see how the new PA works with someone who already understands your needs.

What should I look for?

Don't worry about assessing every skill during a trial - no one is going to be perfect on the first day. Focus on whether the person seems reliable, respectful, willing to learn and comfortable working with you.

Pay attention to how they communicate, whether they listen to your instructions and how naturally you work together. If something doesn't feel right during a trial, it's much easier to recognise that before you've committed to a long term arrangement.

Make sure any trial shift is properly agreed in advance, including what the shift involves and how it will be paid. A trial shift should not be used as a way of getting someone to work for free.

Trust your instincts

PA work can be a very personal relationship. Your PA may spend a significant amount of time in your home and could support you with intimate or important parts of your life.

A trial shift gives you the opportunity to ask yourself a simple question: Can I see myself working with this person regularly?

If the answer is yes, you can move forward with greater confidence. If it isn't, you've discovered that before committing to a long term arrangement.

For more help with recruitment, see our Complete Guide to Hiring a Personal Assistant in the UK or Interviewing Personal Assistant Candidates.

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