Individual consultation meeting checklist form template
If you are holding an individual redundancy consultation meeting, use this model checklist to ensure that all important discussion areas are covered.
- 1 page / 208 words.
- Last updated 18/07/2024.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Individual consultation meeting checklist form
| Task | Description | Tick |
| Reasons | Check that the employee understands the reasons for the proposed redundancy. | |
| Alternatives | Explain to the employee whatever alternatives were examined. | |
| Suggestions | Seek any recommendations from employees to avoid redundancies (e.g., decreasing hours/pay). | |
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An individual redundancy consultation meeting checklist is a document that outlines the topics that need to be covered during a one-on-one meeting between an employer and an employee who is at risk of being made redundant. The purpose of this checklist is to ensure that the consultation process is fair, transparent, and consistent.
By using a checklist, employers can ensure that all relevant information is discussed and that the employee has an opportunity to provide input and ask questions. This can help to minimise the risk of legal claims or disputes arising from the redundancy process.
It is usually delivered to the Employer / HR by the Employer / HR.
It should be actioned during the meeting itself.
Compliance
Compliance
This Individual consultation meeting checklist form template incorporates relevant UK laws and HR standards, including those listed below:
Here are some key UK employment legislation that employers should consider when implementing an individual redundancy consultation meeting checklist:
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The Employment Rights Act 1996: This sets out the legal requirements for employers to consult with employees who are at risk of redundancy, including the duty to provide information about the proposed redundancies and the opportunity for employees to comment on the proposals.
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The Trade Union and Labour Relations (Consolidation) Act 1992: This provides guidance on the consultation process and the requirement to consult with employee representatives where relevant.
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The Equality Act 2010: This prohibits discrimination on the basis of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation. Employers must ensure that the redundancy selection criteria do not unfairly discriminate against any of these protected characteristics.
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The Transfer of Undertakings (Protection of Employment) Regulations 2006 (TUPE): This legislation applies when a business or part of a business is transferred to a new employer. In such cases, the new employer must consult with affected employees about any proposed redundancies.
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The ACAS Code of Practice on Disciplinary and Grievance Procedures: This provides guidance on the handling of disciplinary and grievance issues, including the need for clear communication and consultation with employees.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Individual consultation meeting checklist form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
