Policies, contracts, letters, guidance and HR support tools for UK employers.
View full libraryManage employee performance improvement with a complete, practical set of HR templates covering concerns, discussions, improvement plans, reviews and outcomes — helping you follow a clear, consistent and supportive process.
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If you wish to dismiss an employee due to concerns with poor performance, use this timeline to help you understand the steps.
The SMART in SMART goals stands for Specific, Measurable, Achievable, Realistic, and Timely.
If you have employee performance concerns, this model guide will help you to agree improvement plans for them to achieve and maintain the standards expected.
This policy descibes how the organisation will manage where an individual's performance falls below the standards expected.
Use this model letter to notify an employee that you have a concern over their performance, that may warrant disciplinary action should it happen again.
Our Dismissal After Performance Improvement Hearing Confirmation Letter template formally confirms the decision, maintaining professionalism and outlining the terms of dismissal.
Use this model letter to arrange the final formal performance improvement plan meeting after the second meeting has not led to any progress.
First Performance Improvement Plan PIP meeting notification letter for UK employers, covering performance concerns, meeting arrangements, improvement objectives and support.
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Use this model letter to notify an employee that they have been successful in meeting the standards agreed at any stage within the Performance Improvement process.
Use this model letter to arrange the second formal performance improvement plan (PIP) meeting after the first meeting has not led to any progress.
Concern About Performance Script for UK managers to raise performance concerns, listen to the employee, agree improvements and provide appropriate support.
A script to guide managers in conducting performance improvement meetings.
If you have concens about the performance of an employee, use this model form template to capture the improvement required, and agree and plan the timescale.
Our Employee Onboarding RACI Chart delineates roles, enhancing coordination and accountability throughout the performance improvement process.
More than just templates, the Performance improvement Knowledge Hub brings together practical HR guidance, real-world experience and tried-and-tested resources to help you understand the subject, manage it effectively and make informed decisions.
A performance improvement plan (or PIP) is a formal process that is used to capture recurring performance or behavioural issues, and will include agreed targets/standards, the support that the employee may need to help achieve the identified improvement(s) required, and a deadline for review.
A performance improvement process should be a collaborative and supportive process, with clear and measurable goals and objectives. Employers must ensure that the process is non-discriminatory and applied consistently and fairly across the organisation. The employee should be given appropriate support and resources, and the process should be properly documented and monitored.
Performance improvement templates are essential for managing a low-risk, compliant Performance improvement process.
How Should a Performance Improvement Process Be Managed?
A performance improvement process provides a structured way to address concerns about an employee's performance. It will typically follow these key stages:
The aim should be improvement. Give the employee a realistic opportunity and appropriate support to meet the required standard.
Understand the common mistakes employers can make when managing this area of HR, helping you reduce risk, prevent unnecessary costs and ensure the process is handled fairly, consistently and correctly.
Here we show you which resources to use to effectively improve the performance of an employee, taking into account the different decisions and directions that are likely / possible.
Following this flowchart will ensure that you factor in all eventualities, follow legal / code of conduct or best practice processes, communicate effectively, and reduce the risk of things going wrong.
A performance improvement process provides a structured way to address concerns about an employee's performance and give them an opportunity to improve.
Yes. Employees should understand what standard is expected, where their performance is falling short and what improvement is required.
Where appropriate, employers should consider reasonable support such as guidance, training, resources, supervision or clearer objectives.
A performance improvement plan sets out the areas requiring improvement, expected standards, support, review dates and potential consequences if improvement is not achieved.
In some circumstances, continued failure to meet required standards may result in formal action and potentially dismissal. Employers should follow a fair process and consider the individual circumstances.
HRDocBox combines real-world HR experience, subject-matter expertise and commercial understanding to support effective performance improvement with practical, tried-and-tested resources. With instant access, editable documents, ongoing updates and 12 months' access, you get practical HR support when you need it.
How this content is developed and reviewed
The Performance improvement templates toolkit is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates and supporting information are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.
Darryl Horn, Chartered HR Director
Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.
He has extensive practical experience of managing performance improvement HR processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.
HRDocBox has been creating practical UK HR documents since 2009.
"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."
"He is someone I trust; consistent, dependable, and committed to doing things properly."
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