Capability templates toolkit
Managing capability concerns can be complex; our capability templates toolkit helps make the process clear, fair, and manageable.
The toolkit includes a range of templates designed to support every stage of the capability process. Whether you're addressing underperformance informally or progressing to formal stages, our templates provide the letters, meeting notes, and documentation you need to manage capability issues confidently and consistently.
- 8 templates.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download templates as Word / PDF / plain text, or send by email.
- Includes 12 months' access, with all updates to this toolkit provided free of charge and notified to you.
Capability refers to an employee’s ability to carry out the duties of their role to the required standard. It focuses on performance issues that arise not because of misconduct or unwillingness, but because the employee may be genuinely struggling to meet expectations despite their best efforts.
Employers have a duty to support employees in improving their performance through clear guidance, reasonable adjustments, and access to relevant development opportunities. A fair and supportive capability process should be used to explore the reasons behind underperformance and to work collaboratively with the employee to improve their skills or approach.
Having a robust and transparent capability process in place helps protect the organisation and ensures employees are treated consistently and fairly. Addressing capability issues in a timely and structured way can improve overall team performance, reduce stress and ambiguity, and foster a culture of accountability and support.
Frequently Asked Questions
Frequently Asked Questions
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Can small businesses use these Capability templates?
Yes. The Capability templates in this toolkit are designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. They follow UK employment law best practice, so even if you don't have an in-house HR team, you can confidently manage Capability processes and issues.
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Are these Capability templates up to date for UK law in 2025?
Absolutely. All 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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What types of Capability letters and documents are included?
Every toolkit includes a complete set of editable templates, supporting documents, and manager guidance designed to save time and ensure compliance.
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How will this help me as an HR manager or business owner?
Purchasing the toolkit saves you hours of drafting time and reduces the risk of legal mistakes. Instead of starting from scratch, you'll have clear, professional templates that you can adapt to your business.
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Do I get instant access to the templates?
Yes. Once purchased, you'll be able to download the Capability toolkit instantly. The templates are provided in editable Word or Excel format so you can customise them easily, and PDF format for easy sharing.
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Can I preview a sample Capability template before buying?
We provide free examples of our templates here. This gives you a sense of the quality and layout before you commit to purchasing the full toolkit.
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What if I need a full HR toolkit, not just Capability templates?
If you're looking for broader support, we also offer library bundles that include Capability templates along with absence, grievance, and other HR policies. These may be more cost-effective if you need a complete HR library.
