TUPE templates toolkit

26 editable HR templates for
£34.90
UK-specific Editable Instant download 12 months' updates

Manage TUPE transfers with a complete, practical set of HR templates covering planning, employee information, consultation, transfer and integration — helping you follow a clear, consistent and compliant process.

Use this toolkit to:

  • Plan and prepare for an incoming or outgoing TUPE transfer
  • Manage employee information and consultation requirements
  • Support communication with transferring employees
  • Coordinate practical transfer arrangements
  • Support effective integration following the transfer

Toolkit contains:

  • Templates – TUPE consultation documents, employee communications, information requests, transfer checklists and related HR resources.
  • Knowledge Hub – guidance about TUPE, a step-by-step transfer process, common mistakes, employment law, ACAS guidance, best practice and FAQs.
TUPE templates toolkit
2026 Reviewed
Specifications
Templates 26 ( 7 Guides, 1 Policies, 16 Letters, 1 Forms, 1 Scripts, )
Access 12 months, with updates
Jurisdiction England, Wales, Scotland
Based on UK law, ACAS guidance
Delivery Instant download
Formats .doc · .xls · .pdf · .txt · email
When purchased
All templates Download all templates in this collection as a ZIP file Available after purchase
Contents
guide template icon
Managers guide to harmonising terms and conditions after TUPE

Comprehensive guide for UK employers navigating TUPE transfers, harmonising terms & conditions post-transfer for fairness & compliance.

UK-specific Editable Instant download 12 months' updates
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Managers guide to the essentials of TUPE

Our Guide to Managing the Essentials of TUPE simplifies the complex legalities, ensuring smooth transitions and compliance for all parties involved.

UK-specific Editable Instant download 12 months' updates
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Managers guide to transferring staff IN on TUPE

Our Guide to Transferring Staff in on TUPE streamlines the complex process, ensuring compliance and clarity for both incoming and existing employees.

UK-specific Editable Instant download 12 months' updates
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Managers guide to transferring staff OUT on TUPE

Our Guide to Transferring Staff Out on TUPE facilitates smooth transitions, providing clarity and compliance for outgoing employees and the organisation.

UK-specific Editable Instant download 12 months' updates
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Managers guide to TUPE consultation compliance

This guide outlines the main legal requirements surrounding TUPE transfers, as well as the essential steps involved in managing such transfers, together with some good practice guidance.

UK-specific Editable Instant download 12 months' updates
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Managers guide to TUPE obligations and timeline for the incoming employer

Our Guide to TUPE Obligations and Timeline for the Incoming Employer clarifies responsibilities, ensuring compliance and smooth transitions.

UK-specific Editable Instant download 12 months' updates
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Managers guide to TUPE obligations and timeline for the outgoing employer

Our Guide to TUPE Obligations and Timeline for the Outgoing Employer outlines responsibilities, aiding compliance and facilitating smooth transitions.

UK-specific Editable Instant download 12 months' updates
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TUPE policy

TUPE policy covering employee transfers, information and consultation, employee rights, measures, representatives and the Transfer of Undertakings (Protection of Employment) Regulations 2006.

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Request for information about TUPE measures letter

Request for information about TUPE measures letter for oiutgoing employers seeking details of proposed changes by the incoming employer of a business transfer.

UK-specific Editable Instant download 12 months' updates
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TUPE confirmation of consultation (to representatives) letter

TUPE confirmation of consultation letter for employee representatives, covering the Transfer of Undertakings (Protection of Employment) Regulations 2006, transfer details, measures and consultation.

UK-specific Editable Instant download 12 months' updates
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TUPE confirmation of proposed measures (to employee representatives) letter

TUPE confirmation of proposed measures letter template for UK employers, confirming proposed transfer measures to employee representatives and supporting compliant TUPE consultation.

UK-specific Editable Instant download 12 months' updates
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TUPE confirmation of proposed measures (to employees) letter

TUPE confirmation of proposed measures letter template for UK employers, helping explain transfer measures to employees and support effective TUPE information and consultation.

UK-specific Editable Instant download 12 months' updates
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TUPE employee liability information letter

If TUPE is proposed, send this model letter to the incoming employer to provide them with liability information for transferring employees.

UK-specific Editable Instant download 12 months' updates
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TUPE employee representative election results letter

If TUPE is proposed, send this model letter to affected employees to confirm the results of an election for employee representatives.

UK-specific Editable Instant download 12 months' updates
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TUPE goodbye letter

TUPE goodbye letter for employees transferring to a new employer, covering the transfer, continuity of employment, practical arrangements and a positive farewell.

UK-specific Editable Instant download 12 months' updates
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TUPE measures letter

TUPE measures letter template for UK employers covering proposed changes, employee consultation, working arrangements, reasons for measures and next steps.

UK-specific Editable Instant download 12 months' updates
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TUPE notification of ballot letter

If nominations for TUPE representatives has closed with more volunteers than required, issue this model letter template to provide notification of a ballot.

UK-specific Editable Instant download 12 months' updates
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TUPE notification of intention to elect employee representatives letter

If TUPE is proposed, send this model letter to affected employees to them of an upcoming election process to determine representatives for consultation.

UK-specific Editable Instant download 12 months' updates
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TUPE notification of the possibility of transfer letter

TUPE notification of possibility of transfer letter template for UK employers.

UK-specific Editable Instant download 12 months' updates
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TUPE request for employee liability information letter

TUPE Employee Liability Information Request Letter template for incoming employers requesting employee information from the outgoing employer before a TUPE transfer.

UK-specific Editable Instant download 12 months' updates
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TUPE request to check personal information letter

If TUPE is confirmed, send this model letter to any affected employee to request that they check their personal information before you send it to the incoming employer.

UK-specific Editable Instant download 12 months' updates
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TUPE transfer confirmation (to employee representatives) letter

TUPE Transfer Confirmation Letter to Employee Representatives covering the transfer date, implications, employee rights, measures and information required for consultation.

UK-specific Editable Instant download 12 months' updates
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TUPE transfer confirmation (to employees) letter

TUPE Transfer Confirmation Letter for UK employers confirming an employee's transfer, continuity of employment, new employer details, terms and relevant TUPE measures.

UK-specific Editable Instant download 12 months' updates
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TUPE welcome letter

TUPE welcome letter template for UK employers to welcome transferring employees, confirm the transfer date and provide key information about joining the new employer.

UK-specific Editable Instant download 12 months' updates
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TUPE employee representatives ballot form

Use this model ballot form in the election of employee information and consultation representatives, as part of a TUPE transfer.

UK-specific Editable Instant download 12 months' updates
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TUPE notification of the possibility of transfer meeting script

Our TUPE Notification Meeting Script template guides discussions on the potential transfer, ensuring a clear and respectful communication process for all parties involved.

UK-specific Editable Instant download 12 months' updates
Knowledge Hub

TUPE

More than just templates, the TUPE 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.

Explore the knowledge below

What is TUPE?

TUPE is the Transfer of Undertakings (Protection of Employment) Regulations. Its purpose is to protect employees if the business in which they are employed changes hands. Its effect is to move employees and any liabilities associated with them from the old employer to the new employer by operation of law.

TUPE can apply when employers:

TUPE has impacts for the employer who is making the transfer (also known as the outgoing employer, the old employer or the transferor) and the employer who is taking on the transfer (also known as the incoming employer, the new employer or the transferee).

TUPE templates are essential for managing a low-risk, compliant TUPE process.

What Are the Key Stages of a TUPE Transfer?

A TUPE process provides a structured way to manage the transfer of employees when a business or service transfers to another organisation. It will typically follow these key stages:

1
Assess The transaction or service change is assessed to determine whether TUPE may apply.
2
Information Relevant employee information is gathered and shared as required.
3
Consultation Appropriate employee representatives are informed and consulted.
4
Transfer Employees transfer with applicable employment rights and obligations.
5
Integration The receiving organisation manages the post-transfer arrangements.

TUPE can be complex. The specific steps will depend on the nature of the transfer and the circumstances of the organisations involved.

Common mistakes

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.

What is a typical TUPE process workflow?

Here we show you which resources to use to effectively lead the transfer of employees out due to tupe, 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.

TUPE notification of the possibility of transfer letter template
Request for information about TUPE measures letter
TUPE measures letter
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Compliance

UK employment law and best practice

This toolkit is designed to support TUPE, but its resources should be used alongside the relevant HR policies and procedures and applied to the circumstances of each individual case. Always consider the specific facts, your organisation's processes and the applicable employment law before taking action.

TUPE can protect employees when a business, service or part of a business transfers to another employer. The documents in this toolkit are designed to support TUPE processes but should be used alongside specialist advice where the transfer is complex.

Transfer of employment

Where TUPE applies, employees will generally transfer to the new employer with their existing employment rights and liabilities preserved, subject to the applicable rules. https://www.acas.org.uk/tupe

Information and consultation

Employers must provide appropriate information and, where required, consult with affected employees or their representatives. The process should begin early enough to allow meaningful consultation.

Employee liability information

The outgoing employer is required to provide specified employee liability information to the incoming employer within the applicable timeframe. Accurate records are therefore important before a transfer.

Changes after transfer

Employers should take care when changing employees' terms after a TUPE transfer. Changes may be restricted where the sole or principal reason is the transfer itself, subject to applicable legal exceptions.

FAQs

What is TUPE?

TUPE is the Transfer of Undertakings (Protection of Employment) Regulations, which can protect employees when a business or part of a business transfers to another employer or when certain services transfer between providers.

When does TUPE apply?

TUPE can apply to business transfers and certain service provision changes. Whether it applies depends on the specific circumstances of the transaction or service change.

What information must employers provide during a TUPE transfer?

Employers have information and consultation obligations concerning affected employees. Specific requirements depend on the circumstances and size of the organisations involved.

Can an employer change employees' terms after a TUPE transfer?

TUPE provides protections around changes to employment terms connected with a transfer. Employers should obtain appropriate advice before making changes.

Who is responsible for consulting employees?

The outgoing and incoming employers may have responsibilities depending on their role in the transfer. The appropriate representatives and process depend on the circumstances.

Why use HRDocBox to support TUPE?

HRDocBox combines real-world HR experience, subject-matter expertise and commercial understanding to support effective TUPE processes 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 TUPE 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.

About the author

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 tupe 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.

Executive recommendation

"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."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
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