Management documents and templates library
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If you need effective, legal, and robust tools to manage workplace situations, our model document templates and employee letters are here to help. Designed to save you time and ensure compliance with UK employment legislation, these resources make it easy to navigate key management processes with confidence.
Our library includes templates for performance management plans, appraisal forms, disciplinary letters, grievance forms, and capability improvement plans. Each template is expertly crafted, fully customisable, and comes with clear instructions to meet your organisation’s specific needs.
What is the purpose of management documents and templates?
People management is a broad subject, and having robust documents in place can assist you to efficiently and effectively manage issues.
People management templates are pre-designed documents that provide a framework for various HR processes related to managing employees. These templates can help to streamline and standardise HR processes, save time, and ensure consistency in managing employees.
People management templates are commonly used in areas such as performance management, employee development, and employee relations.
Using people management templates can help organisations to ensure that their HR processes are consistent, fair, and comply with relevant laws and regulations. However, it is important to customise these templates to ensure that they reflect the specific needs and policies of the organisation and the employee being managed.
Legal Insights
All our management templates, document and guidance meet the legal / best practice frameworks in all relevant UK legislation or Codes of Practice (examples below), to help you minimise your risk and ensure you maintain good practice and compliance:
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Equality Act 2010: This act prohibits discrimination, harassment, and victimisation in the workplace, and employers must ensure that they promote equality and diversity in their people management practices.
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Employment Rights Act 1996: This act outlines the statutory rights of employees, including the right to a written statement of terms and conditions of employment, the right to request flexible working arrangements, and the right to parental leave.
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Health and Safety at Work etc. Act 1974: This legislation requires employers to ensure the health, safety, and welfare of their employees, including providing safe working conditions, equipment, and training, and carrying out risk assessments and health and safety audits.
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The National Minimum Wage Act 1998: This legislation sets the minimum wage that employers must pay to their employees, and employers must ensure that they comply with these requirements in their people management practices.
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The Working Time Regulations 1998: These regulations set out the maximum number of working hours per week, minimum rest breaks, and minimum annual leave entitlement for employees, and employers must ensure that they comply with these requirements in their people management practices.
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Data Protection Act 2018: This legislation regulates the processing of personal data, including employee information, and employers must ensure that they comply with data protection principles when handling employee data.
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The Employment Relations Act 1999: This act regulates trade unions and collective bargaining, and employers must ensure that they comply with these regulations in their people management practices.
Our toolkit or template pages highlight (where applicable) the specific legislations that are relevant to each template, and how they help the template meet the required standards.
Managing absence and attendance can be challenging; our absence and attendance templates can make the process efficient and effective.
Managing capability concerns can be complex; our capability templates toolkit helps make the process clear, fair, and manageable.
Our Data Access & Privacy Templates Toolkit helps you streamline processes, ensure compliance, and protect sensitive information.
If you're faced with managing employee misconduct, our disciplinary templates toolkit will give you the tools to ensure that the process is handled correctly.
Our Employee Communication Templates Toolkit enhances internal communication, facilitating clear and efficient messaging.
Our Equal Opportunities Templates Toolkit promotes inclusivity and diversity, fostering a fair and respectful workplace.
Our Flexible and Hybrid Working Templates Toolkit supports seamless implementation of modern work arrangements.
If you're managing a grievance, our grievance templates toolkit provides everything you need to manage and resolve concerns effectively, while ensuring legal compliance.
Our HR Strategy Templates Toolkit optimises workforce planning, ensuring effective and goal-oriented HR strategies.
Our Investigation Templates Toolkit supports thorough and fair investigations, facilitating prompt resolution of workplace issues.
Our Learning and Development Templates Toolkit empowers employee growth, providing resources for continuous learning and skill development.
Our Parental and Family Templates Toolkit streamlines support for employees, ensuring smooth transitions and work-life balance.
If your business is reviewing or updating its pay and benefits structure, our pay and benefits templates toolkit provides all the essential documents to ensure clarity, fairness, and compliance with legal standards.
Our Performance Appraisal Templates Toolkit streamlines evaluations, enabling objective and insightful performance assessments.
Our Performance Improvement Templates Toolkit offers a comprehensive solution for enhancing employee, team, and organisational performance.
Our Reward and Recognition Templates Toolkit enhances employee motivation, fostering a culture of appreciation and excellence.
Our Share Schemes Templates Toolkit is a comprehensive collection of templates and documents related to various employee share schemes, including stock options, ESOPs, and more, providing a valuable resource for managing and administering share schemes effectively.
Our Stay Interview Templates Toolkit facilitates constructive feedback collection, improving insights for organisational enhancement.
Our Terms and Conditions Templates Toolkit simplifies contract management, ensuring clarity and legal compliance.
Our Wellbeing Templates Toolkit comprises a set of resources designed to facilitate the implementation of workplace wellbeing initiatives.
