All template packs document template pack

Recruitment and Selection

Induction

Induction guide Induction program checklist form Line manager responsibilities New starter personal details form

Job application

Application acknowledgement Application acknowledgement (no suitable graduate opportunities) Application acknowledgement (no suitable vacancies) Application acknowledgement (recruitment on hold) Application acknowledgement (unable to contact applicant) Employment application form

Job creation

Job advert wording form Job description form Job funding request form Person specification form

Job interview

Candidate shortlist record form Hiring managers recruitment checklist Interview invitation letter Interview record form and guidance notes Interview record form with questions and scoring Recruitment and selection guide Rejection after interview (general) Rejection after interview (other candidate qualifications more closely matched) Rejection after interview (other candidate skills or background more closely matched) Rejection before interview (general) Rejection before interview (other candidate qualifications more closely matched)

Job offer and Contract of Employment

Apprenticeship agreement Company welcome letter Company welcome letter (with relocation expenses) Confidential information and non-solicitation clause Confidentialty agreement Conflict of interest declaration form Contract of Employment Offer of employment letter Offer of work experience or internship letter Pre-employment drug and alcohol testing consent form Pre-employment medical questionnaire form Successful candidate appointment form Working time opt out agreement Zero hours contract

Probation

Probation review Probationary period complete letter Probationary period extension after previous meeting Probationary period extension letter Termination of employment during probation

Referencing

Acknowledgement of reference from previous employer Declaration of consent to reference Reference request Reference request form

Managing People

Absence and Leave

Absence control guide Agreement to allow anticipation of annual leave Annual holiday request form Invite to Long-Term Absence Review Meeting Leave request form (not holiday) Medical report consent form Medical report letter to GP Medical report request to employee Poor attendance caution letter Return to work interview form Sympathy letter (accident) Sympathy letter (employee in hospital) Sympathy letter - employee in hospital Sympathy letter - illness Termination of employment after long term sickness Unauthorised absence first letter Unauthorised absence second letter Unauthorised absence third letter Weekly timesheet

Appraisal and Performance Development Review

Commendation letter Performance Development Review (PDR) Performance Development Review (PDR) appraisers checklist Performance Development Review (PDR) guide

Contracts

Changes to terms and conditions of employment letter Confirmation of transfer Employee details change form

Disciplinary

Disciplinary appeal hearing invitation letter Disciplinary appeal hearing result confirmation letter Disciplinary hearing invitation letter Disciplinary hearing result confirmation letter Dismissal confirmation (following previous warnings) File note form Final written warning confirmation Final written warning confirmation (lateness) First written warning confirmation First written warning confirmation (lateness) Gross misconduct dismissal confirmation (general) Gross misconduct dismissal confirmation (intoxication) Letter of concern Suspension confirmation letter Verbal warning confirmation (excessive absenteeism) Verbal warning confirmation (excessive lateness) Verbal warning confirmation (general)

Employee Communication

Good email etiquette Good meeting etiquette Good office etiquette New employee announcement memo Outcome of facilitation meeting Recognition award congratulatory letter Suggestion scheme memo (suggestion box) Suggestion scheme memo (suggestions made to line manager)

Flexible working

Flexible working request Flexible working request acceptance letter Flexible working request acknowledgement letter Flexible working request rejection letter

General

Medical declaration form Meeting agenda

Grievance

Grievance appeal hearing invitation letter Grievance appeal hearing outcome confirmation letter Grievance decision appeal letter Grievance hearing decision confirmation letter Grievance hearing invitation letter Grievance notification form Grievance notification letter Notice of a dispute

Health and Safety

Drug testing introduction memo Individual Stress Risk Assessment Lone working arrangement checklist

Investigation

Investigation meeting invitation letter Investigation plan Investigation report

Parental

Acknowledgement of maternity leave (eligible for Maternity Pay) Acknowledgement of maternity leave (not eligible for Maternity Pay) Acknowledgement of notification of adoption leave Maternity leave notification form Maternity leave notification letter Maternity leave return to work notification letter Maternity leave return to work reminder letter Paternity pay confirmation letter

Pay and Benefits

Agreement to deduct from pay Coronavirus (COVID-19) example procedure Death benefit nomination form Deduction from salary form Loan repayment agreement Notification of salary increase letter P45 replacement Pension contribution increase letter

Performance Improvement

Notification of first performance improvement meeting Notification of second performance improvement meeting Notification of third performance improvement meeting Outcome of second performance improvement meeting - no further action Outcome of third performance improvement meeting - no further action Performance improvement plans

Training

Employee training opportunity Notification of promotion Professional development session invitation Training cost repayment agreement Training evaluation and feedback form

Contract Termination

Confidentiality

Letter warning former employee to cease using confidential information Notification of confidentialty agreement (to employees new company)

Exit interview

Exit interview form Exit interview invitation letter

Probation and early termination

Termination of employment (less than 2 years service)

Redundancy

Confirmation of redundancy letter Notice of possible redundancies letter Offer of suitable alternative employment Redundancy consultation 1st meeting invitation letter Redundancy consultation pack Redundancy selection criteria assessment guidelines Redundancy selection criteria matrix Redundancy selection matrix scoring guide (performance) Settlement Agreement letter Successful end of trial period confirmation

Referencing

Confirmation of completion of reference Response to reference request

Resignation

Resignation acceptance confirmation Resignation notification from employee

Retirement

Notification of retirement from employee Retirement checklist Retirement thank you and gift letter

Settlement

Settlement Agreement Settlement Agreement proposal letter

TUPE

Confirmation of TUPE transfer (to employee representative) Confirmation of TUPE transfer (to employee) Guide to complying with TUPE Guide to transferring staff IN on TUPE Guide to transferring staff OUT on TUPE Incoming employer TUPE welcome letter Outgoing employer TUPE goodbye letter TUPE consultation letter (to employee representative) TUPE Information consent (to employee)

Employee Handbook

Absence and attendance

Annual leave Attendance at work Holidays Leave of Absence Sickness Absence Time off for dependants Timekeeping Unauthorised Absence

Conduct

Alcohol and Drugs Conduct Whilst on Company Business Conflict of interest Disciplinary policy Dress and Appearance Electronic and Telephone Communications Grievance policy Personal Relationships At Work Standards of performance and behaviour at work Use of Company Equipment

Contractual

Changes in personal information for employment purposes Hours of work Statement of terms and conditions of employment

Equal opportunities

Dignity at work Equal opportunities Valuing diversity

Expenses, travel, gifts and memberships

Business travel Gifts From Clients or Suppliers Reimbursement of Expenses Relocation Trade union membership

Handbook Introduction

Company background Introduction to The Employee Handbook

Health and safety

Coronavirus (COVID-19) Fire safety First aid Health and safety policy Introduction to General Health and Safety Lone working Personal safety Procedure in the event of an accident Smoking Working Time Regulations

Parental and flexibility

Flexible working Maternity leave and pay Parental leave Paternity leave and pay

Pay and benefits

Income tax Notification of no bonus payable Overtime Pension scheme Salary arrangements Sickness pay provision

Security and information

Criminal records checks General Data Protection Regulations - GDPR Right to Search

Terminating Employment

Notice periods Other conditions on leaving Retirement Working notice

Training and development

Induction Performance development review Performance improvement Probationary period Training and development