Managers guide to trialling a hybrid working model

UK-specific • Editable • Instant download • 12 months' updates

Our Guide to Trialling a Hybrid Working Model offers comprehensive insights and step-by-step instructions for organisations to effectively implement and evaluate a hybrid work arrangement.

Managers guide to trialling a hybrid working model
2026 Reviewed
Specifications
Access FREE, unlimited
Length 2 pages • 466 words
Jurisdiction England, Wales and Scotland
Based on UK employment law, ACAS guidance
Last review 01/09/2026
Next review 01/03/2027
Delivery Instant download
Formats .doc · .pdf · .txt · email

View .pdf
Guide

Managers guide to trialling a hybrid working model

Introduction

In the era of evolving work environments, employers are increasingly considering the adoption of hybrid working models. However, it's prudent to embark on a trial period before committing to such a change. This guide explores the steps HR professionals can take to ensure a successful and effective hybrid working trial period.

Step 1: Assess the Suitability of Hybrid Working

Before launching into a trial period, it's crucial to evaluate whether the hybrid working model aligns with the organization's goals and culture.

HR should:

  • Examine the practicality and cultural compatibility of hybrid working.
  • Seek buy-in from senior management.
  • Identify roles suitable for hybrid work.
  • Gather employee feedback on their appetite for hybrid working.

Step 2: Announce the Hybrid Working Trial Period

Once the decision is made to proceed, communicate it effectively.

The announcement should include:

  • The rationale for conducting a trial period.
  • Details of the hybrid working arrangements during the trial.
  • Clear guidelines on workplace attendance and remote work.
  • The trial period's duration, including start and end dates.
  • The review process for the hybrid working arrangements.
  • Methods for employees to provide feedback and address issues.
  • Preliminary ground rules, possibly in the form of a draft policy subject to change.

Step 3: Listen to Employee Feedback

During the trial period, it's vital to gather feedback from all staff, not just those directly impacted.

Methods include:

  • Employee surveys to assess the effectiveness of hybrid working.
  • Encouraging ongoing feedback channels, such as direct communication with line managers or HR.
  • Involving line managers to understand the challenges and benefits of managing a hybrid workforce.

Step 4: Adapt as Necessary

Flexibility is key during the trial period. Be prepared to make changes based on feedback and evolving circumstances, such as:

  • Adjusting the balance between workplace and remote work.
  • Reassessing roles for suitability.
  • Adapting COVID-19 safety measures for onsite employees.
  • Enhancing remote working technology and equipment.
  • Modifying hotdesking arrangements.

Regularly update and communicate changes through policy revisions.

Step 5: Decide and Communicate the Trial Outcome

At the end of the trial, communicate the outcome clearly:

  • If the trial was successful, confirm the permanent adoption of the hybrid working model.
  • Share findings from the trial and outline next steps, including timelines and contract changes.
  • Finalize the hybrid working policy and distribute it to employees.

Step 6: Formalise New Hybrid Working Arrangements

For a permanent transition, formalize the arrangements:

  • Consider amending employment contracts to reflect the new working model.
  • Alternatively, introduce hybrid working as a discretionary option, maintaining flexibility while ensuring alignment with actual practices.
  • Conduct individual discussions with employees to address any unique concerns.

By following these steps, HR professionals can effectively navigate the hybrid working trial period and ensure a smooth transition toward a more flexible and responsive work environment.

Need the complete Flexible and hybrid working process?

Explore the Flexible and hybrid working templates toolkit

What is a managers guide to trialling a hybrid working model?

Managers guide to trialling a hybrid working model preview

The Guide to Trialling a Hybrid Working Model provides a comprehensive framework for organisations seeking to experiment with hybrid work arrangements.

It offers step-by-step instructions for planning, implementing, and evaluating a trial period, helping businesses assess the viability and benefits of this evolving work model while ensuring a smooth transition for employees.

You may also need these resources

Frequently Asked Questions

Can I use this in my small business?

Yes. This template has been designed for organisations of all sizes, including small businesses, charities and growing employers. It follows UK employment law best practice and can be adapted to suit your organisation.

Is it compliant with 2026 UK employment law?

Our templates are developed with UK employment legislation, Acas guidance and HR best practice in mind and are reviewed and updated as relevant requirements change. However, every employment situation is different, so the template should be adapted to the circumstances and checked against the employee's contract and your organisation's procedures before use.

Can I customise it for my organisation?

Yes, we highlight the areas of the document that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.

Do I get instant access to it?

Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable format (such as .doc or .xls) so you can customise them easily, and in PDF format for easy sharing.

What if I need more help, not just this template?

If you're looking for broader support, we also offer toolkits and library bundles that include the Managers guide to trialling a hybrid working model, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.

Why should I use this Managers guide to trialling a hybrid working model, and not AI to generate it?

AI can produce a document quickly, but effective HR documentation needs to be more than well-written words. It needs to reflect relevant UK employment law, HR best practice, practical considerations and the circumstances in which it will be used. These resources have been professionally developed around that wider HR context, drawing on extensive practical experience, rather than simply generating a generic document from a prompt.

How this content is developed and reviewed

The Managers guide to trialling a hybrid working model 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 flexible and hybrid working 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
Get started today

HR confidence starts here

Whether you employ 5 people or 50, hrdocbox gives you the structure, documents and expertise needed to manage employees professionally and legally.

Download your FREE UK employment contract template

Professionally written and fully compliant with UK employment law

Download FREE contract
Free UK employment contract template