HR process toolkits for every situation

Whether you're handling a tricky grievance, preparing for a recruitment drive, or rolling out a performance review process, our HR process toolkits are here to help. Each pack contains expert support, with professionally written templates, forms, and guidance documents, designed to save you time and give you confidence.

Perfect for HR professionals, managers, and small business owners alike, our process toolkits cover the full employee lifecycle and are written in plain English, ready to tailor to your organisation's needs.

Agency workers

Agency workers

Manage agency workers with a complete, practical set of HR templates covering requirements, agency arrangements, induction, management and review — helping you follow a clear, consistent and compliant process.

Includes 10 templates

Apprenticeships

Apprenticeships

Manage apprenticeships with a complete, practical set of HR templates covering recruitment, induction, training, review and completion — helping you provide a clear, consistent and effective apprenticeship journey.

Includes 7 templates

Employee vetting

Employee vetting

Manage pre-employment checks with a complete, practical set of HR templates covering right to work, references, screening, verification and records — helping you follow a clear, consistent and compliant process.

Includes 12 templates

Employment contract

Employment contract

Manage employment contracts with a complete, practical set of HR templates covering terms, drafting, review, issue and updates — helping you provide clear, consistent and legally appropriate employment documentation.

Includes 14 templates

Induction and onboarding

Induction and onboarding

Manage employee induction and onboarding with a complete, practical set of HR templates covering preparation, orientation, training, documentation and review — helping you provide a clear, consistent and effective start to employment.

Includes 15 templates

Job application

Job application

Manage job applications with a complete, practical set of HR templates covering application, screening, shortlisting, assessment and selection decisions — helping you follow a clear, consistent and fair process.

Includes 7 templates

Job design

Job design

Manage job design with a complete, practical set of HR templates covering role requirements, responsibilities, skills, structure and review — helping you create clear, effective and appropriately structured roles.

Includes 10 templates

Job interview

Job interview

Manage job interviews with a complete, practical set of HR templates covering preparation, interview questions, scoring, assessment and selection decisions — helping you follow a clear, consistent and fair process.

Includes 29 templates

Job offer

Job offer

Manage job offers with a complete, practical set of HR templates covering conditional offers, checks, acceptance, terms and contract issue — helping you follow a clear, consistent and professional process.

Includes 13 templates

Probation

Probation

Manage employee probation periods with a complete, practical set of HR templates covering objectives, support, reviews, assessment and outcomes — helping you follow a clear, consistent and effective process.

Includes 12 templates

Reference request

Reference request

Manage employment references with a complete, practical set of HR templates covering consent, requests, receipt, review and record keeping — helping you follow a clear, consistent and appropriate process.

Includes 5 templates

Absence and attendance

Absence and attendance

Manage employee absence and attendance with a complete, practical set of HR templates covering recording, review, discussion, support and formal management — helping you follow a clear, consistent and supportive process.

Includes 30 templates

Capability

Capability

Manage employee capability with a complete, practical set of HR templates covering concerns, assessment, support, review and outcomes — helping you follow a clear, consistent and fair process.

Includes 8 templates

Data access and privacy

Data access and privacy

Manage employee data access and privacy with a complete, practical set of HR templates covering requests, verification, review, response and record keeping — helping you follow a clear, consistent and compliant process.

Includes 8 templates

Disciplinary

Disciplinary

Manage employee disciplinary issues with a complete, practical set of HR templates covering investigations, hearings, warnings, appeals and outcomes — helping you follow a clear, consistent and defensible process.

Includes 50 templates

Employee communication

Employee communication

Manage employee communication with a complete, practical set of HR templates covering messages, preparation, communication, questions and follow-up — helping you communicate clearly, consistently and effectively.

Includes 36 templates

Equal opportunities

Equal opportunities

Manage equal opportunities with a complete, practical set of HR templates covering standards, application, support, concerns and review — helping you promote a fair, inclusive and consistent approach at work.

Includes 20 templates

Flexible and hybrid working

Flexible and hybrid working

Manage flexible and hybrid working with a complete, practical set of HR templates covering requests, assessment, discussion, decisions and review — helping you follow a clear, consistent and fair process.

Includes 30 templates

Grievance

Grievance

Manage employee grievances with a complete, practical set of HR templates covering investigation, meetings, mediation, appeals and outcomes — helping you follow a clear, consistent and defensible process.

Includes 23 templates

Health and Safety

Health and Safety

Manage workplace health and safety with a complete, practical set of HR and health and safety templates covering risk, controls, training, responsibilities and review — helping you follow a clear, consistent and effective approach.

Includes 17 templates

HR strategy and project

HR strategy and project

Manage HR strategies and projects with a complete, practical set of HR templates covering priorities, planning, delivery, monitoring and evaluation — helping you follow a clear, structured and commercially focused approach.

Includes 24 templates

Investigation

Investigation

Manage workplace investigations with a complete, practical set of HR templates covering planning, evidence gathering, witness meetings, findings and next steps — helping you follow a clear, consistent and defensible process.

Includes 9 templates

Learning and development

Learning and development

Manage employee learning and development with a complete, practical set of HR templates covering training needs, planning, development, application and evaluation — helping you follow a clear, consistent and effective approach.

Includes 25 templates

Parental and family

Parental and family

Manage parental and family leave with a complete, practical set of HR templates covering notifications, eligibility, planning, leave and return to work — helping you follow a clear, consistent and supportive process.

Includes 38 templates

Pay and benefits

Pay and benefits

Manage employee pay and benefits with a complete, practical set of HR templates covering review, decisions, communication, implementation and ongoing administration — helping you follow a clear, consistent and transparent approach.

Includes 35 templates

Performance appraisal

Performance appraisal

Manage employee performance appraisals with a complete, practical set of HR templates covering preparation, reviews, feedback, objectives and follow-up — helping you follow a clear, consistent and effective process.

Includes 12 templates

Performance improvement

Performance improvement

Manage employee performance improvement with a complete, practical set of HR templates covering concerns, discussions, improvement plans, reviews and outcomes — helping you follow a clear, consistent and supportive process.

Includes 15 templates

Reward and recognition

Reward and recognition

Manage employee reward and recognition with a complete, practical set of HR templates covering criteria, nominations, assessment, recognition and review — helping you follow a clear, consistent and meaningful approach.

Includes 10 templates

Share Schemes

Share Schemes

Manage employee share schemes with a complete, practical set of HR templates covering scheme design, eligibility, communication, participation and administration — helping you follow a clear, consistent and well-controlled process.

Includes 14 templates

Sick management

Sick management

Manage sickness absence with a complete, practical set of HR templates covering absence reporting, return-to-work meetings, reviews, support and formal action — helping you follow a clear, consistent and supportive process.

Includes 49 templates

Stay Interview

Stay Interview

Manage stay interviews with a complete, practical set of HR templates covering preparation, questions, listening, actions and follow-up — helping you understand employee experience and take meaningful action to improve retention.

Includes 4 templates

Terms and conditions

Terms and conditions

Manage changes to employee terms and conditions with a complete, practical set of HR templates covering proposals, consultation, agreement, communication and documentation — helping you follow a clear, consistent and defensible process.

Includes 41 templates

Wellbeing

Wellbeing

Support employee wellbeing with a complete, practical set of HR templates covering wellbeing needs, assessment, support, communication and review — helping you follow a clear, consistent and supportive approach.

Includes 24 templates

Confidentiality

Confidentiality

Manage employment confidentiality with a complete, practical set of HR templates covering confidentiality requirements, communication, controls, monitoring and exit arrangements — helping you protect sensitive business and employee information.

Includes 4 templates

Dismissal

Dismissal

Manage employee dismissal with a complete, practical set of HR templates covering investigations, hearings, decisions, outcome letters and appeals — helping you follow a clear, consistent and defensible process.

Includes 30 templates

Exit Interview

Exit Interview

Manage employee exit interviews with a complete, practical set of HR templates covering preparation, questions, feedback, recording and follow-up — helping you capture useful employee insight and improve retention and employee experience.

Includes 7 templates

Offboarding

Offboarding

Manage employee offboarding with a complete, practical set of HR templates covering notice, handover, company property, access, final pay and exit arrangements — helping you follow a clear, consistent and professional process.

Includes 10 templates

Redundancy

Redundancy

Manage redundancy with a complete, practical set of HR templates covering planning, consultation, selection, scoring, outcomes and termination — helping you follow a clear, consistent and defensible process.

Includes 36 templates

Reference response

Reference response

Manage employment reference responses with a complete, practical set of HR templates covering requests, verification, review, response and record keeping — helping you provide accurate, consistent and appropriate references.

Includes 5 templates

Resignation

Resignation

Manage employee resignations with a complete, practical set of HR templates covering resignation, notice, handover, exit and final pay — helping you follow a clear, consistent and professional process.

Includes 9 templates

Retirement

Retirement

Manage employee retirement with a complete, practical set of HR templates covering discussions, planning, notice, handover and departure — helping you follow a clear, consistent and respectful process.

Includes 9 templates

Settlement agreement

Settlement agreement

Manage settlement agreements with a complete, practical set of HR templates covering proposals, negotiation, legal advice, agreement and exit — helping you manage discussions in a clear, structured and appropriate way.

Includes 6 templates

TUPE

TUPE

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.

Includes 26 templates

Absence and attendance

Absence and attendance policies

Manage employee absence and attendance with a complete, practical set of HR templates covering reporting, recording, review, support and management — helping you establish a clear, consistent and supportive approach.

Includes 13 policies

Conduct

Conduct policies

Manage workplace conduct with a complete, practical set of HR templates covering expected standards, employee responsibilities, concerns, investigations and disciplinary action — helping you establish a clear, consistent and fair approach.

Includes 15 policies

Contract

Contract policies

Manage employment contracts with a complete, practical set of HR templates covering terms, drafting, review, issue and updates — helping you establish clear, consistent and appropriately documented employment arrangements.

Includes 7 policies

Equal opportunities

Equal opportunities policies

Manage equal opportunities with a complete, practical set of HR templates covering standards, application, support, concerns and review — helping you establish a fair, inclusive and consistent approach across the employee lifecycle.

Includes 8 policies

Ethical

Ethical policies

Manage ethical workplace standards with a complete, practical set of HR templates covering expectations, communication, concerns, investigation and response — helping you establish a clear, consistent and responsible approach.

Includes 5 policies

Expenses

Expenses policies

Manage employee expenses with a complete, practical set of HR templates covering expense rules, claims, approvals, reimbursement and record keeping — helping you establish a clear, consistent and transparent process.

Includes 4 policies

Flexible working

Flexible working policies

Manage flexible working with a complete, practical set of HR templates covering requests, consideration, discussion, decisions and review — helping you establish a clear, consistent and fair approach.

Includes 6 policies

Health and safety

Health and safety policies

Manage workplace health and safety with a complete, practical set of HR templates covering responsibilities, risk assessment, implementation, training and review — helping you establish a clear, consistent and effective approach.

Includes 16 policies

Parental

Parental policies

Manage parental leave with a complete, practical set of HR templates covering notification, eligibility, planning, leave and return to work — helping you establish a clear, consistent and supportive approach.

Includes 5 policies

Pay and benefits

Pay and benefits policies

Manage pay and benefits with a complete, practical set of HR templates covering review, decisions, communication, implementation and ongoing administration — helping you establish a clear, consistent and transparent approach.

Includes 14 policies

Recruitment and selection

Recruitment and selection policies

Manage recruitment and selection with a complete, practical set of HR templates covering vacancies, advertising, shortlisting, interviews and appointment — helping you follow a clear, consistent and fair recruitment process.

Includes 8 policies

Security and information

Security and information policies

Manage information security with a complete, practical set of HR templates covering information handling, access, employee responsibilities, monitoring and leavers — helping you establish a clear, consistent and secure approach.

Includes 8 policies

Sustainability and environmental

Sustainability and environmental policies

Manage workplace sustainability and environmental responsibilities with a complete, practical set of HR templates covering planning, implementation, employee involvement, measurement and review — helping you establish a clear, consistent and responsible approach.

Includes 2 policies

Terminating employment

Terminating employment policies

Manage employment termination with a complete, practical set of HR templates covering reasons, process, decisions, notice and closure — helping you establish a clear, consistent and appropriately managed approach to ending employment.

Includes 8 policies

Training and development

Training and development policies

Manage employee training and development with a complete, practical set of HR templates covering training needs, planning, delivery, application and evaluation — helping you establish a clear, consistent and effective approach.

Includes 6 policies

Wellbeing

Wellbeing policies

Support workplace wellbeing with a complete, practical set of HR templates covering wellbeing needs, assessment, support, communication and review — helping you establish a clear, consistent and supportive approach.

Includes 9 policies

Accident and incident management

Accident and incident management

Manage workplace accidents and incidents with a complete, practical set of health and safety templates covering reporting, investigation, evidence, corrective actions and follow-up — helping you follow a clear, consistent and effective process.

Includes 7 templates

Emergency preparedness

Emergency preparedness

Manage workplace emergency preparedness with a complete, practical set of health and safety templates covering emergency arrangements, planning, preparation, testing and review — helping you establish a clear, consistent and effective response.

Includes 4 templates

Equipment and maintenance

Equipment and maintenance

Manage workplace equipment and maintenance with a complete, practical set of health and safety templates covering inspections, maintenance, defects, repairs and verification — helping you maintain safe, consistent and well-controlled equipment.

Includes 3 templates

Inspection and audit

Inspection and audit

Manage health and safety inspections and audits with a complete, practical set of templates covering planning, inspection, findings, corrective action and verification — helping you follow a clear, consistent and effective approach to monitoring workplace safety.

Includes 3 templates

Miscellaneous

Miscellaneous

Manage additional workplace health and safety issues with a complete, practical set of templates covering identification, assessment, action, implementation and review — helping you follow a clear, consistent and effective approach to managing workplace risks.

Includes 4 templates

Policy and procedure

Policy and procedure

Manage health and safety policies and procedures with a complete, practical set of workplace templates covering responsibilities, planning, implementation, communication and review — helping you establish a clear, consistent and effective approach.

Includes 19 templates

Risk assessment

Risk assessment

Manage workplace risk assessments with a complete, practical set of health and safety templates covering hazards, people at risk, controls, actions and review — helping you follow a clear, consistent and effective risk management process.

Includes 7 templates

Training and induction

Training and induction

Manage health and safety training and induction with a complete, practical set of templates covering induction, training, competence, checks and refresher activity — helping you provide a clear, consistent and effective approach.

Includes 6 templates

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