HR form templates
Annual leave request form template
This manual form is used to request and approve annual leave, and incorporates flexibility regarding leave being taken in days or hours, and shift workers.
Approval to recruit form template
Hiring managers should seek authorisation for recruitment to all positions. This includes the use of temporary agency and consultancy staff. This form will support a formal request and approval process.
Candidate shortlist record form template
All members of the interview panel should normally be involved in the short-listing process. Each panel member is to read and rate independently each application on the short-listing form. When completed, the panel should meet to reach consensus on those applications to be pursued.
Confidential information clause form template
Use this as an additional clause in terms of conditions of employment where the role requires it.
Confidentialty agreement form template
This is a standalone confidentiality agreement made between 2 parties prior to discussion of a role / project / consultancy in detail.
Conflict of interest declaration form template
A Conflict of Interest refers to a situation where an employee’s personal interest might contradict the interest of the company they work for. This declaration form is useful for employees to declare that they do not have a conflict of interest.
Death benefit nomination form template
If you provide a life insurance/death in service benefit you can issue a Death Benefit Nomination form for your employee to confirm who they want to be considered to receive any lump sum benefit. This could be a family member, a friend, a charity, a business or any other organisation.
Declaration of consent to reference form template
If you are requesting a reference for a new joiner from a previous employer, the new joiner must give you authorisation to approach their former employer to share their personal details to you. Use this simple consent form to gain their approval.
Deduction from salary agreement form template
Used by an employee to agree to a regular deduction from their salary.
Section 13 of the Employment Rights Act 1996 makes it unlawful for an employer to make deductions from an employee's wages unless the employee has given prior written consent, or a relevant provision exists to this effect in the employment contract.
Employee details change form template
This document is used where the Employee wishes to update some of their personal details.
Employment application form template
This application form incorporates the following sections: Applicant details (including name and address, Visa, Rehabilitation of Offenders, Car etc.), Education and Qualifications, Employment History, Reasons For Application, Hobbies and Interests, References
Exit interview form template
To make the exit conversation as meaningful and productive, utilise an exit interview form or exit interview form template which will act as guidance and structure ensuring all critical points of information are touched upon during the conversation.
File note form template
The purpose of a file note is for a line manager to keep a record of a discussion with an employee, where the employee has displayed poor performance, a questionalble attitude, or has committed misconduct.
The form also allows for subsequent agreed actions/targets or objectives to be recorded.
Grievance notification form template
Used by an employee to prepare a grievance notification. Can be used standalone, or with the Grievance Letter.
Individual stress risk assessment form template
Employers have a legal duty to protect employees from stress at work.
This risk assessment can be used to support discussions with individuals or teams to systematically work through the pressures and consider if these are a source of stress and, if so, if any action can be taken to reduce the risks to performance and health.
Individual risk assessments are facilitated by the Line Manager. It is useful if the individual employee has an opportunity to look through the risk assessment in advance of the one-on-one meeting.
Induction program checklist form template
This document is used as a checklist to record key stages of a new employee commencing work with a Company, such as meeting key staff, completing important documentation or contracts, and understanding Company/department value
Interview record (with guidance notes) form template
This form should be used to record the outcomes of the interview and the reasons for the appointment decisions made. THe document includes guidance to aid decision-making.
Interview record (with questions and scoring) form template
This form allows questions to be specified in advance of the interview, and for record the answers given using a simple scoring system.
Investigation plan form template
Use this form to determine the arragements for the investigation, including the issues to be explored, who is involved and the target date.
Performance appraisal documents
Performance Appraisals or Performance Reviews as sometimes they are known are an individual plan for each employee
Settlement agreement documents
Settlement agreements are legally binding contracts which can be used to end an employment relationship on agreed terms
Probation periods give you the opportunity to assess new recruits on the job
Induction is an essential part of on boarding your new recruits and familiarising them with your organisation