HR form templates
Investigation report form template
This is a template investigation report that an investigator may adapt to suit the particular circumstances of their investigation.
Job advert wording form template
A job advert is used to post jobs and helps standardise them across a business. A good template should list things that attract great candidates, rather than listing requirements and qualifications.
Job description form template
An outline job description including the main headings to use, the role's main duties and who the employee will report to.
Leave request (not holiday) form template
This manual form is used to request and approve general leave, and incorporates flexibility regarding leave being taken in days or hours, and shift workers.
Lone working risk assessment form template
Individuals are alone at work when they are on their own, they cannot be seen or heard by another worker, cannot expect a visit from another worker for some time and/or where assistance is not readily available when needed. Therefore, lone workers are those who work by themselves without close or direct supervision.
Lone working is not against the law, however, the law does require you to carry out a risk assessment.
A separate lone working risk assessment is especially important because lone workers are often more vulnerable than someone who, for example, works in a busy office.
Maternity leave notification form template
Used by the EMPLOYEE to notify the employer that they are pregnant and when they will commence Maternity Leave, giving options covering what Ordinary Maternity Leave (OML) and Additional Maternity Leave (AML) they will be taking, and whether they will be using any of their holiday entitlement at the beginning or end of the Maternity Leave period.
Medical declaration form template
You may wish for new employees (including those changing roles) to complete a medical declaration form prior to commencing employment. This process enables new starters to declare any health condition or disability which may affect their ability to do the job they have been offered. The form may be used in order to accommodate any disability or impairment which a candidate has declared.
Adjustments may include physical adaptations, or adjustments to working arrangements such as hours. Where the candidate has answers ‘Yes’ to any of the questions in the declaration, you might want to also involve an Occupational Health Service (OHS) who may provide further advice.
Medical report consent form template
To be completed by the subject of the request and returned to the employer.
Meeting agenda form template
Complete and send this to all meeting attendees ideally a week before the meeting takes place.
New employee announcement form template
Use this document to inform the company of a new arrival.
New starter personal details form template
A simple form to capture key details of the new joiner, so that important information is obtained.
Performance appraisal form template
This is a full review document, containing objectives, appraisal and commentary. You can add your own scoring system using objectives and skills if need be.
Person specification form template
A person specification states the minimum set of capabilities a person needs to have in order for them to be appointed into a position. The primary use of the person specification is to assist in the recruitment and selection of a new employee. It can be separate to the role profile, or standalone.
The person specification highlights the experience, qualifications, skills, knowledge, abilities, personal attributes, behaviours and competencies that are required for a person to be appointed into the role.
Pre-employment drug and alcohol testing consent form template
In some circumstances drug testing may be justified where working under the influence of drugs could give rise to health and safety considerations or serious damage to the employer's business.
The use and application of testing must be justified, necessary and proportionate.
Testing should be done with employee consent (although an employer can make withholding consent a disciplinary matter).
Employers must also comply with the data protection principles relevant to sensitive personal data.
Pre-employment medical questionnaire form template
This questionnaire collects specific job-related information about a post, and relevant health information about the new starter. This information can then be assessed by OHS advisers or other qualified personnel, who can:
- Assess the candidate's medical capability to do the job for which they have applied: this will include assessing whether there are any statutory and legal reasons why an individual may not carry out particular work: for example, health and safety regulations would mean that a candidate with epilepsy would not be allowed to undertake a post involving driving; and
- Provide advice to departments to ensure that none of the role's duties will adversely affect any pre-existing health conditions the candidate has declared.
Probation review form template
This serves as a guide to some of the areas which may require clarification to foster a conclusive evaluation of performance since the appointment of an individual to a particular position.
This is a two way interview where both parties must fully express themselves and ensure that the other gains a clear and understanding of what is being said.
Understanding whether the employee fits in to the culture of the organisation is vital, so it is recommended that an assessment of their performance against Core Values is also reviewed.
Record of training completed form template
Use this form to record any internal training that an employee/team/group has attended.
A record allows you to enure that you hold proof that the employee has been trained, which may be useful for auditing and for any potential grievance.
Redundancy selection criteria matrix form template
A redundancy selection criteria matrix sets out the criteria that will be applied in deciding which employees to make redundant. Each employee in the redundancy pool is scored against each of the criteria and the employees with the lowest scores are then selected for redundancy. Some suggested examples are below.
Ideally, a panel should perform the scoring (not just one person).
Note, length of service should only be used all other scores being equal.
Reference request form template
This form can be sent standalone to a referee nominated by the new employee, or alongside a cover letter. It requests confirmation of dates of service and suitability for the role.
Probation periods give you the opportunity to assess new recruits on the job
Contract of employment documents
Contracts (or Terms and Conditions of Employment) serve as the legal basis for employment
Performance appraisal documents
Performance Appraisals or Performance Reviews as sometimes they are known are an individual plan for each employee
Equal opportunities policies
It is against the law for a company to discriminate against anyone on the grounds of age, disability, sex, gender reassignment, pregnancy, maternity, race (which includes colour, nationality and ethnic or national origins), sexual orientation, religion or belief, or because someone is married or in a civil partnership