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HR form templates

All of my form templates.

Click on a title for more information and a preview, or to make a quick purchase you can click the button.

Agreement to disapply the 48-hour working week form template

An employee can choose to work more than an average 48 hours a week. They can do this by signing a written agreement, known as an 'opt-out agreement'. This agreement should be separate from the employment contract.

Reviewed 31 Oct 2021

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.

FREE
Click title to use Reviewed 12 Mar 2021

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.

Reviewed 29 Mar 2021

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.

Reviewed 11 Mar 2021

Confidential information clause form template

 Use this as an additional clause in terms of conditions of employment where the role requires it.

Reviewed 4 Apr 2021

Confidentialty agreement form template

This is a standalone confidentiality agreement made between 2 parties prior to discussion of a role / project / consultancy in detail.

Reviewed 4 Apr 2021

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.

Reviewed 15 Mar 2021

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.

Reviewed 29 Mar 2021

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.

Reviewed 19 Nov 2020

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.

Reviewed 1 Jun 2021

Employee details change form template

This document is used where the Employee wishes to update some of their personal details.

Reviewed 1 Jun 2021

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

Reviewed 17 Jun 2021

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.

FREE
Click title to use Reviewed 12 Mar 2021

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.

Reviewed 31 Mar 2021

Flexible working request form template

A model flexible working request form template to assist you in managing this event with a best practice method.

Reviewed 4 Aug 2020

Grievance notification form template

Used by an employee to prepare a grievance notification. Can be used standalone, or with the Grievance Letter.

Reviewed 1 Jun 2021

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. 

Reviewed 1 Jun 2021

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

Reviewed 25 Mar 2021

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.

Reviewed 1 Jun 2021

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.

Reviewed 1 Jun 2021

Parental leave documents

Statutory leave for family reasons is a complicated area where the law has changed frequently in recent years and, as an employer, it is important that your policies and procedures are kept up-to-date.

Job offer documents

Job offer letters start the employment relationship off on a positive note.

Training and development policies

Model policies to help you create and maintain legally compliant rules for your organisation on training and development.

Job application documents

The application is usually the first step of the process, and its goal is to make sure that the applicant meets the basic requirements of the job.