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Indicator - FL Memo

Essential Documents Employment

A Tips & Advice book about... 

In a nutshell

This book will ensure you can manage your staff in an efficient and productive way. It contains hundreds of ready-to-use employment documents, each one with a useful introduction explaining when and how it should be used. With this book you'll have all the right documents together in one handy place.

In detail

Using the right workplace documents is absolutely vital - so that staff are clear about what's required of them and you're able to get the most from them in a legally secure way. In this book, you'll get a comprehensive set of letters, checklists, policies and procedures covering every possible workplace scenario:

  • Recruitment and selection
  • Appraisals, promotion and training
  • Contractual clauses
  • Policies
  • Changing terms & conditions and TUPE
  • Pay and pensions
  • Data protection
  • Disciplinary, capability and dismissal
  • Grievances
  • Sickness absence
  • Time off and holidays
  • Work and parents
  • Flexible working
  • Redundancy
  • Termination
  • Personnel management

This book also comes with a free CD-ROM containing all the documents: ready to use and easily accessible.

We've created this Tips & Advice book especially for... 

Business owners, personnel/HR managers and staff, HR consultants, company directors that want to:

  • Have the right employment paperwork in place
  • Make the most of their workforce

The most important updates to this new edition include… 

The addition of over 30 new documents, including:
  • Long service awards policy
  • Salary sacrifice form
  • Buying and selling holiday policy
  • Fair piece rate notice
  • Failure to attend disciplinary hearing letter
  • Anti-slavery and human trafficking policy

You'll get the following free extras with this Tips & Advice book... 

An Online Service with ready-to-use documents

  • To immediately apply our advice and solutions in practice
  • That you can easily adapt to suit your own requirements

In this Tips & Advice book you'll read about...

Table of contents

Chapter 1 - Recruitment and selection

Academic qualifications request

Acknowledgement of application letter

Application form

Character reference questionnaire

Criminal records check clawback agreement

Equal opportunities monitoring form

Extension of fixed-term contract letter

Extension of probationary period letter

Induction checklist

Instruction to supply temporary worker

Invitation to attend interview letter

Job description and person specification

Letter advising social media will be disregarded

Letter confirming membership of professional body

Letter declining a reference

Letter enclosing application form

Letter enquiring about reasonable adjustments

Letter requesting return of contract of employment

Letter to employee on maternity leave enclosing job vacancy details

Letter withdrawing conditional offer of appointment

Medical questionnaire

New starter checklist

New starter form

Offer of appointment letter

Offer of voluntary internship letter

Preventing illegal working letter

Previous employment confirmation request

Professional qualifications request

Recruitment authorisation form

Reference reply

Reference request

Register of keys and alarm codes

Rejection of candidate after interview letter

Rejection of candidate before interview letter

Renewal of fixed-term employment letter

Response to unsolicited CV

Right to work checklist

Satisfactory probationary period letter

Verification of qualifications consent form

Chapter 2 - Appraisals, promotion and training

Appraisal checklist

Assessment of potential for promotion

Equal opportunities training record

Outcome of time to train appeal meeting

Promotion letter

Time off in lieu form

Time to train acceptance letter

Time to train appeal meeting letter

Time to train application form

Time to train meeting letter

Time to train rejection letter

Whistleblowing at work training notes

Whistleblowing training record

Chapter 3 - Contractual clauses

Apprenticeship agreement

Bonus payment clause

Commission clause

Compassionate leave clause

Confidentiality clause

Consultancy agreement

Consultancy offer letter

Credit and charge card clause

Deductions from wages clause

Demotion clause

Deputising clause

Fixed-term contract clause

Flexible job duties clause

Flexitime clause

Garden leave clause

Holiday pay on termination clause

Holiday shutdown clause

Intellectual property clause

Job-share clause

Lay-off and short time working clause

Limiting disciplinary procedure clause

List of gross misconduct offences

Medical examinations clause

Mobility and relocation clause

On-call work clause

Other benefits in kind clause

Outside business interests clause

Overtime and time off in lieu clause

Pay in lieu of notice clause

Personal property clause

Probation period clause

Public statements clause

Requirement to travel clause

Restrictions on authority clause

Restrictive covenant clauses

Retirement clause

Return of company property clause

Self-appraisal form

Shift work clause

Sick pay clause

Student sponsorship agreement

Suspension clause

Third party pressure to dismiss clause

Training costs agreement

Training requirement clause

Whole agreement clause

Written statement of employment particulars

Zero-hours contract clause

Chapter 4 - Policies

Adoption leave and pay policy

Alcohol and drugs policy

Anti-bribery policy

Anti-slavery and human trafficking policy

Birthdays policy

Bring your own device policy

Business travel and environment safeguarding policy

Buying and selling holiday policy

Cars and car allowances policy

Cash handling policy

CCTV policy

Clear desk policy

Collections, sponsorship and selling of goods policy

Computer policy

Conduct whilst on company business policy

Corporate hospitality policy

Criminal offences committed by staff policy

Data protection policy

Death of employee policy

Dignity at work policy

Disclosures in the public interest policy

Domestic emergencies policy

Domestic violence policy

Dress and appearance policy

Driving whilst on company-related business policy

Duvet day policy

E-mail and Internet policy

Employee of the month policy

Employment of ex-offenders policy

English only policy

Enhanced redundancy payments policy

Equal opportunities policy

First aiders payment policy

Food at desks policy

Gifts from clients/suppliers policy

Health and safety policy

Holidays policy

Homeworking policy

Induction policy

Internal fraud policy

Leaves of absence policy

Letter enclosing a company policy

Loans policy

Lone working policy

Long service awards policy

Maternity policy

Mediation policy

Medical and dental appointments policy

No smoking policy

Paternity leave policy

Payroll giving policy

Personal relationships at work policy

Political activity policy

Preserving staff dignity statement

Provision of accommodation policy

Recruitment policy

Redundancy policy

References policy

Reimbursement of expenses policy

Relocation policy

Resignation policy

Retirement policy

Right to search policy

Severe disruption policy

Shared parental leave and pay policy

Sickness absence policy

Social media policy

Sporting and special events policy

Staff discounts policy

Staff handbook guidelines

Staff handbook introduction

Stress at work policy

Telephone policy

Time off for dependants policy

Time to train policy

Timekeeping policy

Use of company equipment policy

Voluntary and charity work policy

Chapter 5 - Changing terms & conditions and TUPE

Ballot form for election of employee reps

Letter confirming a reduction in hours request

Letter confirming agreement to vary terms of contract of employment

Letter informing employee of possible relocation of business premises

Letter informing employee that the business is relocating

Letter inviting consultation in accordance with TUPE

Letter seeking agreement to vary terms of contract of employment

Letter terminating employment and offering re-employment on new terms

Letter to staff before a TUPE transfer

Letter to staff following a TUPE transfer

Notice of return to normal working

TUPE election for pre-transfer consultation

TUPE employee liability information

TUPE request for details of proposed measures letter

Variation of terms of contract of employment letter (in exercise of a contractual power)

Chapter 6 - Pay and pensions

Bonus payment letter

Death benefit expression of wishes form

Eligible jobholders’ automatic enrolment letter

Fair piece rate notice

Letter advising of NMW rate increase (due to legislation)

Letter advising of NMW rate increase (due to age)

Letter advising of NMW rate freeze

Letter for entitled workers

Letter for non-eligible jobholders

Letter for workers already in a qualifying pension scheme

Letter rejecting expenses claim

Letter seeking agreement to reduce pay to avoid redundancies

National living wage advice letter

Notification of pay freeze letter

Overpayment of wages letter for ex-employee

Overpayment of wages letter

Pension auto-enrolment: record of employees enrolled

Salary review letter

Salary sacrifice form

Chapter 7 - Data protection

Data processor letter

Personal data subject access request clarification

Personal data subject access request form

Personal data subject access response letter

Processing of personal data consent form

Chapter 8 - Disciplinary, capability and dismissal

Capability procedure

Confirmation of no further disciplinary action

Disciplinary demotion letter

Disciplinary hearing order of proceedings

Disciplinary procedure

Disciplinary proceedings checklist

Dismissal with notice letter (misconduct)

Dismissal without notice letter (gross misconduct)

Employee disciplinary record

External witness statement request letter

Letter advising appeal is out of time

Letter appointing a disciplinary investigation manager

Letter enclosing workplace companion confidentiality agreement

Letter following disciplinary appeal hearing

Letter following receipt of medical certificate during suspension

Letter inviting employee to mediation

Letter lifting suspension

Letter offering options for a disciplinary hearing

Letter refusing choice of companion

Letter rescheduling disciplinary hearing

Letter to doctor seeking advice on whether employee fit to attend a disciplinary hearing

Letter to external mediator

Letter to sick employee postponing a disciplinary hearing

Mediation checklist

Minutes of disciplinary hearing

Notice of disciplinary appeal hearing

Notice of performance review meeting

Notification of disciplinary hearing

Request to attend investigatory meeting

Suspension letter

Warning/final warning of poor performance

Witness confidentiality agreement and undertaking

Witness statement record

Workplace companion confidentiality agreement

Written warning and final written warning

Chapter 9 - Grievances

Grievance procedure

Informal resolution of grievance letter

Letter following grievance appeal meeting

Letter notifying outcome of grievance meeting

Letter refusing choice of companion

Minutes of grievance meeting

Notice of grievance appeal meeting

Notification of grievance meeting

Chapter 10 - Sickness absence

Confirmation of outcome of long-term incapacity dismissal appeal meeting

Conversion of sickness absence to holiday form

Employee absence record form

Fit for Work referral consent letter

Invitation to attend return-to-work interview

Letter acknowledging employee is not fit for work

Letter acknowledging receipt of Statement of Fitness for Work

Letter advising employee to remain at home until medical evidence obtained about suitability to work

Letter confirming temporary work alterations

Letter declining fit note recommendations

Letter following discussions that employee may be fit for work

Letter notifying reversion to SSP

Letter of dismissal on long-term incapacity grounds

Letter requesting attendance at a medical examination and medical examination consent form

Letter requesting consent to obtain medical report and medical report consent form

Letter requesting home visit with sick employee

Letter requiring Statement of Fitness for Work

Letter reviewing temporary working alterations

Letter seeking authenticity of Statement of Fitness for Work

Letter to doctor requesting medical report

May be fit for work acknowledgement letter

Meeting request following a period of long-term incapacity

Not fit for work acknowledgement letter

Notification of long-term incapacity dismissal appeal meeting

Notification of long-term incapacity meeting

Return-to-work interview form

Self-certification of sickness absence form

Chapter 11 - Time off and holidays

Compassionate leave rejection letter

Deferral of jury service letter

Failure to return from holiday letter

Holiday request form

Letter accepting request for a sabbatical

Letter confirming a career break

Letter rejecting annual leave request

Letter rejecting request for a sabbatical

Notice to take annual leave

Request to buy or sell holiday form

Request to carry over holiday form

Special leave request form

Time off for jury service letter

Unauthorised absence letter

Chapter 12 - Work and parents

Acknowledgement of discontinuous periods of SPL

Acknowledgement of notification of adoption leave letter

Acknowledgement of notification of maternity leave letter

Acknowledgement of single period of SPL

Adoption appointment eligibility declaration

Adoption leave request form

Antenatal appointment eligibility declaration

Approval of parental leave request

Approval of paternity leave request

Declaration of consent and entitlement to SPL

Failure to return from maternity leave letter

Family emergencies absence form

Insufficient notice of return from maternity leave

Letter explaining “keeping in touch” days

Letter inviting employee to attend a keeping in touch day

Letter inviting employee to attend a SPLIT day

Letter postponing parental leave

Letter refusing discontinuous periods of SPL

Letter requesting evidence for SPL

Letter suspending an employee during pregnancy

Letter to employee not returning from maternity leave

Letter to employee on maternity leave

Letter triggering maternity leave due to absence for pregnancy-related reasons

Maternity leave or adoption leave curtailment notice

Maternity leave plan

Notice of entitlement to SPL - father or partner

Notice of entitlement to SPL - mother or adopter

Offer of suitable alternative work during pregnancy

Parental leave request form

Paternity leave request form

Period of leave notice for shared parental leave

Refusal of a parental leave request

Return from maternity leave letter

SMP ineligibility letter

Chapter 13 - Flexible working

Flexible working acceptance letter

Flexible working appeal - invitation to appeal meeting

Flexible working application form

Flexible working rejection letter

Flexible working request - invitation to meeting

Letter confirming trial flexible working arrangement

Letter revoking trial flexible working arrangement

Outcome of flexible working appeal meeting letter

Trial flexible working arrangement letter

Chapter 14 - Redundancy

Acceptance of volunteer for redundancy letter

Ballot form for election of employee reps

Collective consultation letter

Confirmation of outcome of redundancy appeal meeting

Counter-notice to notice of intention to claim a redundancy payment letter

First redundancy consultation letter

Invitation to staff to nominate themselves as employee reps

Letter confirming no compulsory redundancies necessary

Letter granting paid time off to look for work

Letter inviting employees to elect employee representatives

Letter withdrawing redundancy notice due to change of circumstances

Notification of potential redundancy meeting

Notification of redundancy appeal meeting

Objection to early departure on redundancy

Offer of alternative work

Redundancy payments ready reckoner

Redundancy selection assessment

Redundancy termination notice

Rejection of volunteer for redundancy letter

Second redundancy consultation letter

Selection criteria

Voluntary redundancy termination notice

Chapter 15 - Termination

Confirmation of dismissal due to statutory bar

Confirmation of dismissal for some other substantial reason

Confirmation of outcome of appeal meeting

Dismissal at end of probationary period letter

Dismissal on notice due to unsatisfactory performance/conduct letter

Dismissal without notice letter (absent employee)

Early release from notice letter

Ex gratia termination payment receipt

Exit questionnaire

Fixed-term contract expiry dismissal letter

Frustration of contract letter

Invitation to attend an exit interview

Leaver’s checklist

Leaver’s details form

Letter advising employee has left

Letter confirming payment in lieu of notice

Letter enclosing P45 and/or final salary pay slip

Letter retracting heat of the moment dismissal

Letter to accompany settlement agreement

Letter to competitor about employee on garden leave

Letter to ex-employee requesting information

Letter to ex-employee enforcing restrictive covenants

Notice of potential dismissal (FTC expiry)

Notification of appeal meeting

Notification of potential dismissal (SOSR or statutory bar)

Notification of potential dismissal meeting

Response to “heat of the moment” resignation

Response to resignation

Retirement form

Settlement agreement proposal checklist

Settlement agreement

Statement of reasons for dismissal

Chapter 16 - Personnel management

Agreement for loan repayment

Change of circumstances form

Corporate hospitality report form

Employment overview record

Gifts report form

Informal meeting request

Letter following informal discussion of minor misconduct

Letter following informal discussion of minor poor performance

Letter imposing a lay-off or short time working (in exercise of a specific contractual power)

Letter permitting employee to offer gift/hospitality

Letter requiring removal of social media postings

Letter seeking agreement to a lay-off or short time working

Letter to bereaved employee

Letter to employee who accepts a gift/hospitality without approval

Letter to employee who is imposing strong beliefs

Letter to employee who offers a gift/hospitality without approval

Letter to employee’s emergency contact

Letter to next of kin on death of employee

Notice of staff meeting outside normal working hours

Opt-out agreement

Property issued to employee form

Road incident form

Staff discounts record

Staff questionnaire on employee engagement

Statement in advance of a work-related event

Stop and search authorisation form

Sunday trading statutory rights statement

Suspension on medical grounds letter

Witness statement checklist

Workplace sweepstake rules

Essential Documents Employment

  • Over 350 up-to-date employment documents
  • With an introduction on when and how to use them
  • Covering every possible workplace scenario
  • Including Online Service with ready-to-use documents
  • 1,486 pages
  • Free UK delivery


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