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Essential Documents HR Management

A Tips & Advice book about... 

In a nutshell

Use this book to manage your staff in a productive, legally secure way. It contains a set of documents that cover every possible workplace scenario, each one accompanied by an introduction explaining the law and how to get the most from it.  

Fully updated to include a suite of GDPR documents covering how to handle data subject access requests and record data processing activities plus new subjects such as employee engagement, expenses claims and dealing with poor performance, it’s all you need for effective HR management.

In detail

You'll find 140+ ready to use documents in this book, including letters, checklists, policies and procedures, split across 15 familiar sections:

  1. Recruitment and selection
  2. Appraisals, promotion and training
  3. Contracts of employment
  4. Company rules
  5. Pay and pensions
  6. Data protection
  7. Disciplinary, capability and dismissal
  8. Grievances
  9. Sickness absence
  10. Time off and holidays
  11. Work and parents
  12. Flexible working
  13. Redundancy
  14. Termination of employment
  15. Personnel management

It comes with a free online service containing all the ready-to-use, easily accessible documents and will soon become an indispensable aid to effective HR practice.

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

Employers, HR managers and supervisors, company owners that want to:

  • Manage their staff in an effective, legally secure way

This new edition has been updated with over 40 new documents… 

A suite of GDPR documents including:
  • How to handle data subject access requests
  • Record data processing activities

Other new documents, spread over 15 sections, cover:

  • References
  • New starters
  • Expenses
  • Poor performance
  • Misconduct
  • New parents
  • Employee engagement

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

An online service

  • 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

Equal opportunities monitoring form

Induction checklist

Interview expenses claim form

Invitation to attend interview letter

IT security induction helpsheet

Job description and person specification

Letter advising social media will be disregarded

Letter declining a reference

Letter enclosing application form

Making a job offer checklist

New starter checklist

New starter form

Personal statement review helpsheet

Pre-employment checklist

Recruitment checklist

Rejection of candidate after interview letter

Rejection of candidate before interview letter

Right to work checklist

Chapter 2 - Appraisals, promotion and training

Appraisal checklist

Appraisal procedure and form

Employee training record

Equal opportunities training record

Invitation to attend an appraisal meeting

Performance progress record

Whistleblowing training record

Chapter 3 - Contracts of employment

Employed or self-employed checklist

Letter enclosing copy of employee’s contract
of employment

Chapter 4 - Company rules

Corporate hospitality report form

Letter confirming charity cake bake rules

Letter enclosing a company policy

Letter permitting employee to offer gift/hospitality

Letter requiring removal of social media postings

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

Notice to discuss dress policy breach

Property issued to employee form

Staff toilet upkeep memo

Workplace sweepstake rules

Chapter 5 - Pay and pensions

Expenses claim form

Letter advising of NMW rate increase (due to age)

Letter advising of NMW rate increase
(due to legislation)

Letter rejecting expenses claim

Overpayment of wages letter

Pension auto-enrolment: record of employees enrolled

Chapter 6 - Data protection

Change of circumstances form

GDPR data subject access request form

GDPR employee data processing checklist

GDPR register of data subject access requests

Letter to employee’s emergency contact

Record of personal data processing activities

Chapter 7 - Disciplinary, capability and dismissal

Dealing with poor performance checklist

Disciplinary proceedings checklist

Employee disciplinary record

Incapacity checklist

Letter enclosing witness confidentiality agreement
and undertaking

Letter excluding employee from disciplinary hearing

Letter warning actions will be viewed
as potential gross misconduct

Minutes of disciplinary hearing

Misconduct checklist

Post-dismissal checklist

Pre-dismissal checklist

Tribunal preparation checklist

Witness confidentiality agreement and undertaking

Witness statement checklist

Witness statement record

Chapter 8 - Grievances

Employee grievance record

Minutes of grievance meeting

Chapter 9 - Sickness absence

Counselling form

Employee absence record form

Invitation to attend return to work interview

Letter confirming temporary work alterations

Letter declining fit note recommendations

Letter following review of employee initially
not fit for work

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

May be fit for work acknowledgement letter

Not fit for work acknowledgement letter

Return to work interview form

Self-certification of sickness absence form

Chapter 10 - Time off and holidays

Holiday request form

Letter confirming a career break

Letter rejecting holiday request

Letter rejecting request for a sabbatical

Letter to bereaved employee

Request to carry over holiday form

Special leave request form

Time off in lieu form

Chapter 11 - Work and parents

Adoption leave checklist

Adoption leave request form

Family emergencies absence form

Job vacancy letter during parent-related 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

Maternity checklist

Parental leave request form

Paternity leave request form

Refusal of a parental leave request

Standard paternity leave checklist

Chapter 12 - Flexible working

Flexible working application form

Letter reminding employee of flexible working arrangement terms

Trial flexible working arrangement letter

Chapter 13 - Redundancy

Letter to wider workforce about redundancy situation

Time off to look for work on redundancy letter

Chapter 14 - Termination of employment

Invitation to attend an exit interview

Leaver’s checklist

Leaver’s details form

Letter advising employee has left

Letter enclosing P45 and/or final salary pay slip

Letter to ex-employee requesting information

Chapter 15 - Personnel management

Agency worker day one right response letter

Agreement for loan repayment

Checklist of practical steps to protect businesses from breaches of confidentiality

Employment overview record

Gifts report form

Health questionnaire for night workers

Informal meeting request

Invitation to absent employee to work-related event

Lay offs and short-time working checklist

Letter acknowledging whistleblowing disclosure

Letter asking about secondary work

Letter explaining opt-out rights for betting workers

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 informing agency worker of rights
after twelve weeks

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

Letter to next of kin on death of employee

Loan application form

Notice of staff meeting outside normal working hours

Opt-out agreement

Register of keys and alarm codes

Right to search authorisation form

Road incident form

Staff discounts record

Staff questionnaire on employee engagement

Statement in advance of a work-related event

Sunday trading statutory rights statement

Sunday working opt-in letter

Suspension on medical grounds letter

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