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Essential Documents HR Management

A Tips & Advice book about... 

In a nutshell

With this book you'll be able to manage your staff in an effective, legally secure way. We've put together a set of documents that cover every possible workplace scenario. Each one comes with a useful introduction explaining the law and how it should be used to maximum effect.

In detail

You'll find 96 ready to use documents in this book, including letters, checklists, policies and procedures, each one accompanied by a handy how-to-use introduction. These documents should be used to ensure your HR practices are effective and deliver the best results for the business

The documents are split across 16 sections:

  • Recruitment and selection
  • Appraisals, promotion and training
  • Contracts of employment
  • Company rules
  • Changing terms and conditions of employment
  • Pay and pensions
  • Data protection
  • Disciplinary, capability and dismissal
  • Grievances
  • Sickness absence
  • Time off and holidays
  • Work and parents
  • Flexible working
  • Redundancy
  • Termination of employment
  • Personnel management

The book comes with a free Online Service containing all the ready-to-use, easily accessible documents and will soon become an indispensable aid.

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

The most important updates to this new edition include… 

The addition of several new documents:
  • Health questionnaire for night workers
  • Property issued to employee form
  • Letter confirming temporary work alterations
  • Change of circumstances form
  • Letter explaining opt-out rights for betting workers
  • Sunday working opt-in letter
  • Notice to discuss dress policy breach
  • Loan application form

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

Equal opportunities monitoring form

Invitation to attend interview letter

Job description and person specification

Letter declining a reference

Letter enclosing application form

New starter checklist

Property issued to employee form

Rejection of candidate after interview letter

Rejection of candidate before interview letter

Right to work checklist

Chapter 2 - Appraisals, promotion and training

Appraisal checklist

Employee training record

Equal opportunities training record

Invitation to attend an appraisal meeting

Whistleblowing training record

Chapter 3 - Contracts of employment

Letter enclosing copy of employee’s contract of employment

Chapter 4 - Company rules

Criminal offences committed by staff policy

Letter enclosing a company policy

Letter to employee who is imposing strong beliefs

Property issued to employee form

Chapter 5 - Changing terms and conditions of employment

Letter advising of NMW rate increase (due to age)

Letter advising of NMW rate increase (due to legislation)

Chapter 6 - Pay and pensions

Overpayment of wages letter

Pension auto-enrolment: record of employees enrolled

Chapter 7 - Data protection

Change of circumstances form

Letter to employee’s emergency contact

Chapter 8 - Disciplinary, capability and dismissal

Disciplinary proceedings 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

Post-disciplinary hearing checklist

Witness confidentiality agreement and undertaking

Witness statement checklist

Chapter 9 - Grievances

Minutes of grievance meeting

Chapter 10 - Sickness absence

Counselling form

Employee absence record form

Fit for Work referral consent letter

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

Suspension on medical grounds letter

Chapter 11 - 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

Time off in lieu form

Chapter 12 - Work and parents

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

Parental leave request form

Refusal of a parental leave request

Chapter 13 - Flexible working

Letter reminding employee of flexible working arrangement terms

Trial flexible working arrangement letter

Chapter 14 - Redundancy

Letter granting paid time off to look for work

Chapter 15 - Termination of employment

Invitation to attend an exit interview

Leaver’s checklist

Leaver’s details form

Letter enclosing P45 and/or final salary pay slip

Letter to ex-employee requesting information

Chapter 16 - Personnel management

Agency worker day one right response letter

Agreement for loan repayment

Change of circumstances form

Checklist of practical steps to protect businesses from breaches of confidentiality

Corporate hospitality report form

Employment overview record

Gifts report form

Health questionnaire for night workers

Informal meeting request

Lay offs and short-time working checklist

Letter acknowledging whistleblowing disclosure

Letter confirming charity cake bake rules

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 requiring removal of social media postings

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

Letter to employee who is imposing strong beliefs

Letter to employee’s emergency contact

Letter to next of kin on death of employee

Loan application form

Notice of staff meeting outside normal working hours

Notice to discuss dress policy breach

Opt-out agreement

Register of keys and alarm codes

Right to search authorisation form

Road incident form

Staff discounts record

Staff toilet upkeep memo

Statement in advance of a work-related event

Sunday trading statutory rights statement

Sunday working opt-in letter

Suspension on medical grounds letter

Workplace sweepstake rules

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