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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. This new edition contains 14 new documents including response to an employment particulars request, response to an ex-employee's grievance, response to an antenatal appointment request, GDPR data subject rights clarification/refusal and letter seeking recovery of training costs.

In detail

You'll find 190+ 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. It's sure to become your indispensable aid to effective HR management.

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 14 new documents:

  • Letter to discuss end of apprenticeship
  • Social distancing reminder memo
  • Letter enclosing contract of employment
  • Response to employment particulars request
  • GDPR data subject rights clarification/refusal
  • GDPR time extension for data subject rights response
  • Letter rescheduling performance review meeting
  • Response to ex-employee's grievance
  • Access to Work memo
  • Whistleblowing form
  • Letter confirming employee not redundant
  • Letter seeking recovery of training costs
  • Coronavirus overseas travel quarantine memo
  • Response to antenatal appointment request

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...

Chapter 1 - Recruitment and selection

Academic qualifications request

Acknowledgement of application letter

Application form

Character reference questionnaire

Equal opportunities monitoring form

Induction checklist

Internal statement announcing new employee

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

Letter enquiring about reasonable adjustments

Letter requesting return of contract of employment

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

Letter to discuss end of apprenticeship

Performance progress record

Training feedback form

Whistleblowing training record

Chapter 3 - Contracts of employment

Employed or self-employed checklist

Letter enclosing contract of employment

Letter enclosing copy of employee’s contract of employment

Response to employment particulars request

Statement of employment particulars checklist

Chapter 4 - Company rules

Corporate hospitality report form

Employee weekly timesheet

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 seeking consent to staggered start times

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

Policy version form

Property issued to employee form

Social distancing reminder memo

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

Real Living Wage increase advice letter

Chapter 6 - Data protection

Change of circumstances form

GDPR data subject access request form

GDPR data subject rights clarification/refusal

GDPR employee data processing checklist

GDPR erasure of data request form

GDPR erasure of data response letter

GDPR personal data breaches register

GDPR rectification of data request form

GDPR rectification of data response letter

GDPR register of data subject access requests

GDPR time extension for data subject rights response

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

Letter enclosing witness confidentiality agreement and undertaking

Letter excluding employee from disciplinary hearing

Letter rescheduling performance review meeting

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

Grievance drafting guidance

Grievance investigation plan

Grievance investigation report

Minutes of grievance meeting

Response to ex-employee’s grievance

Chapter 9 - Sickness absence

Counselling form

Employee absence record form

Incapacity checklist

Invitation to attend return to work interview

Letter chasing statement of fitness for work

Letter confirming temporary work alterations

Letter declining fit note recommendations

Letter enclosing Form SSP1

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 work alterations

Letter seeking authenticity of statement of fitness for work

May be fit for work acknowledgement letter

Not fit for work acknowledgement letter

Record of home visit with sick employee

Return to work interview form

Self-certification of sickness absence form

Chapter 10 - Time off and holidays

Coronavirus overseas travel quarantine memo

Holiday request form

Letter confirming a career break

Letter rejecting holiday request

Letter rejecting request for a sabbatical

Letter to bereaved employee

Reminder to take holiday

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

Pregnancy-related absence form

Refusal of a parental leave request

Response to antenatal appointment request

Standard paternity leave checklist

Chapter 12 - Flexible working

Flexible working application form

Homeworking checklist

Letter reminding employee of flexible working arrangement terms

Response to invalid flexible working request

Trial flexible working arrangement extension letter

Chapter 13 - Redundancy

Letter confirming employee not redundant

Letter to wider workforce about redundancy situation

Time off to look for work on redundancy letter

Chapter 14 - Termination of employment

Internal statement announcing employee’s departure

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 seeking recovery of training costs

Letter to ex-employee requesting information

Chapter 15 - Personnel management

Access to Work memo

Agency worker day one right response letter

Agreement for loan repayment

Bribery report form

Checklist of practical steps to protect businesses from breaches of confidentiality

Coronavirus - letter explaining control measures taken

Disability agreed adjustments record

Employment overview record

Gifts report form

Health questionnaire for night workers

Informal meeting request

Internal announcement of employee’s return to work

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

Whistleblowing form

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