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Essential Documents - Hiring, Firing, Paying and Motivating Staff

A Tips & Advice book about... 

In a nutshell

This book provides you with over 280 ready-to-use documents to help you hire, fire and manage your staff. All our documents are legally safe to use and include a handy introduction that details how to get the best from each one. This book is just what you need to deal with all those knotty personnel problems in a safe, flexible and cost-effective way.

In detail

When it comes to personnel practices, it’s vital that your paperwork is watertight. Whether it’s to deal with a flexible working request or poor performance, you need to have the proper documents in place. To help you tackle these issues with ease and security, we’ve created this book. Split across 10 chapters, it covers:

  1. Recruitment
  2. Probation
  3. Appraisals, promotion and training
  4. Flexible working
  5. Pay and pensions
  6. Disciplinary, capability and dismissal
  7. Grievance
  8. Redundancy
  9. Termination
  10. Personnel management

It comes with a free online service so that you can easily download and adapt the documents to the needs of your business - saving you time and hassle.

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

Personnel/HR managers and staff, HR consultants, business owners, company directors that want to:

  • Always have the right HR documents in place
  • Understand how to use these documents to their full effect 

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...

Chapter 1 - Recruitment

Academic qualifications request

Acknowledgement of application letter

Application form

Character reference questionnaire

Criminal records check clawback agreement

Election for extended hire period for agency worker

Election for quarantine period for agency worker

Election to pay transfer fee for agency worker

Equal opportunities monitoring form

Extension of fixed-term contract letter

Induction checklist

Instruction to supply temporary worker

Interview expenses claim form

Invitation to attend interview letter

IT security induction helpsheet

Job description and person specification

Job trial offer letter

Key information document for agency workers

Letter advising social media will be disregarded

Letter confirming membership of professional body

Letter enquiring about reasonable adjustments

Letter of consent to medical examination pre-appointment

Letter requesting basic disclosure certificate

Letter requesting return of contract of employment

Letter to new employer enforcing restrictive covenants

Letter withdrawing conditional offer of appointment

Letter withdrawing offer of appointment

Making a job offer checklist

New starter checklist

New starter form

Offer of appointment letter

Offer of paid internship letter

Personal statement review helpsheet

Pre-employment checklist

Preventing illegal working letter

Previous employment confirmation request

Professional qualifications request

Recruitment authorisation form

Recruitment checklist

Reference reply

Reference request

References consent form

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

Verification of qualifications consent form

Chapter 2 - Probation

Extension of probationary period letter

Notification of probation period review meeting

Probation checklist

Probation period review form

Satisfactory probationary period letter

Chapter 3 - Appraisals, promotions and training

Appraisal procedure and form

Assessment of potential for promotion

Confirmation of time off for training request withdrawal

Confirming extension of time for next step of time off for training request

Equal opportunities training record

Letter extending apprenticeship

Outcome of time to train appeal meeting

Performance progress record

Promotion letter

Self-appraisal 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

Training feedback form

Whistleblowing at work training notes

Whistleblowing training record

Chapter 4 - Flexible working

Extension of flexible working decision period

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

Homeworking checklist

Ineligible for flexible working letter

Letter confirming flexible working request withdrawn

Letter confirming trial flexible working arrangement

Letter reminding employee of flexible working arrangement terms

Letter revoking trial flexible working arrangement

Outcome of flexible working appeal meeting letter

Response to invalid flexible working request

Trial flexible working arrangement extension letter

Chapter 5 - Pay and pensions

Advance notice of cash shortages and stock deficiencies

Auto-enrolment postponement letter

Bonus payment letter

Confirmation of juror’s loss of earnings

Death benefit expression of wishes form

Eligible jobholders’ automatic enrolment letter

Expenses claim form

Fair piece rate notice

Information and consultation checklist - occupational and personal pension schemes

Itemised pay statement

Letter advising of NMW rate increase (due to age)

Letter advising of NMW rate increase (due to legislation)

Letter advising of NMW rate freeze

Letter confirming pension contribution increase

Letter for entitled workers

Letter for non-eligible jobholders

Letter for workers already in a qualifying pension scheme

Letter providing NMW statement

Letter rejecting expenses claim

Letter seeking agreement to reduce pay to avoid redundancies

Notification of pay freeze letter

Overpayment of wages letter for ex-employee

Overpayment of wages letter

Pension auto-enrolment: record of employees enrolled

Real Living Wage increase advice letter

Retention bonus letter

Salary review letter

Salary sacrifice form

Unmeasured worker daily average agreement

Chapter 6 - Disciplinary, capability and dismissal

Accepting resignation during disciplinary process

Alternative disciplinary sanctions letter

Capability procedure

Confirmation of no further disciplinary action

Dealing with poor performance checklist

Disciplinary demotion letter

Disciplinary hearing order of proceedings

Disciplinary investigation report

Disciplinary procedure

Disciplinary proceedings checklist

Dismissal due to poor performance

Dismissal with notice letter (misconduct)

Dismissal without notice letter (gross misconduct)

Employee disciplinary record

External witness statement request letter

Failure to attend disciplinary hearing letter

Incapacity checklist

Letter advising appeal is out of time

Letter appointing a disciplinary investigation manager

Letter confirming expiry of a warning

Letter enclosing witness confidentiality agreement and undertaking

Letter enclosing workplace companion confidentiality agreement

Letter excluding employee from disciplinary hearing

Letter following disciplinary appeal hearing

Letter following poor performance appeal meeting

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

Letter warning actions will be viewed as potential gross misconduct

Mediation checklist

Minutes of disciplinary hearing

Misconduct checklist

No disciplinary action letter

Notice of disciplinary appeal hearing

Notice of performance review meeting

Notice of poor performance appeal meeting

Notification of disciplinary hearing

Notification of disciplinary investigation

Performance review meeting order of proceedings

Post-disciplinary hearing checklist

Post-dismissal checklist

Pre-dismissal checklist

Request to attend investigatory meeting

Suspension letter

Tribunal preparation checklist

Warning/final warning of poor performance

Witness confidentiality agreement and undertaking

Witness statement checklist

Witness statement record

Workplace companion confidentiality agreement

Written warning and final written warning

Chapter 7 - Grievance

Accepting resignation during grievance process

Employee grievance record

Grievance drafting guidance

Grievance investigation plan

Grievance investigation report

Grievance meeting order of proceedings

Grievance procedure

Informal resolution of grievance letter

Letter acknowledging harassment complaint

Letter following grievance appeal meeting

Letter informing employee of grievance against them

Letter notifying outcome of grievance meeting

Letter rejecting repeated grievance

Letter rescheduling grievance meeting

Minutes of grievance meeting

Notice of grievance appeal meeting

Notification of grievance meeting

Reply to retraction of grievance

Retraction of grievance form

Chapter 8 - Redundancy

Acceptance of volunteer for redundancy letter

Collective consultation letter

Collective redundancy information and consultation checklist

Confirmation of outcome of redundancy appeal meeting

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

Dismissal on notice letter due to redundancy letter

Employee rep role explanation letter

First redundancy consultation letter

Information and consultation flow chart

Invitation to nominate as employee representative in redundancy situations

Letter confirming no compulsory redundancies necessary

Letter inviting employees to elect employee representatives

Letter to wider workforce about redundancy situation

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 payment calculation

Redundancy payments ready reckoner

Redundancy selection assessment

Redundancy termination notice

Rejection of volunteer for redundancy letter

Second redundancy consultation letter

Selection criteria

Successful trial period in alternative work

Time off to look for work on redundancy letter

Unsuccessful trial period in alternative work

Voluntary redundancy termination notice

Chapter 9 - 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 for taking part in industrial action

Dismissal on notice due to unsatisfactory performance/conduct letter

Dismissal or dismissal under consideration after receipt of resignation

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

Internal statement announcing employee’s departure

Letter advising employee has left

Letter confirming payment in lieu of notice

Letter following SOSR or statutory bar appeal meeting

Letter requesting employee work longer notice period

Letter retracting heat of the moment dismissal

Letter to accompany settlement agreement

Letter to competitor about employee on garden leave

Letter to discuss resignation

Letter to ex-employee enforcing restrictive covenants

Notice of potential dismissal (FTC expiry)

Notice of SOSR or statutory bar appeal meeting

Notification of appeal meeting

Notification of potential dismissal (SOSR or statutory bar)

Notification of potential dismissal meeting

Reply to resignation during lay-off or short time working

Response to “heat of the moment” resignation

Response to resignation

Response to retirement notification

Retirement form

Schedule of loss checklist

Settlement agreement meeting proposal letter

Settlement agreement proposal checklist

Settlement agreement

Statement of reasons for dismissal

Withdrawal of resignation acceptance

Chapter 10 - Personnel managment

Agency worker day one right response letter

Agreement for loan repayment

Disability agreed adjustments record

Employee weekly timesheet

Employment overview record

EU Settlement Scheme reminder letter

Health questionnaire for night workers

Invitation to absent employee to work-related event

Lay offs and short-time working checklist

Letter asking about secondary work

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 employee’s emergency contact

Letter to next of kin on death of employee

Loan application form

Opt-out agreement

Right to search authorisation form

Staff discounts record

Sunday trading statutory rights statement

Sunday working opt-in letter

Workplace sweepstake rules

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