2 books that guarantee your personnel and HR documents are watertight
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Essential Documents - Managing Staff, Terms & Conditions, Company Rules
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Essential Documents - Hiring, Firing, Paying and Motivating Staff
A Tips & Advice book about...
In a nutshell
This book guarantees that your personnel and HR practices are legally safe. It includes over 350 ready-to-use documents, policies, letters, clauses and procedures on topics such as homeworking, parental leave, sickness absence, maternity, holidays and so much more. Each one of our documents is 100% safe to use and is accompanied by a handy introduction explaining how to get the most from it. It’s an indispensable set of documents for all business owners and HR managers who want to deal with their staff in a legally safe and trouble-free way.
In detail
Using the right workplace documents is more vital now than ever. This book provides a comprehensive set of documents split across 9 chapters:
- Clauses
- Policies
- Changing terms & conditions and TUPE
- Sickness absence
- Time off and holidays
- Maternity, paternity, adoption and parental rights
- Data protection
- Trade unions
- Personnel management - company rules
You’ll also benefit from a free online service so that you can easily download and amend the documents to suits 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 - Clauses
Accommodation clause
Apprenticeship agreement
Approved English apprenticeship agreement
Blanket power to vary contract clause
Bonus payment clause
Casual worker agreement
Checklist of information needed to draft restrictive covenants
Commission clause
Compassionate leave clause
Confidentiality clause
Consultancy agreement
Consultancy offer letter
Contract drafting checklist
COT3 clause
Credit and charge card clause
Deductions from wages clause
Demotion clause
Deputising clause
Director’s service agreement
Driving licence requirement clause
Electronic signatures clause
Employed or self-employed checklist
Employee contract pay in lieu of notice clause
Employee warranties
Extra bank holidays clause
Fixed-term contract clause
Flexible job duties clause
Flexitime clause
Garden leave clause
GDPR data processor clauses
GDPR data protection clause
GDPR employee monitoring clause
Governing law and jurisdiction 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
No oral variation clause
Notices clause
On-call work clause
Opt-out clause
Other benefits in kind clause
Outside business interests clause
Overtime and time off in lieu clause
Part-time employee clauses
Pay secrecy clause
Permission for employee to have second job while on sick pay clause
Personal property clause
Preserving staff dignity statement
Probation period clause
Public statements clause
Reporting procedure
Requirement to live near work clause
Requirement to travel clause
Rest periods and rest breaks clause
Restrictions on authority clause
Restrictive covenant clauses
Retirement clause
Return of company property clause
Right to work clause
Secondment agreement
Shift work clause
Sick pay clause
Statement of changes to employment particulars
Statement of employment particulars checklist
Student sponsorship agreement
Suspension clause
Third party pressure to dismiss clause
Third party rights clause
Training costs agreement
Training requirement clause
Whole agreement clause
Work outside the UK clause
Written statement of employment particulars
Zero-hours contract clause
Chapter 2 - Policies
Adoption leave and pay policy
Agency workers policy
Alcohol and drugs policy
Anti-bribery policy
Anti-slavery and human trafficking policy
Appraisal policy
Bereavement policy
Birthdays policy
Bring your own device policy
Business travel and environment safeguarding policy
Buying and selling holiday policy
Canteen facilities policy
Career breaks policy
Cars and car allowances policy
Cash handling policy
Cashback websites 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
Death of employee policy
Dignity at work policy
Domestic abuse policy
Domestic emergencies policy
Dress and appearance policy
Driving whilst on company-related business policy
Duvet day policy
Email and internet policy
Employee of the month policy
Employee referral scheme policy
Employment of ex-offenders policy
English only policy
Enhanced redundancy payments policy
Equal opportunities policy
First aiders payment policy
Flexible working policy
Food at desks policy
GDPR data protection 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
Listening to music policy
Loans policy
Lone working policy
Long service awards policy
Maternity policy
Mediation policy
Medical and dental appointments policy
Menopause policy
No smoking policy
Notice periods policy
Parental bereavement leave policy
Parental leave policy
Paternity leave policy
Payroll giving policy
Personal relationships at work policy
Petty cash policy
Policy version form
Political activity policy
Pool car policy
Promotion policy
Provision of accommodation policy
Recruitment policy
Redundancy policy
References policy
Reimbursement of expenses policy
Religious observance policy
Relocation policy
Resignation policy
Retirement policy
Right to search policy
Season ticket loans 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 and mental wellbeing policy
Telephone policy
Time off for dependants policy
Time to train policy
Timekeeping policy
Training and development policy
Transgender equality policy
Unauthorised absence policy
Use of company equipment policy
Voluntary and charity work policy
Whistleblowing policy
Working Time Regulations policy
Chapter 3 - Changing terms & conditions and TUPE
Ballot form for election of employee reps
Change of job letter
Deputising letter
Employment contract variation flow chart 1
Employment contract variation flow chart 2
Invitation to nominate as employee representative in TUPE situations
Job share particulars
Letter confirming a reduction in hours request
Letter confirming agreement to vary terms of contract of employment
Letter confirming an increase in hours request
Letter designating employee as furloughed
Letter extending furlough
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 notifying of employer change of name
Letter seeking agreement to furlough
Letter seeking agreement to vary employment contract terms
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
Notice of return to work from furlough
Proposal to dismiss and re-employ on new terms
TUPE election for pre-transfer consultation
TUPE employee liability information letter
TUPE employee liability information request letter
TUPE employee rep role explanation letter
TUPE employee reps election result notice
TUPE information and consultation checklist
TUPE provision of proposed measures letter
TUPE request for details of proposed measures letter
Variation of terms of contract of employment letter (in exercise of a contractual power)
Varying TUPE terms checklist
Chapter 4 - Sickness absence
Absence management appeal meeting response
Attendance procedure
Confirmation of outcome of long-term incapacity dismissal appeal meeting
Consent to medical report follow up letter
Conversion of sickness absence to holiday form
Dismissal due to unsatisfactory attendance
Fitness for work self-declaration form
Letter advising employee to remain at home until medical evidence obtained about suitability to work
Letter chasing statement of fitness for work
Letter enclosing Form SSP1
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 to doctor requesting medical report
Letter to sick employee requesting contact
Letter treating uncertified sickness absence as unauthorised
Letter withdrawing SSP
May be fit for work acknowledgement letter
Medical examination request to independent doctor
Meeting request following a period of long-term incapacity
Notice of absence management appeal meeting
Notice of absence management meeting
Notification of long-term incapacity dismissal appeal meeting
Notification of long-term incapacity meeting
Record of home visit with sick employee
Reply to request to convert holiday to sickness absence
Self-certification of sickness absence form
Warning/final warning of unsatisfactory attendance
Chapter 5 - Time off and holidays
Client handover sheet
Compassionate leave rejection letter
Deferral of jury service letter
Failure to return from holiday letter
Holiday request form
Letter confirming a career break
Letter declining a career break
Letter explaining time off for fertility treatment
Letter proposing a change of holiday year
Letter recrediting holiday
Letter rejecting time off for elective medical procedure
Letter rejecting time off for religious festival
Letter to bereaved employee
Notice to take holiday during notice period
Notice to take holiday
Offer of voluntary internship letter
Reminder to take holiday
Reply to request to carry over holiday
Request to buy or sell holiday form
Request to carry over holiday form
Response to request to cancel or amend holiday
Special leave request form
Time off for jury service letter
Time off for public duties
Unauthorised absence letter
Chapter 6 - Maternity, paternity, adoption and parental rights
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 checklist
Adoption leave request form
Antenatal appointment eligibility declaration
Approval of parental leave request
Approval of paternity leave request
Breastfeeding arrangements letter
Change of adoption leave request
Change of maternity 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
Job vacancy letter during parent-related leave
Letter discussing removal of health risks during pregnancy
Letter inviting employee to attend a SPLIT day
Letter notifying change to adoption leave dates
Letter notifying change to maternity leave dates
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 checklist
Maternity leave or adoption leave curtailment notice
Maternity leave plan
Notice of birth for paternity leave
Notice of entitlement to SPL - father or partner
Notice of entitlement to SPL – mother or adopter
Notifying end date after automatic commencement of maternity leave
Offer of alternative work during family leave
Offer of suitable alternative work during pregnancy
Parental bereavement leave and pay form
Parental leave request form
Paternity leave request form
Paternity rights following loss of pregnancy letter
Period of leave notice for shared parental leave
Pregnancy-related absence form
Refusal of a parental leave request
Reply to keeping in touch day request
Reply to request for early return from adoption leave
Reply to request for early return from maternity leave
Return from maternity leave letter
Rights following loss of pregnancy letter
SMP ineligibility letter
Standard paternity leave checklist
Trial flexible working arrangement letter
Chapter 7 - Data protection
GDPR consent to use of employee’s image
GDPR data breach policy and response plan
GDPR data protection impact assessment
GDPR data subject access clarification/refusal
GDPR data subject access request form
GDPR data subject access response letter
GDPR employee data processing checklist
GDPR erasure of data request form
GDPR erasure of data response letter
GDPR legitimate interests assessment
GDPR letter notifying personal data breach
GDPR personal data breaches register
GDPR privacy notice for job applicants
GDPR privacy notice for staff
GDPR rectification of data request form
GDPR register of data subject access requests
GDPR time extension for subject access response
Letter to ex-employee threatening to contact ICO
Record of personal data processing activities
Chapter 8 - Trade unions
Compulsory trade union recognition flow chart 1
Compulsory trade union recognition flow chart 2
Compulsory trade union recognition flow chart 3
Trade union recognition agreement
Chapter 9 - Personnel managment - company rules
Bribery report form
Change of circumstances form
Checklist of practical steps to protect businesses from breaches of confidentiality
Corporate hospitality report form
Gifts report form
Informal meeting request
Internal announcement of employee’s return to work
Letter acknowledging whistleblowing disclosure
Letter confirming charity cake bake rules
Letter explaining opt-out rights for betting workers
Letter requiring removal of social media postings
Letter to employee who is imposing strong beliefs
Licence to occupy
Notice of staff meeting outside normal working hours
Notice to discuss dress policy breach
Staff toilet upkeep memo
Statement in advance of a work-related event
Suspension on medical grounds letter
Transgender action plan
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:
- Recruitment
- Probation
- Appraisals, promotion and training
- Flexible working
- Pay and pensions
- Disciplinary, capability and dismissal
- Grievance
- Redundancy
- Termination
- 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


