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  • Key Facts
  • Recruitment & Getting Started
    • Recruitment and Selection Process
      • Best Practice
      • Template Documents
        Job Description
        Person Specification Form
    • Application Process
      • Best Practice
      • Template Documents
        Application Form April 2018
        Application Acknowledgement Letter
        Equal Opportunities Monitoring Form April 2018
        Equal Opportunities Monitoring Form April 2018 NI
    • Interview Process
      • Best Practice
      • Template Documents
        Telephone inteview sheet
        Application Acknowledgement Letter
        Invitation To Assessment Day
        Interview Assessment Form
        Invitation to interview letter
        Unsuccessful Application Letter
        Unsuccessful Interview Letter
    • Obtaining References
      • Best Practice
      • Template Documents
        Reference Request Cover Letter
      • Supplementary Information
        Guidance on providing references June 2018
    • Eligibility to Work in the UK
      • Best Practice
      • Template Documents
        Job offer subject to providing proof of eligibility to work in the UK
        Letter withdraw job offer no proof of residency
    • Employment of Young Persons and Children
      • Best Practice
    • Checks Prior To Making an Offer Of Employment
      • Best Practice
      • Template Documents
        Health Assessment Form
    • Offer of Employment
      • Best Practice
      • Template Documents
        Permanent job offer letter
        Temporary job offer letter
    • Defining Employment Status
      • Best Practice
    • Contracts
      • Best Practice
      • Template Documents
        Example Template Contract Hourly General
        Example Template Contract Salaried General
      • Supplementary Information
        Contract Builder General
    • Contracts (NI)
      • Best Practice
      • Template Documents
        Example Template Contract Hourly NI
        Example Template Contract Salaried NI
      • Supplementary Information
        Contract Builder Northern Ireland
    • Other Types of Contract
      • Best Practice
      • Template Documents
        Template Fixed Term Contract
        Template Contract Zero Hours
        Example Template Casual Worker Agreement
      • Supplementary Information
        Contract Builder Fixed Term
        Contract Builder Zero hour
        Agreement Builder Casual Worker
    • Job Descriptions
      • Best Practice
      • Template Documents
        Job Description - Blank Template
    • Employee Handbooks
      • Best Practice
      • Template Documents
        Template Employee Handbook General
      • Supplementary Information
        Handbook Builder General
    • Employee Handbooks (NI)
      • Best Practice
      • Template Documents
        Template Employee Handbook NI
      • Supplementary Information
        Handbook Builder NI
    • How to Find Candidates
      • Best Practice
      • Template Documents
        Example Job advert
    • Induction
      • Best Practice
      • Template Documents
        BANK OR BUILDING SOCIETY ACCOUNT DETAILS
        EMPLOYEE'S PERSONAL DETAILS FORM
        EXPRESSION OF WISH SLIP
        INDUCTION CHECKLIST
    • Managing Employees During the Probationary Period
      • Best Practice
      • Template Documents
        Satisfactory completion of probationary period
        Template Letter - Probation Period Counselling
        Template letter Probationary period extension
        Template 1st Review within probation
        Template 2nd Review within probation
        Template 3rd Review within probation
        Letter Probation Period Invite to all meetings (not final)
        Probation Period Invite to Final Meeting
        Dismissal letter - less than 2 years service
        Dismissal letter - less than 2 years service with reason
        Dismissal letter - less than 2 years service with reference
    • General Data Protection Regulations
      • Best Practice
      • Template Documents
        Data Protection Access Request Form
        GDPR Privacy Notice (HR)
        GDPR Privacy Notice (Recruitment)
        GDPR Subject access request form
        Register of HR-related personal data
      • Supplementary Information
        GDPR policy
        Getting ready for GDPR checklist HR
        Introduction of GDPR - letter to employees
  • During Employment
    • Process of Performance Management
      • Best Practice
      • Template Documents
        ONE TO ONE MEETING FILE NOTE
        Performance Management Action Plan
        Template Employee Training Record
        Template Letter confirming outcome of informal performance review meeting
        Template Monthly Objectives Form
      • Supplementary Information
        Difference between Performance Conduct issues
        Guide to Investigation & Disciplinary process
        How to conduct investigation meeting
        Managing poor performance
    • Appraisals
      • Best Practice
      • Template Documents
        Appraisal Preparation Form
        Example Appraisal Form
        ONE TO ONE MEETING FILE NOTE
      • Supplementary Information
        Competency Framework
        EXAMPLE SCORING SYSTEM FOR EMPLOYEE APPRAISAL
        Tips for Managing Appraisal Process
        Writing SMART Objectives
    • Absence Management
      • Best Practice
      • Template Documents
        Absence Self Certificate Form
        Template letter confirming discretionary CSP
        Template letter inform end of discretionary CSP
        Template letter inform end of contractual sick pay trigger SSP
        Template letter end of SSP
        RETURN TO WORK INTERVIEW FORM
        Template invite to health review meeting
        Template Letter following non-attendance at health review mtg
        Template letter confirming medical suspension
        Medical Consent Form
        Medical Consent Notes
        Form consent to release of medical report
        Form - consent to fit for work referral
        Template letter to employee request consent to obtain medical report
        Template letter to employee seeking consent
        Template letter to employee request consent still at work
        Template letter - write to employee off sick pending disciplinary
        Template letter explain may be detrimental to refuse to consent to medical report
        Template invite to discuss GP report
        Template - write to GP seeking medical report - long term absence April 2018
        Template - write to GP seeking medical report - long term absence long version letter April 2018.dotx
        Template - write to GP reminding medical report
        Template Letter to employee notify medical report request made
        Template letter to GP employee fit to attend disciplinary
        Guidance notes for potentially final health review meeting
        HOW TO CONDUCT A HEALTH REVIEW MEETING LTS
        Template letter invite to occupational health meeting
        Guidance for phased return to work meeting
        Letter - cessation of phased return to work temp variation
        Template letter temp variation to contract phased return to work
        Template letter informing no light duties
        Template invite to LTS meeting potential dismissal
        Template termination due to long term ill health
        Template letter confirming a sabbatical
        Template letter declining a sabbatical
      • Supplementary Information
        Sickness Record Form
        MEASURING ABSENCE
        Health Review Meeting
        Guidance on reasonable adjustments
        Employers Rights In Bad Weather
        Adverse weather conditions policy
        Policy on Sabbatical Leave
    • Flexible Working
      • Best Practice
      • Template Documents
        Flexible working request form new 2014
        Letter - accept flexi work request in full - permanent change
        Letter - confirm flexi work request withdrawn
        Letter - employee not eligible to request flexi working
        Letter - extend timeline flexi work outcome
        Letter - extend timeline flexi work request
        Letter - extend trial period for flexi working
        Letter - flexi work appeal outcome
        Letter - invite to flexi work appeal hearing
        Letter - invite to flexi work request meeting
        Letter - invite to meet to discuss flexi work trial period
        Letter - refuse flexi work request
        Letter - second invite to flexi work meeting
      • Supplementary Information
        Guidance notes - conducting a flexi work hearing
        Guidance notes - conducting a flexi work appeal hearing
    • Flexible Working (NI)
      • Best Practice
      • Template Documents
        FLEXIBLE WORKING REQUEST FORM
        Letter - employee not eligible to request flexi working
        Letter - invite to flexi work request meeting
        Letter extend timeline flexi work request
        Letter - second invite to flexi work meeting
        Letter - extend timeline flexi work outcome
        Letter - refuse flexi work request
        Letter - accept flexi work request in full - permanent change
        Letter - invite to flexi work appeal hearing
        Letter - flexi work appeal outcome
        Letter - invite to meet to discuss flexi work trial period
        Letter - extend trial period for flexi working
        Letter - confirm flexi work request withdrawn
      • Supplementary Information
        Flowchart Flexible Working Process Timescales
        Guidance notes - conducting a flexi work hearing
        Guidance notes - conducting a flexi work appeal hearing
    • Equal Opportunities
      • Best Practice
      • Supplementary Information
        EQUAL OPPORTUNITIES MONITORING FORM
        EQUAL OPPORTUNITIES POLICY
    • Equal Opportunities (NI)
      • Best Practice
      • Supplementary Information
        Equal Opportunities Policy Northern Ireland
    • Varying Contract Terms
      • Best Practice
      • Template Documents
        1 Template Business Proposal
        2 Guidelines for Conducting Business Proposal Meeting
        3 Letter To Employee Confirming Business Proposal
        4 Response to Employee's Request to Variation to Terms and Conditions
        5 Individual Consultation Meeting Notes
        6 Temporary Variation To Terms and Conditions Letter
        7 Permanent Variation to Terms and Conditions Letter
        8 Outcome of Meeting- Not Accepting All or Part of Proposal
        9 Template Invitation to Appeal Hearing Letter
        10 Appeal Meeting Notes
        11 Appeal Outcome Letter
    • Lay-Off and Short-Time Working
      • Best Practice
      • Template Documents
        Lay-Off and Short Time Working Letter
        Template letter confirming discussions re potential lay off - April 2011
        Template Letter confirming lay off and part time working - April 2011
    • Working Time Regulations
      • Best Practice
      • Template Documents
        Holiday Request Form
        Second job declaration form
        WORKING TIME OPT OUT AGREEMENT
        WORKING TIME OPT OUT CANCELLATION
        Memo regarding holiday pay 040315
      • Supplementary Information
        Working Time Regulations Overview
        Holiday pay
    • Pensions
      • Best Practice
    • TUPE
      • Best Practice
      • Template Documents
        TUPE Best Practice 1st individual consultation meeting template
        TUPE Best Practice letter of introduction from transferee acquisition of contract
        TUPE Best Practice Letter providing information to Trade Union
        TUPE Best Practice letter to employees statutory information TUPE in
        TUPE Best Practice Tupe does not apply letter outgoing contractor
        TUPE IN Step 3 Letter providing envisaged measures information
        TUPE IN Step 7 Letter to employees for representative nominations
        TUPE IN Step 8 Model Ballot Paper
        TUPE IN Step 10 Announcement to employees of staff representative election results
        TUPE IN Step 10 Letter to employees confirming representative election result
        TUPE IN Step 11 Letter providing initial information pre-consultation
        TUPE IN Step 13 Consultation meeting example notes page
        TUPE IN Step 14 Letter to employee confirming end of consultation
        TUPE OUT Step 1 Letter inform employee of transfer
        TUPE OUT Step 2 Letter providing employee liability information
        TUPE OUT Step 6 Letter to employees for representative nominations
        TUPE OUT Step 7 Model Ballot Paper
        TUPE OUT Step 9 Announcement to employees of staff representative election results
        TUPE OUT Step 9 Letter to employees confirming representative election result
        TUPE OUT Step 9 Letter to nominees to confirm election result
        TUPE OUT Step 10 Letter provide staff reps with information measures
        TUPE OUT Step 12 Consultation meeting example notes page
        TUPE OUT Step 13 Letter to employee confirming end of consultation
      • Supplementary Information
        What is an ETO Defence Under TUPE
    • TUPE (NI)
      • Best Practice
      • Template Documents
        NI TUPE Best Practice letter of intro from transferee acquisition of contract
        NI TUPE Best Practice Letter providing info to Trade Union
        NI TUPE Best Practice letter to employees statutory information TUPE in
        NI TUPE Best Practice Tupe does not apply letter outgoing contractor
        NI TUPE IN Step 3 Letter providing envisaged measures info
        NI TUPE IN Step 7 Letter to employees for representative nominations
        NI TUPE IN Step 10 Letter to employees confirm representative election result
        NI TUPE IN Step 11 Letter providing initial information pre-consultation
        NI TUPE IN Step 14 Letter to employee confirming end of consultation
        NI TUPE OUT Step 1 Letter inform employee of transfer
        NI TUPE OUT Step 2 Letter providing employee liability information
        NI TUPE OUT Step 6 Letter to employees for representative nominations
        NI TUPE OUT Step 9 Letter to employees confirm representative election result
        NI TUPE OUT Step 9 Letter to nominees to confirm election result
        NI TUPE OUT Step 10 Letter provide staff reps with info measures
        NI TUPE OUT Step 13 Letter to employee confirm end of consultation
    • Information and Consultation Regulations
      • Best Practice
    • Whistleblowing
      • Best Practice
      • Template Documents
        How to conduct a whistleblowing meeting
        Template letter invite to whistleblowing meeting
        Template Letter Whistleblowing Outcome
      • Supplementary Information
        Raising concerns - whistleblowing policy
        Raising Concerns - Whistleblowing Policy NI
  • Grievance & Disciplinary
    • Grievance Procedure
      • Best Practice
      • Template Documents
        Template Letter Final Invite to Grievance Appeal Hearing
        Template Letter Final Invite to Grievance Hearing
        Template Letter Invite to Grievance Appeal Hearing
        Template Letter Invite to Grievance Hearing
        Template Letter Invite to grievance hearing employee off sick
        Template Letter rescheduled Invite to grievance hearing employee off sick
        Template Letter Second Invite to Grievance Hearing
        Template letter to employee not attending hearing seeking consent to contact GP
        Template Letter withdraw grievance
        Template Letter no further action grievance repeats
        TEMPLATE NOTES PAGE
        Template Letter Grievance Outcome
        Template Letter Grievance Outcome employee failed to attend
        Template Letter Grievance Outcome holding letter
        Template Letter Grievance Appeal Outcome
        Template Letter Grievance Appeal Outcome employee failed to attend
      • Supplementary Information
        GUIDELINES TO NOTE TAKING
        HOW TO CONDUCT A GRIEVANCE APPEAL HEARING
        HOW TO CONDUCT A GRIEVANCE HEARING
        Role of the Companion
    • Disciplinary Procedure
      • Best Practice
      • Template Documents
        Suspension letter
        Template letter confirming suspension without pay
        Template Notes Page
        Template Letter Invitation to attend disc hearing MISCONDUCT
        Template Letter Invitation to attend disc hearing GROSS MISCONDUCT
        Template Letter rescheduled Invite to disciplinary hearing employee off sick-did not attend
        Outcome of disciplinary Stage 1 Verbal Warning
        Outcome of disciplinary Stage 2 First Written Warning
        Outcome of disciplinary Stage 3 Final Written Warning
        Template Letter confirms disciplinary sanction other than a warning or dismissal
        Template Letter Dismiss Gross Misconduct 190216
        Template Letter Dismiss Misconduct 190216
        Template Notes Page
        Acknowledge Grievance postpone disciplinary
        Medical certificate expires invite to disciplinary
        Medical certificate expires suspension continues invite to disciplinary
        MEDICAL REPORT CONSENT FORM
        Template letter of concern
        Template Letter Invitation to attend disc appeal hearing
        Template letter appeal upheld
        Template Letter Discipinary Appeal Fails
      • Supplementary Information
        How to conduct an informal investigation meeting
        Guidelines To Note Taking
        Role of the Companion
        How to conduct a disciplinary appeal hearing
    • Disciplinary Procedure (NI)
      • Best Practice
      • Template Documents
        Suspension letter
        Template letter confirming suspension without pay
        Template Notes Page
        Template Letter Invitation to attend disc hearing MISCONDUCT
        Template Letter Invitation to attend disc hearing GROSS MISCONDUCT
        Template Letter rescheduled Invite to disciplinary hearing employee off sick-did not attend
        1Outcome of disciplinary Stage 1 Verbal
        1Outcome of disciplnary Stage 2 First Written
        1Outcome of disciplnary Stage 3 Final Written Warning
        Template Letter Dismiss Misconduct 190216
        Template Letter Dismiss Gross Misconduct 190216
        Template Letter confirms disciplinary sanction other than a warning or dismissal
        Template Notes Page
        Acknowledge Grievance postpone disciplinary
        Medical certificate expires invite to disciplinary
        Medical certificate expires suspension continues invite to disciplinary
        Medical Consent Form NI
        Template Letter Invitation to attend disc appeal hearing
        Template letter appeal upheld
        Template Letter Discipinary Appeal Fails
      • Supplementary Information
        Gross Misconduct List
        Guidelines To Note Taking
        How to conduct an informal investigation meeting
        Role of the Companion
        How to conduct a disciplinary appeal hearing
  • The Right To Time Off
    • Maternity Leave
      • Best Practice
      • Template Documents
        EXPECTANT MOTHERS RISK ASSESSMENT
        Guidance notes - meeting format discuss maternity arrangements
        Letter - advise employee if absence continues maternity leave will start
        Letter - advise employee on maternity leave of development
        Letter - advise employee on maternity leave of vacancy
        Letter - advise employee SMP recalculated
        Letter - asking employee to attend a KIT day
        Letter - confirm change to maternity leave start date
        Letter - confirm date of return and induction details
        Letter - confirm employee notified pregnancy
        Letter - confirmation of maternity leave and pay
        Letter - employee fails to return after mat leave
        Letter - employee given insufficient notice to return early
        Letter - employee not returning from maternity leave
        Letter - explain maternity rights - baby dies after birth
        Letter - explain maternity rights - stillbirth after 24 weeks
        Letter - making informal enquiry re return to work
        Letter - maternity leave starts due to maternity related absence
        Letter - maternity leave triggered by early birth
        Letter - miscarriage before 24 weeks of pregnancy
        Form - Time off to attend ante natal appointment
        Form - Returning mothers risk assessment
    • Paternity Leave
      • Best Practice
      • Template Documents
        LETTER CONFIRMING PATERNITY LEAVE AND PAY
      • Supplementary Information
        A MANAGER'S GUIDE TO PATERNITY LEAVE AND PAY
    • Adoption Leave
      • Best Practice
      • Template Documents
        Letter - advise employee on adoption leave of development
        Letter - advise employee on adoption leave of vacancy
        Letter - advise employee SAP recalculated
        Letter - asking employee on adoption leave to attend a KIT day
        Letter - confirm change to adoption leave start date
        Letter - confirm date of return adoption and induction details
        Letter - confirmation of adoption leave and pay
        Letter - employee fails to return after adoption leave
        Letter - employee given insufficient notice to return early adoption
        Letter - employee not returning from adoption leave
        Letter - making informal enquiry re return to work adoption
        Letter - respond to notification of adoption - outwith the UK
        Letter -respond to notification of adoption - inside the UK
    • Shared Parental Leave
      • Best Practice
      • Template Documents
        Template letter -Letter explaining to employees the new right to shared parental leave
        Template letter - employee not entitled to SPL
        Template letter - confirm spl
        Template letter - confirm entitlement spl
        Template letter - confirm continuous period of spl
        Template letter - invite to meeting to discuss discontinuous spl request
        Template letter - agree to discontinuous spl period
        Template letter - rejecting request for discontinuous spl
        Maternity leave curtailment notice Form
        Mother revoking notice to curtaile her maternity leave for shared parental leave Form
        Notice of entitlement and intention mother Form
        Notice of entitlement and intention partner Form
        Variation of notice of entitlement and intention Form
        Notice for a period of shared parental leave Form
        Vary a period of leave notice to take shared parental leave Form
      • Supplementary Information
        Shared Parental Leave Policy
        SPL and Sh PP Entitlement Flowchart
    • Ordinary Parental Leave
      • Best Practice
      • Template Documents
        Letter to employee to postpone parental leave
        Paternity Leave letter employee entitled to SPP
        Paternity Leave letter employee not entitled to SPP
      • Supplementary Information
        Paternity Leave Managers checklist
    • Time Off for the Care of Dependants
      • Best Practice
    • Other Rights to Time off
      • Best Practice
    • The Right To Time Off To Participate In Trade Union Activities
      • Best Practice
  • Termination
    • Resignation
      • Best Practice
      • Template Documents
        Accepting Written Resignation Letter
        Exit Interview Questionnaire
        Requesting Written Resignation Letter
        Seeking Confirmation of Resignation letter
        HOW TO CONDUCT A HEARING - post termination
        Template Lettter- invitation to meeting post resignation
        Template Outcome Letter - post termination
    • Redundancy
      • Best Practice
      • Template Documents
        Individual - At Risk Letter
        Individual - completion of trial period letter (if not remaining in role)
        Individual - completion of trial period letter (if remaining in role)
        Individual - Invitation to final consultation meeting
        Individual - Invitation to second consultation meeting
        Individual- Appeal Outcome- Upheld
        Individual- Invitation to attend appeal hearing
        Individual- letter withdraw redundancy notice due to change in circumstances
        Individual- Offer of Suitable Alternative Employment
        Individual- post-consult withdraw notice of redundancy
        Individual- Termination Letter
        Individual- Variation to contract letter
        Individual-Appeal Outcome- Not Upheld
        Pools- At Risk Letter
        Pools- Confirmation of voluntary redundancy
        Pools- Invitation to first consultation meeting
        Pools- Invitation to second consultation meeting
        Pools-Invitation to final consultation meeting
        Pools- Variation to contract letter
        Pools- Offer of Suitable Alternative Employment
        Pools- Termination Letter
        Pools- Invitation to appeal hearing
        Pools- Not selected for redundancy
        Pools- Appeal Outcome- Upheld
        Pools-Appeal Outcome- Not Upheld
        Collective - example agenda employee representatives meeting
        Collective - example ballot papers
        Collective - example employee representatives announcement
        Collective - example minutes of group consultation meeting
        Collective - letter arranging further meeting with employee representatives
        Collective - letter confirming employee representative elected
        Collective - role of Employee Representative
        Letter - seeking volunteers for redundancy
        Letter - invite to discuss application for voluntary redundancy
        Letter - decline application for voluntary redundancy
        Letter - voluntary redundancy termination
      • Supplementary Information
        Role of the Companion
        Flowchart- Single Redundancy
        Individual- At risk meeting guidance notes - pools
        Individual - Final Consultation Meeting Guidance Notes
        Individual - First Consultation Meeting Guidance Notes
        Individual - review of trial period (if remaining in role)
        Individual - Second Consultation Meeting Guidance Notes
        Individual- Appeal Hearing Guidance Notes
        Individual- At Risk Announcement (business announcement)
        Statutory redundancy pay table
        Statutory redundancy pay table
        Flowchart- Redundancy with Selection Pools
        Statutory redundancy pay table
        Pools- At Risk Announcement
        Pools- First Consultation Meeting Guidance Notes
        Pools- Second Consultation Meeting Guidance Notes
        Pools- Final Consultation Meeting Guidance Notes
        Pools- Redundancy Selection Matrix
        Pools- Appeal Hearing Guidance Notes
        Guidance notes - Voluntary Redudnancy Consultation Meeting
    • Retirement
      • Best Practice
      • Template Documents
        RETIREMENT PROCEDURE
    • Some Other Substantial Reason
      • Best Practice
      • Template Documents
        How to conduct a formal hearing SOSR
        How to conduct an appeal hearing SOSR
        Template letter appeal upheld SOSR
        Template Letter Discipinary Appeal Not Upheld SOSR
        Template Letter Dismiss SOSR
        Template Letter Invitation to attend appeal hearing SOSR
        Template Letter Invitation to attend formal hearing SOSR
    • Contravention Of A Statute
      • Best Practice
    • Fixed Term Contracts
      • Best Practice
      • Template Documents
        Invite to meeting to terminate FTC letter
        How to conduct a formal hearing to consider the termination of a FTC
        Extension of Fixed Term Contract Letter
        Terminating fixed term contract example questions
        Termination of Fixed Term Contract letter
    • Risks of Dismissing an Employee With Short Service
      • Best Practice
      • Template Documents
        Invite formally to discuss contract less than 2 years service
        Dismissal letter - less than 2 years service
        Dismissal letter - less than 2 years service with reason
        Dismissal letter - less than 2 years service with reference
    • Frustration Of Contract
      • Best Practice
      • Template Documents
        Template Letter termination frustration of contract
    • Notice Periods
      • Best Practice
    • Restrictive Covenants and Post Termination Obligations
      • Best Practice
      • Template Documents
        Breach of Restrictive Covenant- Letter To Employee
    • Settlement Agreements
      • Best Practice
    • Compromise Agreement (NI)
      • Best Practice
    • Employment Tribunals
      • Best Practice
    • Industrial Tribunals (NI)
      • Best Practice
    • Unfair Dismissal
      • Best Practice
      • Template Documents
        Invite formally to discuss contract less than 2 years service
        Dismissal letter - less than 2 years service
        Dismissal letter - less than 2 years service with reference
        Appeal Letter response against dismissal less than 2 years service
    • Wrongful Dismissal
      • Best Practice

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