NIW01L02 – Form for an employee to report bribery
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This letter should be sent following an initial meeting to seek the agreement of an employee to vary their terms and conditions of employment.
This letter can be sent to an employee following a meeting to discuss a temporary change to their terms and conditions on health and safety grounds. This letter outlines the reason for the changes and requests the employee to sign and return a copy.
This letter can be sent to an employee following an initial consultation meeting outlining that an agreement was not reached. This letter provides two options on how to proceed.
This letter can be sent to an employee after an initial consultation meeting outlining that agreement has been reached to change the employees terms and conditions. This letter outlines the terms to be changed and requests the employee sign and return a copy to signify their agreement.
This letter can be sent to an employee to invite them to an initial consultation meeting to discuss a proposed change to their terms and conditions. This letter outlines the details of the proposed changes but ensures the employee knows that this is a proposed change only and the organisation is seeking their agreement.
This policy outlines the procedure for employees if they believe that they need to make a ‘protected disclosure’. This policy covers the protection and confidentiality employees are entitled to. In addition this policy outlines the process for raising concerns either internally or externally.
This form can be completed by any employee who wishes to make a protected disclosure. This form outlines the details of the disclosure and the individuals involved.
This letter can be sent to an employee who has made a protected disclosure inviting the employee to a meeting to discuss the matter in detail.
This policy covers the organisations rules in relation to the prevention of bribery. The policy outlines the behaviour expected of employees and the rules around accepting gifts.
This policy outlines the expectations of employees at work related social events. This policy clarifies what is considered a work place event and the conduct expected of employees at such events.
This guide provides an overview for employing young persons. The guide covers who is classified as a young worker and who is classified as a child worker. This guide provides a summary of the legislation and the entitlements of young persons.
This letter can be sent to an employee who has resigned and there is a training agreement in place to permit the employer to recover costs of training that was paid for the employee. This letter provides details for the reimbursement of the training fees.
This letter can be sent to an employee who has submitted a request for training or study leave. This letter is inviting the employee to a meeting to discuss the details of the requested leave.
This is a letter that the transferee (the incoming employer) can send to the transferor (outgoing employer) to request employment information for the employees who are due to be transferred. The letter specifies the documents required such as contracts of employment, personnel files, attendance records, disciplinary and grievance records, leave records and performance files, among other important pieces of employment information. This letter is normally sent as part of the due diligence process before any agreement is made.
This letter can be sent by either the transferee or the transferor, and informs affected employees that their employment will be transferred on a certain date, that their terms and conditions will be honoured and that a consultation process will take place.
This letter invites employees to elect an employee representative to consult with the employer on their behalf, in advance of a TUPE process.
This letter can be used to invite the elected representatives to a consultation meeting to discuss questions/queries/concerns of them and their work colleagues. At this stage the elected representative will have been chosen by colleagues. If there are less than 10 employees, this document can be amended to invite employees to individual meetings.
This letter can be used to inform elected representatives that there will be a Transfer of Undertakings and that a consultation process will imminently take place. At this stage the elected representative will have been chosen by colleagues. If there are less than 10 employees, this document can be amended to inform individuals rather than elected representatives.
This letter notifies affected employees that their employment will be transferred to another employer, the date of transfer and that a consultation process will take place.
This letter informs an employee that their employment did not transfer to another employer because their duties are not wholly or mainly part of the transferred work.
This is a letter that can be used by the transferor (outgoing employer) informing them that the personnel files have been sent and what information is contained within the personnel files.
This template can be used by a transferor whose employee does not wish to transfer and avail of their right to have their terms and conditions of employment honoured. If an employee has expressed a concern that they do not wish to transfer, they must put this in writing in order to prevent a constructive dismissal claim.
This letter can be used to invite elected representatives to a final consultation meeting. At this stage the elected representative will have been chosen by colleagues. If there are less than 10 employees, this document can be amended to inform individuals rather than elected representatives.
This form is provided for affected employees to elect their chosen representative to inform them and consult with the organisation on their behalf during a transfer of undertakings situation.
The purpose of this form is to nominate a candidate for election as an employee representative, to engage in consultation in relation to a transfer of undertakings. Following election, employee representatives will take part in the consultation process on your behalf.
This script can be used for an employer whose business will be transferring to another organisation, meaning that a number of employees will be transferring employment. The script can be used as a guide to ensure employees are initially fully informed as far as possible.
This script can be used for a consultation meeting regarding employees who will be transferring employment. The script can be used as a guide to ensure employees are initially fully informed as far as possible.
This policy outlines the organisations procedure for booking unpaid leave. This policy outlines that other leave should be exhausted prior to booking unpaid leave. The policy also covers the process for booking leave the restrictions around unpaid leave.
This letter can be sent to an employee who has requested unpaid leave inviting the employee to a meeting to discuss the leave requirements. This letter covers the points that will be discussed in the meeting.
This letter can be sent to any employee who has requested a period of unpaid leave. This letter has two options either granting or declining the request.
This form can be provided to any employee who has requested unpaid leave. This form requests that the employee provides details on the leave such as the dates of the leave and an explanation as to why annual leave could not be used.
An employee who wishes to take adoption leave due to a surrogacy arrangement must apply for a parental order. As part of the leave process, the employer may request a form of intention to apply for a Parental Order from the employee. This form should be completed by the employee
This letter can be sent to any employee that has requested to take adoption leave following a surrogacy arrangement. This letter outlines the terms of the adoption leave.
This form can be used to complete an exit interview with nay employee that has resigned. An exit interview is a valuable tool for gaining information on the reasons for an employees departure. The interview has a number of questions in relation to various factors such as training and development within the workplace
An exit interview is not a legal requirement however it can help in identifying staff retention and motivation issues, so that the organisation can put improvement measures in place where necessary and possible. This guide will assist managers in preparing for an exit interview.
This clause should be included in the contract of employment of any employee who receive es company property.
This letter can be sent to an employee who has left employment requesting they return company property.
This letter can be sent to a former employee who was subject to post termination restriction and now is suspected to be in breach of these restrictions.
This form allows employees to make a request for time off for dependants, which is unpaid.
This policy outlines the nature of time off for dependants leave and how it is normally taken.
This policy confirms the details of taking back hours worked on top of an employee’s basic contracted hours instead of overtime pay. This policy outlines what is considered overtime and the management of time off in lieu (TOIL)
This policy outlines the organisations approach to the training and development of employees. This policy covers training needs, training agreements and requests for training.
This form should be completed to assist in identifying training needs for employees. When gaps are identified a plan can be put in place to fulfil the training.
This form can be completed to provide a plan for training for a particular employee.
This form can be completed for individual employees to record the training they have received. A copy can be retained on their personnel file.
This form should be completed by an employee when the employee wishes for the employer to sponsor or provide training for them. This form outlines the cost of the training and where the training will be provided.
This form can be completed by employees who have received training. This form allows the employees to rate the training and therefore is an excellent tool for employers to rate the effectiveness of training.
There is no legislation surrounding whether an employee is liable to repay training costs upon leaving employment. Many employers lose their return on investment into employees’ development should they leave. It is recommended that employers ask employees to complete a training agreement to ensure they are protected. This training agreement provides detailed information on when the employee will be required to reimburse the employer.
This letter can be sent as a follow up to an employee's request for training. This letter outlines the reasons the employer has refused the employee's request.
This letter can be sent to an employee when the employer has agreed to pay for training. This letter outlines that the employee will be required to repay the costs of the training should they resign and provides details of when the reimbursement will apply.
This letter should be sent to an employee who has requested to study or undertake training and outlines the terms in which the employer will grant the leave. The letter also includes the option if the employer will pay or not pay for the training.
This letter invites an employee to a formal capability hearing. This should only be sent after an informal process has been followed; for example a number of absence review meetings and review of medical evidence.
This letter confirms termination of employment as a result of capability, normally long-term absence, This letter should only be sent to an employee where a formal capability hearing has taken place following a number of informal absence review procedures. Employers are advised to proceed with caution and seek legal advice on this procedure to avoid disability discrimination.
This letter is to confirm what reasonable adjustments would be required to facilitate an employee's return to work, and whether the reasonable adjustments can be approved or not.
The letter invites an employee to a return to work meeting and outlines the elements that will be discussed at the meeting such as ensuring the employee is fit to be back at work and the reintegration back into the workplace after a spell of absence.
This letter is for an employer who has concerns that the employee might not be medically fit to return to work. It seeks consent from the employee for a medical report prior to their return to work.
This is a comprehensive sickness absence policy which outlines notification procedures, definitions of short and long term absence, procedures for dealing with short and long term absence, trigger points, medical appointments and return to work interviews, among other important information. It is recommended that all employers have a clear sickness policy so that employees are clear on the procedures.
This script will assist employers with a guide on how to structure a meeting whereby an employee is on long-term absence. It covers key points such as what reasonable adjustments should be made and whether the employee would be willing to give consent for a medical report, among other important information.
A self-cert form is normally completed for a short period of illness i.e. less than 7 consecutive days. It is recommended that this is completed by the employee to record the reasons for absence and other important information such as whether they have visited their GP.
This return to work form is beneficial to record a return to work meeting and other important information such as whether the employee is fit to be back at work, whether they adhered to the absence notification procedures, if their absence is likely to re-occur and any handover of duties. It is also beneficial to record whether the employee has submitted the appropriate medical certification or self-cert, and whether the employee has hit their trigger point and if any further action is required.
This guide gives employers practical guidance on how to manage persistent short term absenteeism; such as when to arrange absence review meetings, arrange a medical assessment and letters of concern.
This guides gives employers guidance on the process of how to effectively manage long-term absence. This can be a very challenging process for employers to manage and it is important that employers are deemed to be fair and reasonable throughout all stages.
This policy outlines that the organisation has a ban on the use of e-cigarettes. This policy outlines the reason for the ban.
This policy outlines the organisations smoking policy and outlines where employees are permitted to smoke.
This policy covers the terms of acceptable use of social media in the workplace. The policy outlines the rules around social media use and also covers what action the organisation may take if there is a breach of procedure.
This policy covers the acceptable use of email and internet in the workplace. This policy covers the organisations rules relating to email and internet usage in the workplace.
This is a letter of invitation to a formal hearing following an issue that constitutes "some other substantial reason" for dismissal. The potentially fair reasons for dismissal are capability; conduct; redundancy; contravention of a statutory duty or restriction; or, if none of these apply, "some other substantial reason of a kind such as to justify the dismissal of an employee holding a position which the employee held" can be used. In any case, employers should not take this decision lightly and must follow the stages of a fair procedure, including investigation of all of the circumstances, a formal hearing, right of representation and right of appeal. Employees can still claim unfair dismissal (subject to the qualifying criteria) for dismissals by way of ‘some other substantial reason’.
The is a letter inviting employee to a meeting to discuss variation of terms and conditions due to a possible dismissal for SOSR. The potentially fair reasons for dismissal are capability; conduct; redundancy; contravention of a statutory duty or restriction; or, if none of these apply, "some other substantial reason of a kind such as to justify the dismissal of an employee holding a position which the employee held" can be used. In any case, employers should not take this decision lightly and must follow the stages of a fair procedure, including investigation of all of the circumstances, a formal hearing, right of representation and right of appeal. Employees can still claim unfair dismissal (subject to the qualifying criteria) for dismissals by way of ‘some other substantial reason’.
This letter confirms the dismissal of an employee for ‘some other substantial reason’. The potentially fair reasons for dismissal are capability; conduct; redundancy; contravention of a statutory duty or restriction; or, if none of these apply, "some other substantial reason of a kind such as to justify the dismissal of an employee holding a position which the employee held" can be used. In any case, employers should not take this decision lightly and must follow the stages of a fair procedure, including investigation of all of the circumstances, a formal hearing, right of representation and right of appeal. Employees can still claim unfair dismissal (subject to the qualifying criteria) for dismissals by way of ‘some other substantial reason’. Employers are urged to take specific legal advice in relation to dismissals for SOSR.
This letter invites an employee to a formal appeal hearing, whereby they have appealed the decision to dismiss for 'some other substantial reason'.
This letter confirms an appeal decision following a formal appeal hearing regarding a dismissal for 'some other substantial reason'.
This letter is used by an employer where there is a concern for an employee's welfare and the employer would like to invite the employee to a meeting to discuss further. The employee to be invited to the meeting can either absent or in work
This letter is used to arrange a home visit with an employee who is on long-term absence. The home visit will be to discuss their absence and obtain further information on the situation. It is recommended that regular absence review meetings are held with employee who is on long-term absence. This letter should be sent and tailored on each occasion of a long-term absence meeting.
This letter is used to send to an employee whose long-term absence is coming to an end, to communicate arrangements for their return to work. It is recommended that this letter is sent in advance of the return to work.
This letter is used to send to an employee to seek their consent to obtain a medical report on their condition. An employer is unable to access medical information about an employee without their consent.
This letter is only used after the employer has obtained explicit consent from an employee to access a medical report. The letter is used to send to an occupational health provider to arrange an appointment for a medical assessment for the employee.
This letter is only used after the employer has obtained explicit consent from an employee to access a medical report. The letter is used to send to the employee's GP to obtain further information on the employee's condition and what reasonable adjustments need to be made in the workplace to facilitate the employee, among other important information.
This letter is used to send to an employee who has issues of persistent short-term absenteeism. The invitation to the meeting will outline the main points to be discussed at the meeting, with the aim of understanding the reasons for persistent absence. Employers can insert reference to any trigger points or dates of absence within the letter.
This letter is used for employers to stipulate when occupational sick pay will come to an end so that there is clarity for the employee.
This letter is normally sent after a discussion has taken place with the employee regarding reasonable adjustments that are recommended to facilitate a return to work. The letter outlines what reasonable adjustments can be implemented by the employer in order to allow the employee to return to work.
This letter is sent to an employee who has notified the employer that they are suffering from work-related stress and absent from work as a result. The letter invites the employee to a meeting to discuss the stressors with an aim to alleviating the stress that the employee is experiencing. It is recommended that work-related stress is addressed as soon as reasonably practicable.
This letter notifies an employee that their failure to submit a medical certificate has resulted in them being on unauthorised absence, which is unpaid.
This letter invites an employee on unauthorised absence to a meeting to discuss their absence and their circumstances. It reminds the employee that their absence is unauthorised and unpaid.
This letter is for an employee who is absent from work and has not made contact with the employer. The letter informs the employee that their continued failure to make contact may be a disciplinary matter and that they should make contact as soon as possible. The letter invites the employee to a meeting to discuss their absence and their circumstances.
This letter is used to follow up on a long-term absence meeting to discuss the next steps such as what was agreed, the date of the next meeting and the possibility of obtaining the employee's consent for a medical report.
This letter can be sent to an employee who is absent for greater than 7 consecutive days, but who has failed to submit any medical certificates. The letter reminds the employee that without submission of medical certificates their absence is unauthorised, without pay and potentially a disciplinary matter.
This letter can be sent to an employee to confirm what was agreed at a return to work meeting after a long-term spell of absence, such as frequency of review meetings and any supports that have been granted.
This letter can be sent to an employee to confirm what was agreed at a return to work meeting after a short-term spell of absence, such as confirmation of notification procedures and ensuring that the employee is fit to be back at work.
This letter should be sent to an employee to obtain further information on the duration of their absence and a return to work date. The purpose of the letter is to help the employer plan ahead for the operational needs of their organisation.
This letter is sent to an employee further to the employer receiving the findings of an occupational health report. The letter invites the employee to a meeting to discuss the findings.
This letter is to send to an employee to confirm what was agreed further to receipt of an occupational health report. It gives the option for the employee to either return to work or remain absent if they are unfit to return to work. The letter also gives the employer the option to inform the employee if it is a case that there is no likelihood of a return to work, or if they are to return to an alternative role.
This letter responds to an employee's request to take shared parental leave and outlines the procedure of shared parental leave including the duration and SPLIT days.
This letter responds to a request for a SPLIT day giving the option of either approving the SPLIT day or declining the SPLIT day.
This letter requests evidence of eligibility to take shared parental leave in the case of either birth or adoption.
This letter responds to an employee proposal to have alternative dates for shared parental leave; and asks the employee to take the leave in one continuous block (rather than 2 separate blocks).
This letter responds to an employee request to vary shared parental leave arrangements outlining the statutory entitlements (such as eight weeks' notice) and gives the option to either approve or decline the request.
This letter acknowledges a maternity or adoption curtailment notice and confirms return to work details.
This is a letter of invitation to a meeting regarding a request for discontinuous leave (as part of a shared parental leave request)
This guide provides information on the statutory obligations of employers regarding statutory shared parental leave.
This policy should be inserted into all employment handbooks. This clause outlines when the employer may enforce a temporary lay off or short time working. If this policy is not in a contract of employment/ employee handbook the employer will need to consult and seek agreement from an employee prior to a period of temporary lay off or short time working.
This clause should be inserted into all employment contracts. This clause outlines when the employer may enforce a temporary lay off or short time working. If this clause is not in a contract of employment the employer will need to consult and seek agreement from an employee prior to a period of temporary lay off or short time working.
This letter can be sent to an employee whose contract permits short time working. This letter outlines the terms of the short time working and the reasons for the employer implementing short time working.
This letter can be sent to an employee on a temporary lay off to inform them that some hours have become available and requests the employee to inform the employer if they wish to avail of these hours.
This letter can be sent to an employee seeking their agreement to a period of temporary lay off or short time working. This letter can be sent when there is no contractual right to enforce temporary lay off or short time working.
This letter can be sent to an employee to inform them that the temporary lay off or short time working has come to an end and that the employee is invited back to work.
This letter can be sent to an employee whose contract permits a temporary lay off. This letter outlines the terms of the lay off and the reasons for the employer implementing a lay off.
This letter is used to inform an employee that the organisation will hold off on any further contact until the employee has had some time to rest and recover from their illness. It is normally used when an employee is suffering from a long-term illness.
This letter should be sent to an employee who is not contractually entitled to sick pay, but where the employer will, at their discretion, pay sick pay on one occasion. It is recommended that the timeframes are stipulated (start and end date of sick pay), in order to protect the employer against any ambiguity and against setting a precedence.
This letter is used to invite an employee who is on long-term absence into a meeting to discuss their absence and obtain further information on the situation. It is recommended that regular absence review meetings are held with employee who is on long-term absence. This letter should be sent and tailored on each occasion of a long-term absence meeting.
This letter is used to send to an employee who is off on long-term absence, to ascertain how they would prefer to be contacted.
This letter approves a sabbatical and suggests terms and conditions for a sabbatical (in the absence of legislation in this area).
This letter invites an employee to meeting following Sabbatical Leave to discuss reintegration to the workplace
The purpose of this policy is to set out the arrangements for employees undertaking a long term or short-term secondment to another area within the organisation.
This letter confirms the terms and conditions of the secondment including the duration of a secondment.
This letter invites an employee to a meeting to discuss a possible secondment.
This agreement outlines the terms and conditions to be agreed regarding a secondment such as the start and end date, the job role, the salary, the location, reporting structures as well as other important conditions.
This document can be used as the basis for an agreement with a genuine independent contractor, freelance or Consultant. It is intended to be used as a contract for services rather than an employment contract.
This clause can be inserted into senior level contracts to confirm that if any part of the contract is deemed unenforceable each clause will be treated separately
This policy outlines the statutory right to take shared parental leave (SPL) to care for a child due to be born or placed for adoption. It also outlines the arrangements and notification requirements before a period of SPL and the entitlement to pay during SPL.
This policy outlines the statutory right to take shared parental leave (SPL) to care for a child due to be born or placed for adoption. It also outlines the arrangements and notification requirements before a period of SPL and the entitlement to pay during SPL.
This policy outlines the organisations approach to the accrual and taking of annual leave before and after a period of shared parental leave.
This contract clause outlines the eligibility criteria for shared parental leave as well as the duration of shared parental leave.
This form can be used by an employee who wishes to request shared parental leave. It requests the start and end dates of shared parental leave and any additional or necessary information that the employee wishes to record on their request.
This form can be used by an employee who wishes to vary the dates of their shared parental leave or cancel their shared parental leave.
This form can be used by an employer who is declining a request for shared parental leave, because the employee does not meet the eligibility criteria.
A maternity or adoption curtailment notice is for the mother or main adoptor to submit to their employer, outlining the date they wish for their maternity or adoption leave to end so that the partner can avail of shared parental leave. It must be submitted at least 8 weeks before the maternity or adoption leave is due to end.
This letter can be sent to employees to explain their right to take shared parental leave
This letter offers an employee a Shared Parental Leave in Touch Day (SPLIT).
This letter informs an employee of significant developments within the workplace during their shared parental leave and invites them to a meeting to discuss the developments.
This letter explains to an employee their ineligibility to take shared parental leave, and gives a number of options to the employer to choose as to why the employee is not eligible for the leave.
This letter responds to a reference request stating that it is the policy of that employer not to provide a reference.
This letter withdraws a conditional offer of employment due to unsuccessful reference checks.
This policy details the process to be followed by an employee who wishes to resign and gives guidance for managers on the issues to consider before the resignation takes effect. This policy covers notice of resignation, withdrawal of resignation, pay in lieu of notice, garden leave, exit interviews and managing annual.
The letter should be sent to an employee who has resigned in the heat if the moment. It is important that any employee who has resigned in the heat of the moment is given the opportunity to reconsider.
The letter should be sent to an employee who has resigned and within their resignation has raised a grievance. It is important that any employee who has raised a grievance has the opportunity to have their concerns dealt with.
This letter should be sent to any employee who has resigned verbally requesting that the employee notify the employer in writing. It is best practice that a resignation is in writing and this will ensure if the employee has any issues that have resulted in the employee's resignation these can be addressed.
This letter can be sent to an employee who has resigned and wishes to then retract their resignation. This letter is accepting the employee's request.
This letter should be sent to an employee who has resigned whilst on suspension. This letter is acknowledging the resignation but also informing the employee if it was not their intention to resign they should contact the organisation immediately.
This letter can be sent to an employee who is absent without contacting the organisation and who has only a short amount of service. This letter should only be sent after previous efforts to reach the employee have failed.
This clause can be included in a contract of employment only when there is a justifiable reason for enforcing a retirement age. In NI there will be very limited circumstances when a retirement age can be justified. Employers should be mindful that they could face claims of age discrimination if this clause is inserted without reason.
This policy can be used to outline the organisations retirement policy. The policy outlines the process for retirement and outlines that a retirement age is not enforced.
This form can be completed by an employee who wishes to notify the organisation of their intention to retire.
This letter should be sent to any employee who has notified the organisation of their plan to retire. This letter is inviting the employee to a meeting to discuss their retirement plans.
This letter can be sent to the wider workforce to announce the retirement of an employee. The employee who is retiring should be notified in advance that the letter will be sent. This letter also provides the option of inviting all employees to a celebratory function to mark the retirement.
This letter can be sent to an employee to confirm that the employer has received their notification of retirement and will be in touch in relation to the next steps.
This letter can be sent to an employee whose retirement has been confirmed. The letter will outline the final repayments due to the employee.
This letter can be sent to an employee who is due to retire wishing them well in the future.
This policy outlines the organisations position to employees taking sabbaticals, and the procedure for this.
This letter invites an employee to a meeting following a request for a sabbatical, to discuss the request in further detail and how it would work in practice.
This letter declines a request for a sabbatical and suggests examples of reasons why it might be declined (in the absence of legislation in this area).
This letter provides information to employee representatives or trade union repetitive regarding the collective redundancy process.
This letter invites an employee to a final consultation meeting and informs them if there are no further considerations that the employer will need to proceed with redundancy.
This letter invites an employee to a formal appeal meeting following their written appeal of a redundancy.
This letter confirms an outcome of a redundancy appeal either overturning the decision of redundancy or upholding the decision of redundancy.
This how to guide gives employers practical guidance and advice on individual and collective redundancy consultation processes.
This script gives a guide on how to structure an individual redundancy consultation meeting.
This script gives a guide on how to structure an collective redundancy consultation meeting with either a trade union representative or an employee representative.
This script gives a guide on how to structure a redundancy appeal meeting.
This form outlines the mandatory payments that should be paid to an employee following their redundancy, and can be used as a written statement to provide to the employee.
This form is provided for affected employees to elect their chosen representative to inform them and consult with the organisation on their behalf during a potential redundancy situation.
This form can be used by employees who wish to apply for voluntary redundancy.
This form can be used as a scoring matrix when selecting individuals for redundancy. It is important that the criteria is relevant to the employer's organisation and the job roles at risk of redundancy.
This form can be used to summarise the ranking of employees who have been scored as part of the redundancy selection process.
This policy outlines how the reference process is managed; and outlines whether the employer provides the information that has been requested, or only certain information as a standard. It also refers to the retention of such information and what to do if the individual wishes to see a copy of their reference.
This contract clause outlines that employment is subject to successful references.
This reference form can be used to send to current or previous employers of a prospective candidate to find out further information on their skills, experience and character.
This form documents explicit consent from prospective employees to seek references.
This letter outlines an employer's reference policy regarding information that can be provided, for example only job title and dates of employment.
This letter can be sent to a former or current employer of a prospective employee seeking a reference.
This letter outlines reference details for an employee.
This letter informs an employee who is on maternity leave that her job role is at risk of redundancy and that she will be offered a suitable alternative vacancy, if it is available. It also informs her that a consultation process will be carried out.
This letter informs an employee with under 2 years' service that they will not be entitled to a statutory redundancy payment, as they do not have the requisite length of service
This letter notifies an employee of termination of employment, by way of redundancy and outlines that the employee is entitled to a statutory redundancy payment
This letter is a follow up to an application for voluntary redundancy, inviting an employee to a meeting to discuss their application for voluntary redundancy.
This letter invites an employee whose job role is at risk of redundancy to a meeting to discuss a possible alternative job role.
This letter informs an employee who is on maternity leave that there are no alternatives job roles available and confirms termination of employment by way of redundancy. It outlines redundancy pay (if applicable), notice and holiday entitlements and the entitlement to appeal.
This letter offers an employee who is on maternity leave and whose job role is at risk of redundancy, a suitable alternative job role.
This letter outlines to an employee who is on maternity leave, whose job role is at risk of redundancy and who has been offered suitable alternative employment that if they choose to decline the offer of suitable alternative employment that they will loose their right to a statutory redundancy payment.
This letter responds to an employee who has submitted a written claim for a redundancy payment, outlining that work is available and the claim for redundancy is rejected. This notice must be sent to the employee within 7 days of the written claim for redundancy having been made.
This letter gives a number of reasons as to why an employee might not be entitled to a redundancy payment following a period of short-time working or lay-off.
This letter informs an employee of a successful trial period of suitable alternative employment, and confirms that the role will become permanent and redundancy no longer applies.
This letter informs an employee that a recent notification of termination of employment by way of redundancy is being withdrawn due to a change in circumstances and that the employee will remain in their current role and terms and conditions of employment.
This letter acknowledges acceptance of an employee on maternity leave of an offer of suitable alternative employment
This letter informs employees that the deadline for applying for voluntary redundancy has now passed.
This is a template letter that can give feedback to an employee who has raised suggestions as to how to avoid a redundancy situation.
This letter informs affected employees that a scoring matrix will be used for redundancy selection, and specifies what the scoring criteria will be.
Collective redundancy process - this letter is to ask employees to take part in a secret ballot process so that they can vote for an employee representative to consult on their behalf.
Collective redundancy process - this letter informs employee repetitive of their role in the collective consultation process including the requirement to clearly communicate with all parties.
This letter invites an employee representative or a trade union representative to a collective consultation meeting.
This letter informs employee representatives that compulsory redundancies will not take place due to the acceptance of voluntary redundancies.
This guide provides the key factors to ensure that the interview process is compliant and professional. It details the elements to prepare in advance of an interview process, such as questions and questioning techniques, opening and closing the interview, record keeping and giving feedback.
This how to guide gives practical advice to employers on how to manage the recruitment and selection process in its entirety; from advertising the job role, shortlisting, arranging interviews and offers of employment. It focuses on legal compliance, avoiding risk and professionalism of the process.
This policy outlines the key stages associated with the redundancy process such as reasons for redundancy, the consultation process, the selection process, redeployment, individual and collective redundancy and the appeals process.
This policy outlines the company's approach to paid time off to search for alternative employment, after an employee has been notified of redundancy.
This policy outlines how the employer will approach the use of selection criteria within a redundancy process and covers important points such as identifying the selection pool and what scoring criteria can be used.
This policy outlines the process of voluntary redundancy, such as the application process for voluntary redundancy, accepting and declining requests for voluntary redundancy and redundancy payments.
This policy can be used by employers who offer enhanced redundancy payments over and above the statutory redundancy amount.
This policy outlines the appeals process after an employee has been dismissed by way of redundancy. An employee who appeals redundancy will be entitled of the right of appeal and a meeting to discuss their grounds for appeal.
This policy outlines the collective consultation process, the circumstances which require collective consultation and the rules associated with collective consultation such as the need to elect representatives.
This contract clause outlines the employee's right to notice and an appeals procedure should they be dismissed by way of redundancy.
This letter is to be used for an employee whose job role is at risk of redundancy; to inform them the rationale for redundancy and to outline that there will be a consultation process.
This letter invites employees to apply for voluntary redundancy to avoid having to make compulsory redundancies.
This letter confirms acceptance of an application for voluntary redundancy and gives details on the redundancy package that will be offered to the employee.
This letter invites an employee whose job role is at risk of redundancy to a consultation meeting as part of the redundancy consultation process.
This letter is to follow up from a first consultation meeting and to invite the employee to a second consultation meeting in order to further consult and give feedback from the first consultation meeting.
This letter confirms that further to a consultation process an employee's job role is no longer at risk of redundancy and that they remain employed on their current terms and conditions of employment.
This letter confirms that due to acceptance of voluntary redundancy applications, the issues have been rectified and there is no longer a need for a compulsory redundancy process.
This letter confirms that due to a change in circumstances there is no longer a need for a compulsory redundancy process.
This letter confirms that alternative employment is being offered on a trial basis to an employee whose job role was at risk of redundancy. It explains the start and end date of the trial period, and that if the trial period is unsuccessful the redundancy of the job role will proceed.
This letter follows an unsuccessful trial period of an alternative position and confirms that the employee will now be made redundant. It outlines the employee's redundancy pay (if applicable), notice and holiday entitlements and the entitlement to appeal.
This form can be used to seek a reference from a previous employer for a new employee. The form can be sent to the referee or alternatively can be completed via telephone.
This form can be used to outline the essential and desirable criteria for a vacancy.
This form can be used internally by a HR department or manager to verify the tasks that are associated with a recruitment process such as advertising, screening, interviews and the various different pieces of correspondence that are required.
This form provides structure for the shortlisting process and ensures that the shortlisting process is adequately documented. This assists in protecting the employer in justifying recruitment and selection decisions, incase the process is challenged.
This form can be used internally by a HR Department or manager to document the details of a vacancy that is required.
This template can be used by an employer when designing a job advertisement.
This is a guide for employers on how to score at interview. Employers are advised to amend the questions accordingly in line with the person
specification and the job description of the available role being interviewed for.
This form can be completed by a new recruit to obtain any pertinent medical information. This document must only be used after the employer has made an offer of employment to an individual; it should not be sent out with a job application form.
This letter invites a job applicant to an interview and outlines the details of the interview such as the date, time and location of interview.
This letter can be sent to a successful job applicant who is going to be offered employment. It outlines the terms and conditions of employment that will be offered as well as any conditions relating to the offer such as references and probationary period.
This letter can be sent to a job applicant who has attended an interview but has been unsuccessful and will not proceed any further in the recruitment and selection process.
This letter invites a job applicant to a second interview, after they have attended a first interview.
This letter can be sent to a job applicant who has not been successful in proceeding to interview stage.
This letter can be used to provide feedback to a job applicant who has been unsuccessful.
This letter can be used to withdraw a job offer. Note that any withdrawal should not be as a result of any disclosure of a protected characteristic to avoid a discrimination claim.
This letter outlines that a job applicant's details will be kept on file and includes a consent form so that the applicant can give consent to their details being kept on file (GDPR Compliant).
This letter outlines to a job applicant that an alternative vacancy that better suits their skills and qualifications has become available.
This letter invites a job applicant to an assessment centre as part of the recruitment and selection process. The letter gives the details of the assessment such as the date, time, duration and location; as well as the methods of assessment.
This document provides a guide to employers as to what format an interview should take, and the key elements to prepare for an interview process.
This letter informs an employee that their probationary period is being extended due to their sick leave.
This letter informs an employee that their probationary period is being extended due to some concerns over their suitability for the role.
This letter informs an employee that they have successfully completed their probationary period.
This letter informs an employee of termination of employment due to an unsuccessful probationary period after a formal hearing at which the concerns were discussed. The employee is given the right to appeal the decision of termination of employment.
This letter offers employment with the condition that the employee successfully completes a probationary period.
This letter invites an employee to a formal probationary appeal hearing after the employee has appealed the decision of termination of employment by way of an unsuccessful probationary period.
This letter outlines that the outcome of a probationary appeal process in that the original decision has been upheld or overturned.
This form can be used by employers as a guide to review performance/conduct during the probationary period. Employers may wish to amend the detail included accordingly to the job role.
This form can be used by employees to prepare for their probationary review. It will give the line manager an indication of how the employee feels they have performed during this initial period of employment.
This form can be used by line managers in preparation for a probationary review assessment.
This script can be used for a formal probationary review. Employers should bear in mind that the employee must have a probationary clause within their contract of employment, have signed their contract of employment and be within their probationary period in order to exercise termination of employment or an extension of probationary period.
This script can be used for a formal probationary appeal meeting.
This how to guide outlines the process for managing a probationary period, including an explanation of the purpose of probationary periods, how to manage any concerns during the probationary period, what support should be provided, along with information on confirming the successful completion of a probationary period as well as terminating employment either before completion of the probationary period or at the end of the probationary period.
This letter can be sent to an employee that has been promoted. This letter outlines the terms of the promotion and provides the option of a trial period in the new position. It is important to remember that an employee who is placed on a trail period could not be dismissed if they were not successful and they would need to return to their original position.
The purpose of this policy is to outline the organisations approach to employee progression and succession within the organisation. The policy covers training needs analysis and the procedure for succession planning.
The purpose of this policy is to ensure that the organisation promotes the most suitable employees in a fair and consistent manner free from discrimination. This policy outlines the procedure that will be followed when a job is being advertised.
This policy outlines the organisations recruitment and selection policy including important information such as equal opportunities, training/promotion, advertising, the application process, screening, interviewing, offers of employment, training, reference checking, medical checks and record keeping.
This policy outlines the procedure for incentivising employees who refer an employee to the organisation. It stipulates eligibility criteria and the reward
This application form can be used as a template.
This form can be used to record the outcome of an interview process, including any second or third choices. It can also be helpful to formally record the successful candidate’s salary expectations and notice to give. It should be retained with all other interview documentation including score sheets and application forms.
This how to guide gives employers and line managers some helpful tips on how to conduct an effective performance appraisal process, ensuring that the process is productive, constructive and positive for the employee and not a ‘tick-box exercise.
This policy should be used when an employee's performance has been identified as falling below an acceptable level. Its purpose is to provide a framework for resolving the issue, ideally through the improvement of the employee's performance. As a last resort, the policy specifies the circumstances in which the employee may be redeployed to more suitable work or dismissed on the ground of capability.
This letter should be provided to an employee after an informal performance improvement meeting. This is not a formal warning but will provide clarity to an employee in a documented way, that any further underperformance may lead to formal disciplinary action.
This guide gives employers practical information on how to manage day to day performance. It focuses on basic but effective tools that support good performance management; such as setting basic standards, expectations and targets followed by regular feedback and communication.
This guide gives employers a structured technique to deliver feedback to an employee who is underperforming.
This script can be used for an informal performance review meeting, and may potentially lead to a formal capability hearing. Employers should bear in mind that the employee must always have the opportunity to respond to the concerns in an informal context before being invited to a formal capability hearing regarding performance. It is important to be as specific as possible regarding any under-performance. Examples should be used, and nothing new should be raised at the next stage (the formal capability hearing).
This document will assist organisations with suggestions on how to set specific key performance indicators, which will feed into an effective performance management system and help to measure employee performance. Note – every sector is different and you can choose what is relevant to your business.
This template form assists managers in setting targets as well as determining how often these will be reviewed and how they will be measured.
This form gives a template guide on how to conduct a daily team briefing.
This is a outcome of a formal capability hearing informing the employee of a verbal warning. Note that this letter should not be issued unless a formal hearing has been completed.
This is a outcome of a formal capability hearing informing the employee of a written warning. Note that this letter should not be issued unless a formal hearing has been completed.
This is a outcome of a formal capability hearing informing the employee of a final written warning. Note that this letter should not be issued unless a formal hearing has been completed.
This is a outcome of a formal capability hearing informing the employee of another sanction other than a warning or dismissal. Note that this letter should not be issued unless a formal hearing has been completed.
This is a outcome of a formal capability hearing informing the employee of dismissal. Note that this letter should not be issued unless a formal hearing has been completed.
This script can be used for a formal capability meeting regarding underperformance. Employers should bear in mind that the employee must always have the opportunity to respond to the concerns in an informal context before being invited to a formal capability hearing regarding performance. It is important to be as specific as possible regarding any under-performance however as this is a formal meeting, which may result in a formal sanction, all issues of concern that are raised must have already been addressed in an informal context (informal performance review meeting]. The employee must have been invited in writing to this meeting, via formal letter, given the opportunity to be accompanied by a work colleague or a trade union representative and have been given 48 hours’ notice.
This is a letter of invitation to a formal appeal hearing following a capability sanction regarding performance
This is a letter of outcome of a performance management appeal process
This policy is used for employees who are within their probationary period so that there is a process for measuring suitability during this timeframe.
This letter invites an employee to a probationary review meeting to discuss their progress. This is an informal meeting therefore the employee is not entitled to be accompanied.
This is formal invitation to a probationary review hearing, where a possible outcome is that the employee's employment is terminated by way of an unsuccessful probationary period. The employee would normally be entitled to be accompanied at this meeting and it is advised that a minimum of 48 hours advance notice is given to the employee of the meeting.
This letter should be sent to an employee when the organisation is not in a position to increase pay to employees due to a reduction in business
This letter can be used when an employee has been overpaid, given too much annual leave, or any other occasion where a deduction is required. This letter arranges repayment, and gives options depending on whether the repayment is to be paid in instalments or as a lump sum
This letter can be used in the instance where it is required to make a deduction from a former employees pay. This letter contains options for whether the employee has received their final pay or not
This letter can be issued to an employee whose salary is being increased. The letter should outline the details of the pay increase
This letter should be sent to an employee who has requested a pay rise, informing them that their request has not been approved. The reason why the request has not been approved should be explained in the letter
This letter should be sent to an employee who is leaving the organisation that required a deduction from their final pay. This letter explains to the employee the reason for the deduction
This letter can be sent to notify an employee that a performance related bonus has been paid . This letter should contain details of the bonus payment
This letter can be sent to notify an employee that they will not be receiving a performance related bonus. The letter should outline clearly to the employee why they will not be receiving the bonus on this occasion.
This letter should be sent to an employee that has been overpaid in error - explaining the error to the employee, and arranging for repayment
This letter should be sent to a former employee that has recently left the organisation to inform them that they have been overpaid in error. The letter should detail what the error was, and seek to arrange repayment
This letter should be sent to an employee who has been requested to relocate for work. This letter should outline to the employee a number of expenses that the organisation are willing to contribute towards
This policy contains information about the organisations pension scheme. This policy explains that eligible jobholders are automatically enrolled, and that there is an option to opt out of the scheme
This contract clause can be included in an employees contract of employment to inform them that eligible employees will be automatically enrolled into the organisations pension scheme
This letter outlines to an employee the criteria set out in the Pensions Act pertaining to enrolment in the organisations pension scheme. This letter informs the employee that the organisation will either begin to contribute or continue to contribute to their pension
This letter should be sent to employees outlining that the organisation is looking into launching a stakeholder pension scheme. The letter contains details of what this would mean for the employees
The performance appraisal is an extremely effective tool in the performance management process. This policy outlines the organisation procedure for appraisals. The policy covers areas such as features of the appraisal, guidance for the manger and the employee, outcomes from the appraisal and record keeping.
This form can be used to appraisee an employee's performance. This form is first completed by the employee and then completed by the line manager. The form includes a rating system for both the employee and line manager to rate performance.
The performance appraisal should be an overview of performance and an opportunity to provide constructive feedback as well as recognize work well done by the employee. It should not be held in an investigatory context or followed up with a notification of concern. However, if there are areas of concern, areas of improvement can be agreed upon. This letter can be used to outline the concerns to the employee.
If a line manager fails to prepare properly for an appraisal interview, the employee being interviewed will quickly sense and resent this. This guide provides the essential do' and don'ts for the line manager.
This form should only be used for Employees undergoing an annual appraisal. This form details the objectives agreed for the year ahead.
This contract clause outlines terms and conditions associated with paternity leave such as duration, pay and notification requirements.
This contract clause outlines conditions surrounding paid paternity leave, and any eligibility criteria associated with this.
This letter outlines why an employee may not be entitled to paternity leave and/or pay, and gives examples of reasons why this would be the case.
This form can be used by expectant fathers to request time off for ante-natal appointments. The time off is capped at six and a half hours for each appointment. There is no qualifying period for entitlement to this right.
This letter can be used to accept a request for paternity leave, and outline the dates and other details.
This letter outlines reasons why an employee is entitled to statutory paternity leave, but not statutory paternity pay.
This letter outlines an employee's rights to paternity leave after the death of a child after birth.
This letter offers an employee condolences and support after a stillbirth, or miscarriage.