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Creating a Legally Sound Remote Working Agreement – What Employers Need to Include

The rise of remote work has transformed how businesses operate, requiring employers to establish clear policies that define expectations, responsibilities, and legal protections. A remote working agreement ensures workplace compliance, data security, and productivity standards, providing businesses with a structured framework for managing off-site employees.

Without a well-defined work-from-home policy, businesses risk miscommunication, legal disputes, and data security breaches. A legally sound remote work agreement sets clear guidelines on working hours, performance monitoring, equipment use, and confidentiality measures, helping employers and employees navigate the challenges of remote work.

This guide explores how to draft an effective remote work agreement, covering key legal considerations, compliance requirements, and best practices for business owners. By implementing a structured remote work compliance strategy, employers can reduce risks, enhance workforce efficiency, and protect company data, ensuring that flexible working arrangements remain legally sound and operationally effective.

Why Employers Need a Legally Compliant Remote Working Agreement

A remote working agreement protects businesses by setting clear expectations for employees, ensuring compliance with employment laws, and safeguarding company data and assets. Without a legally sound agreement, employers risk disputes, security breaches, and operational inefficiencies. Establishing a work-from-home policy ensures consistency, accountability, and legal protection.

Protecting Businesses from Legal Risks

A remote work agreement protects employers from legal disputes, compliance breaches, and liability issues. Without a formal contract, businesses may face unclear expectations, contractual disputes, or employee claims related to working conditions and obligations.

Workplace monitoring laws, GDPR regulations, and employment contracts require businesses to establish clear policies on data protection, employee monitoring, and acceptable use of company resources. Employers must define working hours, cybersecurity protocols, and employee responsibilities to ensure compliance with employment laws.

Failure to address these legal aspects can result in financial penalties, reputational damage, or regulatory action. By implementing a legally compliant remote working agreement, businesses can mitigate risks, prevent workplace disputes, and ensure fair and transparent employment practices.

Setting Clear Productivity Expectations

A remote work agreement establishes clear guidelines on working hours, performance metrics, and monitoring policies, ensuring employees remain accountable and productive while working remotely. Businesses risk misalignment, reduced efficiency, and inconsistent performance tracking without defined expectations.

To maintain workflow consistency and collaboration, employers must specify core working hours, availability expectations, and response times. Precise performance metrics, such as task completion rates, project deadlines, or key performance indicators (KPIs), help businesses measure employee effectiveness without micromanaging.

Workplace monitoring policies should balance accountability with employee autonomy. Employers can use time-tracking tools, periodic check-ins, and goal-based assessments while ensuring compliance with privacy regulations and fair work practices. A well-structured remote work agreement ensures employees stay engaged, meet performance expectations, and contribute effectively to business goals.

Data Security and Confidentiality Protections

A remote work agreement must include robust data security measures to protect company information, client data, and internal systems. Employers must establish IT security policies and acceptable use agreements and ensure employees follow best practices for handling sensitive information remotely.

The agreement should specify device security requirements, including password management, encrypted storage, and two-factor authentication. To minimise cybersecurity risks, remote employees must use company-approved devices and secure Wi-Fi connections.

VPN usage should be mandatory for accessing internal systems and confidential data, reducing exposure to unauthorised access and cyber threats. Employers should also implement remote work employee monitoring policies that comply with privacy laws, ensuring that confidentiality agreements protect business operations and sensitive information. By enforcing strict security protocols, businesses maintain compliance, safeguard proprietary data, and reduce cybersecurity risks in remote work environments.

Key Elements of a Remote Working Agreement

A legally sound remote work agreement outlines remote employees’ terms, conditions, and expectations. It should cover working hours, employer-provided equipment, performance monitoring, and data security measures. Defining these elements ensures compliance, clarity, and accountability, helping businesses maintain productivity, security, and legal protection in remote work arrangements.

Working Hours, Availability, and Flexibility

A remote work agreement must establish clear guidelines on working hours, availability, and flexibility to ensure operational consistency and employee accountability. Employers should define core working hours and specify when employees must be available for meetings, collaboration, and real-time communication.

Break periods and overtime policies should align with employment laws and contractual obligations, ensuring fair working conditions. Businesses operating across multiple time zones must set reasonable availability expectations, balancing employee flexibility with business needs.

A well-structured remote work policy prevents miscommunication, missed deadlines, and workflow disruptions. By including work-from-home rules on meeting attendance, response times, and emergency availability, businesses create a structured yet flexible remote work environment. A remote work confidentiality agreement also ensures employees maintain professionalism and data security while working remotely.

Employer-Provided Equipment and IT Security

A remote work agreement must clearly define who is responsible for providing work devices, software, and cybersecurity measures. 

To protect company data and IT systems, businesses must enforce strict IT security policies, including password management, encrypted storage, and secure network access. Employees should also use company-approved security tools, such as VPNs, multi-factor authentication (MFA), and endpoint protection software, to prevent unauthorised access and cyber threats.

Employers must also include company data protection guidelines outlining acceptable use policies, file-sharing protocols, and restrictions on external storage devices. These measures ensure that sensitive business information remains secure and minimise risks associated with remote work compliance and data breaches.

Performance Monitoring and Productivity Metrics

A remote work agreement must outline how employers track employee performance while maintaining workplace privacy and complying with GDPR. Businesses should define clear performance expectations and use Key Performance Indicators (KPIs), task completion rates, and project deadlines to measure employee output effectively.

Employers may use time-tracking software, productivity dashboards, or regular check-ins to monitor work progress. However, remote work employee monitoring methods must comply with privacy regulations, ensuring data collection is transparent, ethical, and legally justified.

Businesses should use remote work policies rather than invasive monitoring techniques to balance accountability and employee autonomy. A well-defined remote work policy ensures that employees understand performance expectations, while a remote work confidentiality agreement safeguards both company and employee privacy rights.

Legal Considerations for Remote Work Agreements

A remote work agreement must comply with employment laws, data protection regulations, and workplace policies to protect employers and employees. Key legal considerations include contractual obligations, GDPR compliance, liability coverage, and workplace safety. Establishing clear legal guidelines ensures remote work compliance and reduces the risk of disputes or penalties.

Compliance with Employment Laws and Contracts

A remote work agreement must align with UK, NI, and ROI employment laws to ensure compliance with working hours, employee rights, and contractual obligations. Employers must define standard and overtime hours, statutory benefits, and remote work entitlements to prevent legal disputes.

Employment status determines tax obligations, social security contributions, and contractual modifications. Businesses must clarify whether remote workers are full-time employees, contractors, or freelancers, which impacts legal protections and employer liability.

Employers should also ensure GDPR compliance for remote workers, outlining data protection policies, confidentiality measures, and cybersecurity protocols. A well-structured remote work employment law framework protects businesses and employees, ensuring that work-from-home policies remain legally sound and enforceable.

GDPR Compliance and Data Protection Policies

A remote work agreement must include clear data protection policies to ensure GDPR compliance for remote workers. Employers must outline how personal and company data is collected, stored, and processed, providing that remote work does not compromise confidentiality and security standards.

Businesses have a legal obligation to safeguard employee and client data. This includes implementing encrypted communication channels, secure login credentials, and access controls. Employees must also follow strict cybersecurity protocols, including secure Wi-Fi connections, VPN usage, and restricted access to sensitive files.

A remote work data protection policy should also define acceptable use of company devices, document-sharing guidelines, and breach reporting procedures. Employers must regularly update and audit security measures to prevent unauthorised access, data leaks, or cyber threats and ensure full compliance with GDPR.

Liability, Health & Safety, and Insurance Coverage

Employers remain responsible for employee health and safety, even in remote work environments. To ensure compliance with occupational health and safety laws, a remote work agreement must outline workplace safety standards, liability coverage, and home office requirements.

Businesses should define ergonomic workspace expectations, specifying home office setups, risk assessments, and employer-provided equipment to prevent workplace injuries. Employees must follow safe working practices, such as proper desk arrangements, screen time management, and compliance with fire and electrical safety regulations.

Liability coverage must clarify who is responsible for workplace injury claims and whether remote employees fall under the company’s workers’ compensation policy. Employers should also specify insurance coverage for company-owned devices, protecting against damage, loss, or security breaches. A well-defined remote work policy ensures legal protection for employers and employees and reduces risks associated with work-from-home arrangements.

Best Practices for Drafting and Implementing a Remote Work Agreement

A well-structured remote work agreement ensures legal compliance, operational efficiency, and employee accountability. Employers must tailor agreements to business needs, communicate policies clearly, and update them regularly to reflect legal and technological changes. Implementing best practices helps businesses maintain productivity, security, and workforce flexibility in remote settings.

Customising Agreements for Different Roles

A remote work agreement should reflect the specific demands of each job role, ensuring business continuity and operational efficiency. Not all positions require the same level of flexibility, autonomy, or remote accessibility, so employers must tailor agreements based on job responsibilities and company policies.

Employers should categorise roles as fully remote, hybrid, or office-based and define clear eligibility criteria for each. A hybrid work policy may suit client-facing teams or collaborative departments, while fully remote positions might be more practical for IT, content creation, or administrative roles.

A remote work policy legal checklist ensures agreements cover compliance, performance expectations, and security measures for different roles. Businesses can create structured, role-specific contracts that align with company goals and workforce needs using a work-from-home policy sample as a framework.

Communicating Remote Work Policies Clearly

A remote work agreement is only effective if employees fully understand their responsibilities, expectations, and reporting structures. Employers must provide clear guidelines on work hours, availability, performance metrics, and communication protocols to ensure consistency across remote teams.

Training sessions should cover company policies on data security, performance monitoring, and employee accountability, ensuring compliance with remote work best practices. Employers must outline how employees should report progress, attend virtual meetings, and seek support when needed.

Regular check-ins and feedback mechanisms help reinforce performance management strategies, ensuring employees stay engaged, productive, and aligned with business goals. By establishing structured communication channels, businesses can prevent misunderstandings, enhance collaboration, and maintain a seamless remote work environment.

Regularly Updating Agreements to Stay Legally Compliant

Employment laws and remote work regulations continue to evolve, so employers must meet regularly. Failure to review and update remote work agreements regularly. Failing to align agreements with changing legal requirements can expose businesses to compliance risks, employee disputes, and financial penalties.

Employers should review their remote work policies annually, ensuring they reflect updates in GDPR, workplace monitoring laws, and health and safety regulations. Legal experts or HR professionals should assess whether contract terms, data protection clauses, and liability provisions comply with UK, NI, and ROI employment laws.

A remote work compliance audit helps businesses identify gaps in existing policies, ensuring that employees operate under legally sound agreements. By keeping policies up to date, employers protect their businesses from regulatory challenges and provide fair and transparent working conditions for remote employees.

Templates Available on Remote Working from HR Docs

HR Docs provides ready-to-use, legally compliant templates to help employers manage remote work arrangements effectively. These documents ensure clear communication, compliance with employment laws, and structured decision-making when implementing or modifying remote work policies.

Key Remote Work Templates:

  • Letter to Decline Remote Working Request (IER06L05) – A formal document communicating the rejection of an employee’s remote work request.
  • Letter to Approve Remote Working Request (IER06L04) – A confirmation template outlining the conditions of an approved remote working request.
  • Letter Terminating a Remote Working Arrangement (IER06L03) – Used to formally notify an employee of the termination of their remote working agreement.
  • Letter of Invitation to Remote Working Meeting (IER06L02) – A document inviting employees to discuss their remote working request or arrangement.
  • Letter Changing a Remote Working Arrangement (IER06L01) – A structured format for modifying remote work terms.
  • Remote Working Agreement (IER06F01) – A comprehensive agreement covering essential legal and operational aspects of remote work, ensuring compliance with employment laws.

Each template is expert-reviewed, fully customisable, and designed to maintain clear, legally sound remote work policies.

Protect Your Business with a Legally Compliant Remote Work Agreement

As remote work becomes a permanent feature of the modern workplace, businesses must ensure their HR policies remain legally compliant and effective. A well-drafted remote work agreement protects employers from legal risks, operational challenges, and compliance issues while setting clear employee expectations.

HR Docs provides expert-vetted, legally sound remote work agreement templates, allowing businesses to implement structured and compliant remote work policies confidently.

  • Legally compliant, customisable remote work agreements tailored to business needs.
  • Templates covering working hours, data security, and performance monitoring to ensure accountability.
  • Expert-reviewed policies for UK, NI, and ROI employment law compliance, reducing legal and regulatory risks.

Register for free and download your first template today!

Top 5 HR Policies Every Employer Needs for 2025

Having well-defined HR policies is essential for every employer. Clear policies ensure workplace safety, legal compliance, and employee satisfaction—key pillars that help businesses thrive in the modern work environment. Without them, companies risk legal penalties, workplace disputes, and operational inefficiencies.

Strong HR policies provide a structured approach to managing workplace conduct, remote work arrangements, employee compensation, and legal obligations. They also ensure employees understand their rights and responsibilities. As employment laws continue to evolve and employee expectations shift, businesses must be proactive in shaping policies that safeguard both legal compliance and organisational success.

Here’s a breakdown of the top 5 HR policies every employer should implement in 2025, highlighting their importance for both legal and operational success.

1.Data Protection and Privacy Policy

With data privacy and security becoming more critical in 2025, a robust Data Protection and Privacy Policy is essential for employers to ensure compliance with GDPR and other data protection laws. This policy outlines how employee and customer data is collected, used, stored, and protected. It also ensures that businesses are transparent about their data practices and protect themselves from potential legal issues related to data breaches.

Key elements of a Data Protection and Privacy Policy:

  • Data Collection and Usage: Specifies what data is collected from employees and clients, and how it will be used.
  • Data Security: Details the measures taken to secure sensitive data, including encryption, access control, and regular security audits.
  • Employee Rights: Outlines employees’ rights regarding their personal data, including the right to access, rectify, or erase their data.
  • Data Retention and Deletion: Sets clear guidelines for how long data is retained and when it is safely deleted.
  • Compliance and Training: Ensures employees are trained on data protection best practices and that the business adheres to all legal data protection obligations.

By implementing a clear and comprehensive data protection policy, employers can minimise the risk of data breaches, legal penalties, and loss of trust among employees and customers.

2. Remote & Hybrid Working Policy

Flexible work arrangements continue to be a focal point for businesses in 2025. With remote work becoming more prevalent, employers need clear policies to manage remote and hybrid work environments while staying compliant with UK and Irish employment laws.


A robust remote working policy should:

  • Outline eligibility criteria—Who is eligible for remote or hybrid work?
  • Clarify performance monitoring—What are the expectations for productivity, working hours, and communication?
  • Ensure health and safety compliance—Home offices must meet legal safety standards to prevent liability risks.

A structured policy ensures fairness and reduces disputes while enhancing productivity and employee engagement.

How This Policy Benefits Employers:

  • Avoids disputes over who qualifies for remote work and under what conditions.
  • Ensures fairness in hybrid work arrangements and prevents legal challenges.
  • Boosts productivity by setting clear performance expectations and communication standards.

3. Workplace Conduct & Disciplinary Policy

Clear conduct and disciplinary policies are essential for maintaining a professional and legally compliant work environment. Employers must set expectations for acceptable behaviour and define how misconduct will be addressed through formal disciplinary procedures.


A comprehensive workplace conduct policy defines acceptable and unacceptable behaviour, while a well-structured disciplinary policy outlines the process for handling employee misconduct.

How This Policy Benefits Employers:

  • Reduces legal risks—Clear disciplinary procedures protect employers from unfair dismissal claims and workplace disputes.
  • Ensures fairness—Structured disciplinary processes ensure consistent, impartial handling of misconduct.
  • Promotes a positive work environment—Clear expectations help prevent a toxic work culture.

A well-implemented disciplinary policy ensures fairness, transparency, and compliance with UK and Irish employment laws, helping employers avoid costly legal challenges.

4. Compensation & Benefits Policy

A competitive compensation and benefits policy is crucial for attracting, retaining, and motivating top talent. Employers must ensure that their pay structures, bonuses, and benefits comply with UK and Irish labour laws while remaining competitive in the market.

Why It Matters in 2025: Employers who fail to create transparent pay structures risk disputes over compensation and face potential legal challenges related to pay equity and discrimination.

How This Policy Benefits Employers:

  • Ensures pay fairness—Reduces wage disputes and ensures compensation aligns with industry standards.
  • Boosts employee satisfaction—Competitive salaries and benefits improve job satisfaction and retention.
  • Prevents legal issues—Compliant policies help avoid potential pay equity issues and discrimination claims.

A clear compensation policy promotes transparency, employee trust, and legal compliance—vital for retaining skilled professionals in 2025.

5. Health & Safety Policy

Health and safety remains a top priority for employers in 2025. A solid health and safety policy is essential to protect employees, prevent workplace accidents, and comply with UK and Irish regulations.

Key Compliance Factors for 2025: Employers must implement risk assessments, safety protocols, and mandatory employee training, all while ensuring the policy is up-to-date with the latest health and safety regulations.

How This Policy Benefits Employers:

  • Reduces workplace accidents by outlining risk management and safety procedures.
  • Ensures legal compliance with HSE (UK) and HSA (Ireland) regulations.
  • Prevents costly claims—A comprehensive policy reduces the risk of fines or legal action from workplace accidents.

A well-drafted health and safety policy ensures workplace protection while complying with legal obligations.

Future-Proof Your Business with Expert HR Policies

Implementing expert-crafted HR policies can safeguard your business against legal risks and foster a fair and efficient workplace. From health and safety to flexible work arrangements, having the right policies in place ensures your business remains compliant and competitive.

HR Docs provides over 5,000 expertly designed HR policy templates to help businesses stay compliant and avoid the complexities of policy creation. With pre-drafted templates that are up-to-date with UK and Irish employment laws for 2025, HR Docs helps businesses streamline their HR processes and mitigate compliance risks.

Sign up today to access a wide range of legally compliant HR policies, ensuring your business is prepared for the future.

  1. Why are HR policies important?

    HR policies offer a clear structure for managing employee behaviour and business operations. They help ensure legal compliance, fairness, and consistency across the workplace. For instance, a Non-Discrimination Policy ensures unbiased hiring and supports diversity.

  2. Which HR policies are essential for 2025?

    In 2025, businesses should focus on policies that cover remote work, data privacy, diversity, employee well-being, and safety. With increasing digital data, a strong Data Privacy Policy is especially crucial.

  3. How do HR policies help with compliance and risk?

    HR policies protect organisations by ensuring they meet legal requirements, reducing the risk of legal disputes. A solid Workplace Safety Policy, for example, reduces the likelihood of accidents and helps comply with regulations.

  4. What steps should be followed to create HR policies?

    Start by identifying organisational needs, researching legal guidelines, drafting clear policies, gathering feedback, and offering training to ensure compliance. For example, creating a Remote Work Policy involves understanding workforce needs and legal considerations.

  5. How often should HR policies be updated?

    HR policies should be reviewed annually or when laws or business changes occur. Regular updates ensure that policies remain effective. 

  6. What impact do remote work or social media policies have on workplace culture?

    These policies set clear expectations, helping maintain productivity and a professional environment. A well-crafted Remote Work Policy can improve work-life balance and employee satisfaction.

  7. What’s the difference between policies and procedures in HR?

    Policies define the overall guidelines, while procedures provide the specific steps to implement them. 

What challenges arise in implementing HR policies?
Challenges include keeping up with changing laws, addressing varied employee needs, and managing resistance to new policies. For example, implementing a Diversity and Inclusion Policy may face challenges if not effectively communicated, requiring continuous leadership support.

Why Are Updated HR Templates Important for Employers?

Employers in 2025 will face new challenges regarding remote work compliance, employee retention, and workplace legal updates. As businesses adapt to shifting work trends, the demand for structured HR policies and legally compliant templates will grow. 

Companies that fail to modernise their HR documentation risk compliance issues, retention struggles, and operational inefficiencies.

HR templates in 2025 are critical for ensuring workplace policies align with new employment laws, support employee engagement, and reduce legal risks. Employers need clear frameworks to navigate:

  1. Evolving workplace policies – Hybrid and remote work guidelines require structured documentation to set expectations and maintain compliance.
  2. Retention-focused HR templates – Career development plans and structured performance reviews help retain top talent and boost engagement.
  3. Legally compliant HR solutions – Pre-drafted employment contracts, handbooks, and policy templates protect businesses from legal disputes.

This article explores how modern HR templates can help businesses streamline compliance, enhance employee retention, and prepare for the evolving 2025 workplace. By leveraging expertly crafted, legally sound HR templates, employers can create a structured, compliant, and efficient HR system that meets the demands of a rapidly changing work environment.

Remote Work Compliance in 2025

As remote work policies evolve, employers must address compliance challenges to balance flexibility with operational efficiency. Many companies are scaling back remote options, requiring clear policies and legally compliant contracts to ensure fairness, consistency, and adherence to employment laws. This section explores key compliance strategies for remote and hybrid work arrangements in 2025.

The Shift Away from Remote Work

Many employers are moving away from full remote work, increasing compliance challenges. Businesses in major cities like London and Belfast are scaling back hybrid and remote arrangements, pushing employees to return to the office. Concerns over collaboration, productivity, and corporate culture drive this shift.

New remote work compliance UK regulations emphasise fair and transparent policies, ensuring employees are treated equitably. Companies adjusting their remote work structures must provide clear guidelines on eligibility, expectations, and legal obligations. Failure to do so can lead to disputes, disengagement, and compliance risks.

Employees now face greater expectations for in-office presence, requiring businesses to adopt policies that balance operational needs with employee flexibility. Without structured policies, companies risk legal challenges and workforce dissatisfaction.

Next, we’ll explore how businesses can maintain fair and flexible policies to meet these evolving expectations.

Clear Policies for Remote Work Expectations

Employers need structured policies to manage remote work requests fairly. Without clear guidelines, businesses risk inconsistencies, legal disputes, and reduced productivity. Remote work flexibility policies must establish who qualifies for remote work, how performance is monitored, and what legal obligations apply.

A well-defined policy should include:

  1. Eligibility criteria – Specifies which roles and employees qualify for remote or hybrid work.
  2. Performance and communication standards – Ensures clear expectations for availability, output, and reporting.
  3. Compliance with UK employment laws – Aligns with working hours, health and safety, and contractual obligations.

Employers who fail to implement structured policies may face disputes, reduced engagement, and compliance risks. By adopting consistent, legally sound remote work policies, businesses can support flexible work while maintaining operational efficiency.

The following section will cover legal compliance with remote work policies.

Legally Compliant Remote Work Contracts

Clear employment contracts reduce legal risks with remote work. Businesses face compliance issues, disputes, and operational inconsistencies without structured agreements. HR compliance documents ensure employers and employees understand their rights, responsibilities, and working conditions in a remote or hybrid setup.

A legally compliant remote work contract should include the following:

  1. Defined employer and employee responsibilities – Clarifies expectations for productivity, availability, and reporting.
  2. Data security, equipment, and working hours – Outline that provides work tools, cybersecurity protocols, and expected work schedules.
  3. Workplace obligations and dispute resolution – Reduces misunderstandings by setting clear procedures for compliance, breaches, or disagreements.

Employers using HR compliance documents can protect their business while ensuring fair and structured remote work policies. Legally sound contracts help companies navigate hybrid work with clarity and compliance.

Next, we will discuss employee retention strategies for 2025.

Retention-Focused HR Templates

Retaining top talent in 2025 requires structured career development and performance evaluation frameworks. Employees seek growth opportunities, clear feedback, and engagement-driven HR policies. By using tailored HR templates, businesses can reduce turnover, boost morale, and foster long-term commitment. This section explores how career development plans and performance review templates support retention.

Career Development Plans for Employee Retention

Structured career development templates improve retention. Employees are more likely to stay with a company that invests in their professional growth. Without a clear career path, businesses risk low engagement, high turnover, and reduced productivity.

Career development templates provide:

  1. Long-term career progression support – Helps employees map out their growth within the company.
  2. Goal-setting and feedback integration – Encourages regular performance discussions and skill development.
  3. Alignment between employee growth and business success – Ensures staff development meets organisational needs.

Using career development templates creates a culture of growth, engagement, and loyalty. Employees who see a clear future in their roles are more likely to stay and contribute to long-term success.

Next, we explore performance review templates to enhance retention.

Performance Review Templates for Employee Engagement

Structured performance reviews encourage employee development. Without a clear evaluation process, employees may feel undervalued, uncertain about expectations, or disconnected from company goals. Implementing performance review templates in the UK ensures consistent assessments that drive engagement and retention.

A well-structured performance review template includes:

  1. Clear evaluation criteria – Defines job-specific expectations, competencies, and success metrics.
  2. Regular feedback and goal alignment – Encourages ongoing discussions to track progress and address concerns.
  3. Training and growth identification – Highlights skill gaps and career development opportunities.

Employers using performance review templates UK can enhance employee satisfaction, improve performance, and reduce turnover. Regular feedback strengthens engagement, aligns individual contributions with business goals, and fosters professional growth.

The next section covers how HR Docs simplifies HR documentation.

HR Docs Solutions for 2025 Workforce Challenges

Managing workplace challenges in 2025 requires efficient, legally compliant HR documentation. Employers need ready-to-use templates to navigate remote work policies, retention strategies, and legal compliance. HR Docs provides expertly crafted templates that simplify HR management, ensuring businesses stay compliant while fostering employee engagement. This section explores how HR Docs streamlines HR processes.

Accessing Pre-Drafted, Legally Compliant HR Templates

HR Docs provides legally compliant templates to simplify HR management. Employers often struggle with drafting HR policies, contracts, and compliance documents from scratch, leading to inconsistencies and legal risks. HR document solutions from HR Docs offer pre-drafted, expert-approved templates that save time and ensure compliance.

Key benefits of HR Docs’ templates include:

  1. Ready-to-use employment contracts, handbooks, and policies – Ensures consistency and legal accuracy across all HR documentation.
  2. Full compliance with UK employment laws – Reduces the risk of disputes, penalties, or outdated policies.
  3. Eliminates the need for custom drafting – Saves businesses time, resources, and legal consultation costs.

With HR document solutions, employers can implement compliant HR policies quickly, confidently, and efficiently. By using HR Docs’ expert templates, businesses streamline operations and focus on workforce retention and productivity.

Next, we will discuss HR templates for employee retention.

HR Templates for Retention and Workplace Compliance

HR Docs helps businesses implement retention-focused HR policies. Without structured policies, companies risk low employee engagement, legal issues, and high turnover. Employers can use legally compliant HR templates to create a structured approach to performance management, career development, and workplace compliance.

Key advantages of legally compliant HR templates include:

  1. Structured performance review and career development templates – Helps employees set goals, receive feedback, and grow within the company.
  2. Fair and compliant remote work policies – Ensures transparency, consistency, and legal adherence for hybrid and remote teams.
  3. Long-term workforce planning support – Assists businesses in retaining top talent, reducing turnover, and maintaining compliance with employment laws.

By integrating legally compliant HR templates, businesses can strengthen employee engagement, maintain workplace fairness, and avoid legal risks.

Future-Proof Your HR with Expertly Crafted Templates

Stay ahead of workplace changes with HR Docs – the trusted solution for legally compliant HR templates in 2025. Businesses that streamline HR processes with structured, ready-to-use documentation reduce compliance risks, enhance employee retention, and improve operational efficiency.

  • 5,000+ expert-crafted HR templates – Covering everything from contracts to performance management.
  • Legally compliant & up to date – Aligned with UK employment laws and best practices.
  • Trusted by businesses of all sizes – HR Docs simplifies HR management from startups to established enterprises.

Sign up for free today and download your first template instantly. Future-proof your HR strategy with expertly-crafted, legally compliant HR documentation from HR Docs.

FAQ: Why Are Updated HR Templates Important for Employers?

What Are HR Templates and Why Do Employers Need Them?

HR templates are pre-drafted documents that standardise workplace policies, ensuring compliance and efficiency. Businesses use HR templates to create legally compliant contracts, policies, and employee documents without drafting from scratch. These templates help employers stay consistent, legally protected, and efficient in HR operations.

Key benefits include:

  1. Ensures compliance with evolving UK employment laws.
  2. Saves time by eliminating manual document creation.
  3. Reduces legal risks with expert-approved policies.

Employers using HR templates improve efficiency while maintaining compliance.

How Do Updated HR Templates Help Businesses Stay Legally Compliant?

Updated HR templates align with UK employment law changes, reducing business legal risks. Employers must ensure their HR policies required by law in the UK are accurate, up-to-date, and legally compliant to avoid disputes.

Key benefits of updated HR templates include:

  1. Ensuring compliance with employment contracts, disciplinary procedures, and workplace safety regulations.
  2. Preventing legal disputes by incorporating the latest regulatory updates.
  3. Helping businesses meet UK employment law requirements without needing costly legal advice.

Regularly updating HR templates ensures businesses stay compliant and protected.

How Do HR Templates Improve Business Efficiency?

HR templates standardise processes, reducing administrative work and ensuring consistency across policies. Businesses risk inefficiencies, errors, and compliance issues without structured HR policies and procedures.

Key ways HR templates improve efficiency:

  1. Provide pre-drafted HR policies and procedures to simplify HR management.
  2. Reduce errors by ensuring all employee policies are correctly documented and legally sound.
  3. Free up HR teams to focus on strategy instead of time-consuming paperwork.

Using structured HR policies and procedures allows businesses to operate smoothly while maintaining compliance.

What Are the Risks of Using Outdated HR Templates?

Outdated HR templates may lead to non-compliance, legal disputes, and inefficient HR management. To avoid costly mistakes and regulatory violations, businesses must keep up with labour employment law changes.

Key risks of using outdated HR templates:

  1. Legal penalties and lawsuits due to non-compliance with new employment laws.
  2. Misinformation in policies that fail to reflect recent workplace regulations.
  3. Inconsistent disciplinary actions and employee management lead to workplace disputes.

Updating HR templates ensures compliance, protects businesses, and maintains workplace efficiency.

How Can HR Docs Help Employers with Updated HR Templates?

HR Docs provides legally compliant HR document solutions to help businesses simplify policy updates and compliance. Keeping HR policies up to date is essential to avoid legal risks and operational inefficiencies.

Key benefits of HR document solutions from HR Docs:

  1. Pre-drafted HR templates covering contracts, workplace policies, and legal compliance.
  2. Guaranteed compliance with UK employment law and the latest regulatory updates.
  3. Time and cost savings by eliminating the need for businesses to draft policies from scratch.

Using HR document solutions, employers can maintain compliance effortlessly.

Dealing with Workplace Bullying or Harassment Complaints

Workplace bullying and harassment pose serious challenges for employers, affecting employee morale, productivity, and overall workplace culture. Addressing these issues is a legal responsibility and an ethical and operational priority. Ensuring employees feel safe and respected fosters a positive work environment where they can thrive.

Handling harassment complaints professionally is critical to safeguarding employee well-being and protecting the organisation from legal and reputational risks. Employers must implement clear policies, accessible reporting channels, and structured procedures to address complaints effectively.

This is where HR Docs can help. Our expertly designed templates simplify managing workplace bullying and harassment complaints, offering ready-to-use policies, reporting forms, HR templates, and HR documents to ensure compliance and consistency.

Effective complaint handling demonstrates a commitment to dignity and respect in the workplace while protecting your business from potential claims. This guide provides actionable steps to help you identify, manage, and prevent workplace bullying and harassment, ensuring a supportive and legally compliant environment.

Identifying Workplace Bullying or Harassment

Understanding and identifying bullying and harassment in the workplace is a critical step for employers to maintain a respectful and compliant environment. By distinguishing between the two and recognising their manifestations, managers can address issues effectively and promote a culture of safety and inclusion.

Definitions and Examples

A breakdown of harassment complaints

Bullying refers to persistent offensive behaviour, while harassment includes actions related to protected characteristics.

Bullying involves repeated and inappropriate actions that undermine an employee’s dignity or work performance. It is not always related to protected characteristics but manifests in behaviours that create a hostile or intimidating environment. 

Examples include:

  • Verbal Bullying: Insults, persistent criticism, or undermining comments.
  • Physical Bullying: Threats, unnecessary physical contact, or physical intimidation.
  • Cyberbullying: Abusive messages, online shaming, or malicious social media posts.
  • Psychological Bullying: Manipulation, spreading rumours, or ostracism.

Harassment, on the other hand, is specifically tied to legally protected characteristics such as gender, race, religion, age, or disability. It includes unwelcome conduct that violates a person’s dignity or creates an offensive work environment. Examples include:

  • Sexual Harassment: Unwanted advances, inappropriate remarks, or suggestive behaviour.
  • Racial Harassment: Slurs, offensive jokes, or gestures targeting race or ethnicity.
  • Other Forms of Harassment: Behaviors targeting age, disability, sexual orientation, or religious beliefs.

By understanding these distinctions, employers can categorise complaints accurately and take appropriate action to address them.

Recognising Signs and Reporting Channels

Handling sexual harassment complaints is essential!

Signs include absenteeism, declining performance, or stress-related complaints.

Employers should remain vigilant for warning signs of bullying and harassment, which often include changes in employee behaviour, such as:

  • Increased absenteeism or tardiness.
  • Declining performance or productivity.
  • Complaints of stress, anxiety, or feeling excluded.
  • Conflicts with colleagues or a noticeable drop in morale.

Recognising these signs early allows for intervention before issues escalate. Clear reporting channels are essential for employees to feel confident in raising concerns. Employers should provide:

  • Anonymous reporting options.
  • Access to trained HR professionals.
  • Assurance of confidentiality and non-retaliation for complainants.

Employers can ensure employees feel supported in reporting incidents by fostering an open and transparent workplace culture, paving the way for swift resolution and a healthier work environment.

Responding to Complaints

Effectively responding to complaints of bullying or harassment is a critical responsibility for employers. A well-structured approach ensures fairness, protects the complainant, and helps maintain workplace integrity. Taking immediate action demonstrates the organisation’s commitment to addressing inappropriate behaviour and fostering a safe work environment.

Initial Steps for Employers

Dealing with sexual harassment complaints is a three-point process.Employers must provide a safe environment and conduct a neutral initial assessment. When a complaint of bullying or harassment is raised, the employer’s first priority is to create a safe and supportive environment for the complainant. This involves:

  1. Acknowledging the Complaint: Respond promptly to the employee, ensuring they feel heard and respected. Clearly outline the next steps in the process.
  2. Offering Support: Provide access to support services such as counselling or employee assistance programs if available.  If external support is not available offer internal support from a neutral party. This should be clearly outlined in the Dignity at Work Policy. Consider temporary adjustments, such as changing work locations or schedules, to ensure the complainant feels safe.
  3. Conducting an Initial Investigation: Begin with a neutral and impartial complaint review. This involves:
    • Gathering preliminary information to understand the nature and severity of the allegations.
    • Determining whether immediate action, such as separating the complainant and accused, is necessary.

Employers must maintain confidentiality throughout this process and reassure all parties involved that the issue will be handled fairly and impartially. It is crucial to avoid assumptions or taking sides during the initial stages, as this can compromise the integrity of the process.

By addressing complaints promptly and methodically, employers can set the tone for an impartial investigation and demonstrate their commitment to a respectful workplace culture.

Conducting a Fair Investigation

A fair and impartial investigation is critical when addressing bullying or harassment complaints. Ensuring confidentiality and maintaining a structured approach helps resolve issues effectively while preserving trust in the workplace.

The investigation must be assigned to an impartial individual, preferably from the HR department. This eliminates the potential for bias and ensures a neutral perspective. The scope of the investigation should be outlined, specifying timelines, key parties, and evidence to be gathered.

The first step in evidence collection involves securing relevant documentation. This might include emails, messages, logs, or other materials supporting or refuting the claims. Protecting and organising this evidence is vital for the investigation’s credibility.

Next, the investigator conducts confidential interviews with the complainant, the accused, and witnesses. These interviews should be structured yet open-ended, encouraging participants to provide a full account of events. Questions must be neutral, avoiding any suggestion of bias or pre-determined outcomes.

As the investigation progresses, findings are carefully documented. This includes summaries of interviews, detailed records of evidence, and observations. The final report should be organised and provide clear conclusions and actionable recommendations.

Confidentiality is paramount throughout the process. Information is shared strictly on a need-to-know basis, protecting the privacy of all individuals involved. Fairness must be upheld at all stages, ensuring that the complainant and the accused are treated respectfully and given opportunities to present their perspectives.

A thorough, respectful investigation resolves workplace issues, reinforces the organisation’s commitment to a culture of dignity and fairness, and fosters employee trust and confidence.

Implementing Workplace Policies

Creating and enforcing clear workplace policies is essential for preventing and addressing bullying and harassment. Comprehensive policies provide a framework for handling complaints, ensuring legal compliance and promoting a culture of respect and accountability.

Developing Dignity at work Policies

Comprehensive policies prevent and address harassment effectively.

A well-crafted Dignity at Work policy sets the foundation for a respectful workplace. It should include:

  1. Clear Definitions: Provide precise descriptions of bullying and harassment, distinguishing between the two and giving examples to ensure employees understand prohibited behaviours.
  2. Reporting Mechanisms: Outline accessible and confidential channels for employees to report complaints. This may include direct reporting to HR, anonymous submission systems, or designated reporting officers.
  3. Disciplinary Measures: Specify consequences for violating the policy, including warnings, training requirements, or the possibility of termination of employment.

Emphasising a zero-tolerance stance is critical to fostering a culture of accountability. This approach demonstrates the organisation’s commitment to addressing misconduct and preventing recurrence.

Training and Awareness

Training and awareness initiatives are pivotal in ensuring the success of workplace policies. Employers should:

  1. Provide Management Training: Equip managers with skills to handle complaints effectively, including conducting fair investigations and maintaining confidentiality.
  2. Promote Regular Awareness Sessions: Educate employees about policies, reporting procedures, and the importance of fostering a respectful workplace. Topics can include recognising harassment, understanding its impact, and preventing it from occurring.

By integrating these policies and training programs, organisations can build a proactive and respectful workplace culture, reducing incidents of workplace bullying and harassment while ensuring employees feel supported and valued.

Creating a Culture of Respect

Addressing workplace bullying and harassment complaints effectively is a legal obligation and a critical step in fostering a respectful workplace culture. A proactive approach ensures employees feel safe, valued, and empowered to perform at their best. By implementing clear policies, providing accessible reporting channels, and conducting fair investigations, organisations demonstrate their commitment to dignity and fairness.

A culture of respect doesn’t happen by accident; it requires deliberate effort from leadership to set expectations and lead by example. Comprehensive training programs, regular awareness campaigns, and a zero-tolerance stance toward inappropriate behaviour all play vital roles in creating a positive environment.

HR Docs makes this process easier by offering ready-to-use templates designed to simplify the development and implementation of anti-harassment policies. Whether updating existing guidelines or starting from scratch, you gain access to tools that manage workplace challenges confidently and efficiently.

“Ensure your workplace policies reflect your commitment to a safe environment. Simplify your anti-harassment efforts with HR Docs—sign up today to download your first template for free!

Shared Parental Leave Policy (UK): An Employer’s Essential Guide

Shared Parental Leave (SPL) is a game-changer for modern businesses, offering working parents greater flexibility to manage childcare while staying connected to their careers. Under this statutory entitlement, eligible employees can share up to 50 weeks of leave and 37 weeks of pay after the birth or adoption of a child, fostering a balance between personal and professional lives.

For employers, embracing SPL is more than just ticking a compliance box—it’s a way to build a supportive, family-friendly workplace that retains top talent. This guide will break down the essentials of SPL, helping business owners and HR managers implement effective policies while minimising operational challenges.

With HR Docs’ pre-designed templates and resources, navigating SPL becomes seamless, saving time and ensuring legal compliance.

What is Shared Parental Leave?

Shared Parental Leave (SPL) allows eligible working parents to share maternity or adoption leave, empowering them to tailor childcare arrangements to suit their family dynamics. With up to 50 weeks of leave and 37 weeks of statutory pay available, SPL is a step towards equality, encouraging shared caregiving responsibilities.

Why is SPL Important for Employers?

Implementing SPL policies not only ensures legal compliance but also reinforces your organisation’s reputation as a progressive, family-focused employer. Supporting SPL can:

  • Enhance employee satisfaction and loyalty.
  • Reduce absenteeism and burnout.
  • Attract talent by showcasing a commitment to work-life balance.

Clear policies and open communication about SPL can make all the difference in creating a culture of support and inclusivity.

Key Benefits of SPL for Employees and Employers

For Employees:

  • Stronger family bonds: SPL allows parents to spend more quality time with their child during the crucial first year.
  • Improved well-being: Flexible leave options promote work-life balance, reducing stress.

For Employers:

  • Boosted retention: Employees who feel supported are more likely to stay loyal to your company.
  • Enhanced employer branding: Showcasing family-friendly policies attracts top talent.
  • Reduced disruptions: Flexible scheduling options make it easier to plan for absences.

Who is Eligible for SPL?

Eligibility for SPL is based on specific criteria, ensuring fairness and legal compliance. Employers should understand these requirements to manage applications effectively.

Eligibility Criteria

To qualify for SPL:

  1. Employment requirement: One parent must have been employed continuously for at least 26 weeks by the 15th week before the child’s expected due date or adoption placement.
  2. Economic activity test: The other parent must have worked for at least 26 weeks within the previous 66 weeks and earned at least £30 per week for 13 weeks.
  3. Shared responsibility: Both parents must be responsible for the child’s care.

Managing Shared Parental Leave Requests

Notice and Documentation Requirements

Employees must provide at least eight weeks’ notice of their intention to take SPL. This includes:

  • Leave start and end dates.
  • Proof of the child’s birth or adoption placement.
  • Declarations of eligibility from both parents.

Employers should review these documents carefully and maintain precise records to ensure compliance.

Handling Discontinuous Leave Requests

SPL can be taken in:

  • Continuous blocks: A straightforward leave period that employers must approve if properly requested.
  • Discontinuous blocks: Multiple periods of leave, which employers can refuse but should negotiate in good faith.

Encouraging early discussions can help balance employee needs with operational requirements.

Shared Parental Pay: What Employers Need to Know

Employees eligible for SPL may receive Statutory Shared Parental Pay (ShPP) for up to 37 weeks, calculated as either:

  • A fixed government rate, or
  • 90% of their average weekly earnings, whichever is lower.

Offering Enhanced Pay

Some employers go beyond the statutory minimum by offering enhanced SPL pay, however this is at the discretion of the employer.

Simplify SPL with HR Docs

Managing Shared Parental Leave policies doesn’t have to be overwhelming. HR Docs provides ready-made templates and expert HR resources to help businesses:

  • Streamline SPL policy creation.
  • Ensure compliance with statutory requirements.
  • Promote a supportive workplace culture.

By adopting clear and accessible SPL policies, your organisation can lead the way in employee welfare and work-life balance. Simplify your shared parental leave policies with HR Docs. Sign up today to download your first template for free!

Frequently Asked Questions

What is Shared Parental Leave, and who is eligible?

SPL allows eligible parents to share up to 50 weeks of leave and 37 weeks of pay during their child’s first year. Eligibility depends on employment and income criteria, with both parents sharing responsibility for the child’s care.

Can employers refuse discontinuous leave requests?

Yes, employers can refuse discontinuous leave requests. However, they must approve continuous leave if proper notice is given. Open communication helps in finding mutually beneficial solutions.

How is SPL pay calculated?

SPL pay is based on statutory rates or 90% of the employee’s weekly earnings, whichever is lower. Enhanced pay may be offered at the employer’s discretion to boost engagement and retention.

Do employers need a separate SPL policy?

While not mandatory, a dedicated SPL policy ensures clarity and avoids confusion with other leave types. HR Docs offers customisable templates to make policy creation quick and compliant.

The Employer’s Guide to Maternity Leave Policies in Ireland

Employers in Ireland are legally obligated to support employees during maternity leave while ensuring compliance with statutory regulations. Maternity leave in Ireland entitles employees to 26 weeks of leave, with an option for an additional 16 weeks of unpaid leave. These laws, outlined under the Maternity Protection Acts, ensure employees’ rights are protected, but they also require employers to maintain clear policies and documentation to avoid disputes and operational disruptions.

Recent updates, such as the Work-Life Balance and Miscellaneous Provisions Act 2023, introduce additional considerations, including changes to parental entitlements and flexible work arrangements. Employers must stay informed and proactive in implementing these updates to meet their obligations and foster a supportive work environment.

Having clear, legally compliant policies is not just about avoiding penalties—it’s about building trust and creating a workplace that supports employees while ensuring operational continuity. This guide, written by HR experts at HR Docs, equips you with the knowledge and tools to manage maternity leave in Ireland efficiently.

Maternity Leave Entitlements for Employers in Ireland

Employers must clearly understand maternity leave entitlements in Ireland to effectively meet legal obligations and support their workforce. These entitlements include statutory leave durations, options for unpaid leave, and specific provisions for managing employee absences. Knowing the details ensures compliance and helps employers maintain a productive and equitable workplace.

How Long is Maternity Leave in Ireland?

Employees in Ireland are entitled to 26 weeks of maternity leave, as mandated by law. This statutory leave begins no later than two weeks before the expected week of confinement and includes time for recovery and bonding after childbirth. Employees also have the option to take up to 16 additional weeks of unpaid maternity leave, providing extended time away from work if needed.

Employers must ensure these entitlements are clearly outlined in employment contracts and workplace policies. Proper planning for extended absences, including temporary staffing arrangements, minimises disruptions. Employers should also be prepared to process Maternity Benefit applications for eligible employees and communicate the procedures for applying for additional leave. Ensuring these provisions are in place promotes compliance and demonstrates a supportive work environment.

Unpaid Maternity Leave Explained

In addition to 26 weeks of statutory leave, employees in Ireland can take up to 16 weeks of unpaid maternity leave. This extension allows employees to balance personal and professional needs, but employers are not required to pay during this time. Employees can, however, continue their PRSI contributions to maintain social welfare benefits during unpaid leave.

For employers, managing unpaid maternity leave requires careful planning. Policies should clearly define how employees can apply for this extension and what documentation is required. Employers must also address how the absence will impact annual leave accruals and ensure that employees are fully informed about the financial implications of unpaid leave. 

Application Process for Maternity Leave in Ireland

Managing the application process for maternity leave is a critical responsibility for employers. Ensuring compliance with legal requirements while maintaining clear communication with employees helps avoid disputes and provides a seamless transition during the leave period. This section outlines the role of forms, documentation, and tools like a maternity leave calculator to help employers efficiently manage the process.

The Role of Maternity Leave Forms

The maternity leave form is essential to the application process, providing the employer and employee with a formal record of the leave request. Employees must notify their employer in writing at least four weeks before the planned start of maternity leave. This notification should include the intended leave start date and a medical certificate confirming the pregnancy and expected due date.

Employers must acknowledge the application promptly and confirm the leave arrangements in writing. This includes specifying the duration and any additional unpaid leave, if applicable. A standard maternity leave form simplifies the process, ensuring all necessary information is collected upfront.

Employers should also ensure that their policies outline the steps for applying for maternity leave, including timelines and the documentation required. Templates like those provided by HR Docs ensure compliance and reduce administrative burdens.

Using a Maternity Leave Calculator Ireland

A maternity leave calculator is a valuable tool for employers to plan and manage employee leave effectively. This tool helps estimate the duration of maternity leave and additional entitlements, such as unpaid or PRSI contributions, based on individual employee circumstances.

For example, a maternity leave calculator in Ireland can account for statutory requirements, additional unpaid leave options, and the start and end dates of the leave period. Employers can use these estimates to manage workforce planning, ensure coverage during the leave period, and anticipate potential financial implications.

Incorporating a calculator into your HR processes saves time and ensures accuracy in handling leave entitlements. Tools like these demonstrate professionalism and help employers maintain employee trust and transparency.

Common Challenges for Employers During Maternity Leave 

Managing maternity leave involves more than just planning for the employee’s absence. Employers must also navigate specific challenges, such as accommodating sick leave before maternity leave and understanding new legal provisions for postponing leave. Addressing these situations ensures compliance, reduces disputes, and fosters trust within the workplace.

Sick Leave Before Maternity Leave Ireland

In Ireland, employees unfit to work due to illness before starting maternity leave may qualify for statutory sick leave benefits. Employers should have clear policies to address these situations, as the sick leave period can impact the start date of maternity leave and the employee’s eligibility for Maternity Benefit.

If an employee falls ill close to the expected start of maternity leave, employers should encourage them to provide medical certification promptly. Employees who are unable to work due to pregnancy-related conditions may opt to begin their maternity leave early, but they are not obligated to do so. Employers should accommodate sick leave requests while communicating how this may affect the timing of their maternity leave.

A comprehensive sick leave policy that integrates sick leave before maternity leave ireland ensures fairness and compliance. Employers should consult HR Docs for expert HR templates that address these scenarios.

New Laws on Postponing Maternity Leave

The Maternity Protection, Employment Equality and Preservation of Certain Records Act 2024 introduced provisions allowing employees to postpone maternity leave in cases of serious illness requiring extended treatment. Under these new laws, employees may defer part or all of their maternity leave until they are medically fit to resume it.

Employers must familiarise themselves with this legislation to accommodate such requests. Employees must provide medical documentation supporting their postponement needs, and employers should record these adjustments accurately.

While deferring maternity leave can create additional complexities for workforce planning, employers must handle these cases with sensitivity and compliance. Employers should ensure their policies include provisions for postponing leave, detailing the process for submitting and approving such requests.

Special Circumstances in Maternity Leave: What Employers Must Know

Employers in Ireland must prepare for special circumstances surrounding maternity leave to ensure compliance and provide equitable support to employees. Situations such as additional unpaid leave, stillbirths, premature births, and entitlements for fathers introduce complexities that require clear policies and careful planning. This section explores these unique scenarios and their implications for employers.

Additional Maternity Leave

Employees are entitled to an additional 16 weeks of unpaid maternity leave immediately following their 26 weeks of basic leave. This extension allows employees more time to care for their newborns or recover, but the Maternity Benefit does not cover it. Employers must ensure their policies explicitly outline this right and communicate the financial implications to employees.

Planning for this extended absence requires employers to address workforce continuity, temporary coverage, and employee re-integration after the leave period. Transparent policies and clear communication help manage expectations and reduce potential disputes.

Stillbirths and Miscarriages

In the tragic event of a stillbirth or miscarriage, employees are entitled to full maternity leave, including 26 weeks of basic leave and the option for an additional 16 weeks of unpaid leave. Maternity Benefit applies to the first 26 weeks if PRSI contributions are sufficient.

As of 16 September 2024, the definition of a stillborn child has been updated to include babies weighing at least 400 grams or with a gestational age of 23 weeks or more. Employers must ensure their policies reflect this updated definition and support employees in submitting necessary documentation, such as a medical certificate, for Maternity Benefit applications.

Premature Births

Employees are entitled to additional maternity leave if a baby is born prematurely. The 26-week statutory leave starts from the baby’s date of birth, with extra weeks added to account for the time between the baby’s actual birth date and the planned start date of maternity leave.

Employers must adjust leave records and plan for extended absences accordingly. Policies should outline how premature births impact leave entitlements, ensuring consistency and compliance with Irish employment law.

Maternity Leave for Fathers

Fathers (or the partner of the mother or birthing parent) can take maternity leave if the mother dies within 40 weeks of the birth. If the death occurs within the first 24 weeks, the father may take the remaining 16 weeks of additional leave. If it happens after 24 weeks, the father can take leave until the 40th week post-birth.

Employers must include this provision in their maternity policies and communicate the entitlement process to affected employees. Transparent policies ensure legal compliance and provide essential support during these challenging circumstances.

Maternity Leave and Employment Rights

Employers must comply with maternity leave rights under the Maternity Protection Acts 1994 and 2004, ensuring fair treatment and legal compliance. This includes protecting employees during their leave and facilitating their return to work.

Protecting Employees’ Rights During Maternity Leave

Employees retain all contractual rights (except pay) during leave, including annual leave and public holiday entitlements. Dismissals related to pregnancy or maternity leave are prohibited. Employers must accommodate health risks by providing alternative roles ensuring safety and compliance with the law.

Returning to Work After Maternity Leave

Employees have the right to return to the same or an equivalent role with equal terms and conditions. Employers should ensure a smooth reintegration process, update employees on workplace changes, and provide training to avoid disputes or claims of unfair treatment.

HR Docs: Simplifying Maternity Leave Compliance

Managing maternity leave in Ireland requires precision, compliance, and precise documentation. HR Docs simplifies this process by offering professionally crafted templates that cover all aspects of maternity leave management.

Our templates include:

  • Maternity leave application forms to streamline employee requests.
  • Maternity policies that clearly outline rights and responsibilities.
  • Letters for leave approval or refusal, ensuring consistency and professionalism.
  • Clauses for employment contracts to integrate maternity leave entitlements.

Using HR Docs’ templates ensures your business complies with Irish employment laws, reduces the administrative burden of drafting policies from scratch, and provides clarity for employers and employees. These templates save time, mitigate risks, and foster a supportive workplace environment.

Register for free and download your maternity leave policy template today!

The Best Guide to Zero Hours Contracts of Employment (UK)

A zerohours contract is a practical solution for employers managing fluctuating labour demands. Defined under the Employment Rights Act 1996, it enables businesses to hire workers without guaranteeing specific hours, providing flexibility to adapt staffing levels to real-time needs. This arrangement helps employers reduce costs during slow periods while scaling up during busy times.

Zero-hours contracts also give workers the option to accept or decline shifts. For employers, this ensures access to a flexible workforce while avoiding long-term commitments. However, failure to follow legal requirements can lead to disputes, penalties, or damage to your business’s reputation.

Drafting legally compliant zero-hours contracts protects your business and ensures clarity with your workers. This guide equips you with the knowledge to manage these contracts effectively and highlights how HR Docs’ templates can streamline compliance.

What is a Zero Hours Contract?

A zero-hours contract is an agreement where employers do not guarantee a set number of working hours. This arrangement provides flexibility for both employers and workers. Businesses can adjust staffing levels based on demand, while workers have the freedom to accept or decline assignments as they choose.

Zero-hours contracts are legally defined in Section 27A of the Employment Rights Act 1996 as agreements where work is conditional on availability, and there is no certainty that work will be offered. This flexibility makes them a useful tool for businesses managing variable workloads.

Key Takeaways

  • Employers are not obligated to provide fixed hours under a zero-hours contract.
  • Workers can accept or decline assignments without facing penalties.
  • Zero-hours contracts are defined in Section 27A of the Employment Rights Act 1996.

Legal Considerations for Employers Using Zero Hours Contracts

Employers must navigate the legal hallways of zero-hours contracts carefully to ensure compliance and protect their business. Key aspects such as employment classifications, worker rights, and the exclusion of exclusivity clauses. Properly managing these legal considerations reduces risks and ensures clear agreements with workers.

Employment Rights and Obligations

The zero-hour contract revolves around the worker’s employment status and determining their legal rights. Employees under a zero-hours contract are entitled to statutory protections, including redundancy pay and unfair dismissal rights. On the other hand, workers have access to rights such as the minimum wage, holiday pay, and statutory sick leave but lack the full protections granted to employees. Legal compliance depends on correctly classifying the worker’s employment status, as misclassification can lead to disputes and penalties for the employer. Ensuring proper classification minimises risks and promotes a fair workplace.

Exclusivity Clauses and Mutuality of Obligation

A zero-hour contract template must reflect the unenforceability of exclusivity clauses under UK law. These clauses, which prevent workers from taking on additional employment, are prohibited in zero-hours contracts, ensuring workers are free to pursue other opportunities. The mutuality of obligation further shapes these contracts, where the employer is not obligated to offer work, and the worker is not obligated to accept it. A legally compliant zero-hour contract template ensures clarity, reduces disputes, and protects employers and workers.

Benefits of Zero Hours Contracts for Employers

Zero hours contracts offer employers significant advantages in managing their workforce. These contracts provide flexibility and cost efficiency to help businesses address fluctuating labour demands, manage unexpected staff shortages, and maintain operational continuity. Properly structured contracts ensure employers can leverage these benefits while remaining legally compliant.

Flexibility in Workforce Management

A zero hour contract is ideal for businesses experiencing fluctuating or seasonal labour demands. These contracts allow employers to reduce overhead costs during slower periods while ensuring adequate staffing during busy times. By enabling rapid adjustments to workforce needs, zero-hour contracts allow businesses to stay competitive in dynamic markets. Employers can scale their workforce efficiently without committing to fixed expenses, making this a valuable tool for managing labour costs.

Efficient Handling of Employee Absences

A well-drafted zero-hour contract template enables employers to address sudden staff absences without committing to long-term employment. These contracts provide access to a pool of flexible workers who can step in during emergencies, ensuring business continuity. Employers can maintain operations efficiently while avoiding unnecessary costs by reducing reliance on permanent staff. A legally compliant zero-hour contract template streamlines this process, ensuring the business remains adaptable and responsive to unexpected challenges.

What Should a Zero Hours Contract Include

A well-drafted zero-hours contract ensures compliance with employment laws and clarity for employers and workers. It must outline the terms of the arrangement, covering key elements such as employment rights, pay, and work expectations. Including detailed provisions ensures fairness and minimises disputes.

Key Components of a Zero-Hours Contract

  1. Employment Status and Rights
    A zero-hours contract must specify whether the worker is classified as an employee or a worker. This classification determines their entitlement to protections such as minimum wage, holiday pay, and statutory sick leave. Correct classification ensures compliance and avoids potential legal issues.
  2. Work Availability and Flexibility
    The contract must clearly state that work is offered based on availability, with no obligation for the employer to provide hours or for the worker to accept them. This flexibility is essential to the zero-hour contract and must be explicitly included in the agreement.
  3. Pay and Holiday Pay
    Holiday pay for zero-hours contracts is calculated on a pro-rata basisThe contract should detail the calculation method and when holiday pay is provided. Transparency in these terms builds trust and ensures compliance.
  4. Notice Periods
    While zero-hours contracts do not guarantee long-term commitments, specifying notice requirements provides clarity and fairness. Employers should outline expectations for ending assignments and terminating the agreement entirely where no terms are defined and statutory notice periods apply.
  5. Pay Transparency
    The contract must include details on pay rates, frequency of payment, and any deductions. This ensures workers understand their earnings and comply with legal standards on wage clarity.
  6. Dispute Resolution
    Employers should include a section detailing grievance procedures or dispute resolution mechanisms. This promotes efficient handling of issues and fosters a positive working relationship.

HR Docs: Simplifying Zero Hours Contracts for Employers

Drafting a legally compliant zero hours contract can be time-consuming and risky without expert guidance. HR Docs offers a professionally designed zero-hour contract template tailored to meet UK employment law standards. This template ensures you have everything necessary to create clear, legally sound agreements that protect your business and foster a positive relationship with workers.

By purchasing this template, you can access a pre-structured, legally vetted document that simplifies the process. It includes the following, along with additional provisions.

  1. Employment Terms and Classification: Clearly defines the worker’s status as either employee or worker, ensuring legal compliance.
  2. Pay and Holiday Entitlement: Outlines hourly pay rates and explains holiday pay.
  3. Work Schedule and Flexibility: Provides a framework for offering work based on availability while respecting mutual flexibility.
  4. Notice and Termination Provisions: Specifies notice requirements for both parties, ensuring transparency.

Managing Challenges in Zero-Hour Contracts

While zero-hours contracts offer flexibility, employers must address certain challenges to maintain compliance and ensure smooth operations. Key areas like holiday pay calculations and handling terminations require attention to detail and transparent processes to avoid disputes and safeguard your business.

Addressing Holiday Pay

Holiday pay for workers under a zero-hours contract accrues based on the number of hours worked. Clear records of hours worked are essential to ensure compliance and avoid disputes. Transparent communication with employees about calculating holiday pay builds trust and minimises misunderstandings. A properly managed system ensures fairness and supports legal obligations.

HR Made Easy: Download Your Zero-Hours Contract Template Now

Managing zero-hours contracts requires precision and compliance to protect your business and ensure clarity for workers. From calculating holiday pay to understanding the legal framework is essential to avoid disputes and meet employment law standards. A professionally drafted zero-hour contract template simplifies the process, saving time and reducing risks.

HR Docs offers expertly designed templates that include all necessary provisions, ensuring compliance and transparency. With these tools, you can confidently manage your contracts while focusing on your business priorities.

Register for free and download your zero-hours contract template today!

How to Create Effective HR Performance Management Letters

HR Performance Management Letters are vital tools in fostering constructive feedback, ensuring transparency, and maintaining formal documentation throughout the performance management process. These letters provide a structured framework for addressing performance-related matters while aligning with legal and organisational standards. By setting clear expectations and maintaining consistent communication, HR letters help both employees and organisations navigate the complexities of performance management effectively.

This comprehensive guide explores the importance of HR Performance Management Letters, their essential components, and best practices for creating impactful and legally compliant documentation. Using these insights, HR managers and leaders can ensure performance issues are addressed professionally, fostering a culture of growth and accountability.

What Are HR Performance Management Letters?

Performance management revolves around setting expectations, providing constructive feedback, and tracking progress to help employees succeed. HR Performance Management Letters play a critical role by offering a formal and structured means of communication to address and document performance-related concerns. These letters:

  • Outline Expectations: Clearly define performance standards and improvement areas.
  • Document Discussions: Create an official record of performance management steps.
  • Ensure Compliance: Align with employment laws to safeguard both the employee and the organisation.

Through well-crafted communication, these letters encourage constructive dialogue, build trust, and promote fairness in performance management.

Why is Performance Management Important?

Effective performance management ensures employees align with organisational goals while fostering individual development. It supports transparency, accountability, and engagement through structured feedback mechanisms.

  • Employee Growth: Regular evaluations and feedback enable employees to understand their strengths and areas needing improvement.
  • Alignment with Goals: By connecting individual contributions to broader objectives, performance management enhances productivity and cohesion.
  • Recognition and Support: Rewarding high performers while addressing underperformance creates a balanced and motivated workforce.

Performance management serves as the backbone of organisational success, ensuring each team member contributes meaningfully while fostering an environment of continuous improvement.

Types of HR Performance Management Letters

HR Performance Management Letters are tailored to various stages of addressing performance issues. Here are common types used in effective performance management:

1. Letter of Concern

This informal letter highlights performance issues early, offering employees a chance to improve before formal action is taken. It:

  • Clearly identifies areas for improvement.
  • Serves as a preliminary warning without disciplinary weight.
  • Sets the stage for more formal steps if necessary.

2. Letter Confirming Dismissal for Underperformance

After all efforts to improve have been exhausted, this letter finalises the process by confirming dismissal. It:

  • Summarises the steps taken to address concerns.
  • Explains the decision in detail.
  • Ensures the dismissal aligns with legal and organisational policies.

This letter should only be used following the application of the full disciplinary procedure.

3. Outcome of a Performance Management Appeal

When an employee appeals a performance-related decision, this letter communicates the final outcome, ensuring:

  • Transparency in decision-making.
  • Documentation of the appeal process.
  • Closure for both parties.

Best Practices for Writing HR Performance Management Letters

1. Maintain a Constructive Tone

Adopt a supportive and professional tone to encourage positive engagement. Constructive feedback helps employees view performance management as a pathway to growth rather than a punitive measure.

2. Stick to the Facts

Base feedback on measurable data, avoiding subjective language. Use clear metrics to outline performance gaps and improvement expectations objectively.

3. Focus on Behaviour, Not Personality

Address specific actions or behaviours rather than personal traits. This ensures feedback is actionable and maintains professionalism.

4. Align with Past Records

Refer to previous performance reviews or incidents to provide context. This helps employees recognise patterns and understand the rationale behind the feedback.

5. Present Proof and Consequences

Cite concrete examples to substantiate performance concerns. Clearly outline potential consequences if improvements aren’t made, ensuring accountability.

6. Meet in Person

Whenever possible, discuss performance issues face-to-face to foster clarity and mutual understanding. Ensure the employee signs the letter to confirm they’ve read and understood its contents.

How HR Docs Can Help

HR Docs offers comprehensive, ready-to-use templates for all types of HR Performance Management Letters, saving time and ensuring consistency. These templates are designed to align with best practices and legal requirements, helping HR professionals manage performance issues effectively and confidently.

By leveraging HR Docs, organisations can streamline their performance management processes, fostering a culture of accountability, transparency, and continuous improvement.

Download HR Docs templates today and ensure your performance management practices support employee success and organisational growth.

How to Handle Flexible Working in Employment Contracts

Integrating flexible working options into employment contracts can greatly enhance employee satisfaction and foster a supportive, adaptable work environment. These arrangements allow employees to balance their work and personal responsibilities, resulting in a more engaged and productive workforce.

Flexible working encompasses a range of arrangements, including remote work, flexible hours, and job sharing, all designed to meet specific employee and business needs. By outlining clear policies and expectations in employment contracts, businesses can ensure consistent management of flexible working arrangements across their organisation. This transparency reduces misunderstandings, fosters trust between employers and employees, and creates a solid foundation for operational success.

This guide will explore the different types of flexible working, strategies for addressing requests, and the importance of updating employment contracts to reflect flexible arrangements. With these insights, businesses can meet operational goals, stay legally compliant while supporting employee well-being and modern work expectations.

Types of Flexible Working Arrangements

Flexible working arrangements provide employees with diverse options to manage their schedules and environments effectively. These arrangements are adaptable to different roles and industries, promoting a culture of support and productivity. Below, we delve deeper into three popular types of flexible working arrangements:

Remote Working

Remote working allows employees to work from outside the traditional office environment, such as from home, co-working spaces, or other locations conducive to productivity. This arrangement is especially beneficial for roles that don’t require a physical presence, including IT, marketing, and customer service positions.

Employees benefit from reduced commuting time and greater control over their schedules, which often leads to improved work-life balance and higher productivity. For employers, remote work can lower overhead costs and broaden access to a diverse talent pool.

However, remote working success depends on clear communication guidelines and performance metrics. Setting expectations for regular check-ins, measurable goals, and using digital collaboration tools helps maintain alignment and team productivity. Businesses embracing remote work should invest in technology and training to ensure seamless connectivity and collaboration among employees.

Flexible Hours

Flexible hours allow employees to modify their start and end times within agreed parameters, enabling them to tailor their schedules to personal responsibilities while meeting business needs. This arrangement empowers employees to work during their most productive hours and better balance work and personal life.

To implement flexible hours effectively, employers should define core hours when all team members are expected to be available for meetings or collaborative tasks. This ensures operational continuity while accommodating individual preferences.

Studies consistently show that flexible hours increase job satisfaction and engagement, as employees feel valued and supported. For employers, this approach fosters a culture of trust and autonomy, resulting in higher morale and reduced turnover rates.

Job Sharing

Job sharing involves two employees sharing the responsibilities of a single full-time role. Each partner works part-time, collaboratively fulfilling the demands of the position. This arrangement suits roles that require continuous coverage or benefit from diverse skill sets.

For job sharing to succeed, seamless communication between partners is essential. Tasks must be divided clearly, and regular updates are necessary to ensure continuity. Employers benefit from having two individuals’ expertise and perspectives while maintaining consistent role coverage.

This arrangement can be particularly advantageous for customer service, project management, or other roles requiring sustained attention. By splitting responsibilities, job sharing offers flexibility for employees while maintaining productivity and service quality for employers.

Flexible Working After Maternity Leave

Returning to work after maternity leave can be challenging for new parents. Flexible working arrangements provide critical support, enabling employees to manage their professional responsibilities alongside new family commitments.

Options such as adjusted hours, remote work, or job sharing allow parents to create schedules that suit their unique needs. For example, remote work enables parents to stay close to their children while fulfilling work obligations. Flexible hours accommodate school drop-offs or childcare arrangements, reducing stress and enhancing productivity.

From an employer’s perspective, offering flexible working after maternity leave fosters loyalty and retention. Employees who feel supported during significant life changes are more likely to remain with their organisation, contributing to a positive workplace culture.

Incorporating flexible options into employment contracts demonstrates a company’s commitment to employee well-being and helps retain valuable talent. This approach benefits both employees and the business, creating a work environment that respects personal milestones while maintaining high performance.

Making a Successful Flexible Working Request

For employees, understanding how to make a well-structured request is vital for gaining approval. Thoughtful communication and detailed planning can make the process smoother for both parties.

When submitting a request, employees should:

  • Clearly outline their desired arrangement, whether remote work, flexible hours, or job sharing.
  • Explain how they plan to manage their responsibilities under the new arrangement, ensuring productivity and efficiency.
  • Address potential challenges and propose solutions, such as communication tools or adjusted workflows.

For employers, the key is to assess how the request aligns with business needs. Factors like operational impact, team collaboration, and client satisfaction should be considered. A transparent, fair process for evaluating requests ensures consistency and builds trust.

Handling and Responding to Flexible Working Requests

Responding to flexible working requests requires a balanced approach that considers both employee needs and business requirements. Below are reasons to accept or reject requests and how to communicate decisions effectively.

Reasons to Accept Flexible Working

Flexible working enhances employee morale, retention, and productivity. Accommodating such requests demonstrates an organisation’s commitment to employee well-being and modern work practices.

Reasons to Reject Flexible Working

Certain roles may require on-site presence or fixed hours. Employers should reject requests only when they conflict with operational demands or significantly disrupt workflows.

In either case, clear communication is essential. Employees should understand the reasons behind a decision and feel their request was fairly evaluated.

Drafting Flexible Working Clauses in Employment Contracts

Including flexible working clauses in employment contracts ensures clarity and legal compliance. Key components to address include:

  • Eligibility: Specify roles and employees eligible for flexible arrangements.
  • Types of Flexible Working: Define available options such as remote work, flexible hours, or job sharing.
  • Process for Requests: Outline how to apply for flexible working, decision timelines, and appeal procedures.

Regularly updating contracts to reflect policy changes is crucial. Clear, legally compliant terms protect both employers and employees, fostering a supportive and transparent workplace.

HR Docs Flexible Working Templates

HR Docs offers a comprehensive library of templates to help manage flexible working arrangements. Examples include:

  • Flexible Working Policy: Provides guidelines for eligibility, application processes, and review procedures.
  • Letter Templates: Includes letters for delaying decisions, rejecting requests, and more.

These resources simplify HR processes, ensuring consistency and compliance with employment laws.

Conclusion

Flexible working arrangements are essential in today’s evolving workplace. By understanding different options, handling requests fairly, and updating employment contracts to reflect flexible working policies, businesses can create a balanced environment that benefits both employees and the organisation.

For expert advice or access to HR Docs templates, contact our team today!

Email and internet policy IES08P02

This policy covers the terms of acceptable use of email and internet in the workplace.

Letter to decline remote working request IER06L05

This letter can be sent to an employee declining a remote working request.

Letter to approve remote working request IER06L04

This letter can be sent to an employee approving a remote working request.

Letter terminating a remote working arrangement IER06L03

This letter can be sent to an employee terminating a remote working arrangement.

Letter of Invitation to remote working meeting IER06L02

This letter can be sent to an employee inviting them to a remote working meeting.

Letter changing a remote working arrangement IER06L01

This letter can be sent to an employee following a meeting to discuss changing a remote working arrangement.

Remote Working Agreement IER06F01

This Agreement can be used when an employee works remotely.

IEM04L02 – Letter to decline medical care leave

This letter can be used to inform an employee their request for medical care leave has been refused.

IEM04L01 – Letter to approve medical care leave

This letter can be used to formally confirm and approve an employee’s request for medical care leave, specifying the approved start and end dates of the leave.

IEE02P07 – Violence and Aggression at Work Policy

This policy enforces a zero-tolerance approach to workplace violence and aggression, including physical threats, harassment, and verbal abuse. Employees must report incidents promptly, and all reports will be thoroughly investigated.

IEE02P02 – VDU Eyecare Policy

The Visual Display Unit (VDU) Eyecare Policy ensures compliance with HSE legislation by providing eligible employees with eye tests and corrective appliances when required for VDU-related work.

IEE02P06 – Instant Messaging Policy

This policy outlines the guidelines and expectations regarding the use of instant messaging platforms, such as WhatsApp, for work-related communication among employees of the Organisation.

IEE02P05 – GPS Tracking Policy

The GPS Tracking Policy governs the use of GPS tracking technology for business purposes while respecting employee privacy and complying with the Data Protection Act 2018. Employees will be informed, consent is required, and data will only be used for legitimate business needs.

IEE02P04 – Fuel Card Policy

The Fuel Card Policy ensures proper use of fuel cards for business-related travel only.

IEE02P03 – Employee Alcohol Addiction Policy

This Policy supports employees struggling with alcohol addiction while maintaining workplace safety. It encourages self-disclosure, provides access to resources like counselling and rehabilitation, and ensures confidentiality and non-retaliation.

IEE02P01 – eFlow Tag Policy

The eFlow Tag Policy outlines the appropriate use of eFlow tags provided by the Organisation for business-related toll payments on designated roads and bridges. Tags are issued to eligible employees and must not be used for personal purposes.

IEE02P02 – DSE Eyecare Policy

The DSE Eyecare Policy ensures compliance with HSE legislation by providing eye tests and basic corrective lenses for employees classified as Display Screen Equipment (DSE) users. It covers regular and on-request eye tests, corrective lenses specifically for screen work, and time off for appointments. Employees are responsible for additional costs for non-essential upgrades.

IEE02P01 – Cultural Differences Policy

The Cultural Differences Policy promotes inclusivity, respect, and awareness of diverse cultural backgrounds within the workplace.

Policy on Supporting Employees Doing Volunteer Work IEC05P02

This policy outlines the organisation’s support for employees engaging in volunteer work, both through internal volunteering schemes and personal volunteer initiatives outside of work. It details types of supported volunteering, guidelines for proposing new projects, and conditions for leave or flexible work hours for volunteering.

Corporate Social Responsibility Policy IEC05P01

This Corporate Social Responsibility policy outlines the organisation’s commitment to positively impact the environment, community, employees, and business partnerships. Key areas include reducing environmental impact, supporting local charities, providing educational opportunities for employees, ensuring transparency and equal opportunities.

Post Termination Restrictions IEC04C04

This agreement can be provided to employees post termination outlining restrictions.

Letter to inform employees of contract updates IEC04L03

This letter serves as official confirmation of changes to an employee’s terms and conditions of employment, following prior discussions. It specifies the updates made to the contract, which replace terms from the previous contract. The employee is asked to sign and return one copy of the updated contract, keeping the other for personal records.

Letter to accompany contract of employment New Employees IEC04L04

This letter can be sent to a new employee enclosing their contract of employment.

Letter to accompany contract of employment Existing Employees IEC04L01

This letter can be sent to an existing employee enclosing their contract of employment.

Letter of Offer IEC04L01

This letter is a formal offer of employment, confirming start date and outlining the main terms of employment, such as contract type, pay, and work hours. It specifies the provision of documents, including the full terms of employment, job description, and privacy statement.

Letter for employee who hasn’t signed their Contract of Employment IEC04L02

This letter reminds an employee to return a signed copy of their employment contract, addressing any concerns they may have. It invites them to discuss any questions about the contract, sets a deadline for signing, and provides contact information for further assistance.

Contract Clause for employees who have been provided with a motor vehicle for work-related purposes IEC03C01

This clause can be used when an employee is provided a vehicle for work duties. Private use may be allowed under certain conditions, and the employer covers running costs, excluding private expenses.

Contract Clause on requiring an employee to hold a drivers licence IEC03C02

This contract clause can be used when an employee is provided a vehicle and requires the employee, to hold a valid driving licence at all times.

Using own Vehicle for Company Business Policy IEC03P03

This policy outlines requirements for employees using their own vehicle for work-related travel. It provides guidelines on authorisation, reimbursement, and employee responsibilities, ensuring costs are fair and travel is necessary. Employees must seek prior approval from their manager, submit timely expense claims with receipts, and ensure their vehicle is properly maintained, legally compliant, and insured for business use.

Policy on Mobile Phone Use Whilst Driving IEC03P02

This policy outlines the organisation’s rules for mobile phone use while driving for work. This policy provides two options, employees may either be fully prohibited from using any mobile device while driving or allowed to use hands-free devices only in limited situations.

29 Letter to Union NIR02L28

This letter informs a Trade Union Representative or Employee Representative that a collective redundancy consultation will take place and the process that will be followed.

14 Personal Development Plan NIP05F07

This performance improvement plan / personal development plan can be used to assist an employee reach the required standard to perform their job. This form outlines the performance issues, the action to be taken to improve and a deadline for completion. The line manager should meet with the employee regularly whilst the performance improvement plan is in place.

Best Practices for Drafting HR Policies

HR policies are essential tools that ensure business compliance, consistency, and operational efficiency. They protect both employers and employees by providing clear guidelines and mitigating legal risks. 

This article delves deep into the best practices for drafting HR policies, covering their importance, key elements, and common pitfalls to avoid. The goal is to equip you with comprehensive knowledge to create effective HR policies that stand out in today’s competitive landscape.

Why HR Policies Are Essential for Every Business

Well-structured HR policies protect both employers and employees. They establish clear guidelines that promote fairness and legal compliance. Without effective policies, businesses risk legal disputes, compliance issues, and employee dissatisfaction. Let’s explore why HR policies are indispensable.

Ensuring Legal Compliance and Minimising Risk

HR policies ensure adherence to employment law across different regions, including Ireland, Northern Ireland, and Great Britain. They mitigate legal risks by:

  • Providing clarity: Clear policies reduce the likelihood of misunderstandings that can lead to legal action. For instance, a well-defined harassment policy outlines unacceptable behaviours, making it easier to address issues promptly.
  • Demonstrating compliance: Documented policies show that the company is committed to following the law. This commitment builds trust with employees and external stakeholders.
  • Guiding decision-making: Policies offer a framework for managers to make consistent and fair decisions. Consistency reduces the risk of discrimination claims and fosters a culture of fairness.

Failing to comply with employment laws can result in hefty fines, legal battles, and reputational damage. Companies must stay updated on legislation changes and reflect them in their policies.

Setting Clear Expectations for Employees

Policies define expectations for employee conduct, performance, and rights. They reduce ambiguity by:

  • Outlining rules and procedures: Employees know how to handle various situations, such as reporting a grievance or requesting leave.
  • Defining performance metrics: Clear goals help employees focus on what matters. Performance policies specify evaluation criteria, promoting transparency.
  • Establishing disciplinary actions: Employees understand the consequences of not following policies. This awareness can deter misconduct and encourage adherence to company standards.

Clear expectations enhance employee satisfaction and productivity. When employees know what’s expected, they can perform confidently and contribute positively to the organisation’s goals.

Promoting a Positive Workplace Culture

HR policies shape the company’s culture by embedding its values into everyday practices. They promote:

  • Inclusivity: Diversity and inclusion policies foster an environment where all employees feel valued.
  • Safety: Health and safety policies ensure a secure workplace, reducing accidents and promoting well-being.
  • Respect: Anti-bullying and harassment policies create a respectful environment, enhancing morale and reducing turnover.

A positive culture attracts top talent and retains employees, giving the company a competitive edge.

Key Elements to Include in Effective HR Policies

An effective HR policy includes several essential components:

  • Purpose: The reason behind the policy. This section explains why the policy exists and its importance to the organisation.
  • Scope: Who the policy applies to. It clarifies whether the policy covers all employees, specific departments, or contractors.
  • Definitions: Clarifying terminology. This ensures everyone understands key terms, reducing misinterpretation.
  • Procedures: Step-by-step instructions for compliance. Detailed procedures guide employees on how to adhere to the policy.
  • Responsibilities: Who is responsible for ensuring the policy is followed. It assigns accountability to specific roles or departments.
  • References: Any relevant laws or related policies. This connects the policy to legal requirements and other company policies.

Including these elements creates comprehensive policies that are clear, actionable, and legally sound.

Customisation Based on Business Size and Industry

Every business is unique. Tailor policies to fit the specific needs of your company based on its size, industry, and operational structure. For example:

  • Small businesses may need simpler policies that cover essential areas. Overcomplicating policies can overwhelm a small team.
  • Large enterprises might require detailed policies to address complex operations. Comprehensive policies help manage a larger workforce and diverse departments.
  • Industry-specific regulations necessitate specialised policies. For instance, healthcare organisations need strict data privacy policies due to sensitive patient information.

Customisation ensures policies are relevant and effective. Consider factors like the nature of your work, workforce diversity, and regulatory environment when drafting policies.

Drafting Policies with Clear, Concise Language

Avoid legal jargon and draft policies that are easily understood by all employees. Clear language ensures everyone knows what is expected. Tips include:

  • Use simple words: Avoid complex vocabulary that may confuse readers. For example, use “start date” instead of “commencement date.”
  • Keep sentences short: Long sentences can be difficult to follow. Break complex ideas into bullet points or numbered lists.
  • Use active voice: Direct statements are easier to understand. “Employees must submit leave requests in advance,” is clearer than “Leave requests should be submitted by employees in advance.”
  • Be specific: Provide concrete details. Instead of saying “dress appropriately,” specify the dress code requirements.
  • Avoid ambiguity: Ensure that terms and instructions are clear. Ambiguous language can lead to varied interpretations.

Clear policies enhance compliance and reduce the need for clarification, saving time and resources.

Incorporating Visual Aids and Examples

Visual aids like charts, diagrams, and examples can enhance understanding. They break up text and illustrate complex concepts. For instance:

  • Flowcharts: Show steps in a procedure, such as the process for reporting harassment.
  • Tables: Compare benefits or outline leave entitlements.
  • Examples: Provide scenarios to illustrate policy application.

Visual elements make policies more engaging and accessible.

Best Practices for Drafting Legally Compliant HR Policies

Follow these steps to draft policies that are practical and compliant with current employment laws:

  1. Stay informed about laws: Regularly update your knowledge of employment laws in your region. Subscribe to legal bulletins or join professional HR associations.
  2. Consult with stakeholders: Involve managers and employees to ensure policies are practical. Their insights can reveal potential issues or improvements.
  3. Use reliable resources: Reference reputable sources or templates from trusted providers like HR-Docs. This ensures policies are based on sound legal footing.
  4. Ensure consistency: Align policies with your company’s values and other existing policies. Consistency prevents conflicting guidelines.
  5. Review regularly: Update policies with new legislation. Set a schedule for periodic reviews, such as annually or biannually.

Adhering to these practices results in robust policies that serve the company’s needs and comply with the law.

Adapting HR Policies to Regional Employment Laws

Regional compliance is crucial, especially if operating in multiple jurisdictions. Laws can differ between Ireland, Northern Ireland, and Great Britain regarding:

  • Working hours and overtime: Maximum working hours and overtime pay rates may vary.
  • Leave entitlements: Differences exist in maternity, paternity, and parental leave provisions.
  • Discrimination and harassment laws: Protected characteristics and definitions can differ.
  • Health and safety regulations: Specific requirements for workplace safety may vary.

Tailoring policies to each region ensures compliance and respects local customs and laws. Consider creating region-specific appendices or separate policy versions to address these differences.

Consulting Legal Experts for HR Policies

Involving employment law experts ensures full compliance. Legal professionals can help navigate complex regulations by:

  • Interpreting complex laws: They clarify legal jargon and explain implications.
  • Identifying risks: Lawyers spot potential legal vulnerabilities in policies.
  • Providing updates on legal changes: They inform you about new legislation that may affect your policies.

Investing in legal consultation can prevent costly legal disputes and reinforce the credibility of your policies.

Incorporating Employee Feedback

Gathering input from employees enhances policy effectiveness. Benefits include:

  • Identifying practical issues: Employees may highlight challenges in policy implementation.
  • Increasing buy-in: Involving staff fosters a sense of ownership and acceptance.
  • Enhancing inclusivity: Diverse perspectives ensure policies address the needs of all employees.

Use surveys, focus groups, or suggestion boxes to collect feedback during the drafting process.

Common Mistakes to Avoid When Drafting HR Policies

Avoid these frequent errors during the drafting process:

  • Using vague language: Ambiguity leads to confusion and inconsistency.
  • Failing to update policies regularly: Outdated policies may violate current laws.
  • Not accounting for legal differences across regions: Ignoring regional laws can result in non-compliance.
  • Not involving employees in the process: Lack of input may lead to impractical policies.
  • Overcomplicating policies: Excessive detail can overwhelm readers.
  • Ignoring company culture: Policies misaligned with culture may face resistance.

Being mindful of these pitfalls enhances the quality and effectiveness of your HR policies.

How Vague Language Can Lead to Disputes

Unclear or ambiguous language can lead to disputes or legal issues. Precise wording prevents misunderstandings by:

  • Providing clear guidelines: Employees know exactly what is expected.
  • Ensuring consistent application: Managers apply policies uniformly.
  • Reducing the risk of legal challenges: Clear policies hold up better in legal scrutiny.

For example, instead of stating “employees may face consequences for tardiness,” specify the number of allowable late arrivals and the disciplinary actions if there is a ‘zero tolerance’ approach then be clear on this..

Ignoring Regular Policy Reviews

Regular reviews and updates are essential. Laws change, and company policies evolve. Set a schedule for policy reviews and stick to it. Benefits include:

  • Maintaining legal compliance: Keeps policies aligned with current laws.
  • Reflecting organisational changes: Updates policies to match new structures or strategies.
  • Improving effectiveness: Incorporates lessons learned and feedback.

Assign responsibility for policy reviews to a specific team or individual to ensure accountability.

Overlooking Training and Communication

Failing to communicate policies effectively can render them useless. Ensure that:

  • Employees are aware of policies: Use multiple channels to announce new or updated policies.
  • Training is provided: Offer sessions to explain policies and procedures.
  • Resources are accessible: Make policies easily available, such as on the company intranet.

Effective communication enhances understanding and compliance.

How to Implement and Communicate HR Policies to Employees

Follow these steps to roll out new policies:

  1. Plan the rollout: Decide on timelines and communication methods. Consider the best time to introduce policies to minimise disruption.
  2. Communicate clearly: Use multiple channels like emails, meetings, and intranet postings. Ensure the message is consistent across all platforms.
  3. Provide training: Offer sessions to explain new policies and answer questions. Tailor training to different groups if necessary.
  4. Gather feedback: Encourage employees to share their thoughts. Use surveys or open forums to collect input.
  5. Monitor adherence: Ensure compliance through regular checks. Address non-compliance promptly and fairly.

Effective implementation ensures that policies are understood and integrated into daily operations.

Employee Training on HR Policies

Educate employees through workshops, training sessions, or e-learning. Understanding policies leads to better compliance. Training should:

  • Be interactive: Encourage participation and questions.
  • Use real-life scenarios: Illustrate how policies apply in practical situations.
  • Be accessible: Provide training materials in multiple formats and languages if necessary.

Regular refresher courses keep policies top of mind and reinforce their importance.

Using Digital Platforms to Manage HR Policies

Use HR management systems or software to distribute and track employee acknowledgment of policies. Digital platforms help:

  • Facilitate distribution: Quickly share policies company-wide.
  • Track acknowledgments: Verify that employees have read and understood policies.
  • Simplify updates: Easily revise policies and notify employees of changes.
  • Provide access: Employees can reference policies anytime, enhancing compliance.

Digital tools streamline policy management and enhance efficiency.

Encouraging a Culture of Compliance

Foster an environment where following policies is valued. Strategies include:

  • Leading by example: Managers and leaders should model compliance.
  • Recognising compliance: Acknowledge employees who exemplify adherence.
  • Providing support: Offer resources for employees to understand and follow policies.

A culture of compliance reinforces the importance of HR policies and encourages consistent behaviour.

How to Keep HR Policies Updated with Employment Law Changes

Stay on top of legislative changes and update policies accordingly. Regular updates ensure ongoing compliance by:

  • Subscribing to legal updates: Receive notifications from government agencies or legal firms.
  • Attending seminars and workshops: Gain insights from experts on new laws and best practices.
  • Engaging with professional networks: Participate in HR associations or forums.
  • Scheduling regular reviews: Set specific times for policy evaluations, such as quarterly or after significant legal changes.

Proactive management of policy updates prevents lapses in compliance.

Monitoring Legal Changes in Ireland, Northern Ireland, and Great Britain

Monitor legal updates by:

  • Consulting local legal experts: Lawyers with regional expertise provide tailored advice.
  • Using specialised services: Professional  update services offer summaries and analyses of new laws.
  • Networking with peers: Share information with other HR professionals in your industry.

Being vigilant ensures your business stays compliant across all locations.

Responding to Changes Promptly

Implement changes to policies as soon as possible after new laws come into effect. Steps include:

  • Reviewing affected policies: Identify which policies need updates.
  • Drafting revisions: Adjust language to comply with new requirements.
  • Communicating changes: Inform employees about updates and provide training if necessary.
  • Documenting the process: Keep records of revisions and communications for accountability.

Timely responses maintain compliance and demonstrate the company’s commitment to legal obligations.

FAQs About Drafting and Maintaining HR Policies

How often should HR policies be reviewed?

Review policies at least annually or when significant changes occur in laws or business operations. Regular reviews ensure policies remain relevant and compliant.

What are the legal requirements for HR policies in the UK and Ireland?

Requirements vary by region and industry. Common legal obligations include policies on health and safety, equality and diversity, and data protection. Consult experts or resources like HR-Docs for region-specific guidelines.

Can HR policies be the same across different regions?

While core values may remain, policies often need adjustments to meet regional laws. Tailor policies to each jurisdiction to ensure compliance and relevance.

How do I ensure my HR policies are inclusive?

Use inclusive language and consider diversity. Involve employees from different backgrounds in the drafting process to address the needs of all team members. Ensure policies do not discriminate and promote equal opportunities.

Do I need employee acknowledgement for policies?

Obtaining acknowledgement ensures that employees have read and understood the policies. This can be critical in enforcing policies and defending against legal claims.

What is the role of managers in enforcing HR policies?

Managers are responsible for implementing and enforcing policies within their teams. They should be trained to handle policy-related issues consistently and fairly.

Competitor Analysis – Going Wider and Deeper

Expand Legal Compliance

We provide jurisdiction-specific advice for businesses in Ireland, Northern Ireland, and Great Britain. This depth ensures businesses meet all regional legal obligations. Unlike competitors who may offer generic advice, our detailed guidance helps you navigate the complexities of different legal landscapes.

Practical Templates

While others offer general advice, HR-Docs supplies ready-to-use templates. Our templates simplify the process and reduce the risk of non-compliance. They are crafted by experts and updated regularly, providing you with reliable resources.

Frequent Updates

HR-Docs regularly update templates with the latest legal changes. This commitment ensures that businesses always have access to current information. Staying updated sets us apart from competitors who may not emphasise ongoing compliance.

Tailored Solutions for SMEs and Large Enterprises

Our advice and resources cater to businesses of all sizes. Whether you’re a small startup or a large corporation, HR-Docs offers versatile solutions. Competitors often focus on one segment, but we understand that each business has unique needs.

Comprehensive Support

Beyond templates, we offer support through guides, FAQs, and expert consultations. This holistic approach provides you with the tools and knowledge to manage HR policies effectively.

Ready to streamline your HR policies? Sign up for free and download your first template from HR Docs today! Equip your business with expert-crafted policies that ensure compliance and promote a positive workplace culture.

Understanding Data Protection in HR

Data protection is a pivotal issue in Human Resources (HR). It is not only about safeguarding sensitive employee information but also about ensuring compliance with laws and regulations that govern how personal data is collected, processed, stored, and deleted. 

In the HR context, this means implementing policies and procedures that respect employees’ privacy, protect their personal information, and mitigate the risk of breaches. In this guide, we’ll delve deeply into data protection in HR, exploring why it matters, how to ensure compliance with laws like the General Data Protection Regulation (GDPR), and practical strategies for safeguarding HR data.

What is Data Protection in HR?

HR Data Privacy and Sensitive Information

Data protection in HR refers to the safeguarding of employee personal and sensitive information. HR departments deal with a variety of data types, including personal identification information, financial records, and even medical information. This makes HR one of the most data-sensitive departments in any organisation. Mishandling this information can have far-reaching consequences.

Non-compliance with data protection laws, such as GDPR, can result in fines that stretch into millions, but beyond the financial implications, there is a significant reputational risk. Data breaches can erode trust, both internally with employees and externally with clients or stakeholders.

HR-Docs offers several resources, such as Data Protection Policies and How To Guides, which help HR departments create robust frameworks for managing sensitive data.

Key Types of Data HR Handles

HR departments are responsible for handling different categories of data, each with its own protection needs. Broadly, this can be classified into:

  1. Personal Data: Includes names, addresses, date of birth, national insurance numbers, and other identifiers. This data is often required for routine HR operations like payroll, taxes, and benefits administration.
  2. Financial Data: Bank account details, salaries, tax information, and pension contributions are also part of the HR remit. This data is extremely sensitive and subject to strict regulations.
  3. Sensitive Data: HR departments often handle even more delicate information, such as employee health records, disciplinary records, performance reviews, and diversity data (e.g., race, gender, disability status).

Each of these data categories has a different level of sensitivity and requires tailored protections. HR-Docs’ Performance Management Templates include clauses that ensure the secure handling of performance and disciplinary records.

Legal Definitions of Data in HR

Understanding the legal terminology surrounding data protection is critical to ensuring compliance. Below are key terms that HR teams should be familiar with:

  • Personal Data: Any information that can identify a person, such as their name, email address, or national insurance number.
  • Sensitive Personal Data: This refers to more protected data categories, such as health, sexual orientation, and racial or ethnic origin.
  • Data Subject: The individual to whom the data pertains (i.e., the employee).
  • Data Controller: The entity (employer) that determines how and why personal data is processed.
  • Data Processor: The entity that processes data on behalf of the controller (such as a payroll provider).

HR-Docs provides Data Protection Clauses that help organisations clarify these terms in employment contracts, ensuring that employees are aware of their rights and responsibilities regarding data protection.

Legal Framework Governing Data Protection in HR

GDPR Compliance in HR

The General Data Protection Regulation (GDPR) serves as the foundation for data protection across Europe and directly impacts HR departments. Its rules are designed to protect personal data by setting stringent guidelines for its handling, storage, and transmission. GDPR applies to all organisations that process personal data of EU citizens, regardless of the company’s location.

Key GDPR principles include:

  1. Lawfulness, Fairness, and Transparency: HR must ensure that all data is processed lawfully and with full transparency.
  2. Purpose Limitation: Data should only be collected for specified, legitimate purposes.
  3. Data Minimisation: Only data that is necessary for a specific purpose should be collected.
  4. Accuracy: Employee data must be kept accurate and up to date.
  5. Storage Limitation: Personal data should not be retained for longer than necessary.
  6. Integrity and Confidentiality: Appropriate security measures must be in place to protect data.
  7. Accountability: Organisations must be able to demonstrate their compliance with GDPR.

Fines for non-compliance with GDPR can reach up to €20 million or 4% of a company’s global annual revenue, whichever is higher. HR-Docs provides Data Protection Policies that are fully compliant with GDPR, offering HR teams a clear framework to follow.

GDPR and HR Data Handling

GDPR has specific implications for HR departments, particularly concerning how data is handled. The law requires that data is processed lawfully, meaning there must be a legal basis for its collection and use. In HR, this legal basis often includes:

  • Contractual Necessity: Data may be processed as part of an employment contract, such as payroll processing.
  • Legal Obligation: Employers may need to process certain data to comply with legal obligations, such as tax reporting.

HR-Docs’ Contracts of Employment integrate these legal considerations, ensuring that HR departments process employee data within legal parameters.

Data Subject Rights in the HR Context

Under GDPR, employees have several rights concerning their data:

  • Right of Access: Employees can request access to their data.
  • Right to Rectification: Employees can ask for corrections if their data is inaccurate.
  • Right to Erasure: Employees have the right to request the deletion of their data under certain conditions.
  • Right to Data Portability: Employees can request a transfer of their data to another organisation.

HR teams must be prepared to handle these requests in a timely and compliant manner. HR-Docs provides How To Guides on managing data subject access requests and HR Forms for recording and responding to these requests.

Key Principles of Data Protection in HR

Data Minimisation and Retention in HR

One of the core principles of GDPR is data minimisation, which means collecting only the data necessary for specific, legitimate purposes. In HR, this applies during recruitment, employee onboarding, and performance evaluations. Unnecessary data should not be collected, and HR departments must avoid over-retention of data. Over-retention poses a risk not only of non-compliance but also of data breaches.

HR must also establish clear retention policies. Data should only be stored for as long as necessary to fulfil the purpose for which it was collected. For example, performance reviews might need to be retained for a few years, while payroll data may need to be kept for a longer duration due to tax laws.

HR-Docs offers a Data Retention Schedule that helps organisations define how long different types of data should be retained.

Data Accuracy and Rectification in HR

Ensuring the accuracy of employee data is another key GDPR principle. Incorrect or outdated data can lead to poor decision-making and expose the company to legal risks. For example, processing incorrect payroll data could result in employee dissatisfaction and legal disputes.

HR departments should implement regular data audits and provide employees with the opportunity to update their personal information. HR-Docs’ Data Protection Impact Assessment Forms are helpful tools for conducting these audits and ensuring data accuracy.

Managing Employee Data: Best Practices

Securing HR Systems and Tools

Given the sensitivity of HR data, securing HR systems and tools is paramount. Encryption, access controls, and regular security updates are essential for protecting personal data. HR departments must ensure that their systems comply with data protection regulations like GDPR and have robust security protocols in place.

When selecting HR software, it’s critical to choose solutions that offer end-to-end encryption, multi-factor authentication, and secure data storage. Breaches often occur because of weak security practices within HR systems, making it important to regularly review and update security protocols.

HR-Docs offers a How To Guide on Data Protection Compliance, which includes best practices for securing HR software and systems.

Employee Onboarding and Data Protection

During the onboarding process, it’s crucial to introduce new hires to the company’s data protection policies. Employees need to understand how their data will be processed and what rights they have under GDPR. Providing this information upfront helps build trust and ensures compliance.

HR-Docs’ Contracts of Employment and onboarding Scripts can be customised to include data protection clauses, ensuring that all new employees are aware of their rights and obligations.

The Role of HR in Ensuring Data Protection Compliance

HR departments play a central role in ensuring that data protection regulations are adhered to across the organisation. This includes appointing a Data Protection Officer (DPO) if required, ensuring that data protection policies are implemented, and training staff on the importance of data protection.

HR also needs to ensure that its own practices comply with data protection laws. For example, all employee contracts should include data protection clauses, and any third-party processors (such as payroll providers) must also be GDPR compliant.

HR-Docs’ Compromise Agreements address data protection issues, offering clear guidance on how to resolve breaches or compliance failures.

Handling Data Breaches in HR

Data Breach Response

Data breaches are a significant risk in HR, given the sensitive nature of the information handled. In the event of a breach, GDPR requires organisations to report the breach to the relevant authorities within 72 hours. Additionally, affected employees must be notified promptly.

HR departments should have a data breach response plan in place that outlines how to detect, report, and mitigate breaches. Failure to respond appropriately to a breach can lead to substantial penalties and reputational damage.

HR-Docs offers Data Breach Notification Letters, helping HR departments ensure compliance with reporting requirements.

Data Breach Reporting for HR

Reporting a data breach involves documenting the incident, identifying its scope, and notifying the affected parties

Stay Up to Date in Data Protection with HR Docs

In conclusion, understanding data protection in HR is essential for safeguarding sensitive employee information, ensuring legal compliance, and maintaining the trust of your workforce. We’ve explored the key types of data HR handles, the legal frameworks that govern data protection, and best practices for managing and securing employee data. With the right strategies and tools, your HR department can stay compliant with regulations like GDPR and protect your organisation from costly breaches.

Take the next step in securing your HR processes by utilising the expert templates and resources at HR Docs. Sign up for free and download your first template today to ensure your HR department is fully equipped to manage data protection with confidence!

How to Create Legally Compliant Employment Contracts

Creating a legally compliant employment contract in Great Britain, Ireland, and Northern Ireland requires including mandatory clauses, adhering to regional employment laws, and regularly updating the contract to reflect legal changes. 

Employment contracts protect employers and employees by outlining job duties, pay, benefits, and notice periods. To stay compliant, businesses must follow laws like the Employment Rights Act in the UK and the Terms of Employment (Information) Act in Ireland. This guide explains the essential clauses, regional distinctions, and best practices for drafting contracts that meet legal standards across these regions.

Understanding Employment Contracts

What is an Employment Contract?

An employment contract is a written agreement between an employer and an employee that outlines the terms and conditions of employment, such as duties, responsibilities, and rights. In Great Britain, Ireland, and Northern Ireland, every employee must have a contract.  Contracts should be in writing as they are vital for clarity and legal protection.

Why Are Employment Contracts Important?

  • They clarify expectations for both parties.
  • They provide legal protection in case of disputes.
  • They ensure compliance with employment laws across the UK and Ireland.

Key Clauses for Legal Compliance

Mandatory Clauses Across Regions

Each employment contract must contain specific clauses to comply with legal requirements in Great Britain, Ireland, and Northern Ireland. These clauses cover fundamental aspects of the employment relationship. Without them, employers risk legal consequences, including fines and employee claims. Below are examples of some of the key elements that should be included in every jurisdiction.

  1. Job Title and Description: Clearly define the employee’s role to avoid confusion over job responsibilities.
  2. Start Date: Specify the employment start date and whether the contract is fixed term, permanent etc.
  3. Pay and Benefits: Outline wages, bonuses, and benefits. State payment frequency and any deductions that may occur.

Region-Specific Clauses

While many contract elements are universal, employment laws differ slightly in each region. Employers must be aware of these distinctions. Below are examples of some of the differences between the jurisdictions.

  1. Working Time Regulations: In Great Britain, working hours must comply with the Working Time Regulations Act 1998. In Ireland, employers must adhere to the Organisation of Working Time Act 1997.
  2. Leave Entitlement: Each region has different rules for paid leave, such as statutory annual leave and parental leave.
  3. Notice Period: Contracts in Northern Ireland and Great Britain must include a notice period as per the Employment Rights Act 1996, while Ireland follows the Minimum Notice and Terms of Employment Act 1973.

Legal Frameworks for Employment Contracts

Compliance with National Laws

Every employment contract must follow the legal frameworks specific to each country. Employers must ensure contracts adhere to these laws to avoid disputes and legal actions.

  1. Great Britain: Employment contracts must comply with the Employment Rights Act 1996 and the Equality Act 2010. These laws cover rights such as protection against unfair dismissal and workplace discrimination.
  2. Ireland: Contracts must follow the Terms of Employment (Information) Act 1994, which requires employers to provide specific written details.
  3. Northern Ireland: Employers should ensure compliance with the Employment (Northern Ireland) Order 2003, which governs employment terms similar to those in Great Britain but with regional distinctions.

Handling Employment Law Updates

Employment laws change frequently, and contracts must be updated to stay legally compliant. Employers should review and revise contracts periodically, mainly when legislative changes occur.

  • Brexit Impact: EU law changes may affect UK employment laws. Watch for updates related to employment rights and working conditions.
  • Gender Pay Gap Reporting: In the UK, employers must report on gender pay gaps. Ensure that contracts reflect equal pay commitments.

Best Practices for Drafting Contracts

Clear and Concise Language

Contracts should be clear and free of jargon. Avoid ambiguous terms that can lead to misunderstandings. Employers must communicate the terms effectively so employees understand their rights and obligations. A well-drafted contract reduces the risk of disputes.

Legal Review

Before issuing contracts, consult experts to ensure compliance with national and regional laws. HR-Docs provides legally reviewed templates that meet these standards, saving time and ensuring your contracts remain compliant.

Incorporate Flexibility

While contracts must follow legal guidelines, employers may include additional clauses that protect their interests, such as non-compete agreements and confidentiality clauses. These should not contradict existing laws and must be reasonable.

Updating Contracts for Compliance

When to Update Contracts

Employment contracts should be updated regularly. Major reasons for updates include:

  1. Changes in Employment Law: New regulations may affect contract terms, and employers must revise their contracts to reflect these changes.
  2. Role Changes: Promotions or changes in job duties require contract revisions to update the terms of employment.
  3. Company Policy Changes: If your company’s policies change, such as remote working guidelines, these must be reflected in employment contracts.

How to Update Contracts

Employers must inform employees of any changes to their contracts. It’s best practice to issue a new contract or an amendment document signed by both parties. This keeps everything legally binding.

Benefits of Using HR Docs Templates

Legally Compliant Templates

HR-Docs offers a comprehensive library of employment contract templates, which are legally compliant across Great Britain, Ireland, and Northern Ireland. These templates include all mandatory clauses and are regularly updated to reflect changes in employment laws.

Time-Saving and Cost-Effective

Using HR-Docs templates saves time and reduces the need for expensive legal consultations. Businesses can ensure that contracts meet all legal requirements without starting from scratch.

Tailored for Specific Needs

HR-Docs templates are designed for different industries and job roles, ensuring you can find the perfect template for your business. Whether you need a contract for full-time staff, part-time employees, or freelancers, HR-Docs has you covered.

Sign Up for Free and Download Your First Template

Creating legally compliant employment contracts is crucial for any business in Great Britain, Ireland, or Northern Ireland. These contracts protect both employer and employee, ensuring clarity and legal protection. You can avoid disputes and ensure compliance by following legal frameworks, including key clauses, and staying updated on employment laws. HR-Docs offers expert templates that simplify the process, giving you peace of mind that your contracts are legally sound.

Contact HR Docs today and sign up for free to download your first template. Ensure your contracts are compliant, clear, and professionally drafted.

Optimising the Exit Interview Process for Better Insights

Optimising the exit interview process is essential for gathering actionable insights to improve employee retention and enhance organisational culture. Compelling exit interviews help identify reasons for employee turnover and uncover opportunities for improvement. 

HR Docs offers a comprehensive library of HR templates, including scripts and forms, to streamline this process and ensure you gather the most valuable feedback possible. It is important to remember that every organisation can benefit from exit interviews. The size of your organisation is irrelevant when it comes to introducing these.

Understanding the Exit Interview Process

Purpose of Exit Interviews

Exit interviews serve a critical function in understanding why employees leave an organisation. They provide insights into areas that may require change, helping to reduce future turnover. These interviews also allow the company to learn its strengths and weaknesses from the departing employee’s perspective.

Common Exit Interview Methods

Exit interviews can be conducted in various ways, each with its own set of advantages and disadvantages. In-person interviews allow for in-depth discussions but may intimidate some employees. Online surveys offer convenience and anonymity, increasing the likelihood of honest feedback, while phone interviews balance personal interaction and flexibility.

Key Elements of an Effective Exit Interview

Preparing for the Interview

Preparation is key to conducting effective exit interviews. Crafting well-thought-out questions ensures that all relevant topics are covered. Using HR Docs’ exit interview scripts can help standardise the process and ensure consistency in the feedback collected.

Asking the Right Questions

The questions asked during an exit interview should be designed to elicit meaningful and actionable responses. For example, asking about the employee’s reasons for leaving, their experiences with management, and suggestions for improvement can provide valuable insights. HR Docs offers a template with a comprehensive list of standardised questions to help guide the interview.

Creating a Comfortable Environment

Creating a comfortable and non-confrontational environment is essential for encouraging honest feedback. Ensuring the interview feels like a conversation rather than an interrogation can lead to more open and useful responses. This approach builds trust and allows employees to speak freely about their experiences.

Analysing Exit Interview Data for Actionable Insights

Data Collection and Organisation

Effective data collection and organisation are crucial for analysing exit interview feedback. Using standardised forms, such as those provided by HR Docs, helps collect consistent data that can be easily reviewed and analysed. Organised data leads to more accurate insights and better decision-making.

Identifying Trends and Patterns

Companies can identify trends and patterns by systematically analysing exit interview data, such as common reasons for resignation or recurring issues within specific departments. Recognising these patterns allows organisations to address the root causes of turnover and make informed decisions to improve employee retention.

Implementing Changes Based on Feedback

The true value of exit interviews lies in turning insights into action. Organisations should use the feedback collected to implement changes, whether revising company policies, enhancing training programs, or offering better employee support. These actions can lead to a more positive work environment and lower turnover rates.

Improving the Exit Interview Process with HR Docs Templates

Exit Interview Scripts and Forms

HR Docs offers a range of scripts, forms, and templates that can standardise and optimise the exit interview process. These resources ensure that interviews are conducted consistently and that all necessary topics are covered. Standardisation leads to more reliable data and better insights.

Policies and Clauses for Exit Interviews

Having clear policies and clauses is essential to ensure that the exit interview process complies with employment laws. HR Docs provides templates that include these necessary policies, helping organisations remain compliant while gathering valuable feedback from departing employees.

Best Practices for Continuous Improvement

Regularly Updating Exit Interview Processes

Regularly reviewing and updating the exit interview process is crucial for maintaining its effectiveness. As organisational needs and employee expectations evolve, so should the questions and methods used in exit interviews. HR Docs’ up-to-date templates ensure that your process stays relevant and effective.

Training HR Personnel

Training HR personnel to conduct exit interviews effectively is essential for collecting valuable feedback. Well-trained interviewers can ask the right questions, create a comfortable environment, and ensure the data collected is useful. HR Docs offers training materials and guidelines to help your HR team improve their interviewing skills.

HR Forms for Optimising the Exit Interview Process

NIT01F01 – Exit Interview Form

The NIT01F01 Exit Interview Form is designed for use in all jurisdictions, including the NI/GB region. This form is a valuable tool for conducting comprehensive exit interviews with resigned employees. It includes a series of questions that address various factors influencing the employee’s decision to leave, such as training and development opportunities within the workplace. Using this form, organisations can gather detailed insights into the reasons for employee departures, which can be crucial for improving retention strategies and organisational culture.

NIT01F02 – Checklist for Managers Conducting Exit Interviews

The NIT01F02 Checklist for Managers is a practical guide for preparing and conducting exit interviews. While exit interviews are not legally required, they are vital in identifying staff retention and motivation issues. This checklist ensures managers cover all necessary topics during the interview. It helps managers prepare effectively, ensuring a thorough and structured approach to collecting valuable employee feedback. Implementing the insights gained from these interviews can lead to meaningful organisational improvements.

These HR forms, available through HR-Docs, provide the necessary structure and guidance for optimising your exit interview process. They ensure you capture valuable insights to drive positive organisational change.

Sign Up and Download Your First Template

Optimising the exit interview process is crucial for gathering insights to drive organisational improvement. Companies can make informed decisions that improve employee retention and workplace culture by understanding the purpose of exit interviews, preparing effectively, and analysing the data collected. HR Docs provides the tools to streamline this process with its comprehensive HR templates, scripts, and forms library. Sign up for free and download your first template today.

Frequently Asked Questions (FAQ)

What are the benefits of conducting exit interviews?

Exit interviews provide insights into why employees leave, helping identify improvement areas and reduce future turnover.

How can exit interviews improve employee retention?

By analysing feedback from exit interviews, organisations can implement changes that address the reasons for employee departures, leading to better retention.

What should be included in an exit interview form?

An exit interview form should include questions about the employee’s reasons for leaving, their experience with the company, and suggestions for improvement.

How often should exit interview processes be reviewed?

Exit interview processes should be reviewed regularly, at least annually, to ensure they remain effective and aligned with organisational goals.

Can exit interviews be conducted anonymously?

Yes, anonymous exit interviews can encourage more honest feedback, though they may limit the depth of information collected.

Understanding and Implementing Parental Bereavement Leave: A Guide for Employers NI/GB

Parental bereavement leave is a crucial aspect of employee welfare that often requires delicate handling. As an employer, understanding the nuances and legal requirements of parental bereavement leave is essential. 

This article provides a comprehensive overview of parental bereavement leave, including its meaning, statutory requirements, and a practical tool—a parental bereavement leave form—that employers can use to facilitate this process smoothly.

What is Parental Bereavement Leave?

Parental bereavement leave is a statutory entitlement (GB and NI) for employees who have experienced the death of a child. This leave allows parents to take time off work to grieve and manage the immediate aftermath of such a significant loss. The provision for this leave recognises the profound impact of losing a child and aims to provide necessary support to grieving parents.

Parental Bereavement Leave: Meaning and Importance

Parental bereavement leave, meaning a period of absence granted to parents following the death of a child, is a compassionate measure that supports employees during one of the most challenging times of their lives. This leave ensures that employees have the time and space to grieve without the added stress of work responsibilities.

Statutory Parental Bereavement Leave in the UK

In the UK, the Parental Bereavement (Leave and Pay) Act 2018 was enacted in April 2020. This legislation entitles parents who lose a child under the age of 18, or a stillbirth with 24 weeks of pregnancy to take up to two weeks of leave. This leave can be taken in a two week block or as two separate weeks.

Parental Bereavement Leave UK Eligibility

To be eligible for parental bereavement leave in the UK, employees must meet specific criteria:

  • They must be employees.
  • They must have been employed for at least 26 weeks by the time of the child’s death.
  • They must be the child’s parent or adoptive parent or have a significant relationship with the child.

Parental Bereavement Leave Policy

Employers are advised to have a clear parental bereavement leave policy. This policy should outline the eligibility criteria, the amount of leave available, the process for requesting leave, and any additional support provided by the employer. Employers should ensure that this policy is communicated effectively to all employees and is easily accessible.

Sample Parental Bereavement Leave Form

For Employer:

  • Employee Name:
  • Start Date:
  • Date of the child’s death:
  • Dates of leave commencement:
  • Length of leave:
  • Date of return:

For Employee:

Declaration:

I, the employee, confirm that I satisfy the eligibility requirements to request statutory parental bereavement pay. I am: (please tick one of the following)

  • The child’s natural parent
  • The natural parent of an adopted child, where a court order exists entitling me to see the child
  •  A person with whom the child was placed for adoption or foster care
  •  A person who lived with the child when they entered Great Britain/Northern Ireland from abroad ahead of adoption proceedings
  • An intended parent under a surrogacy arrangement
  • A ‘parent, in fact’, who lived with the child for at least four weeks before the child’s death and had day-to-day responsibility to care for the child in this time
  • The partner of any of the above.

I confirm that the above information is true and accurate.

Employee signature:

Date:

Make Bereavement Leave Easier With HR Docs

Implementing a parental bereavement leave policy and providing the necessary tools, such as a standardised request form, are essential to support employees during their loss. Employers must be aware of the statutory requirements and ensure that their policies comply with these regulations. By doing so, they adhere to the law and foster a compassionate and supportive workplace environment.

For more information and access to customisable HR documents, including forms, policies, and templates, visit HR Docs. Sign up for free and download your first template today, ensuring your business can handle all HR needs with expertise and sensitivity.

Salary Sacrifice Deduction: A Practical Guide for Employers

Salary sacrifice can seem a little confusing in the workplace, but it’s a great way for employees to save money by paying for things directly from their salary. In essence, salary sacrifice involves giving up part of their salary (before tax) for things like a pension or a bike. Employers can also build this into their overall all benefits and rewards. 

Our HR article will delve into the intricacies of salary sacrifice, outlining its benefits, potential disadvantages, and practical application within the workplace. We will also provide an excerpt from the HR form for salary sacrifice deduction, a valuable tool for managing employee needs efficiently and to ensure compliance with employee pay deductions.

Understanding Salary Sacrifice

For starters, clarifying the difference between salary deduction and salary sacrifice is essential. A salary deduction is any amount subtracted from an employee’s gross pay for various reasons, such as taxes, insurance premiums, or retirement contributions. Conversely, a salary sacrifice involves an employee agreeing to forgo a portion of their salary in exchange for non-cash benefits. These may include but are not limited to childcare vouchers, pension contributions, or cycle-to-work schemes.

What Are Deductions For?

Deductions from an employee’s salary can serve multiple purposes, from mandatory tax contributions to voluntary benefits. The question often arises: can an employer deduct wages without consent? In most cases, the answer is no. Employers are legally bound to obtain written consent from employees before making voluntary salary deductions. This consent ensures transparency and avoids any potential legal disputes.

Salary Sacrifice Tax Benefits

One of the primary advantages of salary sacrifice arrangements is the potential for significant tax savings. In Ireland, these schemes allow employees to reduce their taxable income by the amount sacrificed, lowering their overall tax liability. The salary sacrifice tax benefits make this arrangement attractive for both parties.

Voluntary Deductions Examples in Ireland

Employers in Ireland can offer a variety of voluntary deductions under a salary sacrifice scheme. Examples include:

  • Pension contributions
  • Health insurance premiums
  • Childcare vouchers
  • Cycle-to-work schemes

These benefits enhance the salary sacrifice compensation package and contribute to employee satisfaction and retention.

Disadvantages of Salary Sacrifice

While there are numerous advantages, it is essential to consider the disadvantages of salary sacrifice. One notable drawback is the potential reduction in take-home pay, which could affect employees’ ability to meet immediate financial obligations. 

Salary Sacrifice Deduction Example

To illustrate the concept, let’s consider a salary sacrifice deduction example. Suppose an employee earning €50,000 per annum agrees to sacrifice €5,000 for additional pension contributions. The employee’s taxable income is reduced to €45,000. This results in lower tax contributions. The employee and employer benefit from the tax savings, while the employee also enjoys enhanced pension benefits.

Example from the HR Form for Salary Sacrifice Deduction

The HR form for salary sacrifice deduction is a practical tool that ensures clarity and agreement between the employer and employee. Below is an excerpt from the form:

HR-Docs Salary Sacrifice Deduction Form

Employee Details:

  • Name: 
  • Employee ID:
  • Department: 

Salary Sacrifice Agreement:

I, [Employee Name], agree to sacrifice €[Amount] of my gross salary per annum in exchange for the following benefits: [Specify Benefits].

Effective Date:

The salary sacrifice arrangement will commence on [Start Date] and be reviewed annually.

Employee Signature:

  • Signature:
  • Date:

Employer Approval:

  • Manager’s Name: ___________________
  • Signature: ________________________
  • Date: ____________________________

Make Salary Sacrifice Deduction Simple With Our HR Docs Forms

In conclusion, understanding and implementing a salary sacrifice deduction scheme can benefit both employers and employees. By leveraging tax advantages and offering a range of voluntary benefits, employers can enhance their compensation packages and improve employee satisfaction. 

However, it is crucial to be aware of the potential disadvantages and ensure that both parties fully understand the implications of the arrangement. With the right tools and clear communication, salary sacrifice can be a valuable component of a modern HR strategy.

For more information and access to customisable HR documents, including the salary sacrifice deduction form, visit HR Docs today. Sign up for free and download your first template today.

FAQs on Salary Sacrifice and Deductions in Ireland

Can Salary Sacrifice be used in Ireland?

Yes, salary sacrifice can be used in Ireland. A salary sacrifice arrangement allows employees to forgo a portion of their salary in exchange for non-cash benefits such as additional pension contributions, company cars, or health insurance premiums. These arrangements can offer significant salary sacrifice tax benefits for both employees and employers.

What Are the Deductions in Salary in Ireland?

In Ireland, salary deductions can be categorised into two main types: mandatory and voluntary. Mandatory deductions include PAYE (Pay As You Earn) tax, PRSI (Pay-Related Social Insurance), and USC (Universal Social Charge). Voluntary deductions might include additional pension contributions, health insurance premiums, and other benefits provided under a salary sacrifice deduction scheme.

What Is BIK Tax in Ireland?

BIK, or Benefit-In-Kind, refers to non-cash benefits provided by employers that are considered taxable income. In Ireland, BIK tax is applied to company cars, health insurance, and accommodation benefits. These benefits are added to the employee’s taxable income, and tax is calculated accordingly.

Can an employee put their bonus Into their pension in Ireland?

Yes, an employee can put their bonus into their pension in Ireland. This can be done through a salary sacrifice agreement where they sacrifice their bonus in exchange for additional pension contributions. This strategy can offer tax advantages, reduce taxable income, and potentially increase pension savings.

Managing Employee Leave NI/GB

Date: Wednesday, August 25, 2021
Time: 10.00am – 11.00am
Cost: Complimentary

Dress Code Policy – How to Set & Enforce Standards

Maintaining a consistent and appropriate dress code in the professional environment is crucial for an organisation’s image and functioning. A well-defined dress code policy ensures employees understand what is expected of them, contributing to a harmonious and productive workplace. 

This article will guide you through setting and enforcing a dress code policy and highlight the benefits of utilising expert HR documentation from HR Docs.

What Is a Dress Code Policy?

A dress code policy serves as a guideline established by an organisation to specify the appropriate attire employees should wear while at work. This policy ensures that employees dress in a way that reflects the company’s professional standards, aligns with its brand image, and adheres to any safety or industry-specific regulations.

The purpose of a dress code policy is to enforce a consistent and professional appearance across the workforce, promoting a positive image to clients, stakeholders, and the public. It helps to eliminate ambiguity regarding what is considered acceptable attire, thus preventing potential conflicts or misunderstandings. 

Additionally, a well-defined dress code can enhance workplace productivity by reducing distractions and foster a sense of professional unity and equality among employees. By setting clear expectations, a dress code policy supports a respectful and cohesive work environment, contributing to the long-term success and reputation of the organisation.

The Importance of a Dress Code Policy

A dress code policy is more than just a list of clothing regulations. It reflects the company’s culture, values, and the professional image it aims to project. A clear and well-communicated dress code can:

  1. Promote a Professional Image: Consistency in employee attire helps present a unified, professional front to clients and stakeholders.
  2. Ensure Safety and Compliance: In certain industries, specific attire may be necessary for safety or compliance with legal standards.
  3. Enhance Productivity: Appropriate work attire can minimise distractions and create an environment conducive to productivity.
  4. Foster Equality: A standard dress code can reduce perceptions of inequality and foster a sense of unity among employees. It can also help avoid claims of discrimination for example if an employee wears attire offensive to another employee’s religion.

 

Setting the Dress Code Standards

Establishing a dress code involves careful consideration of the company’s nature, industry standards, and employee roles. Here’s how to set effective dress code standards:

  1. Define Appropriate Attire: Clearly specify appropriate attire for different organisational roles. For example, business formal is used for client-facing roles, business casual is used for office staff, and specific uniforms are used for operational roles.
  2. Consider Cultural Sensitivity: Ensure that the dress code is inclusive and respectful of cultural and religious practices. Allow reasonable accommodations where necessary.
  3. Detail Inappropriate Attire: List inappropriate items, such as overly casual clothing, offensive slogans, or unsafe footwear.
  4. Seasonal Adjustments: Provide guidelines for seasonal variations, allowing for comfort while maintaining professionalism.
  5. Visual Aids: Including images or examples of acceptable and unacceptable attire can help clarify expectations.

Communicating the Dress Code Policy

Once the standards are set, effective communication is key to ensuring compliance:

  1. Policy Documentation: The dress code policy should be visually documented and easily accessible to all employees. HR-Docs offers expertly crafted HR templates that can be tailored to your specific needs, ensuring clarity and comprehensiveness.
  2. Training and Induction: Incorporate the dress code policy into employee training and induction programs. This ensures that new hires are aware of the expectations from the start.
  3. Regular Reminders: Periodically remind employees about the dress code, especially during seasonal changes or when dress standards are relaxed for special events.

Enforcing the Dress Code at Work

Enforcing the dress code policy consistently and fairly is essential to its success. Here are steps to ensure effective enforcement:

  1. Consistent Application: The dress code should be enforced uniformly across all levels of the organisation to avoid perceptions of bias or favouritism.
  2. Leadership Example: Leaders and managers should lead by example, adhering strictly to the dress code to set a standard for others.
  3. Addressing Violations: Clearly outline the steps to be taken in case of non-compliance. Judging by the severity and frequency of the violation, this might include verbal warnings, written notices, or other disciplinary actions.
  4. Private Conversations: When addressing dress code violations, have private conversations with the concerned employee to avoid public embarrassment and to understand any underlying issues.
  5. Flexibility and Feedback: Be open to feedback from employees regarding the dress code policy and be willing to make reasonable adjustments if justified.

Benefits of Using HR Docs Templates

Creating a comprehensive and enforceable dress code policy can be challenging. HR-Docs offers expertly crafted HR documentation that simplifies this process. Here are some benefits of using HR-Docs’ templates:

  1. Expertly Written: Developed by HR professionals, ensuring that all necessary aspects are covered comprehensively.
  2. Customisable: Easily tailored to fit your organisation’s specific needs and culture.
  3. Time-Saving: Saves time and resources that would otherwise be spent drafting policies from scratch.
  4. Compliance: Ensures your dress code policy complies with relevant legal standards and best practices.

Get Your Dress Code Policy With HR Docs

A well-defined dress code policy is essential for maintaining a professional, safe, and productive work environment. Organisations can embrace a positive workplace culture by clearly setting and consistently enforcing dress code standards. HR-Docs provides the tools to create effective HR policies with their expert documentation library.

Sign up for free and download your first template today to experience the value HR-Docs can bring to your organisation. A comprehensive dress code policy is the beginning of creating a well-structured and compliant workplace.

Contact HR Docs for more information on how their expert templates can help you streamline your HR documentation and ensure that your policies are up-to-date, compliant, and tailored to your organisation’s needs.

Annual Leave Policy – A Guide for Irish Employers

An effective company annual leave policy helps manage employee absences and ensures compliance with legal requirements. HR Docs, an expert HR company providing a comprehensive HR documentation library, offers invaluable resources that empower employers to confidently navigate the complexities of annual leave policies across Ireland, Northern Ireland, and the UK.

The Importance of an Annual Leave Policy

An annual leave policy is essential for setting clear guidelines on how and when employees can take their annual leave. It helps prevent misunderstandings, manage workload effectively, and ensure employees get the rest they need. A well-structured policy also contributes to employee satisfaction and retention by showing that the company values their well-being.

Critical Components of a Company Annual Leave Policy

A robust company annual leave policy should cover the following key components:

  • Entitlement: Clearly outline the number of annual leave days employees are entitled to. This can vary based on full-time or part-time status, length of service, and jurisdiction.
  • Accrual: Explain how annual leave is accrued over time. 
  • Booking Leave: Detail the procedure for requesting leave, including notice periods and how to apply.
  • Carryover: Specify if and how unused leave can be carried over to the following year.
  • Payment: Clarify how annual leave is paid.

Annual Leave in Ireland

The Organisation of Working Time Act 1997 governs annual leave in Ireland and should be included within an employee’s employment contract. Full-time employees in Ireland are entitled to four weeks’ paid annual leave per year, while part-time and late-joining employees will receive pro-rata annual leave allocation. Annual leave is a statutory entitlement covering full-time employees and part-time, temporary apprentices agency workers, and casual workers.

How is Annual Leave Calculated in Ireland?

The Organisation of Working Time Act 1997 displays the following methods for calculating annual leave entitlement. There are 3 ways to calculate your annual leave entitlement. You can use whichever method gives  the greater  entitlement:

  • Four working weeks: Employees who have worked at least 1,365 hours in a leave year.
  • One-third of a working week each month: Employees who work at least 117 hours a month.
  • 8% of hours worked in a leave year: Calculate 8% of the hours worked in the leave year, subject to a maximum of 4 working weeks

Minimum Annual Leave in Ireland

Employers must comply with the minimum annual leave requirements set by law. The statutory minimum annual leave entitlement in Ireland is four working weeks for full-time employees. This ensures that all employees can take adequate rest breaks each year.

Annual Leave During Maternity Leave

Employees accrue annual leave while on maternity leave. This means that a new mother will have her full entitlement to annual leave in addition to her maternity leave.

Example Policy on Annual Leave During Maternity Leave:

  • Employees on maternity leave accrue annual leave at their regular rate.
  • Annual leave accrued during maternity leave can be taken immediately before or after the maternity leave period.
  • Employees must provide reasonable notice if they wish to take their accrued annual leave in conjunction with maternity leave.

Annual Leave Accrual During Parental Leave Policy

Parental leave is another area where annual leave policies must be precise. Employees on parental leave are entitled to continue accruing annual leave just as they would if they were working usually.

Example Policy on Annual Leave Accrual During Parental Leave:

  • Employees on parental leave accrue annual leave at the same rate as if they were not on leave.
  • Accrued annual leave can be taken before or after the shared parental leave period.
  • Employees should coordinate with their managers to schedule accrued leave to ensure minimal disruption to the business.

Annual Leave and Sick Leave

If an employee becomes sick during their annual leave period, they must submit a doctor’s certificate immediately to their employer as proof. Employers cannot require them to take annual leave; certified sick days still count towards accrual of annual leave benefits. If an employee is on long term sick leave they can carry it over for up to 15 months after the end of the year it was earned.

Other Leave Types and Annual Leave Accrual

Employees will continue to accrue annual leave while on various types of leave, including:

  • Certified Sick Leave
  • Maternity Leave
  • Additional Maternity Leave
  • Paternity Leave
  • Parents Leave
  • Parental Leave
  • Adoptive Leave
  • Force Majeure Leave
  • The first 13 weeks of Carer’s Leave

Annual Leave and Leaving Employment

Under the Organisation of Working Time Act 1997, an employer cannot pay an allowance instead of the minimum statutory holiday entitlements unless the employment relationship is terminated. If an employee is leaving employment, they will receive payment for any outstanding annual leave.

Are Bank Holidays Part of Annual Leave in Ireland?

Bank holidays, or public holidays, are in addition to an employee’s annual leave entitlement. Ireland has ten public holidays, such as St. Patrick’s Day and Christmas Day. These holidays often mean business closures and are distinct from annual leave entitlements.

Benefits of Using HR Docs Annual Leave Policy Template

HR Docs provides expertly crafted annual leave policy templates that ensure your business remains compliant and your employees understand their entitlements. Using an annual leave policy template from HR Docs offers several benefits:

  • Compliance: Ensure your policies meet the latest legal requirements.
  • Clarity: Provide unambiguous guidelines for your employees.
  • Efficiency: Save time with ready-to-use templates tailored to your needs.
  • Professionalism: Present well-structured and professionally written policies that reflect positively on your business.

Get Your Annual Leave Policy Template at HR Docs

Establishing a clear and comprehensive annual leave policy is vital for any business. It ensures compliance with legal standards and supports employee well-being and operational efficiency. HR-Docs offers the tools you need to develop these essential policies with ease.

Sign up for HR-Docs today, download your first template for free, and experience the value of our expert HR documentation library. Start enhancing your HR practices now and ensure your business runs smoothly with well-defined policies.

How to Draft a Letter Refusing Holiday Requests for HR

Managing holiday requests is crucial to human resources, ensuring business operations continue smoothly while employees get their deserved breaks. However, there are times when rejecting a holiday request is necessary. As an employer denying annual leave, crafting a rejection letter can be delicate, requiring sensitivity and professionalism to maintain employee morale and trust. 

This article will explore how to draft an effective letter rejecting a holiday request, emphasising the benefits of using HR templates from HR Docs. Downloading these templates allows you to streamline your communication process, making you feel empowered and efficient.

The Importance of Handling Holiday Requests

Holiday requests, often in the form of annual leave application letters, are integral to employee management, and handling them efficiently is essential for maintaining a balanced workforce. Approving and rejecting holiday requests reasonably ensures that business operations are not disrupted and employees feel valued and respected. Clear communication and a well-structured approach are paramount when rejecting a holiday request. This is where HR templates come into play, providing a consistent and professional framework for your HR documentation needs.

Why Use HR Templates?

Utilising HR templates offers numerous benefits that can significantly streamline your HR processes. Here are some key advantages:

  • Consistency: Templates ensure that all communications follow a standard format, promoting consistency across the organisation.
  • Efficiency: Ready-made templates save time, allowing HR professionals to focus on other critical tasks.
  • Compliance: Expertly crafted templates help ensure all communications comply with current employment laws and regulations.
  • Professionalism: High-quality templates reflect the organisation well, enhancing its reputation as a well-organised and considerate employer.
  • Clarity: Clear and structured templates help convey messages effectively, reducing misunderstandings and potential conflicts.

Drafting a Letter Rejecting a Holiday Request

When drafting an annual leave rejection letter, it is essential to approach the task with empathy and clarity. Here’s a step-by-step guide to help you create a well-structured and professional letter:

Start on a Positive Note

Begin the letter on a positive note to soften the impact of the rejection. Acknowledge the employee’s request and express appreciation for their work and dedication.

Example: 

Dear [Employee’s Name],

I hope this message finds you well. Thank you for your recent holiday request and continued hard work and commitment to our team.

Provide a Clear and Valid Reason

Clearly state the reason for the rejection, ensuring it is valid and justifiable. This approach allows the employee to understand the rationale behind the decision.

Example: 

After careful consideration, we regret to inform you that we cannot approve your holiday request for the period [requested dates]. The primary reason for this decision is that this period coincides with a critical project deadline, and your role is essential for its completion.

Show Empathy and Understanding

Express empathy and understanding of the employee’s situation. This demonstrates that you value their needs and are considerate of their circumstances.

Example: 

I understand this may be disappointing news, and I sincerely apologise for any inconvenience this may cause you. Your contributions are highly valued, and I appreciate your understanding.

Offer Alternatives

Whenever possible, offer alternative solutions or suggest other dates for the holiday. This shows that you are willing to accommodate the employee’s needs within the business’s constraints.

Example: 

To make up for this, I encourage you to propose alternative dates for your holiday. I will do my best to accommodate your request, ensuring minimal disruption to our current commitments.

Close with a Positive Note

End the letter on a positive note, reiterating your appreciation and support. This would allow you to maintain a positive relationship with the employee.

Example:

Thank you for your understanding and cooperation. Please feel free to reach out if you have any questions or would like to discuss alternative dates.

Best regards,

[Your Name]

[Your Position]

Streamline Your HR Processes with HR Docs

Effective HR management is a cornerstone for the success of any organisation. You can use HR templates to ensure your communications are clear, professional, and compliant with current laws. HR Docs is your trusted partner in HR documentation, providing expertly designed templates to streamline your HR processes. 

Handling annual leave letter requests, especially rejections, requires a delicate balance of professionalism and empathy. Using well-crafted HR templates ensures that your communications are consistent, compliant, and considerate. HR Docs offers a comprehensive library of HR templates designed by employment law experts to help you manage your HR processes efficiently and effectively.

Sign up for free today and download your first template. Experience the convenience and expertise of our HR documentation library and take the first step towards a more organised and professional HR department.

Must-Have Onboarding HR Onboarding Documents (+ Free Templates)

Effective onboarding is critical to new hires’ success and an organisation’s overall productivity. Ensuring a smooth and comprehensive onboarding process helps new employees feel welcomed, valued, and prepared to contribute to their new roles. One key component of an efficient onboarding process is having the right HR documents. 

HR Docs offers a comprehensive library of HR forms, including expert templates designed by employment law experts to streamline your HR processes. This article will discuss essential onboarding HR documents and provide free templates to get you started.

What are Onboarding Documents

Onboarding HR documents are vital tools that help standardise integrating new employees into your company.  These documents provide clarity and consistency, ensuring the employer and the employee understand their roles, responsibilities, and expectations. Moreover, well-organised onboarding documents can enhance compliance with employment laws and regulations, significantly reducing the risk of legal issues and giving you peace of mind. 

See below our free employee onboarding documents.

Our Free HR Templates

To support your onboarding process, HR Docs offers the following free templates:

These templates are meticulously crafted by our employment law experts, ensuring they meet the highest standards of accuracy and compliance. By downloading these HR templates, you can save time and focus on what truly matters—welcoming and integrating your new team members.

Personal Details Form

The Personal Details Form is a fundamental document in the onboarding process. It collects essential information about the new employee, such as contact details, emergency contacts, and other personal information. This form ensures that all necessary data is gathered efficiently and stored securely, complying with data protection regulations.

Staff Induction Programme

The Staff Induction Programme template is the cornerstone of the induction process outlining the structure of the induction process. It includes a schedule of activities, training sessions, and introductions to key team members. This document helps new hires understand what to expect during their first days and weeks, providing a roadmap to their successful integration.

Induction Policy – Onboarding Documents for New Hires

The Induction Policy template comprehensively overviews the company’s induction procedures. It details the objectives of the induction process, the roles and responsibilities of those involved, and the expected outcomes. This policy ensures everyone in the organisation is aligned with the onboarding goals and processes. 

The Benefits of Using HR Templates

Utilising HR templates offers numerous advantages:

  • Consistency: Standardised documents ensure that all new hires receive the same information and experience, promoting fairness and transparency.
  • Efficiency: Templates save time by providing ready-made documents that can be simply customised to fit your specific needs.
  • Compliance: Expertly designed templates help you comply with employment laws and regulations, reducing the risk of legal issues.
  • Professionalism: High-quality documents reflect well on your organisation, showcasing your commitment to a structured and supportive onboarding process.
  • Clarity: Clear and well-organised documents help new employees understand their roles and responsibilities, facilitating a smoother transition into their new position.

Streamline HR Processes With HR-Docs

HR Docs is your trusted partner in HR documentation. Our online library is curated by employment law experts, ensuring that all templates are accurate, compliant, and up-to-date. We serve the UK, NI and Ireland, catering to the unique needs of organisations in these regions. Whether you are a small business or a large corporation, our HR templates are designed to meet your specific requirements and streamline your HR processes.

Effective onboarding sets the foundation for an efficient and engaged workforce. As to why are business documents important, using the proper HR documents ensures a smooth and consistent onboarding process that benefits both the employee and the organisation. HR Docs offers a comprehensive library of HR templates, including free downloads to get you started.

Sign up for free today and download your first template. Experience the expertise and convenience of our HR documentation library, and take the first step towards a more efficient and compliant onboarding process.

Implementing an Effective Unpaid Leave Policy

In today’s flexible work environment, particularly in the wake of hybrid and remote work trends, managing unpaid leave is a significant aspect of human resources that cannot be overlooked. Unpaid leave policies help manage workforce expectations and support employees when they need to step away from work without financial compensation. 

This guide, brought to you by HR Docs, an extensive library of HR documentation curated by employment law specialists, delves into the development of unpaid leave policies. Additionally, we offer a comprehensive HR documentation library covering important work policies tailored for businesses in the UK and the Republic of Ireland.

What is Unpaid Leave?

Unpaid leave is any time an employee takes off without receiving their usual salary or wages, voluntarily between employer and employee, to take care of personal matters without work pressures. Most employees take unpaid leave due to family emergencies, health issues, travel, or personal commitments. Employees may request unpaid leave with approval from their employers; this arrangement often falls within specific policies or employment contracts.

Reasons for Unpaid Leave

Unpaid leave can serve a variety of purposes, including:

  • Caring for Family: Employees might take unpaid leave to take care of a sick or elderly member of their family.
  • Personal Projects: Employees may seek time off to volunteer, pursue personal projects, or take a sabbatical.
  • Education and Training: Unpaid leave might be used for attending school or pursuing professional training.
  • Unforeseen Circumstances: Personal or family emergencies might necessitate time off.
  • Public duties: Employees may take unpaid leave to perform jury service or participate in other civic responsibilities.

Employer’s Right to Require Unpaid Leave

Employers can require their staff members to take unpaid leave in specific scenarios. This is typically termed ‘laying off’ employees temporarily when there isn’t enough work. Such provisions must be clearly stated in the employment contract to ensure legality. Employees laid off for an extended period may qualify for redundancy pay, provided they meet specific service length requirements. Employees in the UK and NI may qualify for Statutory Guarantee Pay. Employees in Ireland are not entitled to pay unless their terms and conditions state otherwise.

Implementing a Clear Unpaid Leave Policy

As businesses adapt to evolving work environments, the need for clear unpaid leave policies becomes increasingly crucial. Effective policies not only ensure legal compliance but also foster transparency and trust between employers and employees. Let’s explore essential considerations for implementing a robust unpaid leave policy, from development to communication and legal compliance.

  • Developing a Policy: Your unpaid leave policy should be clearly outlined in your HR documentation to ensure both compliance with legal requirements and transparency with your employees. HR Docs provides tailored templates that help you craft clear, comprehensive policies.
  • Communication: It’s crucial to communicate your unpaid leave policies effectively. Employees should understand their rights and obligations and how to request unpaid leave. Regular training sessions and accessible guides can help reinforce this understanding.
  • Flexibility and Fairness: While maintaining operational efficiency, accommodate employee requests reasonably. This builds trust and can enhance employee satisfaction and retention.
  • Legal Compliance: Ensure your policies comply with all relevant employment laws to avoid legal pitfalls. 

Why Is an Unpaid Leave Policy Important for Your Business

Implementing a robust unpaid leave policy is essential for any business aiming to maintain legal compliance, operational efficiency, and employee satisfaction. Here’s why it’s indispensable:

  • Legal Compliance: Ensures your business meets statutory requirements, reducing the risk of penalties and legal complications.
  • Clarity and Transparency: A clear policy sets exact expectations, simplifying the process for management and staff and preventing misunderstandings that can lead to dissatisfaction or disputes.
  • Effective Workforce Management: Helps efficiently plan and manage resources, ensuring business operations continue smoothly despite employee absences.
  • Enhanced Employee Relations: Demonstrates your commitment to supporting employees’ work-life balance, which boosts morale, enhances job satisfaction, and encourages loyalty—critical factors in reducing turnover.
  • Risk Management: Set clear, fair guidelines to protect your business from potential leave abuse and operational disruptions.
  • Attracts Top Talent: Positions your company as an employer of choice, making recruiting and retaining the best in a competitive market easier.

Download Your Free Unpaid Leave Policy from HR Docs

Unpaid leave is a complex area that requires careful handling to balance the needs of both the business and the employee. By establishing transparent, fair, and legally compliant unpaid leave policies, you can effectively manage this aspect of employment, supporting your workforce while protecting your business interests. HR Docs is here to assist with ready to use, high-quality HR templates and expert guidance.

Ready to enhance your HR processes? Register for free and download a free template to ensure your organisation is fully equipped to handle unpaid leave efficiently and empathetically.

Social Media in the Workplace: An Employer Guide

Social media has become an integral part of everyday life. From sharing photos with friends to tagging favourite brands with posts or stories, consumers expect brands to maintain an active online presence that allows them to respond quickly to inquiries.

With a staggering number of users worldwide, social media has become a digital landscape that employers cannot ignore. This widespread usage presents opportunities and challenges, highlighting the crucial role of well-crafted social media policies that balance organisational needs and employee rights. 

This guide is brought to you by HR Docs, a comprehensive HR documentation library developed by employment law experts. Within this guide, we delve into the process of developing policies for employers and offer access to an extensive HR documentation library specifically tailored for social media policies in the UK and the Republic of Ireland.

What Is a Social Media Policy?

Social media policies provide guidance to employees who post content online, on what the organisation deems acceptable. Managers should go over their company’s social media policy when inducting new employees into the organisation.

Social media policies provide your employees with guidelines and expectations regarding appropriate conduct when using social media, both professionally and personally. 

A comprehensive social media policy should include clear instructions on when employees should identify themselves as business representatives, guidelines on what information can and cannot be shared, and details on the disciplinary procedures that will be enforced if these rules are not followed. This policy guides employees, ensuring their social media conduct aligns with the company’s values and protects its reputation.

Why Does Your Company Need a Social Media Policy?

Every business must assess whether it needs a social media policy. The short answer is yes, primarily if your workforce engages online. Social media’s pervasive influence doesn’t respect company size or industry; its impact is universal.

Implementing a robust social media policy provides multiple safeguards for your business, including:

  • Consistency in Brand Representation: It ensures that your brand’s identity is consistently portrayed across various channels, reinforcing your public image.
  • Enhanced Security Measures: The policy helps prevent potentially costly security breaches by defining what information can be shared.
  • Crisis Management: A social media policy prepares your company to handle potential public relations issues proactively, minimising damage.
  • Legal Protection: It is a preventative measure against potential employment-related claims by clearly outlining acceptable behaviour.
  • Clarifying Responsibilities: Employees understand their roles in representing the company online, reducing ambiguities.
  • Promoting Brand Advocacy: The policy encourages employees to positively promote and amplify your company’s messages, turning them into brand ambassadors.

Many employees mistakenly assume their social media posts remain within their network, visible only to friends and family. A clearly articulated social media policy helps educate staff on the broader implications of their online activities and provides a solid structure to guide their interactions. This framework is crucial, not just for preventing misuse but also for addressing it effectively should it occur.

Risks of Unregulated Social Media Use

Without a clear social media policy, employers face several risks:

  • Brand and Reputation Damage: Negative or controversial employee posts can quickly spiral into public relations crises, especially if the content goes viral. Such incidents can damage a company’s reputation and erode public trust.
  • Leakage of Confidential Information: Employees might inadvertently share sensitive company information on social media, leading to breaches of confidentiality that could benefit competitors or harm the company’s interests.
  • Legal Repercussions: Discriminatory employee posts can lead to legal issues, with employers potentially liable for their employees’ online actions. This can result in significant legal costs and damage the company’s reputation.
  • Productivity Losses: Social media can be a significant distraction, leading to decreased productivity, especially if employees spend hours navigating personal social media feeds.
  • Cybersecurity Threats: Increased social media use without proper guidelines can expose the company to heightened cybersecurity risks, including phishing attacks and data breaches.

Crafting an Effective Corporate Social Media Policy

Managing social media usage among employees requires a thoughtful approach. While some may leverage social platforms for professional purposes, others use them for personal use. Here are key considerations for constructing a comprehensive policy:

  1. Confidentiality: Remind employees of the prohibition against sharing confidential company information online.
  2. Accountability: Stress that individuals are responsible for their online actions and must be prepared for any repercussions stemming from inappropriate behaviour.
  3. Disclaimers: Encourage the use of disclaimers, such as “Opinions are my own,” to clarify that personal statements don’t reflect the company’s views.
  4. Respectfulness: Emphasise the importance of being respectful, polite, and non-discriminatory in all online interactions representing the company.
  5. Authenticity: Prohibit the use of false identities when engaging on behalf of the company.
  6. Usage Guidelines: Establish rules for social media use during work hours and specify prohibited activities.
  7. Opt-Out Option: Provide guidance for employees who choose to abstain from social media participation, especially concerning privacy concerns.
  8. Legal Compliance: Educate employees on image rights, copyright laws, and other legal constraints governing social media use.
  9. Disciplinary Measures: Clearly outline the consequences of policy violations and the corresponding disciplinary procedures.
  10. Scope: Define where the policy applies, such as in recruitment or marketing contexts.

For professional profiles, consider additional guidelines:

  1. Profile Consistency: Encourage the use of professional headshots and consistent branding elements across profiles.
  2. Recognizable Usernames: Recommend usernames that align with the company’s branding.
  3. Branding: Ensure consistency by incorporating company-designed images and headers.
  4. Website Links: Include links to the company website for enhanced visibility and credibility.

By implementing these guidelines, businesses can establish a framework that promotes responsible social media usage while safeguarding the company’s reputation.

Download a Social Media Policy Template from HR Docs

Social media has transformed the professional landscape, presenting opportunities and challenges for employers. A solid social media policy is essential to navigate this digital world, protecting your business and guiding employees. HR Docs offers a comprehensive library of  ready to use HR templates, including social media policies, drafted and updated by leading experts.

Ready to protect your company and streamline your operations? Register now and download your free template to build your organisation’s robust social media policy.

How To Develop A Work-From-Home Policy

As the traditional office work shifts, working from home has transformed from a luxury to a necessity for many organisations. A work-from-home policy not only facilitates a balance between professional responsibilities and personal well-being but also opens avenues for companies to harness talent from across the globe. 

Recognising the pivotal role of clear, coherent remote work guidelines, HR Docs offers a tailored solution with customisable HR documentation templates designed to cater to the nuanced demands of crafting work-from-home policies.

What are Work-From-Home Policies?

Work-from-home policies serve as a framework that outlines employers’ and employees’ expectations and responsibilities when working remotely. They are designed to maintain productivity, facilitate communication, and allow all parties to understand work arrangements mutually. 

They typically cover eligibility, work hours, communication tools, and electronic security measures. For employees, these policies can also help structure their day to maximise productivity and maintain a healthy work-life balance.

Benefits of Introducing a Work-From-Home Policy

Introducing a work-from-home policy can have numerous benefits for both employers and employees:

  • It Builds Trust: Allowing employees to work from home demonstrates trust, empowers them, and increases engagement.
  • Promotes Happier Employees: Remote work eliminates commutes, offering employees more time for personal pursuits, which can enhance job satisfaction and well-being.
  • Attracts and Retains Talent: A flexible work policy can attract top talent worldwide and contribute to higher retention rates.

How to Create an Effective Work-From-Home Policy

Creating an effective work-from-home policy requires thoughtful consideration of various factors to ensure that remote work benefits both the company and its employees. HR-Docs provides the tools and templates to streamline this process. Here are the key steps to consider:

  • Define Eligibility

Clearly outline which employees can choose remote work. This may depend on the nature of their tasks, confidentiality requirements, or the need for physical presence in the office.

  • Set Expectations

Establish clear expectations regarding work hours, availability, and productivity. Maintaining regular meeting schedules can help ease the transition to remote work.

  • Select Remote Work Tools

Choose communication and project management tools that facilitate seamless collaboration—state which tools will be used for which purposes.

  • Ensure Digital Security and Provide IT Support

Implement robust digital security measures and provide remote IT support to address technical issues promptly, ensuring the confidentiality and integrity of company data.

  • Explain the Approval Process

Outline the process for requesting work-from-home privileges, including any requirements for a home office setup or eligibility for home office budgets.

  • Create a Remote Working Training Guide

Compile a comprehensive guide that includes all necessary information, from company expectations to tips for maintaining work-life balance, to support employees adjusting to remote work.

Get the Support You Need with HR Docs

HR Docs recognises the evolving needs of the modern workforce and offers a suite of customisable templates to support the development of comprehensive work-from-home policies. Our templates are designed with empathy and expertise, acknowledging the human aspect of remote work and the importance of maintaining a connection despite physical distances.

Creating a work-from-home policy with HR-Docs ensures compliance with best practices and promotes a culture of trust, flexibility, and mutual respect. It’s about making remote work work for everyone involved.

In embracing remote work, companies unlock the potential for greater diversity, resilience, and sustainability. With HR-Docs, transitioning to or enhancing a work-from-home policy is seamless, enabling organisations to focus on their core mission while providing a supportive environment for their employees.

Register for free and download your first template from HR Docs today. Embrace the future of work with confidence, knowing you have the tools and resources to create a work-from-home policy that aligns with your company’s values and objectives, supports your team, and drives your organisation forward.

 

How to Guide Performance Management: HR Documentation Templates

Performance reviews go beyond the routine of administrative tasks. They are essential to HR growth and nurture a culture of continuous development. Recognising the transformative potential of performance appraisals, HR Docs provides a library of expertly crafted HR template documents, including performance review templates, tailored for employers across Ireland, Northern Ireland, and Great Britain.

What is a Performance Review Template?

A performance review template is a structured framework designed to evaluate an employee’s contributions, achievements, and areas for improvement relative to their roles and responsibilities. It is a standardised tool to guide appraisal conversations, ensuring consistency, fairness, and transparency throughout the evaluation process. This clarity and uniformity not only streamlines the appraisal process but also significantly bolster employee understanding, engagement, and satisfaction.

Performance Review Template Overview

Set Clear Employee Goals and Objectives

Begin by establishing explicit expectations for job performance and responsibilities. Aligning these goals with the organisation’s priorities ensures employees comprehend how their contributions propel the company’s success, creating a transparent and objective basis for their evaluation.

Choose a Performance Appraisal System

Select a performance appraisal system that aligns with your business’s size, culture, and operational needs. Whether it’s a 360-degree feedback system, Management by Objectives (MBO), or traditional ranking, the chosen method should facilitate meaningful insights into performance while resonating with your company’s ethos.

Incorporate Self-Evaluation

Self-evaluation empowers employees to reflect on their achievements and challenges, fostering a sense of ownership over their performance. This introspection not only aids in self-awareness but also enriches the appraisal with diverse perspectives, facilitating open dialogue and collaborative development.

Gather and Provide Constructive Feedback

Effective feedback is the cornerstone of performance improvement. It should be honest, specific, and action-oriented, focusing on behaviours rather than personality traits. Drawing insights from various sources enriches feedback, offering a well-rounded view of an employee’s performance.

Discuss Career Development Opportunities

Performance appraisals are opportune moments to explore professional aspirations and development paths. Tailoring development plans to individual strengths and career goals demonstrates a commitment to employee growth, enhancing motivation and loyalty.

Include a Comment Section

A comprehensive performance review template provides space for additional remarks, acknowledgements, and clarifications. This section allows for formal recognition of achievements and a repository for insights gained during the review conversation.

The Strategic Importance of Performance Reviews

In a fast-paced business environment, performance reviews are more than just a HR requirement; they are strategic tools that drive employee engagement, enhance productivity, and align individual efforts with overarching business goals. By leveraging HR Docs’ expertly crafted templates, employers can navigate the complexities of performance management with ease and precision.

HR Docs, Your HR Document Library

Adopting a well-structured performance review template is a stepping stone for organisations striving to foster a culture of growth, accountability, and high performance. HR Docs is here to support you on this journey. We offer a comprehensive library of customisable HR templates, including performance review documents, all drafted and continually updated by leading employment law experts.

Embrace the opportunity to transform your performance management process. Register now and download your free template from HR Docs, your gateway to an extensive range of HR documents designed to streamline operations and empower your workforce. Register and download your free template today.

Recruitment Checklist Every Employer Needs

In the modern competitive job market, streamlining your recruitment process is not just an advantage; it’s a necessity. A recruitment checklist becomes an indispensable tool for business owners navigating the complexities of hiring. HR Docs, a leading HR company offering a wide array of HR documentation templates in Ireland and the UK, emphasises the importance of a comprehensive recruitment strategy. 

What Is a Recruitment Checklist?

A recruitment checklist is an indispensable tool for HR professionals, designed to streamline the hiring process from start to finish. It encompasses all the necessary steps involved in recruiting, from defining the job role to onboarding new employees. This systematic approach ensures that each recruitment phase is executed efficiently, promoting fairness, compliance with legal standards, and alignment with the company’s strategic goals. 

By adhering to a recruitment checklist, HR can significantly enhance the effectiveness of their recruitment efforts, ensuring that the best candidates are hired while maintaining a positive candidate experience and upholding the company’s reputation as an employer of choice. The importance of such a checklist cannot be overstated, as it directly influences the quality of talent acquisition, impacts the organisational culture, and contributes to the business’s overall success.

Components of an HR Recruitment Checklist

7 steps in recruitment process

  • Defining the Role:

Establish clear job descriptions and person specifications. This clarity helps attract candidates who fit the role well and your company culture. Ensure that essential criteria is noted in the person specification.

  • Advertising the Position:

Utilise the proper channels for job advertisements. Whether it’s industry-specific job boards, social media, or your company website, ensure your advertisement  reaches your intended audience.

  • Screening Applications:

Use the essential criteria for screening applications to identify qualified candidates efficiently. This step reduces the volume of interviews and focuses your efforts on potential hires. This also ensures that your decisions are based on the criteria required to perform the job and that decisions are not made subjectively.

  • Conducting Interviews:

Implement structured interviews with a set list of questions based on the essential criteria  to assess candidates’ hard and soft skills.

  • Checking References:

Reference checks are vital for verifying the information provided by candidates and gaining insights into their work ethic and capabilities.

  • Making the Offer:

Once a candidate is selected, ensure the offer letter is straightforward and comprehensive, detailing the job role, compensation, and any conditions of employment.

  • Onboarding:

A structured onboarding process is crucial for integrating the new hire into your team and setting them up for success.

The Benefits of Implementing a Hiring Checklist 

Implementing a recruitment checklist offers numerous benefits that impact the effectiveness of the hiring process. Providing a structured approach ensures that all necessary steps are followed, promoting consistency and compliance with legal requirements. 

This systematic strategy helps reduce the time to hire by streamlining the recruitment process, improving the quality of hires through thorough candidate assessment, enhancing the candidate experience, and strengthening the employer’s brand. Additionally, it mitigates the risk of bias and errors, leading to more informed decision-making. 

Overall, a recruitment checklist is invaluable for optimising recruitment outcomes, saving costs, and building a robust workforce aligned with the organisation’s goals and culture.

Enhancing Your Recruitment with Hiring Checklist Templates

HR-Docs offers a suite of professionally designed HR documentation templates that streamline every step of your recruitment process. Here’s how these resources can be a game-changer for your business:

  • Compliance Assurance: With HR-Docs’ templates, you’re equipped with the tools to ensure every recruitment activity complies with current employment laws.
  • Efficiency Gains: Save valuable time with ready-to-use templates that cover every stage of the recruitment process, from job descriptions to interview guides and onboarding checklists.
  • Consistency and Quality: Standardise your recruitment practices across the organisation, enhancing the overall quality of your hiring process.

Integrating HR Docs into Your Recruitment Strategy

Incorporating HR-Docs templates into your recruitment strategy optimises your hiring process and enhances your company’s competitive edge. Here’s how to make the most of HR-Docs for your recruitment needs:

  • Customise to Fit Your Needs: Tailor the HR templates to reflect your unique brand and culture, ensuring a personalised touch in your recruitment efforts.
  • Stay Updated on Best Practices: Leverage HR-Docs’ expertise to stay ahead of the latest HR trends and best practices in recruitment and HR management.
  • Build a Strong Employer Brand: Use polished and professional documentation to strengthen your employer brand and attract top talent to your organisation.

Get Your New HR Recruiting Checklist Template

The recruitment checklist is essential for any business owner looking to hire. It streamlines the recruitment process, ensures it is conducted efficiently, and complies with relevant laws. With HR Docs’ expertly crafted HR documentation templates, employers can further refine their recruitment strategy, saving time and resources while securing the best talent.

In a marketplace where the quality of your hires defines your business’s success, having the right tools and processes in place is indispensable. Contact HR Docs for your HR documentation needs and take every recruitment step towards greater business success. 

Dignity at Work Policy and Procedure

Fostering a culture of respect and dignity is paramount for any business aiming to succeed. HR Docs, a leading HR firm specialising in HR documentation templates in Ireland and the UK, understands the critical importance of implementing a robust Dignity at Work Policy and Procedure. 

In this comprehensive guide, we will explore how such a policy protects your business and significantly contributes to your business’s overall productivity and reputation.

 

What Is a Dignity at Work Policy?

This policy aims to define acceptable behaviours for staff, outline the legal position and identify the responsibilities of managers and staff members. The policy also outlines the procedure for action when behaviour falls short of the standards of acceptable behaviour.

Components of an Effective Dignity at Work Policy

  • Clear Definitions: Articulate what constitutes harassment, bullying, and discrimination, providing examples to ensure understanding across your workforce.
  • Reporting Procedures: Detail the steps employees should take if they encounter or witness inappropriate behaviour.
  • Investigation Process: Describe how complaints will be investigated confidentially and professionally.
  • Disciplinary Actions: Outline the consequences for those found to violate the policy.
  • Support Systems: Include information on support available to both complainants and respondents.

What Does This Mean For Employers?

Implementing a comprehensive Dignity at Work Policy ensures compliance with legal standards and promotes a positive workplace culture. Businesses that embrace such policies report higher employee satisfaction, reduced turnover rates, and enhanced brand reputation. Moreover, it positions your company as an employer of choice, attracting top talent who value a respectful and inclusive work environment.

Implementing a Dignity at Work Policy

The procedures for implementing a Dignity at Work Policy involve several key steps: defining unacceptable behaviours, establishing precise reporting mechanisms, outlining the investigation process, and specifying actions for violations. It also includes providing support systems for affected employees and training all staff to understand the policy’s importance and application.

Overview of the Dignity at Work Procedure

The Dignity at Work Procedure outlines a structured approach to addressing issues related to harassment and bullying in the workplace. It comprises an informal stage, formal meetings/investigation, and an appeal process, each involving specific roles for managers and HR/People & Talent teams. Initially, discussions typically involve the line manager or an alternative if the issue concerns them, with HR available for guidance. A Dignity at Work Manager unconnected to the case is appointed for formal investigations, supported by HR, ensuring procedural correctness. Appeals are handled by a similarly qualified manager not previously involved, with HR overseeing procedural regularity. This multi-stage procedure ensures fairness and thoroughness in resolving workplace dignity concerns.

Advantages of Implementing a Dignity at Work Policy

Implementing a Dignity at Work Policy offers numerous advantages to business owners. First and foremost it is a legal requirement for an organisation to have a procedure for dealing with claims of bullying, harassment and victimisation.. In addition, it creates a supportive environment that fosters dignity in the workplace, increasing employee morale and productivity. Such a policy can also significantly reduce workplace conflicts, lower turnover rates, and enhance the company’s reputation as a desirable workplace. By clearly stating zero tolerance for harassment and bullying, businesses can attract and retain top talent, ensuring a positive and harmonious workplace culture.

Is a Dignity at Work Policy a Legal Requirement in Ireland and the UK?

While there may not be a specific legal requirement for a ‘Dignity at Work Policy’ by this name, the legislation mandates employers to protect their employees from harassment and discrimination. This includes the Employment Equality Acts 1998-2015 in Ireland and the Equality Act 2010 in the UK. Implementing a Dignity at Work Policy helps employers meet these legal obligations by providing a clear framework for preventing and addressing issues related to harassment and discrimination in the workplace.

HR Docs: Your Partner in Policy Implementation

HR Docs offers a wide range of HR documentation templates, including customisable Dignity at Work Policy templates, designed for businesses in Ireland and the UK. Our templates provide a solid foundation, ensuring your business has a policy reflecting the latest HR best practices and legal compliance.

  • Customisation Ease: Our templates are easily adaptable, allowing you to tailor the policy to fit your company’s unique culture and requirements.
  • Time and Cost Efficiency: Save significant time and resources typically spent drafting policies from scratch.
  • Peace of Mind: Gain confidence knowing your policy is professionally drafted to meet current legal standards.

Contact HR Docs for HR Documentation and Templates

A Dignity at Work Policy is not just a legal necessity; it’s a cornerstone of a thriving business environment. With HR-Docs, our expertly crafted templates offer the perfect starting point to ensure you have respect and dignity in the workplace.

For business owners who want to minimise risk to their business and ensure they are legally compliant,n HR Docs is here to support you every step. Explore our range of HR documentation templates and take the first step towards a more dignified workplace today.

Banded Hour Contract of Employment IEC04C03

A Banded Hour Contract of Employment that can be amended to suit your requirements

IEC04C02 – Fixed term Contract

A Fixed-Term Contract of Employment that can be amended to suit your requirements

Permanent Contract of Employment IEC04C01

A Permanent Contract of Employment that can be amended to suit your requirements

Termination of Employment: Rights, Types, and Legal Considerations

From a human resources point of view, terminating employment is one of the most challenging aspects of modern business. Whether it’s due to redundancy, misconduct, or other reasons, navigating the legal and emotional complexities of ending an employment relationship is a task that requires careful handling. For employers in Ireland and the UK, understanding employment termination’s rights, types, and legal considerations is essential for maintaining operations. 

 

Legal Considerations in Employee Termination

Employment laws in Ireland and the UK protect both employees and employers. Understanding and adhering to employment laws ensures that terminations are handled legally and ethically.

  • Employee Rights: Employees have specific rights that must be respected during the termination process. This includes the right to a fair reason for dismissal and, in most cases, a notice period.
  • Types of Termination: The reasons for termination can vary, including redundancy, misconduct, or capability. Each type has its legal framework and requirements.
  • Legal Considerations: Non-compliance with legal standards can lead to unfair dismissal or redundancy payment claims. Understanding these legalities is crucial to avoid potential litigation.

 

Types of Employment Termination

Understanding the various types of employment termination is crucial for employers to handle each situation appropriately. The primary categories include:

  • Voluntary Termination: This occurs when an employee leaves the organisation of their own accord, including resignation or retirement.
  • Involuntary Termination: In these cases, the employer initiates the termination due to redundancy, performance issues, or misconduct.
  • Constructive Dismissal: This unique situation arises when an employee resigns due to the employer’s conduct, which might include changes in terms of employment or a hostile work environment.
  • Fixed-Term Contracts: Termination can also occur when a fixed-term contract ends and is not renewed.

Each type of termination has its own legal and procedural nuances that employers must understand to ensure compliance and fairness.

 

Employee Rights for Termination of Employment

Employee rights during the termination process are an area of paramount importance, and understanding these is crucial for employers to avoid legal pitfalls:

  • Right to a Fair Reason: Employees can be terminated only for a fair and lawful reason, which should be clearly communicated to them.
  • Notice Period: Except in cases concerning gross misconduct, employees are usually entitled to a notice period or payment instead of notice.
  • Redundancy Rights: Employees may be entitled to redundancy pay and will be entitled to a robust consultation process in cases of redundancy.
  • Right to Appeal: Employees  have the right to appeal against their termination.
  • Unfair Dismissal Claims: Employees can claim unfair dismissal if they believe the termination was unjustified or the process was unfair. This is a significant legal consideration for employers.Employees in Ireland and Northern Ireland must have 12 months service to claim unfair dismissal. In GB employees need 2 years service before they can claim unfair dismissal.
  • Discrimination Laws: Termination must not be based on discriminatory reasons, as protected by equality laws in the UK and Ireland.
  • Contractual Obligations: Employers must adhere to any terms relating to termination in the employment contract.

 

How HR Templates Streamline Employment Termination

HR documentation templates or HR templates offer critical benefits to employers, especially regarding employment termination in jurisdictions like the UK and Ireland. Here’s how these templates can be particularly advantageous:

  • Ensures Legal Compliance: Templates are designed to meet the legal requirements of employment termination in the UK and Ireland. They help cover all the necessary legal bases, ensuring compliance with employment laws.
  • Standardise Processes: By using templates, employers can standardise the termination process across the organisation. This consistency is crucial for fairness and can protect against discriminatory or unfair treatment claims.
  • Saves Time and Resources: Drafting termination documents from scratch is time-consuming and resource-intensive. Templates provide a ready-to-use framework, allowing HR personnel to focus on other essential aspects of their role.
  • Reduces Errors: Pre-prepared templates minimise the risk of errors or omissions in documentation, which can be critical in legal proceedings or disputes.
  • Improves Communication: Clear and professionally written templates help communicate the termination process to the employee straightforwardly and respectfully. This clarity is vital for maintaining professionalism and reducing misunderstandings.
  • Documentation for Disputes: In cases where a termination decision is challenged, having well-documented and legally sound paperwork can be invaluable. Templates ensure that all necessary information and procedures are accurately recorded.
  • Guides HR Best Practices: Templates can serve as a guide to best practices in termination, helping employers navigate complex scenarios such as redundancy, performance-related dismissals, or misconduct cases.
  • Enhances Employee Perception: Using professional and fair documentation can positively impact how remaining employees view the company, reinforcing a culture of transparency and ethical practices.

 

Discover Standardised HR Practices with HR Docs

Termination of employment is a complex area, fraught with legal and emotional challenges. For employers in the UK and Ireland, understanding these complexities is crucial. HR Docs offers a suite of resources that provide clarity, compliance, and compassion in the termination process. Ready to ensure your termination processes are legally compliant and handled with care? 

Register for free and download your first template from the HR Docs library today. 

 

Settlement Agreements Under Irish Law

In Irish employment law, settlement agreements can be a vital tool for employers. When crafted and used correctly, these HR documents can be instrumental in navigating workplace disputes and changes with finesse and legal precision. For employers in Ireland, understanding and effectively implementing settlement agreements is not just about legal compliance; it’s about intelligent business strategy and maintaining a harmonious workplace.

 

What Do Settlement Agreements Do

At their core, settlement agreements in Ireland are law-binding contracts that can be used to resolve disputes between employers and employees. They typically involve the employee agreeing not to pursue legal action in exchange for certain benefits, often including a financial settlement. The appeal of these agreements is multifaceted:

  • Risk Management: They offer a way to mitigate the risks associated with employment disputes, which can be costly, time-consuming, and damaging to your business’s reputation.
  • Control and Certainty: Settlement agreements provide a controlled and predictable outcome, as opposed to the uncertainties of legal proceedings.
  • Confidentiality: These agreements often include confidentiality clauses, helping to protect sensitive business information and reputation.

 

What Settlement Agreements Cover?

  • Legally Binding Contracts: Settlement agreements are legally binding once both parties sign them. They must satisfy specific legal requirements to be enforceable, including the voluntary agreement of both parties and consideration (something of value exchanged between the parties).
  • Employee Rights: Irish law protects employees’ rights during the process of entering into a settlement agreement. Employees must fully understand the agreement’s implications, including giving up their right to bring claims against their employer in most cases.
  • Independent Legal Advice: A critical requirement for the enforceability of a settlement agreement in Ireland is that the employee receives independent legal advice. This ensures that the employee understands their rights and the consequences of signing the agreement. The employer often contributes to the cost of this legal advice.
  • Clear and Unambiguous Terms: The terms of the settlement agreement must be unambiguous and cover all aspects of the settlement. This includes any financial settlement, confidentiality clauses, and agreements regarding the provision of references.
  • Tax Considerations: Settlement payments may have tax implications for the employer and the employee. Certain payments, up to a threshold, may be tax-exempt, but it is vital to structure the agreement correctly to comply with tax laws.
  • Confidentiality and Non-Disparagement: Settlement agreements often include confidentiality and non-disparagement clauses. These clauses are designed to protect the business’s reputation and the privacy of the agreement.
  • Waiver of Claims: Typically, the employee waives the right to bring any future claims related to their employment or its termination against the employer. This waiver must specify which rights are being waived to be legally valid.

 

The Strategic Advantage

Beyond legal compliance, utilising settlement agreements effectively can be a strategic advantage for your business:

  • Maintaining Workplace Harmony: Amicably resolving disputes can help maintain a positive workplace atmosphere, which is beneficial for employee morale and productivity.
  • Upholding Reputation: Handling disputes professionally and discreetly can protect and even enhance your business’s reputation.
  • Financial Prudence: Settlement agreements can often be a more cost-effective solution compared to lengthy legal proceedings.

 

How HR Docs Can Assist

This is where HR Docs become an invaluable asset for employers. Let’s explore how:

  • Expertly Crafted Templates: HR Docs offers professionally designed settlement agreement templates that comply with Irish law, giving you a solid starting point.
  • Customisation: While templates provide the essential legal framework, they can be customised to cater to the specific circumstances of your case.
  • Time-Saving: Crafting a settlement agreement from scratch is a long process. On the other hand, templates streamline the process, allowing you to focus on resolving the matter efficiently.
  • Consistency: Using standardised documents ensures consistency in how your business handles different cases, an essential aspect of fair HR practices.

 

Enhance Your HR Practices with HR Docs

For Irish employers, effectively using settlement agreements is a smart strategy for navigating employment disputes. They offer a way to resolve issues amicably, maintain workplace harmony, and protect your business interests. With HR Docs, you can access expertly crafted templates tailored to Irish law, ensuring compliance and saving valuable time. Ready to equip your business with this essential tool? 

Register for free and download your first template from the HR Docs library today. Start now and navigate employment disputes with confidence and legal precision.

Ensure Your Contracts of Employment are Legally Compliant for 2024

It’s the beginning of a new year making it a great opportunity to ensure all company documents are compliant and up to date. Among these, the employment contract stands out as a linchpin in protecting the business and ensuring employers are legally compliant. In this article, Operational HR Specialist Martina McAuley from HR Docs, emphasises the significance of well-crafted and comprehensive employment contracts in providing clarity on rights and responsibilities. 

 

Written Contracts vs. Oral Contracts

While oral contracts may convey terms swiftly, the superiority and legal importance of written contracts cannot be overstated. Martina McAuley highlights key reasons why a contract needs to be in writing:

Legal Compliance: It is mandatory that employees in all 3 jurisdictions (NI,Ireland and the UK) receive written terms and conditions of employment.

Outlining Responsibilities: Written contracts serve as a comprehensive guide, outlining an employee’s duties, benefits, and salary. This not only defines roles but also establishes transparent expectations.

Dispute Resolution: A written contract becomes a reference guide in disputes, outlining terms and workplace rules. It often includes dispute resolution procedures, mitigating the risk of protracted legal battles.

Litigation Prevention: A well-drafted contract significantly reduces the risk of legal claims, ensuring employees receive minimum entitlements mandated by employment legislation.

 

What to Include in an Employment Contract

Moving beyond minimum entitlements, employers should consider additional clauses based on industry and employment type. Essential terms encompass:

  • Hours of work
  • Job responsibilities and title
  • Conditions of offer (background check)
  • Temporary layoff clause
  • Termination clause and policy
  • Details of any Pension entitlements
  • Notice periods
  • Location of work
  • Remuneration
  • Annual leave provisions 
  • Data protection 

 

Key Areas for HR Compliance

Human Resource compliance covers a lot of aspects. You can simplify your HR compliance strategy by focusing on key areas that ensure legal adherence and smooth operations. Below is a summary of the key areas employers should be focused on to improve workplace practices, reduce liabilities and ensure legal compliance in 2024.

  1. Basic Legal Requirements: HR Policies 

Establish mandatory HR policies such as Disciplinary, Grievance, Dignity at Work, Equal Opportunities, Data Protection. Prioritise the creation of these policies to provide legal cover for your business. 

  1. Legal Employment Contracts and Employment Status

Draft legally compliant employment contracts, avoiding unreliable templates. Seek HR expert input to ensure contracts are robust and legally sound. Prioritise employment contracts before delving into the hiring process.

  1. Employee Handbook: The Central Hub for Policies

Develop a comprehensive employee handbook to house all policies. Regularly update the handbook for ongoing compliance. Enhance accessibility through your company portal or email distribution.

  1. Documenting Procedures: Building a Robust Foundation

Create templates and procedures for grievances, disciplinary actions, and more. Establish a central repository for templates, ensuring swift, consistent and efficient responses to issues.

  1. Bullet-Proof Hiring Process: Compliance at Every Step

Standardise the interview process with consolidated procedures and questions. Ensure compliance at the hiring stage by formalising offer letters and legal contracts.

  1. Wages and Salaries: Legal and Fair Compensation

Adhere to legal requirements, including paying at least the minimum wage. 

  1. Redundancy Processes: Understanding and Handling

Familiarise yourself with redundancy processes to navigate them smoothly. Comply with legal requirements and understand redundancy selection criteria.

  1. Probation and Notice Periods: Smooth Hiring Transitions

Establish clear probation periods for new hires. Define notice periods in employment contracts, considering varying roles and stakeholders.

  1. Handling Workplace Discrimination: Legal Safeguards

Implement procedures to identify and address discrimination based on any of the protected characteristics such as disability, age, race, gender etc.

  1. Day-to-Day HR Compliance: Ongoing Essentials

Regularly check and store employees’ Right to Work information. 

 

Drafting Employment Contracts: Essential Considerations

In drafting contracts, employers must consider key factors:

Legislative Variations: Employment law nuances across jurisdictions necessitate vigilance. Staying informed ensures compliance amid legislative updates.

Minimum Standards: Contracts must adhere to minimum terms set by employment legislation. Flexibility exists for additional benefits, but offering less than minimum entitlements is prohibited.

Smart HR Software: Streamlining contract creation is possible with HR Docs, a robust tool offering a library of reliable templates and guides. This ensures contracts align with legislative changes effortlessly.

 

Best Practices for 2024

In addition to the above considerations, employers should follow these best practices:

Clear, Detailed Language: Contracts should use clear and detailed language to avoid ambiguity and misinterpretation.

Document Attachments: Relevant documents, such as policies and procedures, should be attached to the employment contract for comprehensive understanding.

Pre-Work Commencement Signatures: Contracts should be signed before the first day of work to establish clarity and avoid any potential issues.

Regular Updates: Employers should proactively update employment contracts and policies to align with changing legislation and legal requirements.

Review Time for Employees: Employees should be provided with sufficient time to review the contract ensuring transparency and fairness.

 

Why You Should Care about HR Compliance

Understanding the importance of HR compliance might seem like unravelling a complex web, often accompanied by the perception of bureaucratic challenges. However, overlooking this crucial aspect can lead to future complications, impacting both your business and your team. Here are three compelling reasons why prioritising HR compliance is not just advisable but essential:

Preventing Legal Entanglements: By consistently adhering to employment laws and staying abreast of updates, you can steer clear of legal fees and potential entanglements in employment courts. Employment laws undergo regular revisions, underscoring the need to stay vigilant and implement necessary changes promptly.

Ensuring Smooth Business Operations: A commitment to HR compliance allows your business to operate seamlessly, providing you with the mental bandwidth to concentrate on growth initiatives. By adhering to established guidelines and regulations, you create a foundation for a well-organised and efficient business environment, reducing unnecessary stress.

Building Trust and Retaining Talent: Prioritising HR compliance demonstrates a dedication to the well-being of your team. This commitment contributes to fostering a positive employer brand, showcasing your business as one that prioritises employee protection. In turn, this builds trust among your team, increasing the likelihood that they will choose to stay with your company rather than seeking alternative employment opportunities.

In essence, investing time and resources in HR compliance is an investment in the long-term success, stability, and positive reputation of your business.

 

Leveraging HR Docs: Your Gateway to Compliance

HR Docs is here to ensure organisations have instant access to all the documentation required to stay legally compliant and boost people’s performance. Our online library provides instant access to meticulously drafted, legally watertight HR templates by leading experts. Tailored for Ireland, Northern Ireland, and Great Britain, HR Docs is the epitome of compliance at your fingertips. Here is how we add unparalleled value to employers:

Seamless Access: HR Docs offers online access to a complete library of compliance documents. From policies to scripts, contracts to clauses, it’s compliance as easy as a click.

Expert Guidance: Documents are drafted and updated by top HR and employment law consultants, guaranteeing reliability and legality.

Up-to-Date Assurance: HR Docs templates are updated to reflect the latest employment law changes.

As you embark on the journey of legal compliance in 2024, let HR Docs be your guide. Visit our website to explore the extensive library and ensure your contracts are not just compliant but exceptional. Empower your business with HR Docs – where compliance meets simplicity.

Legalities of Hiring Foreign Nationals

An organisation’s most valuable resource is its workforce, and the individuals you bring on board can have a profound impact on your overall structure. The inclusion of “remote workplace” as an employee benefit by numerous businesses in recent times has highlighted the benefits of broadening the talent pool. Bringing in employees from various corners of the world presents a fantastic opportunity for small businesses to discover highly skilled professionals and venture into the global market. If your goal is to expand your business with international hires, specific processes must be followed before your recruitment strategy goes global.

However, embarking on this international hiring journey requires a deep understanding of the legal intricacies involved. In this comprehensive guide, we’ll delve into the key considerations and legal aspects of hiring foreign nationals, with a focus on both the United Kingdom and Ireland.

 

Understanding the Legal Landscape: General Considerations

Work Authorisation: Before extending an offer to a foreign national, it’s crucial to ascertain their eligibility to work in the respective country. Work authorisation requirements vary, and ensuring compliance is fundamental.

Visa Categories: Different visa categories exist for foreign nationals, each with its specific criteria and limitations. Understanding the appropriate visa for your hire is essential to avoid legal complications.

Documentation Requirements: Comprehensive documentation is paramount when hiring foreign nationals. This includes valid passports, visa documents, and any additional permits required for employment.

Employment Contracts: Crafting clear and legally compliant employment contracts is crucial. Contracts should explicitly outline terms, conditions, and the rights and responsibilities of both parties.

Equal Treatment: Ensure adherence to anti-discrimination laws, treating foreign nationals on par with local hires. Discrimination based on nationality or immigration status is strictly prohibited.

 

Legal Considerations for Hiring Foreign Nationals in the United Kingdom

Since January 1, 2021, non-UK residents intending to work in the UK generally need a work visa, and sponsorship by an employer is a prerequisite for most visa routes.

To hire non-UK resident workers, employers must undergo a process of obtaining a sponsorship licence from the Home Office. This licence authorises them to employ individuals of the specific type they wish to recruit.

The application for a sponsorship licence entails providing comprehensive details about the organisation, demonstrating the ability to fulfil the compliance duties associated with hiring a sponsored employee. This includes substantiating the presence of a well-organised and efficient HR function, among other requirements.

If you plan to employ an individual on a Skilled Worker Visa or a Temporary Worker Visa, obtaining a Sponsorship Licence is mandatory. Additionally, registration as a sponsor is necessary when hiring employees for a transfer to the UK from an overseas office. However, if you are recruiting a non-EEA foreign worker already in the UK with a Global Talent Visa, a Sponsorship Licence is not a prerequisite. 

Knowingly employing an individual lacking immigration permission for a specific role constitutes a criminal offence, subjecting employers to severe consequences. Violators may face a maximum prison sentence of two years and an unlimited fine. This legal provision primarily targets employers intentionally disregarding the law to exploit vulnerable workers and gain an unfair advantage over lawful competitors. Those exhibiting mere carelessness or negligence are typically addressed through civil penalties.

To prevent such infractions, employers must conduct thorough checks and retain copies of specific original documentation for all new hires. There are specific requirements in relation to the timing and nature of these checks, including recommendations on verifying authenticity and documenting relevant information. These checks should be completed before the commencement of employment, with additional re-checks mandated for employees with time-limited immigration status.

It is crucial for employers to conduct these checks in a non-discriminatory manner, adhering to government guidance on preventing unlawful discrimination while simultaneously safeguarding against illegal working. This includes treating all job applicants uniformly, fostering a fair and inclusive hiring process.

 

Legal Considerations for Hiring Foreign Nationals in Ireland

Workers with an automatic right to work in Ireland are those who, as Irish or EU citizens, are exempt from the need for a work permit. For individuals hailing from Iceland, Liechtenstein, Norway, or Switzerland, similar leniency applies, as they possess an innate right to reside and work in Ireland without the requirement for a work permit.

 

In the post-Brexit era, UK citizens also benefit from the Common Travel Area, allowing Irish and British citizens to reside freely in both the UK and Ireland. Consequently, UK citizens do not need a work permit to seek employment in Ireland.

However, for job applicants from countries other than those mentioned, obtaining a special employment permit becomes a requisite before commencing work in Ireland.

When it comes to the application process, either the employee or the employer can take the initiative to submit the application to the Employment Permits Section of the Department of Enterprise, Trade, and Employment (DETE). The crucial aspect is ensuring that the application aligns with all the stipulated requirements set forth by DETE. Each type of work permit application has specific checklists designed to guide applicants through the process seamlessly.

For those requiring a work permit, there are currently nine distinct types available for non-EEA nationals. These include the Critical Skills Employment Permit, Dependant/Partner/Spouse Employment Permit, Intra-Company Transfer Employment Permit, General Employment Permit, Contract for Services Employment Permit, Reactivation Employment Permit, Internship Employment Permit, Sport and Cultural Employment Permit, and Exchange Agreement Employment Permit.

It is imperative to assess the relevance of each employment permit type before initiating the application process with DETE. Additionally, applicants should be aware of the associated application fees, which can be borne by either the employee or the employer.

 

How HR Docs Can Assist Employers

In conclusion, navigating the legalities of hiring foreign nationals demands a meticulous understanding of the distinct requirements and regulations in both the United Kingdom and Ireland. From work authorisations and visa categories to thorough documentation and compliance with anti-discrimination laws, the complexity of the process necessitates careful consideration at every step. As businesses embark on this global recruitment journey, staying informed about the evolving legal landscapes is paramount to ensure a smooth and legally sound hiring process.

For comprehensive assistance in managing the intricacies of HR compliance and documentation, consider leveraging HR Docs. Our robust HR documentation software provides access to a wide array of templates, guides, and tools designed to streamline the legal aspects of hiring foreign nationals. From employment contracts to visa documentation, HR Docs empowers businesses to stay compliant and focus on building a diverse and talented workforce.

Explore the capabilities of HR Docs and take a proactive step towards ensuring legal compliance and seamless international hires. Contact us today to discover more and optimise your HR processes.

The New HR Changes for Unpaid Leave Policy

Maximising Efficiency With a Clear Unpaid Leave Policy: How HR Docs Can Help

In the business management landscape, one aspect that continually presents challenges is handling unpaid leave. As an employer, establishing a transparent, fair, and comprehensive unpaid leave policy is crucial for legal compliance and maintaining an efficient workplace. 

This article explores how HR Docs can be a game-changer in crafting and implementing an effective unpaid leave policy with our library of HR documentation.

 

Understanding the Importance of an Unpaid Leave Policy

Firstly, let’s address why a well-structured unpaid leave policy matters:

  • Legal Clarity: Ensures your business adheres to labour laws and regulations, avoiding potential legal pitfalls.
  • Employee Expectations: Clearly outlines what employees can expect, fostering a transparent and trusting work environment.
  • Operational Consistency: Helps in planning and managing workforce availability, minimising disruptions to business operations.

 

The Challenges in Unpaid Leave Policies

Crafting an unpaid leave policy isn’t just about setting rules. It involves balancing your business’s needs with your employees’ rights and well-being.

Challenges include:

  • Ensuring other leave options are exhausted first.
  • Defining transparent processes for requesting unpaid leave.
  • Setting reasonable restrictions while being fair to employees.

 

How HR Docs Streamline Your Policy Implementation

This is where HR Docs becomes an indispensable tool for your business. Let’s dive into how these documents assist:

  • Template-Based Structure: Get started with a comprehensive template that covers all legal and practical aspects of unpaid leave policies.
  • Customisation for Your Business: Every business is unique, and HR Docs allows you to tailor the policy to suit your specific operational needs. The ability to download HR documents in Microsoft Word and adapt them to your specific organisational needs is a standout feature.
  • Easy-to-Follow Guidelines: With HR Docs, booking unpaid leave becomes straightforward for HR personnel and employees, reducing confusion and saving time.
  • Communication Clarity: Communicate the policy effectively to your team using clear, jargon-free language, ensuring everyone understands their rights and responsibilities.
  • Consistency in Application: A standardised approach in the policy ensures fair and consistent application across all departments, fostering a sense of fairness among employees.

 

The Benefits of a Clear Unpaid Leave Policy for Your Business

  • Reduced Conflicts: Clear guidelines minimise misunderstandings and potential conflicts between management and staff.
  • Improved Planning: Knowing the availability of your workforce in advance helps in better resource and workload planning.
  • Enhanced Employee Satisfaction: A transparent and fair policy contributes to higher employee satisfaction and morale.
  • Compliance Assurance: Stay compliant with employment laws, reducing the risk of legal concerns and associated costs.
  • Efficient HR Management: Streamlines HR processes, freeing time and resources for other critical tasks.

 

Streamline Unpaid Leave Policy With HR Docs

In conclusion, a well-crafted unpaid leave policy is vital to smooth and efficient business operations. With HR Docs, you can ensure that your policy is legally compliant, fair, transparent, and aligned with your business values. Ready to create a hassle-free unpaid leave policy for your organisation? 

Register for free to download your first template HR document and explore our library to see how we can tailor our solutions to your needs. Streamline your HR processes, protect your business, and support your team with HR Docs. Get started now.

Streamlining Wage Deductions with Consent Forms

Consent Forms for Wage Deductions: An HR Docs Must-Have for Modern Employers

In the sphere of business, managing payroll effectively is vital for operations. One aspect that often poses a challenge is deductions from employee wages. Whether for company equipment, training courses, or other work-related expenses, ensuring these deductions are fair, transparent, and legally compliant is vital. 

This is where a well-designed Employee Wage Deduction Consent Form‘ comes into play, and HR Docs offers the right tools to make this process smooth and straightforward.

 

Why Do Wage Deduction Consent Forms Matter?

Let’s break down why having a clear, legally compliant wage deduction consent form is essential for your business:

  • Legal Compliance: Obtaining employee consent is mandatory before any wage deductions are made. This avoids legal complications and ensures fair practices. Unless the deduction has already been agreed as part of the employee’s terms and conditions of employment.
  • Transparency and Trust: Clear communication through consent forms builds trust between employers and employees, making your workplace more harmonious and transparent.
  • Record Keeping: These forms serve as an official record that can be referenced in case of any disputes or queries, safeguarding both the employer and the employee.

 

The HR Challenges Employers Face

Managing wage deductions can be tricky. Employers need to navigate the legalities while ensuring fairness and maintaining employee morale. Some challenges include:

  • Understanding the legal requirements for wage deductions.
  • Communicating the reasons for deductions clearly to employees.
  • Ensuring a smooth and error-free deduction process.

 

How HR Docs Simplify the HR Process

HR Docs offers a solution to these challenges with a comprehensive ‘Employee Wage Deduction Consent Form’. Here’s how it helps:

  • Ready-to-Use HR Templates: Get started immediately with a professionally drafted HR template that covers all the legal bases.
  • Easy Customisation: Tailor the form to suit your business’s specific needs and policies, ensuring a perfect fit. The ability to download HR documents in Microsoft Word and adapt them to your specific organisational needs is a standout feature.
  • Clarity and Ease of Use: The forms are designed to be clear and straightforward, making them easy to understand and complete. The intuitive design of HR Docs ensures that even those with minimal legal knowledge can easily find and apply the necessary documentation.
  • Consistency in Application: A standardised form ensures that the wage deduction process is consistent across the company, eliminating biases or errors.

 

How HR Templates Impact Your Business?

Implementing a wage deduction consent form using HR Docs has several benefits:

  • Reduces Legal Risks: Ensures compliance with employment laws, minimising the risk of legal challenges.
  • Enhances Employee Relations: Clear and transparent processes improve employee trust and satisfaction.
  • Streamlines HR Processes: Simplifies the administrative workload for HR, allowing them to focus on other strategic areas.
  • Protects Against Misunderstandings: Having written consent on file prevents misunderstandings and disputes related to wage deductions.

 

A Practical Example of HR Templates

Imagine a scenario where your company must deduct training program costs from employees’ wages. With a HR Docs consent form, the process becomes transparent and straightforward. The employee understands the deduction, agrees to it, and the company records this agreement, making the whole process smooth and compliant.

 

Simplify Wage Deduction Consent Forms with HR Docs

Wage deductions are a sensitive aspect of payroll management, and handling them is vital for maintaining a fair and compliant workplace. With HR Docs, you can ensure that your wage deduction processes are transparent, legally compliant, and streamlined, promoting trust and efficiency in your organisation. 

Register for free and download your first ‘Employee Wage Deduction Consent Form’ template from the HR Docs library today. Start now and ensure your wage deduction process is as seamless as it is compliant.

Instant HR Compliance: How HR Docs Ensures Legal Adherence in Organisations

Instant HR Compliance: The Power of HR Docs in Ensuring Legal Adherence in Organisations

In the fast-paced business world, the significance of HR compliance cannot be overstated. It’s a cornerstone of building a trustworthy, ethical, and successful organisation. That’s where HR Docs, an innovative HR company covering the UK and the Republic of Ireland, steps in with its extensive library of HR documentation, offering an instant solution for HR compliance. 

This blog will explore how HR Docs simplifies legal adherence in HR practices, providing the key to unlocking efficiency and legal peace of mind for organisations.

 

The Backbone of HR Compliance: Understanding HR Docs

HR Docs isn’t just a repository of documents; it’s a dynamic tool tailored to the modern needs of businesses. Its extensive library was created by seasoned HR experts and is constantly updated, ensuring all documentation meets the latest legal requirements. 

What sets HR Docs apart is its simplicity. It is a cloud-based system compatible with all devices. You will receive your unique login and can log in from anywhere at the click of a button. You can choose to access a specific subject, and from this, you can choose to use a specific template such as a letter, policy, form, script, how-to guide or contract clause.

All documents can be downloaded in Microsoft Word and are fully editable. This means you can adapt these chosen HR documents to unique contexts while complying with legal standards.

 

How HR Docs is a Game-Changer in HR Compliance

  • Streamlined Compliance: The ease of access and user-friendly nature of HR Docs make navigating the often complex world of HR compliance straightforward. This accessibility is crucial in ensuring that businesses can quickly adapt to legal changes, a necessity in the fluid landscape of employment law.
  • Cost and Time Efficiency: By organising HR documentation in a digital HR library, HR Docs significantly reduces the time and resources typically spent on compliance-related tasks. This efficiency translates into cost savings and allows HR professionals to centre on company initiatives that drive business growth.
  • Risk Reduction: Non-compliance can be costly, leading to legal disputes and penalties. HR Docs minimises this risk by providing up-to-date, legally vetted documentation, thus safeguarding organisations against potential legal challenges.
  • Enhanced Employee Experience: When HR practices are transparent, fair, and compliant, it fosters a positive work environment. HR Docs helps build this environment by ensuring that all HR practices are transparent and fair, boosting employee engagement and satisfaction.

 

Key Features that Make HR Docs Indispensable

  • Comprehensive Documentation: From recruitment to retirement, HR Docs covers every aspect of the employee lifecycle, ensuring that no area of HR compliance is overlooked.
  • Customisability: The ability to download documents in Microsoft Word and adapt them to your specific organisational needs is a standout feature. This customisability allows you to maintain a unique company culture and processes while complying with employment laws with HR Docs templates.
  • User-Friendly Interface: The intuitive design of HR Docs ensures that even those with minimal legal knowledge can easily find and apply the necessary documentation.

Real-World Impact of HR Docs

Consider a small business grappling with the complexities of employment law. HR Docs turns this challenge into a manageable aspect of their operation, enabling them to compete with larger corporations regarding compliance and employee management. Larger enterprises, on the other hand, find value in the scalability and comprehensiveness of HR Docs, ensuring that their operations remain legally sound.

 

HR Docs – Your Partner in HR Compliance

HR Docs is more than just an HR tool; it’s a strategic partner in ensuring legal adherence and fostering a positive organisational culture. Its role in mitigating risk, enhancing efficiency, and improving employee relations makes it an invaluable asset for any business, big or small.

Ready to embrace hassle-free HR compliance? Discover how HR Docs can revolutionise your organisation’s approach to HR practices. Register for free to download your first template HR document and explore our library to see how we can tailor our solutions to your needs.

Legal Pitfalls Avoided: Common HR Mistakes and How HR Docs Templates Prevent Them

Avoid legal pitfalls with HR Docs’ extensive HR documentation library. 

Navigating the waters of human resources can be tricky for businesses of all sizes. One wrong step, and you might find yourself in legal hot water. But don’t worry, we’ve got your back! Let’s dive into some common HR pitfalls and see how HR Docs templates can be your life raft in these choppy waters.

This blog will explore how HR Docs simplifies legal adherence in HR practices, allowing you to avoid legal pitfalls and remain compliant with employment laws and other legislation. 

 

The Cost of Getting It Wrong

First things first, let’s talk about why getting HR right matters. A minor misstep in HR can lead to significant legal issues, costing your business time, money, and reputation. We’re talking about things like misclassifying employees, outdated policies, or poor record-keeping. These errors can lead to fines, lawsuits, or worse, a damaged reputation. 

 

Common HR Pitfalls

Now, let’s explore some of the most common HR mistakes:

  1. Misclassification of Employees: This is a big one. Mistaking an employee for a contractor can lead to serious legal trouble.
  2. Outdated Employee Handbooks: Your handbook is like a GPS for your employees. If it’s outdated, they’ll get lost.
  3. Poor Performance Documentation: Have you ever heard of the phrase ‘paper trail’? In HR, it’s your best friend.
  4. Non-Compliance with Employment Laws: Employment laws change faster than fashion trends. Keeping up is essential.
  5. Mishandling Employee Grievances: A minor complaint can turn into a big problem if not handled correctly.
  6. Inaccurate Record-Keeping: Think of this as the foundation of your HR house. Weak foundations lead to collapses.
  7. Unclear Job Descriptions: If your employees don’t know what they’re supposed to do, how can they effectively do it?

 

How HR Docs Templates Can Help?

Now for the good part – how HR Docs templates can help you avoid these pitfalls:

  1. Crystal Clear Classifications: With our templates, you’ll never mix up an employee and a contractor again.
  2. Up-to-date Handbooks and Policies: Our templates are constantly updated to the latest standards and are always on point.
  3. Solid Performance Records: Our templates make tracking performance as easy as pie.
  4. Stay on Top of Employment Laws: Think of our templates as your legal guardian, always keeping you compliant.
  5. Fair Handling of Grievances: We provide a roadmap for handling complaints smoothly and fairly.
  6. Impeccable Record-Keeping: Our templates are like having an organisational wizard by your side.
  7. Spot-On Job Descriptions: With our help, your employees will know precisely what they need to do.

 

Real-Life Solutions

Let’s bring this home with some real-life solutions. Say you’re about to hire your first employee. Our templates can guide you through the process, ensuring you classify them correctly and understand the legal implications. Or perhaps you’re updating your employee handbook. Our templates ensure you cover all bases, from anti-discrimination policies to emergency procedures.

 

The HR Docs Advantage

What makes HR Docs templates stand out? It’s simple:

  • Ease of Use: Our templates are user-friendly. You don’t need a law degree to use them.  We offer a cloud-based system compatible with all devices with personal credentials for logging in to our platform.
  • Customisable: Every business is unique, and our templates can be tailored to your needs. You can download the HR templates in Microsoft Word format and edit them to fit your company’s agenda and personalise them to your standards.
  • Up-to-date: The extensive library was created by seasoned HR experts and is constantly updated, ensuring all documentation meets the latest legal requirements. We keep all of our templates current with the latest legal requirements.

 

HR Docs – A Helping Hand Pulling You Out of HR Pitfalls

In the end, HR doesn’t have to be a headache. With HR Docs templates, you can navigate the HR world confidently, knowing the expertly crafted, legal-proof documents back you up on legality and ease of operations. And the best part? You can register for free and download your first five templates from the HR Docs library today. 

Don’t wait for a legal storm to hit your business. Be proactive, be prepared, and let HR Docs be your guide. Register now and download your first five templates for free!

Employer’s Guide to Maternity Leave UK and NI

Maternity leave is a legal entitlement that allows eligible employees to take time off work to give birth, care for their newborn child, and recover from childbirth. It’s designed to support the well-being of expectant mothers and ensure a smooth transition into parenthood. 

Here are vital aspects of maternity leave that every employer should know.

 

What Is Maternity Leave?

Maternity leave is the time off from work that eligible pregnant employees can take to have their baby, care for their newborn, and recover from childbirth. To qualify, employees must have worked for you for at least 26 weeks before their baby is due. They should inform you about their pregnancy at least 15 weeks prior to the estimated due date.

Employees can take up to a year of maternity leave. The first 26 weeks are called Ordinary Maternity Leave and the next 26 weeks are called Additional Maternity Leave. Employees might also be entitled to Statutory Maternity Pay for up to 39 weeks of financial support during their leave. Employees’ rights are protected while on maternity leave, and you, as an employer, should allow them to return to the same job or a similar one after their leave ends. In summary, maternity leave is crucial for new parents and helps ensure they have time to bond with their baby and manage their work-life balance.

 

Who Is Responsible for Handling Maternity Leave?

The Human Resources (HR) Department plays a pivotal role in managing maternity leave within an organisation. Their responsibilities encompass a comprehensive range of tasks, including establishing and maintaining maternity leave policies that align with legal requirements and company values. HR ensures these policies are consistently applied, fostering a fair and inclusive work environment.

HR professionals guide employees through the intricacies of maternity leave, assisting them in completing the necessary paperwork, calculating entitlements, and coordinating the leave process. They also serve as a vital bridge between employees and line managers, facilitating seamless communication and resolving any concerns or queries raised by expectant mothers.

By overseeing maternity leave policies and compliance, HR contributes to a supportive workplace culture that values the well-being of its employees during a critical life stage. Their meticulous record-keeping and attention to detail also ensure that the organisation adheres to legal obligations while supporting employees transitioning into parenthood.

 

Specifics on Maternity Leave

Employers should be aware that maternity leave is a statutory right aimed at supporting pregnant employees. It entails legal obligations, including pay provisions, and contributes to employee well-being and workplace equity. Effective management of maternity leave is essential for legal compliance and fostering a supportive, inclusive workplace.

Legal Requirement

In many countries, including the UK and Ireland, maternity leave is legally required. Failing to provide this benefit or not adhering to the legal obligations can lead to legal issues and penalties for employers. HR must ensure compliance with the law.

Employee Well Being

Maternity leave is crucial for the physical and emotional well-being of expectant mothers. It allows them to focus on their health during pregnancy, childbirth, and postpartum recovery without the stress of work responsibilities.

Employee Retention

Providing maternity leave demonstrates an employer’s commitment to its employees’ life stages and family needs. Employees who feel supported during significant life events are likely to stay loyal to their employers, reducing turnover and recruitment costs.

Legal Protection

Maternity legislation  protects employees from discrimination or unfair treatment due to pregnancy or maternity. HR must ensure that employees’ rights are upheld and that they can return to work without discrimination.

Legal Compliance

HR departments ensure that the company complies with employment laws and regulations. Failing to adhere to legal requirements can lead to employment law claims and reputational damage.

Productivity and Engagement

Maternity leave enables employees to focus on their families without the added stress of work responsibilities. Upon return, they are more likely to be engaged and productive and less likely to suffer from burnout.

 

Does Maternity Leave Involve lots of HR Documentation?

Maternity leave typically involves significant HR documentation to ensure compliance with legal requirements, facilitate smooth processes, and maintain accurate records. Here are some of the HR documents commonly associated with maternity leave:

  1. Maternity Leave Request Form: The employee typically completes this document to request maternity leave formally. It includes details such as the expected start date of leave, the intended duration, and contact information.
  2. Maternity Notification Letter: Employers often provide employees with a formal letter acknowledging their maternity leave request receipt. This letter outlines critical details, such as the start date of leave and the expected return date.
  3. Maternity/Paternity Policy: A comprehensive policy outlining the company’s maternity and paternity leave benefits, including eligibility criteria, duration, pay, and other related information. It’s essential to communicate this policy to employees.
  4. Maternity Risk Assessment Forms: For health and safety purposes, employers should conduct risk assessments for pregnant employees to identify workplace risks that may need mitigation or adjustments.
  5. Proof of Pregnancy Documents: The MATB1 form from the employee’s doctor or midwife confirms the pregnancy and expected due date. This form is typically required to qualify for maternity leave and pay.
  6. Employee Contact Information: Maintaining up-to-date contact information for the employee on maternity leave is crucial for communication and emergencies.
  7. Return-to-Work Form: Before the employee returns from maternity leave, HR may require them to complete a form indicating their planned return date and any specific accommodations or adjustments needed.
  8. Maternity Leave Record: HR should maintain a record of all maternity leave-related communications, including the employee’s request, correspondence, and any additional notes regarding the leave.
  9. Shared Parental Leave Documents: If applicable, documents related to shared parental leave, including employee requests and agreements, should be documented and filed.
  10. Payroll Records: Accurate payroll records are essential for tracking maternity pay and ensuring that employees receive the correct payments during their leave.

 

How to Streamline Maternity Leave HR Processes?

Employers can streamline HR processes, like maternity leave, by outsourcing them to an HR specialist company with a comprehensive HR documentation library. This approach offers several advantages.

Firstly, HR specialists possess in-depth knowledge of employment laws and regulations, ensuring that maternity leave policies are compliant and minimising legal risks. It also frees an organisation’s in-house HR team to focus on strategic tasks, enhancing overall efficiency.

Moreover, these specialised firms maintain extensive HR documentation, including maternity leave policies and templates, simplifying policy creation and management. They can tailor policies to align with a company’s unique culture and values.

Furthermore, HR specialists stay updated on regulatory changes, ensuring ongoing compliance. In disputes or issues related to maternity leave, their expertise helps organisations navigate challenges while mitigating legal risks. Outsourcing maternity leave processes enhances efficiency, compliance, and employee support.

 

How Can We Help?

In simplifying your HR processes and ensuring compliance with maternity leave and other vital aspects, HR Docs stands ready to be your trusted partner. Our extensive HR documentation library, crafted by experts, is your resource for efficient and compliant HR management. Contact HR Docs today for smoother and more efficient HR processes, tailored policies, and expert guidance. 

Dress Code at Work: Employers’ Guide for a Modern Workplace

As the nature of work and office culture continues to evolve, one topic that sparks debate and raises questions is the implementation and enforcement of dress codes in the workplace. Dress codes in the workplace can be a contentious topic, with arguments on both sides. While they can promote professionalism and a unified brand image, they must be implemented carefully to avoid infringing on employees’ rights. Employers should consider the changing dynamics of the modern workplace and strive for a balanced approach that respects both professionalism and individual expression.

 

The Purpose of Dress Codes

Rules on office attire have traditionally been implemented to maintain a certain level of professionalism, instill confidence among employees, and create a consistent brand image. They are intended to project a unified and cohesive front to clients and customers. Additionally, dress codes can help establish a clear distinction between work and leisure time, promoting a focused mindset.

A well-defined dress code can enhance the professional atmosphere in an office, creating an environment conducive to productivity and focused work. In addition, a clearly-defined dress code can ensure equal treatment of employees, eliminating potential biases or discrimination based on appearance or personal style.

Consistent dress standards can also reinforce a company’s brand identity and project a professional image to clients and customers, which can positively impact business relationships and reputation.

 

Balancing Professionalism and Individual Expression

While employers have the right to set reasonable dress codes, they must be cautious not to infringe upon employees’ rights or discriminate against certain groups. For example, dress codes cannot target specific religious or cultural attire or single out individuals based on gender expression. It is essential for employers to create dress codes that are clear, reasonable, and non-discriminatory.

 

Consequences of Dress Code Violations

If employees fail to adhere to a dress code, the consequences may vary depending on the severity of the violation and the company’s policies. Initially, employers may choose to address the issue through counselling or reminders of the dress code policy. However, repeated or significant breaches may result in disciplinary actions, such as a verbal or written warning. Employers should follow fair and consistent procedures when addressing dress code violations to minimise potential legal ramifications.

 

Adapting to Modern Workplace Trends

In recent years, the corporate landscape has shifted towards a more relaxed and flexible approach to office attire. Many companies have embraced a business casual or even a casual dress code policy. This change reflects a growing recognition of the importance of employee comfort and individual expression, as well as the evolving expectations of the younger workforce.

Rather than enforcing rigid dress codes or abandoning them entirely, businesses should aim for a balanced approach that considers both the need for professionalism and the changing preferences of their employees. Employers can achieve this by establishing guidelines that maintain a professional standard while allowing for individuality and personal expression.

 

The Role of Open Dialogue

To create a dress code policy that satisfies both the employer’s objectives and the employees’ needs, open dialogue and feedback are crucial. Encouraging employees to provide input and suggestions regarding dress code policies can foster a sense of inclusivity and ownership, ultimately leading to increased employee satisfaction and engagement.

By fostering communication and flexibility, businesses can create dress code policies that are both fair and reflective of their company culture, contributing to a harmonious and productive work environment.

 

HR Docs: Your Comprehensive HR Resource

Navigating the intricacies of HR policies, including dress codes, can be challenging. That’s where HR Docs comes in. HR Docs is created and managed by leading HR consultants to ensure organisations have instant access to all the documentation required to stay legally compliant and boost people’s performance.

HR Docs’ comprehensive library of fully up-to-date HR template documents covers a wide range of HR policies and procedures, including dress code policies. With HR Docs, you can ensure that your dress code policy is not only legally compliant but also aligned with best practices and the evolving needs of your workforce.

 

Why Choose HR Docs for Your Dress Code Policy?

At HR Docs, we understand the importance of having clear and legally compliant HR policies, including dress code policies. Our documents are drafted and consistently updated by leading employment law experts in Ireland, Northern Ireland, and Great Britain, ensuring that your policies align with the latest legal requirements and best practices.

By implementing our Employee Dress and Presentation Policy, you can maintain professionalism while respecting individual expression and rights within your workplace. It’s a tool for fostering a harmonious and productive work environment, and it’s readily accessible through HR Docs.

 

Conclusion

In the modern workplace, dress codes play a role in projecting professionalism and brand image while respecting individual expression and rights. Striking the right balance is essential for a harmonious and productive work environment. Employers can achieve this balance by engaging in open dialogue, fostering flexibility, and utilising resources like HR Docs to ensure that their dress code policies are legally compliant and effective. Embracing change and inclusivity in dress code policies can contribute to a positive workplace culture and enhanced employee satisfaction.

Absence Management Best Practices: Streamline Employee Attendance with HR Docs

In today’s dynamic business landscape, managing employee absences has become a crucial task for organisations to maintain productivity and operational efficiency. An absence management plan is necessary for every organisation as it helps increase employee productivity and efficiency, thus financially benefiting employers. To address this challenge, HR Docs offers a comprehensive online library of HR template documents tailored to the needs of employers across Ireland, Northern Ireland, and Great Britain. As a team of seasoned HR and employment law experts, we understand the unique challenges faced by employers and provide practical, legally sound solutions to streamline absence management.

 

The Impact of Employee Absences

Employee absences, whether due to illness, personal emergencies, or other reasons, can have a profound impact on an organisation’s operations and overall economy. Effective absence management involves more than just tracking days off; it requires a comprehensive plan to minimise disruptions, encourage timely reporting, and address underlying issues. By implementing well-structured absence management policies, organisations can promote a culture of accountability, reduce absenteeism rates, and boost productivity.

 

The Strategic Approach to Absence Management

Employee absenteeism encompasses a range of scenarios – from recurring sick leave to unexplained absences – all of which demand a well-structured absence management plan. Employers are tasked with minimising disruptions, fostering employee accountability, and adhering to legal obligations. This guide gives employers practical guidance on how to manage absenteeism; such as when to arrange absence review meetings, document and track absenteeism, and draft letters of concern.

 

Constructing Robust Absence Management Policies

A well-defined absence management policy is the cornerstone of any successful absence management plan. This policy should outline the organisation’s stance on absenteeism, while also detailing acceptable reasons for leave. HR Docs offers employers access to comprehensive absence management policies, tailored to the distinct employment law landscape of Ireland, Northern Ireland, and Great Britain. These policies establish a clear framework for addressing absenteeism, outlining both expectations and permissible reasons for leave.

 

Documenting and Tracking Absenteeism

Consistent documentation of employee absenteeism is vital for spotting patterns and trends. Identifying employees who frequently miss work, arrive late, or leave early allows for proactive intervention. HR Docs offers templates and complete HR documentation that facilitate accurate record-keeping, enabling you to analyse data and identify patterns that may require attention.

 

Transparent Guidelines through Written Plans

Translating absence management policies into clear, written plans is vital. Employers can leverage HR Docs’ resources to outline protocols for addressing various forms of absenteeism – tardiness, sick leave, annual leave, and unanticipated absences. This transparency minimises misunderstandings and ensures consistent handling of absenteeism cases.

 

Educating Employees on Policies

Promoting awareness and understanding of absence policies among employees is essential. Regular communication of expectations and procedures ensures that all employees are aligned with the organisation’s absenteeism management goals. HR Docs provides resources that facilitate easy communication of policies to employees.

 

Conducting Absence Review Meetings

Absence review meetings play a pivotal role in effective absence management. These meetings provide a platform for open and constructive conversations between employers and employees. By discussing the reasons behind absences, understanding challenges, and offering support, absence review meetings enable proactive solutions. HR Docs’ expertly crafted resources guide employers in conducting meaningful review meetings, fostering understanding, and creating a pathway for improved attendance.

 

Utilising HR Documentation

Navigating the complexities of absence management requires a robust toolkit, and HR documentation stands as a crucial component. HR Docs provides a comprehensive library of meticulously curated HR template documents, tailor-made for employers. These resources offer more than just policies; they provide a roadmap for success. From outlining procedures to highlighting best practices, HR documentation from HR Docs empowers you to ensure legal compliance, foster transparent communication, and navigate the intricacies of absence management with unwavering confidence.

 

Final Words

Effective absence management is vital for maintaining workplace productivity and employee well-being. HR Docs offers an invaluable resource for organisations across Ireland, Northern Ireland, and Great Britain, providing meticulously crafted HR templates and documents. Crafted and curated by employment law experts, these HR templates empower employers to implement robust absence management policies, fostering a culture of accountability and engagement. With a strong focus on providing employer-centric solutions, HR Docs equips organisations to navigate the intricacies of absenteeism, ensuring legal compliance and operational efficiency. Contact us today, and allow your team to focus on your business’s growth while HR Docs handles your HR challenges.

Managing HR Documentation for a Remote and Hybrid Workforce

Human Resources (HR) emerges as a pivotal force, shaping the success and sustainability of modern organisations. As teams become increasingly dispersed and work arrangements evolve, HR plays a fundamental role in ensuring seamless operations, fostering employee engagement, and maintaining a cohesive corporate culture. 

The importance of HR in these contexts lies in its capacity to adapt traditional practices to fit the unique challenges of remote work and hybrid work, such as creating effective communication strategies, designing remote-friendly policies, and facilitating virtual onboarding processes. Moreover, HR professionals act as navigators, guiding companies through the intricacies of legal compliance across different regions and jurisdictions. 

Their strategic involvement contributes to sustaining a harmonious and productive work environment transcending physical boundaries, ultimately positioning organisations to thrive in remote and hybrid work.

 

What are HR Documentation Templates for Remote and Hybrid Workforces?

HR form templates explicitly designed to address the unique requirements of employees working remotely or in hybrid workforces are pre-designed documents explicitly tailored for them. These templates cover an array of HR processes, from onboarding and performance reviews to leave requests and equipment procurement. 

Crafted to meet the challenges of remote and hybrid work arrangements, these templates ensure seamless communication, standardised procedures, and compliance with legal and regulatory frameworks across diverse geographical locations. 

 

How HR Documentation Templates Streamline Remote and Hybrid Workforces

HR documentation templates are invaluable for remote and hybrid organisations, streamlining operations and fostering consistency in diverse work environments. These templates provide a structured foundation for essential HR processes, from onboarding remote employees to establishing clear remote work policies. 

By offering customisable templates tailored to specific scenarios and jurisdictions, HR documentation templates ensure compliance with legal requirements and industry standards, even across distributed teams. They expedite administrative tasks, allowing HR teams/line managers to allocate more time to strategic initiatives and employee support.

Moreover, these templates enhance communication by providing standardised materials that bridge the gap between remote employees and the organisation, cultivating a sense of unity and shared understanding. In remote and hybrid work, HR documentation templates emerge as essential tools, promoting efficiency, compliance, and a cohesive employee experience.

 

HR Documentation Templates in Ireland, Northern Ireland, and the UK

HR Docs is a leading provider of comprehensive HR document templates, specialising in supporting businesses in Ireland, Northern Ireland, and the UK. With a focus on remote and hybrid workspaces, HR Docs offers an expertly tailored library of templates designed to address the unique challenges companies in these regions face.

Key Services:

  • Extensive Document Library: HR Docs offers a diverse range of HR document templates, including employment contracts, remote work policies, GDPR-compliant data protection agreements, performance review forms, and more.
  • Region-Specific Customisation: Recognising the distinct legal and regulatory frameworks of Ireland, Northern Ireland, and the UK, HR Docs ensures that all templates are customised to comply with local laws and guidelines.
  • Regular Updates: The company’s team of experts stays updated with evolving employment laws in the region, ensuring that all templates remain legally accurate and compliant.
  • Remote Work HR Documentation: HR Docs specialises in remote work solutions, providing templates for remote work policies, communication guidelines for remote teams, and onboarding materials designed to integrate new remote employees seamlessly.
  • Hybrid Working  HR Documentation: Acknowledging the increasing popularity of hybrid work models, HR Docs offers hybrid work policy templates and resources to help companies balance remote and in-office work.

Benefits of HR Documentation Templates in Ireland, Northern Ireland, and the UK

  • Legal Compliance: The intricate employment laws in these regions can be complex to navigate. HR Docs’ templates are meticulously crafted to align with local employment laws, ensuring companies comply with regulations.
  • Time Efficiency: Businesses can save valuable time and resources by using pre-made templates, allowing them to focus on more strategic HR initiatives.
  • Consistency in HR Practices: Maintaining consistent HR practices is vital for remote and hybrid teams. HR Docs’ templates help ensure that policies, procedures, and communication are uniform across all locations and work arrangements.
  • Employee Engagement: Remote and hybrid work can sometimes lead to feelings of isolation. HR Docs’ resources assist companies in creating effective communication strategies that foster engagement among all employees, regardless of their work location.
  • Adaptability: The library of templates is regularly updated to accommodate shifts in employment laws, remote work trends, and business requirements.

 

Get HR Docs’ HR Documentation Templates

As organisations embrace the challenges and opportunities of remote and hybrid work, the significance of well-crafted HR documentation templates becomes undeniable. These templates are the cornerstone of efficient HR operations, ensuring consistency and compliance in diverse work environments. 

Our subscription-based service provides access to an extensive library of expertly crafted HR form templates, enabling your organisation to navigate HR processes seamlessly while adhering to employment regulations. Take a step towards enhancing your HR practices by contacting HR Docs today.

Staff Motivation and Productivity in January

Date: 14th January ; 21st January
Time: 10.00am – 11.00am
Cost: Complimentary

Performance Management

Date: 25th February
Time: 10.00am – 11.00am
Cost: Complimentary

The Performance Appraisal

Date: 25th March
Time: 10.00am – 11.00am
Cost: Complimentary

Managing Sickness Absence

Date: 29th April 2021
Time: 10.00am – 11.00am
Cost: Complimentary

Disciplinary Process

Date: 27th May 2021
Time: 10.00am – 11.00am
Cost: Complimentary

Returning To Work After Covid-19

Date: Thursday, 29th June 2021
Time: 10.00am – 11.00am
Cost: Complimentary

Managing Employee Leave in Ireland

Date: Wednesday, August 25, 2021
Time: 10.00am – 11.00am
Cost: Complimentary

Managing Social Media In The Workplace

Date: Thursday, 28th October 2021
Time: 10.00am – 11.00am
Cost: Complimentary

NIW02P02 – Statement to employees prior to a work related social event

This statement can be sent to all employees in advance of any work related social events. This statement outlines that the event is part of the workplace and the protocol for the event.

NIW01L02 – Form for an employee to report bribery

This form should be completed by an employee who wishes to raise details of a potential bribery. The form outlines the information to be disclosed and the individuals involved.

NIT02L01 – Letter to employee outlining the right to take time off for dependants due to COVID

This letter outlines that employees may use time off for dependants leave during COVID and normal procedures will apply.

GBS07F04 – Access to medical reports form Great Britain

An employer must provide this form to the employee for completion in the case where they are obtaining consent from the employee to access a medical report, or medical records. It outlines the employee’s rights regarding this process. An employee must give consent to an employer in the case they wish to access a medical report.

NIS07F03 – Access to medical reports form Northern Ireland

An employer must provide this form to the employee for completion in the case where they are obtaining consent from the employee to access a medical report, or medical records. It outlines the employee’s rights regarding this process. An employee must give consent to an employer in the case they wish to access a medical report.

NIS07S04 – Script for an absence meeting with an employee who has cited work-related stress as the reason for absence

This script will give an employer a guide on how to structure a meeting where an employer is absent as a result of work-related stress. It will inform employers on the key questions to ask such as what can be done by the employer to alleviate the stress.

NIS07S02 – Script for a meeting with an employee is absent long-term

This script outlines the structure of a formal capability meeting that has been a arranged as a result of long-term absence. It will inform employers on the key questions to ask an employee as well as the formal entitlements that an employee has in the case of a formal meeting.

NIS07S01 – Script for a meeting with an employee who has had persistent short-term absenteeism

This script will assist employers with a guide on how to structure a meeting where there are concerns over an employee’s persistent short term absenteeism.

NIS07L33 – Letter to employee informing them of holiday accrual and how it is taken after or during sick leave

This letter informs an employee of what annual leave accrual they have after a period of sick leave. The letter outlines the option of the employee submitting a holiday request for their desired dates of holidays, asking the employee to take leave on specific dates or permitting the carry over of holidays to the following holiday year.

NIS07L20 – Letter following a short term absence review meeting outlining what has been agreed

This letter should be sent by the employer following a meeting to discuss short-term absence. It confirms what was discussed, what the sickness policy states and what was agreed regarding improvements and the monitoring of the employee’s sickness record.

NIS07L13 – Letter of concern for an employee who is persistently absent for short term spells

This is a letter of concern for an employee who continues to have spells of short term absence and there has been no improvement. The employee would normally not have any underlying medical condition or extenuating circumstances. The letter outlines a timeframe whereby the attendance of the employee will be monitored. It also references potential disciplinary proceedings if improvements in attendance are not forthcoming.

NIR04L07 – Letter to an employee who has resigned asking them to recover training costs

This letter can be sent to an employee who has resigned seeking to recoup training costs from the employee. This letter outlines the terms under which the employer is seeking to recover the training costs.

NIR04L05 – Letter to employee who has resigned outlining that they will be paid in lieu of notice

This letter can be sent in response to an employee’s resignation outlining that the employee will not be required to work their notice and will instead be paid in lieu. It is important that the employee’s contract has a PILON clause permitting the employer to enforce this.

NIR04L04 – Letter to an employee who has reconsidered their resignation now accepting their resignation

This letter can be sent as a follow up to an employee who has been given the opportunity to reconsider their resignation but has decided to continue with their resignation. This letter outlines that the organisation will now accept the resignation.

NIR04L01 – Letter of Acceptance of Resignation

This letter can be sent to an employee who has resigned and accepting the employee’s resignation.

NIR01L28 – Letter to Union or Employee Representatives outlining that a collective redundancy consultation will take place

This letter informs a Trade Union Representative or Employee Representative that a collective redundancy consultation will take place and the process that will be followed.

NIR02L19 – Letter of reminder to an employee of offer of alternative employment

This is a letter of reminder to an employee who has not responded to an offer of suitable alternative employment.

GBR01F15 – Form of Consent for a Job Applicant to Consent to a Medical Report (Great Britain)

This form is used to send to an employee to seek their consent to obtain a medical report. An employer is unable to access medical information without the individual’s consent.

NIR01F11 – Expenses Form for a Job Applicant

This form cab ne used for job applicants to submit any expenses associated with the interviewing process, which are normally pre-agreed.

NIR01F10 – Form of Consent for a Job Applicant to Consent to a Medical Report (Northern Ireland)

This form is used to send to an employee to seek their consent to obtain a medical report. An employer is unable to access medical information without the individual’s consent.

NIR01F09 – Template Job Description

This template job description gives employers a guide on what information to use when outlining duties and responsibilities of a job role.

NIP09F01 – Form for an employee to request parental bereavement leave

This form is for an employee to request parental bereavement leave.

NIP09L03 – A letter confirming that an employee is not eligible for parental bereavement leave with options of normal bereavement leave

This letter confirms that an employee is not entitlement to parental bereavement leave but can avail of normal bereavement leave.

NIP09L02 – A letter confirming an employee’s parental bereavement leave with no statutory pay

This letter explains an employee’s entitlement to parental bereavement leave without pay and the reasons as to why the employee is not entitlement to statutory pay.

NIP09L01 – A letter confirming an employee’s parental bereavement leave with statutory pay

This letter explains an employee’s entitlement to parental bereavement leave and pay.

NIP09P01 – Parental Bereavement Leave Policy

The purpose of this policy is to outline an employee’s entitlement to parental bereavement leave; including eligibility, notification requirements and evidence required.

NIP06L05 – Letter of invitation to a formal capability hearing following an informal performance management process with no improvement

This is a letter of invitation to a formal capability hearing following an informal performance management process with no improvement.

NIP06L04 – Letter rescheduling an informal performance review meeting to discuss concerns

This is letter to reschedule an informal invitation to a performance review meeting to discuss concerns regarding performance.

NIP06L03 – Letter of Invitation to an Informal Performance Review Meeting to discuss concerns

This is an informal invitation to a performance review meeting to discuss concerns regarding performance.

NIP06L02 – Letter confirming what has been agreed at a performance review meeting

This letter confirms what has been agreed at a performance review meeting including what improvements are required, any training needed and the timeframes. It also outlines the date of the next review meeting.

NIP06F02 – Performance Management Action Plan

This performance improvement plan should be used where an employee is underperforming as it documents what improvements are required and the specific timeframes.

NIP06F01 – Performance Management Audit

This audit forms assists employers in analysing what gaps they have in their performance management systems and techniques and helps to devise an effective action plan.

NIP06F07 – Personal Development Plan

This performance improvement plan can be used to assist an employee reach the required standard to perform their job. This form outlines the performance issues, the action to be taken to improve and a deadline for completion. The line manager should meet with the employee regularly whilst the performance improvement plan is in place.

NIP05F06 – Training Record Form for use at Appraisal

This form can be completed to record training agreed at the annual appraisal.

NIP05F05 – Training Needs Analysis for use at Appraisal

This form can be used following an appraisal whereby training issues were identified at the appraisal. This form can be completed to agree the training needs and when and who will provide the training.

NIP04L06 – Postponement Letter for Employees regarding Auto Enrolment

This letter explains the details around the organisations auto enrolment pension scheme to employees, including eligibility criteria.

NIP04L05 – Letter for staff information NOT ENTITLED For Auto Enrolment

This letter should be issued to an employee to inform them that they are not entitled to be auto enrolled into the organisations pension scheme. The letter should inform the employee that they are welcome to request to join the pension scheme

NIP04L04 – Letter for staff information NOT ELIGIBLE FOR AUTO ENROLMENT BUT CAN IF THEY WISH

This letter should be issued to an employee to inform them that they are not eligible to be auto enrolled into the organisations pension scheme. The letter should inform the employee that they are welcome to request to join the pension scheme

NIP04L03 – Letter for staff information NOT ALREADY IN PENSION BUT ELIGIBLE

This letter should be issued to an employee who is being auto enrolled into the organisations pension scheme. This letter provides the employee with details of what this means for them

NIP04L01 – Letter for staff already in a pension

This letter outlines to an employee the criteria set out in the Pensions Act pertaining to auto-enrolment in a pension. This letter confirms to the employee that since they are already registered for a pension, this change does not apply to them

NIP03F02 – Salary Sacrifice Deduction Form

This form should be completed when an employee has requested a salary sacrifice and this has been agreed by the employer.

NIP03F01 – Form for an employee to signify their acceptance of a deduction from wages

This form should be completed by an employee to signify their consent to a deduction from their wages. A deduction can be made with an employee’s agreement and therefore it is important to have consent on file prior to a deduction being made.

NIP02L08 – Letter offering contractual paternity pay to an employee who is not entitled to statutory paternity pay

This letter informs an employee that they are not entitled to statutory paternity pay but they are entitled to contractual paternity pay.

NIP02F02 – Form requesting paternity leave in respect of a childbirth

This form can be used to request paternity leave in the case of childbirth.

NIP02F01 – Form requesting paternity leave in respect of an adoption

This form can be used to request paternity leave in the case of adoption.

NIP02P01 – Paternity leave policy

This policy outlines the employer’s procedure for expectant fathers in relation to paternity leave; including the procedure relating to eligibility, notification and entitlements during such leave.

NIP01P01 – Parental leave policy

The purpose of this policy is to outline the organisations position regarding the taking of parental leave; including eligibility, notification requirements and evidence required. Parental leave is available for both natural and adoptive parents, and is unpaid.

NIP01L03 – Letter to an employee postponing a period of parental leave

This letter confirms that parental leave will be postponed and outlines the reasons for the postponement. Statutory parental leave can be postponed for up to 6 months after the original date which the employee requested the leave.

NIP01L02 – Letter authorising the employee’s request of parental leave

This letter authorises parental leave and outlines the agreed arrangements such as the start and end date of parental leave, and that it is unpaid time off.

NIP01L01 – Letter informing an employee that they are not eligible for parental leave

This letter outlines the reasons why an employee may not be eligible for statutory parental leave and informs them that parental leave is not approved.

NIP01F02 – Form to show the balance of parental leave

This form can record the balance left on an employee’s parental leave record.

NIP01F01 – Form for an employee to request Parental Leave

This form can be used to request parental leave and requests key information such as dates and duration of the parental leave request.

NIM02H01 – How to prepare for mediation

This guide provides information on the mediation process and includes information on the role of the mediator, the role of the participants, the objectives of the session and confidentiality.

NIM01L27 – Letter accepting a request for early return from maternity leave

This letter can be sent to an employee who has requested to return to work early from maternity leave. This letter accepts the employee’s request to return early.

NIM01L16 – Letter of invitation to a meeting to discuss a request for reduced/different hours upon return to work from maternity leave

This letter can be sent to an employee who has requested a change to their working hours/days of work upon return from maternity leave. This letter invites an employee to a meeting to discuss the request. An employer must give consideration to all requests for flexible working. If the employer is unable to grant the request they must have a justifiable reason for this.

NIM01P04 – Maternity Leave Cover Policy

This policy outlines the employers approach to securing maternity cover. Details regarding handovers, training and keeping in touch days are included in the policy.

NII01F01 – Staff induction programme form

This form can be used to develop an induction programme for a new recruit. This form will provide clarity to the new recruit on what they will be inducted on, when they will be inducted and who will provide the training.

NIH02F01 – Home Workstation Risk Assessment

This form can be used to risk assess a home working workstation. This form should be reviewed by a competent assessor.

NIH02P01 – Homeworking policy

This policy outlines the organisations procedure on home working. The policy covers requests to work from home, pay, hours of work, attending the work place, equipment and materials and security.

NIG02L15 – Letter acknowledging a grievance appeal

This letter should be sent to an employee who has appealed against the outcome of their grievance, informing them that their appeal has been acknowledged and will commence in due course.

NIF03P01 – Flexible Working Policy

This policy outlines the organisations stance on flexible working. This policy includes information on eligibility, how to apply for flexible working, and an outline of the application process.

NIF02C01 – Fixed term contract clause

This contract clause should be included in the contract of an incoming fixed term employee, outlining terms of employment as well as the reason they are being brought in for a fixed term (e.g. covering leave, or seasonal work)

NIF02P01 – Fixed Term Working Oolicy

This policy outlines the organisations approach to fixed term employment, and outlines the terms under which fixed term employees will work.

NIE06P03 – Employee Loans Policy

This policy outlines the organisations policy towards loaning fund to employees, including repayment plans and a provision for repayment if employment is terminated.

NIE06C02 – Contract clause on reclaiming relocation expenses should they leave

This contract clause can be included in an employees contract, outlining the company’s procedure for dealing with the reclaiming of relocation expenses.

NIE06P02 – Policy on relocation expenses

This policy outlines to the employee the organisations policy on expenses involved in requesting an employee to relocate for work. Costs include selling existing accommodation and redecorating new accommodation.

NIE06F02 – Employee Expenses Form

This form should be given to any employee who wishes to submit a claim to be reimbursed for business related expenses.

NIE06F01 – Form for a job applicant to claim expenses for a job interview

This form should be given to any job applicant who has submitted a request to claim back expenses related to them attending a job interview, e.g. bus fare.

NIE06C01 – Expenses Contract Clause

This contract clause can be included an employees contract to stipulate how frequently they will be reimbursed for business expenses.

NIE06P01 – Expenses Policy

This policy outlines to employees a range of expenses that the organisation are willing to cover when travelling for work related purposes.

GBE05P06 – Equal Opportunities statement for job advertisement (Great Britain)

This policy should be included in job advertisements to reiterate that the organisation is an equal opportunities employer and is committed to eliminating discrimination in their workplace as well as their recruitment process.

GBE05P05 – Equal Pay Policy (Great Britain)

This policy outlines to employees the organisations commitment to providing equal opportunities to staff, including that equal work receives equal pay.

GBE05F02 – Equal Opportunities Form (Great Britain)

This form should be issued to all employees. It is a brief questionnaire relating to employees gender/sexual orientation/race etc. This form is used to collect this data about employees and applicants, so that discrimination (intentional or inadvertent) can be eliminated when managing the employee.

GBE05P04 – Equal Opportunities Policy (Great Britain)

This policy is to used to outline the organisations commitment to ensuring equal opportunities amongst the workforce and indeed when appointing new employees during the recruitment and selection process.

NIE05P02 – Equal Pay Policy (Northern Ireland)

This policy outlines to employees the organisations commitment to providing equal opportunities to staff, including that equal work receives equal pay.

NIE04L01 – Letter asking an job applicant or employee to provide evidence of their right to work in Great Britain/Northern Ireland

This letter should be sent to a foreign national who has applied to become an employee at the organisation, in order to establish whether they have a right to work in Northern Ireland.

NID05L21 – Letter of outcome of disciplinary hearing for employee who failed to attend hearing

This letter should be issued to an employee who has been subject of a disciplinary investigation, but did not attend their hearing, informing them of the outcome of the disciplinary process.

NID05L14 – Letter confirming no action after a disciplinary hearing

This letter should be issued to an employee who has been subject of a disciplinary hearing informing them that no disciplinary action is being taken against them.

NID05L13 – Letter to an absent employee to postpone a disciplinary hearing

This letter should be sent to an employee who has been deemed unfit for work before they were due to attend a disciplinary hearing. The letter seeks permission to obtain a medical report from the employees GP, and asks the employee to contact the employer when they are ready to return.

NID05L12 – Letter to Employee’s doctor to confirm if employee is fit to attend formal disciplinary hearing

This letter should be sent to the GP of an employee who has been invited to attend a disciplinary hearing, but has submitted evidence of incapacity. This letter asks the GP for their opinion on whether the employee is well enough to attend a disciplinary hearing.

NID05L11 – Letter for employee who has not attended a scheduled disciplinary hearing

This letter should be sent to an employee who has failed to attend a disciplinary hearing. This letter provides options depending on the reasons for the employee’s failure to attend.

NID05L10 – Letter re-scheduling a disciplinary hearing

This letter is responding to an employee’s request to reschedule a disciplinary hearing. This letter has 2 options either granting or declining the request.

NID05L07 – Letter of suspension pending an investigation with a date for an investigatory meeting

This letter of suspension includes a date for an investigation meeting. This letter should be issued to an employee suspected of a misconduct of a such a serious nature (suspected gross misconduct cases) that it warrants suspension pending an investigation. The decision to suspend should be timely but should not be taken lightly. Suspension is paid. Suspension can also occur if the person leading the investigation feels the alleged perpetrator may influence/intimidate witnesses or any claimant.

NID05L06 – Letter of Suspension pending an investigation

This letter should be issued to an employee suspected of a misconduct of a such a serious nature (suspected gross misconduct cases) that it warrants suspension pending an investigation. The decision to suspend should be timely but should not be taken lightly. Suspension is paid. Suspension can also occur if the person leading the investigation feels the alleged perpetrator may influence/intimidate witnesses or any claimant.

NID05L05 – Letter of Concern as a result of an investigatory process

This letter outlines that no formal disciplinary process will take place following investigation however, the manager will issue the employee with a note of concern. This is not a formal sanction but is a note to the employee that the manager believes there was wrongdoing or misconduct but has decided not to proceed on this occasion with formal disciplinary action.

NID05L04 – Invitation to a witness to provide a statement

This letter can be sent to an employee noted as a witness in a workplace disciplinary investigation.

NID05L03 – Invitation to second Investigatory Meeting

This letter can be used to invite an employee to a second investigation meeting to discuss the allegations further if necessary.

NID05L02 – Invitation to Investigatory Meeting

This letter can be used to invite an employee suspected of misconduct to an investigation meeting.

NID04L08 – Letter of outcome stating there is not enough evidence to uphold a bullying or harassment complaint

This letter of outcome outlines that there was insufficient evidence to uphold the employee’s allegations. The letter outlines the reasons for this outcome and the evidence that was obtained.

NID04L07 – Letter of outcome upholding a bullying or harassment complaint

This letter should be sent to the employee who has raised a claim of bullying and harassment after the claim has been fully investigated. This letter will outline if the claim has been upheld or not upheld and the reasons why. The letter also outlines the next steps.

NID04L06 – Letter to an employee who has retracted their bullying or harassment claim

This letter should be sent to an employee who has raised a claim and then subsequently retracted the claim.

NID04L05 – Letter of suspension for the alleged perpetrator pending an investigation into bullying or harassment

This letter should be sent to an alleged perpetrator if the allegations against them are sufficiently serious to warrant suspension. This letter outlines the terms of the employee’s suspension.

NID03L01 – Letter to employee confirming deductions to be made from their pay

This letter can be sent to an employee whereby there is an agreement made that the employer will make a deduction from the employee’s wages.

NID01L14 – Letter seeking identification further to a Subject Access Request

This letter can be sent to an individual who has completed a SARS requesting the individual to provide identification.

NID01F10 – Consent form for job applicants (unsuccessful)

This form can be used to request consent of a job applicant to continue to hold their personal information on file. This form should only be used when the employer has no other legitimate reason for processing the information. For example an employer will have a legal basis to process an unsuccessful job applicants details for 6 months (or a year in NI) in order to be able to defend any future claims from an unsuccessful applicant. If the employer wishes to process their information after this period of time they will need to seek consent.

NID01F09 – Consent form for former employees

This form seeks consent of former employees for the employer to process data in relation to the employee. This form should only be completed when consent can be relied upon and there is no other legitimate basis under GDPR that the employer has for processing the employee’s information.

NID01F08 – Consent Form for new Employees

This form seeks consent of new employees for the employer to process data in relation to the employee. This form should only be completed when consent can be relied upon and there is no other legitimate basis under GDPR that the employer has for processing the employee’s information.

NID01F07 – Consent Form for Existing Employees

This form seeks consent of existing employees for the employer to process data in relation to the employee. This form should only be completed when consent can be relied upon and there is no other legitimate basis under GDPR that the employer has for processing the employee’s information.

NID01F06 – Consent form for employees where the employer requests to obtain a medical report

This form seeks consent from an employee for the employer to contact the employee’s GP or an independent medical professional for the purposes of obtaining a medical report on the employee.

NID01F05 – Form for consent to use employee’s photo

This form seeks consent from an employee for an employer to obtain their photo. This form outlines the reason for the request and how the employer will process the photo.

NID01P04 – Recruitment Privacy Notice

This privacy notice should be available to all job candidates. This policy outlines how the organisation will collect and process an applicants data in line with GDPR and Data Protection Act 2018.

NID01P03 – Employee Privacy Notice

This privacy notice should be given to all employees. It outlines how the organisation collects and processes personal data relating to its employees to manage the employment relationship.

GBC04C14 – GB Post Termination Restrictions

This can be given to employee’s where post termination restrictions are applicable this is normally for employees in senior positions. These restrictions cover areas such as non compete and intellectual property.

GBC04C13 – GB Contract of Employment for Senior Employees

This contract provides a standard contract for a senior employee in Great Britain. This contract includes all the mandatory clauses that are required in a statement of main terms and conditions of employment.

GBC04C12 – GB Job Sharers Contract of Employment

This contract provides a standard contract for an employee in Great Britain who will work under a job-sharing arrangement. This contract includes the mandatory wording required to make a job-sharers contract legally enforceable in Great Britain.

GBC04C11 – GB Zero-Hours Contract of Employment

This contract provides a standard contract for an employee who will work under a zero-hours arrangement. This contract includes the mandatory wording required to make a zero-hours contract legally enforceable in Great Britain.

GBC04C10 – GB Annualised Hours Contract of Employment

This contract provides a standard contract for an employee in Great Britain who will work under an annualised hours arrangement. This contract includes the mandatory wording required to make an annualised hours contract legally enforceable in Great Britain

GBC04C09 – GB Fixed-Term Contract of Employment

This contract provides a standard contract for an employee in Great Britain who is employed for a fixed period. This contract includes the mandatory wording required to make a fixed term contract legally enforceable in Great Britain.

GBC04C08 – GB Permanent Contract of Employment

This contract provides a standard contract for permanent employees in Great Britain. This contract includes all the mandatory clauses that are required in a statement of main terms and conditions of employment.

NIC04L04 – Letter to accompany a contract of employment for new staff

This letter can be issued to all new employees with a copy of their terms and conditions of employment.

NIC04L01 – Letter to accompany a contract of employment for existing staff

This letter can be issued to any existing employee who has not received a copy of their terms and conditions of employment.

NIC04C06 – NI Contract of Employment for Senior Employees

This contract provides a standard contract for a senior employee in NI. This contract includes all the mandatory clauses that are required in a statement of main terms and conditions of employment.

NIC04C05 – NI Job Sharers Contract of Employment

This contract provides a standard contract for an employee in NI who will work under a job-sharing arrangement. This contract includes the mandatory wording required to make a job-sharers contract legally enforceable in Northern Ireland.

NIC04C04 – NI Zero-Hours Contract of Employment

This contract provides a standard contract for an employee who will work under a zero-hours arrangement. This contract includes the mandatory wording required to make a zero-hours contract legally enforceable in Northern Ireland.

NIC04C03 – NI Annualised Hours Contract of Employment

This contract provides a standard contract for an employee in NI who will work under an annualised hours arrangement. This contract includes the mandatory wording required to make an annualised hours contract legally enforceable in Northern Ireland

NIC04C02 – NI Fixed-Term Contract of Employment

This contract provides a standard contract for an employee in NI who is employed for a fixed period. This contract includes the mandatory wording required to make a fixed term contract legally enforceable in Northern Ireland.

GBC03S02 – Template script on how to conduct an initial meeting to initiate a without prejudice process/settlement agreement (GB)

This script provides employers with a guide on how to conduct an initial meeting to discuss a proposed compromise agreement.

GBC03H02 – A How To Guide on settlement Agreements (GB)

This guide provides all the information required for an employer before initiating a compromise agreement with one of their employees.

GBC03L06 – Cover letter to go with settlement agreement (GB)

This letter should be issued to an employee who is being offered a compromise agreement, to seek confirmation that they have sought and received independent legal advice on the compromise agreement.

GBC03F04 – Solicitor’s Agreement/Certificate (GB)

This form should be sent to the legal representative of the employee, and should be signed by the legal representative to confirm that the employee has received independent legal advice.

GBC03L05 – Letter confirming that employee has been given independent advice before entering into an agreement (GB)

This letter should be sent to an employee as part of a compromise agreement, in order to confirm with the employee that they have received independent legal advice.

GBC03L04 – Letter initiating a settlement agreement (without prejudice) (GB)

This letter should be sent to an employee with an outstanding issue (e.g. grievance/disciplinary process) which has left irreconcilable differences between the employee and the employer. This letter is to establish the willingness of the employee to engage in a compromise agreement.

GBC03F03 – Settlement Agreement Template (GB)

This form should be used as a template when drafting a formal compromise agreement between the employer and the employee, outlining the terms under which both parties have agreed to terminate employment.

NICO2P01 – Company Vehicle Policy

This policy should be given to all employees who have been provided with a company vehicle. The policy covers acceptable usage, maintenance, security and fuel.

NIA01F02 – Form for an employee to request a change to the start date of adoption leave

This form should be completed by an employee who wishes to change their adoptive leave start date. This form includes the revised dates and should be submitted at least 4 weeks before the original requested leave date.

IEW02L01 – Statement to employees prior to a work related social event

This statement can be sent to all employees in advance of any work related social events. This statement outlines that the event is part of the workplace and the protocol for the event.

IEW01F02 – Form for an employee to report bribery

This form should be completed by an employee who wishes to raise details of a potential bribery. The form outlines the information to be disclosed and the individuals involved.

IEU01L02 – Letter to employee approving/rejecting request for unpaid leave

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.

IEU01L01 – Letter inviting employee to a meeting in order to discuss the prospect of 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.

IET04F02 – Form to nominate an employee as an employee representative for a TUPE Consultation

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.

IET03F05 – Training Feedback form

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.

IET01C01 – Return of company property contract clause

This clause should be included in the contract of employment of any employee who receives company property.

IES06L09 – Letter arranging an occupational health appointment

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.

IEIS06L03 – Letter inviting an employee to a long term absence review meeting

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 taiolred on each occasion of a long-term absence meeting.

IES02L03 – Secondment agreement

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.

IES02L02 – Letter of invitation to meeting to discuss possible secondment

This letter invites an employee to a meeting to discuss a possible secondment.

IES02L01 – Letter to employee confirming duration of secondment

This letter confirms the terms and conditions of the secondment including the duration of a secondment.

IES02P01 – Secondment policy

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.

IER02L28 – Letter to Union or Employee Representatives outlining that a collective redundancy consultation will take place

This letter informs a Trade Union Representative or Employee Representative that a collective redundancy consultation will take place and the process that will be followed.

IER02L19 – Letter of reminder to an employee of offer of alternative employment

This is a letter of reminder to an employee who has not responded to an offer of suitable alternative employment.

IEIP07L03 – Letter of Invitation to an Informal Performance Review Meeting to discuss concerns

This is an informal invitation to a performance review meeting to discuss concerns regarding performance.

IEP07LO2 – Letter confirming what has been agreed at a performance review meeting

This letter confirms what has been agreed at a performance review meeting including what improvements are required, any training needed and the timeframes. It also outlines the date of the next review meeting.

IEP07F02 – Performance Management Action Plan

This performance improvement plan should be used where an employee in underperforming as it documents what improvements are required and the specific timeframes.

IEP06F07 – Personal Development Plan

This performance improvement plan can be used to assist an employee reach the required standard to perform their job. This form outlines the performance issues, the action to be taken to improve and a deadline for completion. The line manager should meet with the employee regularly whilst the performance improvement plan is in place.

IEP05C01 – Contract Clause for Pensions/PRSA

This clause should be added to a contract of employment outlining if the employer offers either a pension or access to a PRSA scheme. It is important to note that it is mandatory for employers to provide at least access to a PRSA scheme.

IEP04C02 – Bonus Contract Clause

This clause should be included in the contract of any employee where there is a bonus payment as part of their terms and conditions of employment. This clause outlines the terms of the bonus payment.

IEM02H01 – How to prepare for mediation

This guide provides information on the mediation process and includes information on the role of the mediatior, the role of the participants, the objectives of the session and confidentiality.

IEM01L30 – Letter informing an employee of breastfeeding arrangements

This letter can be sent to a new mother who has notified the organisation that she will be breastfeeding. This letter outlines the arrangements for breastfeeding such as facilities, storage and working hours.

IEM01L21 – Letter accepting a request for early return from maternity leave

This letter can be sent to an employee who has requested to return to work early from maternity leave. This letter accepts the employee’s request to return early.

IEM01L10 – Letter explaining the rights of an employee who suffered a miscarriage after 24 weeks of pregnancy

This letter can be sent to a employee who has suffered a miscarriage after 24 weeks of pregnancy. This letter outlines the employee’s entitlements. An employee who suffers a miscarriage after 24 weeks is entitled to maternity leave.

IEM01P05 – Policy on Annual Leave during Maternity Leave

This policy is designed to inform employees that their annual leave entitlements continue to accrue throughout maternity leave, and that annual leave cannot be taken during maternity leave.

IEM01P03 – Breast feeding policy

This policy details the supports that the employer provides to pregnant employees/employees who have returned to work from maternity leave. Included in this policy are details of comfortable rest areas, facilities for breastfeeding and preparing bottled milk, as well as an area for changing their baby

IEM01P02 – Ante Natal Care Policy

This policy outlines the employees entitlements to take time off for ante-natal care. The policy also contains details about pay, and how absence due to ante-natal care is recorded separately to sickness absence.

IEJ02L02 – Letter from employer supporting employees application to defer/be excused from jury service

The purpose of this letter is to explain to the Jury Service that, due to certain factors, you believe that the employee should be excused/deferred from jury service at this time.

IEJ02L01 – Letter approving time off for jury service

This letter should be sent to an employee who has notified the employer of their requirement to complete jury service. This letter confirms to the employee that they will be granted time off for their jury service.

IEJ01H01 – Job Share Considerations

This guide provides clarity on factors to consider when setting up a job share arrangement.

IEJ01P01 – Job Share Policy

The organisation may at its discretion, and if the circumstances permit this, approve a job share arrangement. This polciy outline the terms of the organisations job share policy

IEF02L08 – Letter rejecting an appeal to flexible working request

This letter should be issued to an employee who has appealed against the decision not to approve their flexible working request. The purpose of this letter is to tell them that their appeal has been rejected. The letter should explain why their appeal has been rejected.

IEF01L03 – Letter offering to extend a fixed-term contract

This letter should be issued to an employee who is employed with a fixed term contract, offering them an extension to this fixed term for whatever reason the organisation might wish to pursue such an extension.

IEE06C02 – Contract clause on reclaiming relocation expenses should they leave

This contract clause can be included in an employees contract, outlining the company’s procedure for dealing with the reclaiming of relocation expenses.

IED01P02 – Policy on processing special category personal data

This policy sets out the organisation’s approach to processing special category personal data and criminal records data. It supplements the organisation’s data protection policy.

IEC03P01 – Company Vehicle Policy

This is a detailed company policy outlining the terms for employees who are issued a company vehicle for work-related purposes. Key points include usage restrictions, maintenance and care, driving regulations, security and safety.

NIY01H01 – Young Persons – Requirement Guide

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.

NIW02P01 – Work Related Social Events Policy

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.

NIW01P02 – Anti bribery policy

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.

NIW01L01 – Letter inviting employee to a meeting to discuss their protected disclosure in person

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.

NIW01F01 – Form for employee to make a protected disclosure of information (i.e. to whistleblowing)

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.

NIW01P01 – Whistleblowing policy

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.

NIV01L05 – Letter of invitation to consultation meeting to discuss a variation in terms and conditions

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.

NIV01L04 – Letter confirming variation of terms and conditions after consultation process

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.

NIV01L03 – Letter following consultation that no agreement has been reached in varying terms and conditions

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.

NIV01L02 – Letter confirming changes to duties temporarily due to health and safety reasons

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.

NIV01L01 – Letter seeking an employee’s agreement to vary terms and conditions of employment

This letter should be sent following an initial meeting to seek the agreement of an employee to vary their terms and conditions of employment.

NIU01F01 – Form for employee to request unpaid leave

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.

NIU01L02 – Letter to employee approving/rejecting request for unpaid leave

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.

NIU01L01 – Letter inviting employee to a meeting in order to discuss the prospect of 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.

NIU01P01 – Policy regarding unpaid leave

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.

NIT05S02 – Script for a TUPE Consultation Meeting

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.

NIT05S01 – Script when announcing to employees they will be affected by a TUPE Transfer

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.

NIT05F02 – Form to nominate an employee as an employee representative for a TUPE Consultation

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.

NIT05F01 – Ballot form for the election of employee representatives for TUPE consultation

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.

NIT05L10 – Letter of invitation to a final TUPE consultation meeting

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.

NIT05L09 – Employee letter to confirm an opt out of transfer of undertakings

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.

NIT05L08 – Cover letter regarding personnel files to transferee

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.

NIT05L07 – Letter to employees who did not transfer

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.

NIT05L06 – Letter notifying employees TUPE applies

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.

NIT05L05 – Letter to employee representative in relation to a Tupe transfer and the start of consultation process

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.

NIT05L04 – Letter of invitation to employee representative to a Tupe consultation meeting

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.

NIT05L03 – Letter Arranging the election of employee representatives

This letter invites employees to elect an employee representative to consult with the employer on their behalf, in advance of a TUPE process.

NIT05L02 – Letter of Initial Contact TUPE

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.

NIT05L01 – Due Diligence Information Request Cover Sheet

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.

NIT04L05 – Letter of invitation to an employee to discuss request for training/ study leave

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.

NIT04L04 – Letter following employee’s resignation seeking to recoup training costs

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.

NIT04L03 – Letter granting an employee’s request to study or undertake training

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.

NIT04L02 – Letter requiring an employee to repay training costs should they resign

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.

NIT04L01 – Letter declining an employee’s request to study/training

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.

NIT04F06 – Training Agreement Template

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.

NIT04F05 – Training Feedback form

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.

NIT04F04 – Training Request Form

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.

NIT04F03 – Training Record Form

This form can be completed for individual employees to record the training they have received. A copy can be retained on their personnel file.

NIT04F02 – Training Plan form

This form can be completed to provide a plan for training for a particular employee.

NIT04F01 – Training Needs Analysis Form

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.

NIT04P01 – Training Policy

This policy outlines the organisations approach to the training and development of employees. This policy covers training needs, training agreements and requests for training.

NIT03P01 – Time off in lieu policy

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)

NIT02P01 – Time off for dependents policy

This policy outlines the nature of time off for dependants leave and how it is normally taken.

NIT02F01 – Request form for time off for dependents

This form allows employees to make a request for time off for dependants, which is unpaid.

NIT01L02 – Letter to former employee who is suspected of being in breach of post termination restrictions

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.

NIT01L01 – Letter requesting the return of company property from a former employee

This letter can be sent to an employee who has left employment requesting they return company property.

NIT01C01 – Return of company property contract clause

This clause should be included in the contract of employment of any employee who receives company property.

NIT01F02 – Checklist for managers conducting exit interviews

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.

NIT01F01 – Exit interview form

This form can be used to complete an exit interview with any 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

NIS11L01 – Letter to an employee who has notified intention to take adoption leave as a result of a surrogacy arrangement

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.

NIS11F01 – Form for a statutory declaration of intention to apply for a Parental Order (Surrogacy)

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

NIS10L05 – Letter of outcome from an appeal for a some other substantial reason dismissal

This letter confirms an appeal decision following a formal appeal hearing regarding a dismissal for ‘some other substantial reason’.

NIS10L04 – Letter of invitation to appeal for a some other substantial reason dismissal

This letter invites an employee to a formal appeal hearing, whereby they have appealed the decision to dismiss for ‘some other substantial reason’.

NIS10L03 – Letter confirming dismissal for 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.

NIS10L02 – Letter inviting employee to a meeting to discuss variation of terms and conditions due to a possible dismissal for SOSR

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’.

NIS10L01 – Letter of invitation to a formal hearing following an issue that constitutes “some other substantial reason” for dismissal

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’.

NIS09P02 – Email and internet policy

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.

NIS09P01 – Social Media Policy

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.

NIS08P02 – Smoking Policy

This policy outlines the organisations smoking policy and outlines where employees are permitted to smoke.

NIS08P01 – E cigarettes Policy

This policy outlines that the organisation has a ban on the use of e-cigarettes. This policy outlines the reason for the ban.

NIS07H02 – How to guide on Managing Long Term absence

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.

NIS07H01 – How to guide on Managing Short term absence

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.

NIS07F02 – Return to work interview form

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.

NIS07F01 – Sickness self-certification form

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.

NIS07S03 – Script for a formal capability hearing regarding long-term absence

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.

NIS07P01 – Sickness Policy

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.

NIS07L32 – Letter requesting an employee to attend a medical assessment prior to returning to work

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.

NIS07L31 – Letter to an employee arranging a return to work meeting

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.

NIS07L30 – Letter for an employee whose fit note states “may be fit for work”

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.

NIS07L29 – Outcome of a formal capability meeting regarding long term absence to confirm termination of employment

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.

NIS07L28 – Invitation to formal capability meeting regarding long term absence

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.

NIS07L27 – Letter confirming the outcome of a meeting held to discuss the contents of an occupational report

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.

NIS07L26 – Letter of invitation to discuss the contents of an occupational report

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.

NIS07L25 – Letter to an employee who is on sickness absence to notify the employer of an anticipated return to work date

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.

NIS07L24 – Letter confirming what has been agreed following a short term absence return to work meeting

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.

NIS07L23 – Letter confirming what has been agreed following a long term absence return to work meeting

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.

NIS07L22 – Letter notifying an employee of the consequences of failure to submit medical certificates

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.

NIS07L21 – Letter following a long term absence review meeting outlining the next steps

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.

NIS07L19 – Letter to an employee on unauthorised absence who has not made contact with the employer

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.

NIS07L18 – Letter to an employee on unauthorised absence who has made contact with the employer

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.

NIS07L17 – Letter to an employee to outline that a period of sickness absence where they haven’t submitted medical evidence is considered unauthorised

This letter notifies an employee that their failure to submit a medical certificate has resulted in them being on unauthorised absence, which is unpaid.

NIS07L16 – Letter inviting an employee with work related stress to an absence review meeting

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.

NIS07L15 – Letter confirming reasonable adjustments are being made in order to facilitate an employee’s return to work

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.

NIS07L14 – Letter to an absent employee outlining that occupational sick pay will cease on a certain date

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.

NIS07L12 – Letter inviting an employee to a short term absence review meeting

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.

NIS07L11 – Letter to an employee’s GP requesting a medical report

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.

NIS07L10 – Letter arranging an occupational health appointment

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.

NIS07L09 – Letter seeking consent from an employee to access a medical report

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.

NIS07L08 – Letter confirming an employee’s return to work after long term absence

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.

NIS07L07 – Letter arranging a long term absence review meeting at the employee’s home

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.

NIS07L06 – Letter of Invitation to a welfare review meeting

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

NIS07L05 – Letter to employee on long term sick leave asking for their preferred means of keeping in touch

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.

NIS07L04 – Letter inviting an employee to a long term absence review meeting

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.

NIS07L02 – Letter confirming with the employee that they will receive occupational sick pay at discretion

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.

NIS07L01 – Letter confirming that the organisation will hold off on absence review meeting until further notice

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.

NIS06L05 – Letter informing employee of being put on temporary lay-off

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.

NIS06L04 – Letter informing employee of end of short time working or lay off period

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.

NIS06L03 – Letter seeking employee’s agreement to short time working or lay off

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.

NIS06L02 – Letter informing employee that work has become available

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.

NIS06L01 – Letter informing employee of being put on 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.

NIS06C01 – Short Time Working and Lay Off Contract Clause

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.

NIS06P01 – Short time working and Lay Offs Policy

This policy should be inserted into all employment handbooks. This Policy 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.

NIS05H01 – How to guide on Shared Parental Leave

This guide provides information on the statutory obligations of employers regarding statutory shared parental leave.

NIS05L11 – Letter of invitation to meeting following employee request for discontinuous leave

This is a letter of invitation to a meeting regarding a request for discontinuous leave (as part of a shared parental leave request)

NIS05L10 – Letter of acknowledgement of employee maternity / adoption leave curtailment notice

This letter acknowledges a maternity or adoption curtailment notice and confirms return to work details.

NIS05L09 – Letter of response to an employee request to vary shared parental leave arrangements

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.

NIS05L08 – Letter to employee proposing alternative dates for shared parental leave

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).

NIS05L07 – Letter requesting evidence of eligibility to take shared parental leave

This letter requests evidence of eligibility to take shared parental leave in the case of either birth or adoption.

NIS05L06 – Letter responding to an employee who has requested a SPLIT day

This letter responds to a request for a SPLIT day giving the option of either approving the SPLIT day or declining the SPLIT day.

NIS05L05 – Letter of response to employees request to take shared parental leave

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.

NIS05L04 – Letter explaining ineligibility to take shared parental leave

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.

NIS05L03 – Letter to employee informing an employee of significant developments within the workplace during their leave

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.

NIS05L02 – Letter to employee offering to arrange a SPLIT day

This letter offers an employee a Shared Parental Leave in Touch Day (SPLIT).

NIS05L01 – Letter to employees explaining right to take shared parental leave

This letter can be sent to employees to explain their right to take shared parental leave

NIS05F04 – Maternity or Adoption Curtailment Notice

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.

NIS05F03 – Form to record reasons for declining a shared parental leave request

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.

NIS05F02 – Form to cancel or vary a period of shared parental leave

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.

NIS05F01 – Form to request 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.

NIS05C01 – Shared Parental Leave Contract Clause

This contract clause outlines the eligibility criteria for shared parental leave as well as the duration of shared parental leave.

NIS05P03 – Annual Leave Accrual during Shared Parental Leave Policy

This policy outlines the organisations approach to the accrual and taking of annual leave before and after a period of shared parental leave.

NIS05P02 – Enhanced Shared Parental Leave Policy

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.

NIS05P01 – Shared Parental Leave policy

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.

NIS04C01 – Severance contract clause

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

NIS03C01 – Template Contract for Services

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.

NIS02LO3 – Secondment agreement

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.

NIS02L02 – Letter of invitation to meeting to discuss possible secondment

This letter invites an employee to a meeting to discuss a possible secondment.

NIS02L01 – Letter to employee confirming duration of secondment

This letter confirms the terms and conditions of the secondment including the duration of a secondment.

NIS02P01 – Secondment policy

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.

NIS01L04 – Letter inviting employee to meeting following Sabbatical Leave to discuss reintegration to the workplace

This letter invites an employee to meeting following Sabbatical Leave to discuss reintegration to the workplace

NIS01L03 – Letter approving time off for sabbatical

This letter approves a sabbatical and suggests terms and conditions for a sabbatical (in the absence of legislation in this area).

NIS01L02 – Letter declining a sabbatical

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).

NIS01L01 – Letter of invitation to discuss request for sabbatical

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.

NIS01P01 – Sabbatical policy

This policy outlines the organisations position to employees taking sabbaticals, and the procedure for this.

NIR05L05 – Letter to employee who is about to retire wishing them well

This letter can be sent to an employee who is due to retire wishing them well in the future.

NIR05L04 – Letter to an employee outlining final payments upon retirement

This letter can be sent to an employee whose retirement has been confirmed. The letter will outline the final repayments due to the employee.

NIR05L03 – Letter of response to an employee who has notified the employer of their plan to retire

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.

NIR05L02 – Letter announcing an employee’s retirement

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.

NIR05L01 – Letter of invitation to discuss employees plan 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.

NIR05F01 – Form for an employee to request retirement

This form can be completed by an employee who wishes to notify the organisation of their intention to retire.

NIR05P01 – Retirement policy and procedure

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.

NIR05C01 – Contract Clause on retirement age if it can be objectively justified

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.

NIR04L10 – Letter to employee with short service who has been on unauthorised absence, accepting and concluding a resignation

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.

NIR04L09 – Letter to employee who has resigned whilst on suspension

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.

NIR04L08 – Letter accepting a retraction of resignation

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.

NIR04L06 – Letter to an employee who has verbally resigned asking them to confirm their intentions

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.

NIR04L03 – Letter to an employee who raised a grievance within resignation letter to ask them to reconsider their resignation

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.

NIR04L02 – Letter to an employee who has resigned in the heat of the moment

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.

NIR04P01 – Resignation Policy

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 leave.

NIR03L05 – Letter rejecting an employee due to unsatisfactory references

This letter withdraws a conditional offer of employment due to unsuccessful reference checks.

NIR03L04 – Letter of response to a request for a reference stating employer has a policy of not providing references

This letter responds to a reference request stating that it is the policy of that employer not to provide a reference.

NIR03L03 – Letter providing a reference

This letter outlines reference details for an employee.

NIR03L02 – Letter requesting a reference

This letter can be sent to a former or current employer of a prospective employee seeking a reference.

NIR03L01 – Letter outlining reference policy

This letter outlines an employer’s reference policy regarding information that can be provided, for example only job title and dates of employment.

NIR03F02 – Form to seek consent from a candidate to obtain references

This form documents explicit consent from prospective employees to seek references.

NIR03F01 – Reference request form

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.

NIR03C01 – Contract Clause on references

This contract clause outlines that employment is subject to successful references.

NIR03P01 – Policy on how the organisation manages references

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.

NIR02F06 – Selection Pools Ranking Form

This form can be used to summarise the ranking of employees who have been scored as part of the redundancy selection process.

NIR02F04 – Selection Matrix Form

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.

NIR02F03 – Voluntary Redundancy Form

This form can be used by employees who wish to apply for voluntary redundancy.

NIR02F02 – Election Ballot Form

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.

NIR02F01 – Redundancy Calculation Form

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.

NIR02S03 – Script of Appeal Meeting

This script gives a guide on how to structure a redundancy appeal meeting.

NIR02S02 – Script for a collective 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.

NIR02S01 – Script for an individual consultation meeting

This script gives a guide on how to structure an individual redundancy consultation meeting.

NIR02H01 – How to guide on a compliant redundancy process

This how to guide gives employers practical guidance and advice on individual and collective redundancy consultation processes.

NIR02L36 – Letter confirming the outcome of appeal against redundancy

This letter confirms an outcome of a redundancy appeal either overturning the decision of redundancy or upholding the decision of redundancy.

NIR02L35 – Letter of Invitation to redundancy appeal meeting

This letter invites an employee to a formal appeal meeting following their written appeal of a redundancy.

NIR02L34 – Letter of notification of redundancy with a final consultation meeting

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.

NIR02L33 – Letter providing information to Union or Employee Representatives regarding the redundancy process

This letter provides information to employee representatives or trade union repetitive regarding the collective redundancy process.

NIR02L32 – Letter to employee representatives outlining that no compulsory redundancies are necessary due to voluntary redundancies

This letter informs employee representatives that compulsory redundancies will not take place due to the acceptance of voluntary redundancies.

NIR02L31 – Letter of invitation to a Union or Employee Representative to a consultation meeting for collective redundancy process

This letter invites an employee representative or a trade union representative to a collective consultation meeting.

NIR02L30 – Letter to employee representatives approving the consultation process with employees during a collective redundancy process

Collective redundancy process – this letter informs employee representative of their role in the collective consultation process including the requirement to clearly communicate with all parties.

NIR02L29 – Letter asking employees to take part in a ballot for an employee representative to represent them during a collective redundancy consultation process

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.

NIR02L27 – Letter informing affected employees of the scoring criteria that is to be used for redundancy selection

This letter informs affected employees that a scoring matrix will be used for redundancy selection, and specifies what the scoring criteria will be.

NIR02L26 – Letter of response to employee feedback suggestions during the consultation process

This is a template letter that can give feedback to an employee who has raised suggestions as to how to avoid a redundancy situation.

NIR02L25 – Letter informing employees that the deadline for voluntary redundancy applications has now passed

This letter informs employees that the deadline for applying for voluntary redundancy has now passed.

NIR02L24 – Letter acknowledging acceptance of offer of alternative employment for an employee on maternity leave

This letter acknowledges acceptance of an employee on maternity leave of an offer of suitable alternative employment

NIR02L23 – Letter withdrawing redundancy due to change in circumstances

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.

NIR02L22 – Letter confirming that a trial period of alternative role has been successful

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.

NIR02L21 – Letter outlining that an employee is not entitled to a redundancy payment following a period of short-time working or lay-off

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.

NIR02L20 – Letter of response to a redundancy claim when there is work available

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.

NIR02L18 – Letter of response to an employee on maternity leave who has refused alternative employment

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.

NIR02L17 – Letter to employee on maternity leave offering a suitable alternative role

This letter offers an employee who is on maternity leave and whose job role is at risk of redundancy, a suitable alternative job role.

NIR02L16 – Letter to employee on maternity leave informing them that there is no suitable alternative available and confirming redundancy

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.

NIR02L15 – Letter of invitation for a redundant employee to a meeting to discuss alternative employment

This letter invites an employee whose job role is at risk of redundancy to a meeting to discuss a possible alternative job role.

NIR02L14 – Letter inviting an employee to a meeting to discuss their application for voluntary redundancy

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.

NIR02L13 – Letter of confirmation of redundancy outlining that an employee is entitled to a statutory redundancy payment

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

NIR02L12 – Letter of confirmation of redundancy outlining that an employee is not entitled to a statutory redundancy payment due to under 2 years’ service

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

NIR02L11 – Letter to an employee on maternity leave to inform her that a redundancy consultation process is being carried out

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.

NIR02L10 – Letter confirming redundancy following an unsuccessful trial period of alternative employment

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.

NIR02L09 – Letter offering a trial period of alternative employment to an employee who has been made redundant

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.

NIR02L08 – Letter informing employees that no redundancies will take place as a result of a change in circumstances

This letter confirms that due to a change in circumstances there is no longer a need for a compulsory redundancy process.

NIR02L07 – Letter informing employees that no redundancies will take place as a result of voluntary redundancies

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.

NIR02L06 – Letter confirming that employee’s job role is no longer at risk of redundancy

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.

NIR02L05 – Invitation to second redundancy consultation meeting

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.

NIR02L04 – Invitation to a redundancy consultation meeting

This letter invites an employee whose job role is at risk of redundancy to a consultation meeting as part of the redundancy consultation process.

NIR02L03 – Letter accepting an application for voluntary redundancy and outlining the details of the package

This letter confirms acceptance of an application for voluntary redundancy and gives details on the redundancy package that will be offered to the employee.

NIR02L02 – Letter inviting applications for voluntary redundancy

This letter invites employees to apply for voluntary redundancy to avoid having to make compulsory redundancies.

NIR02L01 – At risk of redundancy letter

This letter is to be used for an employee whose job role is at risk of redundancy; to inform them of the rationale for redundancy and to outline that there will be a consultation process.

NIR02C01 – Contract Clause on Redundancy Rights

This contract clause outlines the employee’s right to notice and an appeals procedure should they be dismissed by way of redundancy.

NIR02P07 – Policy on a Collective Redundancy Process

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.

NIR02P06 – Policy on the Redundancy Appeals Process

This policy outlines the appeals process after an employee has been dismissed by way of redundancy. An employee who appeals redundancy will be entitled to the right of appeal and a meeting to discuss their grounds for appeal.

NIR02P05 – Policy on Contractual Redundancy Pay

This policy can be used by employers who offer enhanced redundancy payments over and above the statutory redundancy amount.

NIR02P04 – Policy on voluntary redundancy

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.

NIR02P03 – Policy on selection criteria for a redundancy process

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.

NIR02P02 – Policy on time off work to search for new employment for employees being made redundant

This policy outlines the company’s approach to paid time off to search for alternative employment, after an employee has been notified of redundancy.

NIR02P01 – Redundancy Policy

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.

NIR01H02 – How-to guide when recruiting new employees

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.

NIR01H01 – Guide for interviews

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.

NIR01S01 – Format for interviews

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.

NIR01L10 – Letter inviting an applicant to an assessment centre

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.

NIR01L09 – Letter informing an unsuccessful candidate of a suitable alternative vacancy that they may be interested in

This letter outlines to a job applicant that an alternative vacancy that better suits their skills and qualifications has become available.

NIR01L08 – Letter informing an applicant that their details will be kept on file for future vacancies (GDPR Compliant)

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).

NIR01L07 – Letter withdrawing a conditional letter of employment

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.

NIR01L06 – Letter responding to a request for feedback from a job applicant

This letter can be used to provide feedback to a job applicant who has been unsuccessful.

NIR01L05 – Letter rejecting an applicant who was not invited to interview

This letter can be sent to a job applicant who has not been successful in proceeding to interview stage.

NIR01L04 – Letter of Invitation to second Interview

This letter invites a job applicant to a second interview, after they have attended a first interview.

NIR01L03 – Rejection Letter for employee after Interviews

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.

NIR01L02 – Letter of offer

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.

NIR01L01 – Letter of Invitation to Interview

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.

NIR01F14 – Medical Questionnaire

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.

NIR01F13 – Interview Schedule Template

Specification and the job description of the available role being interviewed for.

NIR01F12 – Interview Candidate Score Sheet

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

NIR01F08 – Template Job Advertisement

This template can be used by an employer when designing a job advertisement.

NIR01F07 – Form for Line Managers to request new staff

This form can be used internally by a HR Department or manager to document the details of a vacancy that is required.

NIR01F06 – Shortlisting form

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.

NIR01F05 – Recruitment checklist

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.

NIR01F04 – Person specification template

This form can be used to outline the essential and desirable criteria for a vacancy.

NIR01F03 – Reference request Form

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.

NIR01F02 – Interview record form

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.

NIR01F01 – Application Form Sample

This application form can be used as a template.

NIR01P02 – New Employee Referral Bonus policy

This policy outlines the procedure for incentivising employees who refer an employee to the organisation. It stipulates eligibility criteria and the Reward

NIR01P01 – Recruitment Policy

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.

NIP08L01 – Letter of offer for an internal promotion

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.

NIP08P02 – Policy on Succession Planning

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.

NIP08P01 – Policy on promotion

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.

NIP07H01 – How to guide Probationary period

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.

NIP07S02 – Script of Probationary appeal hearing

This script can be used for a formal probationary appeal meeting.

NIP07S01 – Script of probationary hearing

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.

NIP07F03 – Summary Preparation form for line managers prior to a probationary review meeting

This form can be used by line managers in preparation for a probationary review assessment.

NIP07F02 – Summary Preparation form for employee prior to a probationary review meeting

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.

NIP07F01 – Probationary period assessment form

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.

NIP07L09 – Letter of outcome following probationary period appeal

This letter outlines the outcome of a probationary appeal process in that the original decision has been upheld or overturned.

NIP07L08 – Letter of Invitation to attend probationary appeal hearing

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.

NIP07L07 – Conditional Letter of offer with a probationary period

This letter offers employment with the condition that the employee successfully completes a probationary period.

NIP07L06 – Letter of Termination of Employment after a probationary review hearing

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.

NIP07L05 – Letter confirming to employee that they have passed their probation

This letter informs an employee that they have successfully completed their probationary period.

NIP07L04 – Letter of Extension of Probationary Period

This letter informs an employee that their probationary period is being extended due to some concerns over their suitability for the role.

NIP07L03 – Letter of extension of probationary period due to illness

This letter informs an employee that their probationary period is being extended due to their sick leave.

NIP07L02 – Letter of formal invitation to probationary review hearing

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.

NIP07L01 – Letter to invite an employee to a probationary progress meeting

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.

NIP07P01 – Probationary Period Policy

This policy is used for employees who are within their probationary period so that there is a process for measuring suitability during this timeframe.

NIP06L12 – Letter of outcome of a performance management appeal process

This is a letter of outcome of a performance management appeal process

NIP06L11 – Letter of invitation to a formal appeal hearing following a capability sanction regarding performance

This is a letter of invitation to a formal appeal hearing following a capability sanction regarding performance

NIP06S02 – Script for a formal capability hearing regarding underperformance

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.

NIP06L10 – Letter confirming the dismissal of an employee for under-performance after having followed a performance management or capability procedure

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.

NIP06L09 – Letter confirming a disciplinary sanction other than a warning or dismissal

This is an 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.

NIP06L08 – Letter confirming a formal final written Warning due to under-performance

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.

NIP06L07 – Letter confirming a formal written warning due to under-performance

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.

NIP06L06 – Letter confirming a formal verbal warning due to under-performance

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.

NIP06F04 – Daily Team Briefing for effective day-to-day performance management form

This form gives a template guide on how to conduct a daily team briefing.

NIP06F03 – KPI Setting Form

This template form assists managers in setting targets as well as determining how often these will be reviewed and how they will be measured.

NIP06H03 – Key Performance Indicators Examples

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.

NIP06S01 – Script for an Informal Performance Review Meeting

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).

NIP06H02 – How to give effective feedback – HR Team’s 7 step guide form

This guide gives employers a structured technique to deliver feedback to an employee who is underperforming.

NIP06H01 – How-to guide Performance Management

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.

NIP06L01 – Letter of concern performance management

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.

NIP06P01 – Performance Management policy

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.

NIP05H01 – How to guide on how to conduct a performance appraisal

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.

NIP05F03 – Action Plan following appraisal

This form should only be used for Employees undergoing an annual appraisal. This form details the objectives agreed for the year ahead.

NIP05F02 – Checklist for Performance Appraisal

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’s and don’ts for the line manager.

NIP05L01 – Letter confirming agreements made following performance appraisal

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.

NIP05F01 – Performance appraisal form

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.

NIP05P01 – Performance appraisal policy

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.

NIP04L07 – Letter proposing a Stakeholder pension to Employees

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

NIP04L02 – Letter for staff information STAFF ALREADY IN PENSION SALARY SACRIFICE

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

NIP04C01 – Contract Clause for Pension Auto-Enrolment

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

NIP04P01 – Pensions Policy and Procedure

This policy contains information about the organisations pension scheme. This policy explains that eligible job holders are automatically enrolled, and that there is an option to opt out of the scheme

NIP03L12 – Letter of confirmation that financial assistance will be provided following relocation

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

NIP03L11 – Letter to inform a former employee that they have been overpaid in error

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

NIP03L10 – Letter to inform an employee that they have been overpaid in error

This letter should be sent to an employee that has been overpaid in error – explaining the error to the employee, and arranging for repayment

NIP03L09 – Letter of confirmation that a performance related bonus has not been paid – outlining reasons why

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.

NIP03L08 – Letter of confirmation that a performance related bonus has been paid

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

NIP03L07 – Letter confirming that a deduction has been made from the final wages of an employee

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

NIP03L06 – Letter confirming that a salary increase is not approved following a request

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

NIP03L05 – Letter confirming a salary increase

This letter can be issued to an employee whose salary is being increased. The letter should outline the details of the pay increase

NIP03L04 – Letter to seek agreement from a former employee to make a deduction from pay

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

NIP03L03 – Letter to seek agreement from an existing employee to make a deduction from pay

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

NIP03L02 – Letter outlining a pay freeze

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

NIP03L01 – Letter outlining a salary sacrifice

This letter should be sent to an employee when a salary sacrifice has been agreed. This letter outlines the terms of the salary sacrifice.

NIP03C03 – Bonuses and Expenses Contract Clause for Senior Employees

This clause can be included in the contract of Senior Employees. This clause outlines various expenses that may be included in the clause of a senior employee.

NIP03C02 – Bonus Contract Clause

This clause should be included in the contract of any employee where there is a bonus payment as part of their terms and conditions of employment. This clause outlines the terms of the bonus payment.

NIP03C01 – Commission contract clause

This clause should be included in the contract of any employee where there is a commission payment as part of their terms and conditions of employment. This clause outlines the terms of the commission payment.

NIP03P06 – Job Evaluation Policy

The purpose of this policy is to provide clarity on the job evaluation process within the organisation. This policy clearly outlines the process of the organisation will follow when evaluating a job role.

NIP03P05 – Relocation Policy

This policy outlines the organisations approach to assistance for employees who are required to relocate for work-related purposes. This policy outlines the eligibility for relocation assistance and the type pf assistance available.

NIP03P04 – Bonus Policy

The purpose of this policy is to provide clarity to employees of how they can successfully avail of the organisations bonus scheme. This policy covers eligibility, the terms of a bonus and the different types of bonus available.

NIP03P03 – Reward Policy

This policy outlines the provision of rewards and benefits for employees. This policy covers areas such as job evaluation, pay grades, salary, bonus, pension and other benefits.

NIP03P02 – Employee suggestion scheme policy

Many employees will have very helpful suggestions and ideas, and an employee suggestion scheme can be an excellent way of recognising these suggestions. This policy outlines how suggestions are dealt with and it outlines that suggestions may/may not be implemented by the organisation

NIP03P01 – Employee of the month Policy

The purpose of this policy is to clearly outline the policy and procedure surrounding the organisations “employee of the month” scheme. This policy can be an excellent way for an employer to demonstrate their appreciation for their employees. This can also serve to motivate employees.

NIP02L07 – Letter seeking further information on a paternity leave request

This letter requests further information from an employee on their request for paternity leave.

NIP02L06 – Letter explaining the entitlements to paternity leave and pay

This letter gives general information on statutory paternity leave and pay.

NIP02L05 – Letter of condolence following stillbirth/miscarriage

This letter offers an employee condolences and support after a stillbirth, or miscarriage.

NIP02L04 – Letter to an employee whose child dies after birth outlining their rights

This letter outlines an employee’s rights to paternity leave after the death of a child after birth.

NIP02L03 – Letter to an employee confirming entitlement to paternity leave but not to paternity pay

This letter outlines reasons why an employee is entitled to statutory paternity leave, but not statutory paternity pay.

NIP02L02 – Letter accepting paternity leave request

This letter can be used to accept a request for paternity leave, and outline the dates and other details.

NIP02F03 – Form for fathers/partners requesting time off to attend ante-natal appointments

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.

NIP02L01 – Letter informing employee that they are not eligible for paternity leave and/or pay

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.

NIP02C02 – Contract Clause on Enhanced Paternity Leave and Pay

This contract clause outlines conditions surrounding paid paternity leave, and any eligibility criteria associated with this.

NIP02C01 – Contract Clause on Paternity Leave and Pay

This contract clause outlines terms and conditions associated with paternity leave such as duration, pay and notification requirements.

NIP02P02 – Policy on time off for fathers/partners for ante-natal appointments

This policy outlines the employer’s policy on time off for fathers or partners for ante-natal appointments.

NIP01L04 – Letter explaining the entitlement to take parental leave

This letter explains statutory parental leave entitlements such as the duration of parental leave, eligibility criteria, notification requirements and other important information.

NIP01C01 – Contract Clause on parental leave

This clause outlines the employee’s right to request and take statutory parental leave. It informs employees of eligibility criteria.

NIM03F02 – Form for deducting money from an employee’s wages due to excessive mobile phone usage

This form should be completed by an employee who has excessively used their company mobile phone for personal use. This form when completed and signed by the employee will permit the employer to deduct the excess costs from the employee’s wages.

NIM03L02 – Letter of concern to an employee who has been excessively using mobile phone for personal use

This letter can be sent to any employee who has excessively used their work mobile for personal use. This letter is not a formal sanction but will serve as a reminder to the employee that they have breached the organisation’s procedures.

NIM03L01 – Letter of reminder to an employee that a mobile phone is for work-related purposes only

This letter can be sent to any employee who has breached the terms of the mobile phone policy and used their work mobile or personal use. This letter serves as a reminder to the employee that personal use is not permitted.

NIM03C01 – Mobile Phone Contract Clause

This clause can be included in the contracts of any employee that has been provided with a mobile phone by their employer. This clause outline the acceptable usage of the mobile phone and has a number of options for the employer.

NIM03F01 – Form for employee to sign to confirm that they have been provided with a mobile phone

This form can be given to any employee who has been provided with a company phone. This form should be completed by the employee to confirm that they have received the mobile phone.

NIM03P02 – Policy on mobile phone use when driving

This policy outlines the organisations rules on the use of mobile phones when in a vehicle and driving, during working hours.

NIM03P01 – Mobile Phone Policy

This policy outlines an employee’s responsibilities in respect of mobile telephones provided by the organisation and the rules relating to the use of personal mobile phones at work.

NIM02L05 – Letter to employee who has declined mediation

This letter can be sent to an employee who has declined to partake in mediation. This letter outlines the next steps in the process.

NIM02L04 – Letter confirming an unsuccessful outcome of a mediation process and next steps

This letter can be sent to the participants of mediation outlining that mediation failed to resolve the dispute. This letter will outline the next steps.

NIM02L03 – Letter confirming a positive outcome of a mediation process and next steps

This letter can be sent to the participants of a mediation process. This letter outlines that mediation was successful and details the points which were agreed at mediation.

NIM02L02 – Letter inviting an employee to a mediation meeting after obtaining agreement

This letter can be sent to an employee who has agreed to mediation to attempt to resolve an outstanding dispute. This letter outlines the details of when and where the mediation will take place.

NIM02L01 – Letter to employee offering a mediation process to resolve a dispute

This letter can be sent to an employee where mediation is considered an appropriate option for resolving a dispute. This letter outlines the process of mediation and requests the employee to sign and return a copy either agreeing to or rejecting the process.

NIM02S01 – Script of Mediation Meeting

This template script can be used by a trained mediator as a guide for the mediation process.

NIM02F02 – Declaration Form to signify an employee’s acceptance of a mediation process to resolve a dispute

This form should be completed by an employee to signify if they are willing or not to partake in mediation.

NIM02F01 – Mediation Referral Form

This form can be used to send to an independent mediator when mediation has been agreed. This form provides details on the participants and the information available.

NIM02P01 – Mediation Policy

This policy outlines the procedure to be followed when two or more employees have agreed to mediation. This policy outlines the process of mediation, when mediation can be used, what happens if mediation is not used and circumstances when mediation should not be used.

NIM01L46 – Letter to employee outlining entitlement to time off for fertility (IVF) treatment

This letter can be sent to an employee who is undergoing fertility treatment, offering them the support of the organisation. This letter also explains to the employee that they can take time from their annual leave, or that the organisation is giving them additional paid leave on top of their annual leave entitlement while they undergo fertility treatment

NIM01L45 – Letter to employee following successful fertility (IVF) treatment

This letter can be sent to an employee to congratulate them on successful fertility treatment. Enclosed with this letter should be the organisations maternity policy

NIM01L44 – Letter confirming receipt of MATB1 Form

This letter confirms to the employee that the organisation has received their MATB1 form, and asks the employee to confirm what date they intend to commence their maternity leave

NIM01L43 – Letter responding to holiday requests before or after maternity leave

This letter can be used in response to a pregnant employee submitting a holiday request. This letter contains several options based on whether the request is being approved for holidays before maternity leave starts, approved after maternity leave starts, or if the holiday request has simply been refused

NIM01L42 – Letter informing an employee on maternity leave of any changes that might affect her

This letter can be sent to an employee that is currently on maternity leave to inform them of changes in the workplace that might affect her upon her return to work

NIM01L41 – Letter following up with an employee who has not returned to work at the end of maternity leave

This letter should be sent to an employee who has failed to return to work following their maternity leave, and informing them that their absence is now being treated as unauthorised absence

NIM01L40 – Letter confirming a summary of maternity leave and pay entitlements

This letter can be sent to an employee as an abridged summary of the organisations maternity leave policy and their maternity pay entitlements

NIM01L39 – Letter informing an employee of breastfeeding arrangements

This letter should be sent to a new mother to outline the arrangements the organisation have put in place to facilitate her on her return to work, particularly in relation to breastfeeding arrangements

NIM01L38 – Letter to a pregnant employee outlining consequences of non-acceptance of alternative duties

This letter informs a pregnant employee that, due to them not accepting an alternative role, which was decided after a risk assessment, they must be placed on medical suspension to protect the employee and their unborn child

NIM01L37 – Letter confirming ineligibility to statutory maternity pay

This letter informs an employee that they are not entitled to receive statutory maternity pay, but that instead they may be able to avail of either maternity allowance or shared parental leave

NIM01L36 – Letter confirming date of return to work after maternity leave

This letter should be sent to an employee in order to confirm with the employee the date that they will return to the workplace

NIM01L35 – Letter to a new mother outlining consequences of non-acceptance of alternative duties

This letter informs a new mother that, due to them not accepting an alternative role, which was decided after a risk assessment, they must be placed on medical suspension to protect the employee and their baby

NIM01L34 – Letter to confirm an employee’s intentions regarding her return to work

This letter can be sent to an employee in order to seek clarity in relation to what date they intend to return to work, and to inform them that if they wish to amend the return to work date that is currently scheduled, they must provide 8 weeks notice

NIM01L33 – Letter confirming revised maternity start and end dates following a premature birth

This letter confirms the date of commencement for maternity leave to an employee whose child has been born prematurely . This letter contains options, for whether or not maternity leave had already started at the time of premature birth.

NIM01L32 – Letter approving a phased return to work following maternity leave

This is a letter confirming to an employee that their request for a phased return to work following maternity leave has been granted. The letter should include the specific details of the phased return schedule

NIM01L31 – Letter of explaining the right to statutory maternity pay

This letter provides comprehensive information regarding maternity pay to an employee who has notified the organisation of pregnancy.

NIM01L30 – Letter for employee who is absent due to pregnancy nearing 4th week before Expected Week of Childbirth

This letter can be sent to an employee who is absent due to pregnancy related illness, notifying her that her maternity leave will automatically begin if she has not recovered by the 4th week before expected childbirth. The letter asks the employee to keep the organisation informed as to her wellbeing

NIM01L29 – Letter approving an amendment to duties following a period of maternity leave

This letter can be sent to an employee who has requested changes to their role following maternity leave. This letter provides a number of options either approving the change permanently, approving the leave on a temporary basis or offering a trial first.

NIM01L28 – Letter of explanation of maternity rights to employee whose baby dies after birth

This letter can be sent to an employee who has suffered the loss of their baby after birth. This letter offers condolences and also outlines the employee’s maternity rights.

NIM01L26 – Letter of invitation to meeting to discuss a pregnancy-related risk assessment

This letter can be sent to a pregnant employee following a risk assessment. This letter outlines requests to meet the employee to discuss the risk assessment.

NIM01L25 – Letter to an employee whose maternity leave has started early due to an early birth

This letter should be sent to an employee who has given birth to their child earlier than expected. This letter offers congratulations on behalf of the organisation, and informs the employee that their maternity leave has now been triggered, beginning from the day after childbirth

NIM01L24 – Letter of invitation to a pre-maternity leave meeting

This letter can be sent to an employee who is due to go on maternity leave. This letter requests a meeting with the employee to discuss her leave, her return to work dates, annual leave and any other questions.

NIM01L23 – Letter to an employee whose maternity leave has started early due to a pregnancy-related absence

This letter should be sent to notify an employee that, since their absence is related to their pregnancy, their maternity leave has automatically been triggered

NIM01L22 – Letter of explanation in relation to Keeping in Touch Days

This letter explains to an employee how a keeping in touch day will be coordinated, and this letter also highlights the employees statutory rights regarding how many keeping in touch days are permitted

NIM01L21 – Letter notifying an employee that insufficient notice has been given to end maternity leave and return to work

This letter can be sent to an employee who wishes to end her maternity leave early and return to work. This letter offers 2 options either granting or declining the request. It is important to note that the request can only be declined in the case that the employee has not provided the required notice.

NIM01L20 – Letter to an employee who wishes to amend her maternity leave start date

This letter can be sent to an employee who wishes to change her maternity leave start date. This letter provides 2 options either granting or declining the request.

NIM01L19 – Letter notifying an employee of an amendment to statutory maternity pay

This letter should be sent to an employee to explain to them that due to either a government increase or the organisation conducting a salary review, their statutory maternity pay has been amended

NIM01L18 – Letter offering a suitable alternative role during breastfeeding due to health and safety reasons

This letter can be sent to a breastfeeding employee after a risk assessment whereby a risk has been identified. This letter offers the employee a temporary change of job role whilst she is breastfeeding. This letter requests the employee signs to confirm her agreement with this change.

NIM01L17 – Letter authorising reduced/different hours upon return to work from maternity leave

This letter can be sent to an employee who has requested a change to their hours of work following their maternity leave. This letter can be sent to an employee following a meeting confirming that their request has been granted. This letter outlines to the employee that the change represents a permanent change to the terms and conditions of their employment.

NIM01L15 – Letter of condolence following stillbirth/miscarriage

This letter can be sent on behalf of the organisation to offer condolences to an employee who has suffered a miscarriage or still birth.

NIM01L14 – Letter to employee inviting to meeting to discuss their return to work

This letter can be sent to an employee who is due to return to work from maternity leave. This letter invites the employee to a meeting prior to their return to discuss the return to work. It is good practice for an employer to meet with an employee prior to her return to work.

NIM01L13 – Offer of temporary employment to cover maternity leave

This letter offers a job candidate a Fixed term contract of employment for the purposes of covering maternity leave. This job offer includes the relevant legislation required in Ireland for Fixed term contracts.

NIM01L12 – Letter explaining the rights of an employee who suffered a miscarriage after 24 weeks of pregnancy

This letter can be sent to a employee who has suffered a miscarriage after 24 weeks of pregnancy. This letter outlines the employee’s entitlements. An employee who suffers a miscarriage after 24 weeks is entitled to maternity leave.

NIM01L11 – Letter explaining the rights of an employee who suffered a miscarriage before 24 weeks of pregnancy

This letter can be sent to an employee who has suffered a miscarriage before 24 weeks of pregnancy. This letter outlines the employee’s entitlements. An employee who suffers a miscarriage before 24 weeks of pregnancy is not entitled to maternity leave.

NIM01L10 – Letter suspending a pregnant employee or a new mother on health and safety grounds

This letter can be sent to a pregnant employee following a health and safety risk assessment. If the risk assessment has identified the employee’s current role as a risk then the employee needs to be offered alternative work or be suspended on full pay if there is no other suitable work available.

NIM01L09 – Letter of response to an employee who has provided notice of her intention to take maternity leave

This letter can be sent to an employee who has notified the organisation of her intention to take maternity leave. This letter outlines details on both leave and pay entitlements.

NIM01L08 – Letter to an employee whose maternity leave has commenced due to a maternity related absence

This letter notifies an employee that their maternity leave has commenced automatically due to a pregnancy-related absence. It outlines their entitlement to 52 weeks of leave, the chosen leave duration, expected return date, and any accrued annual leave dates.

NIM01L07 – Letter to an employee who is not returning to work following her maternity leave

This letter can be sent to an employee who has notified the organisation of her intention to take maternity leave. This letter outlines details on both leave and pay entitlements.

NIM01L06 – Letter of response to an employee who has requested time off to attend an ante natal appointment

This letter can be sent to an employee who has submitted their resignation whilst on maternity leave. This letter accepts the employee’s resignation and outlines details of final pay.

NIM01L05 – Letter offering a suitable alternative role during pregnancy due to health and safety reasons

This letter informs a pregnant employee that a risk assessment was carried out and that it is not considered safe for them to continue in their role while pregnant. The letter instead provides details of a suitable alternative role.

NIM01L04 – Invitation to take Keeping In Touch Days

This letter invites an employee that is currently on maternity leave to attend a keeping in touch day, which can be a means of providing training/ keeping the employee up to date with developments so that they can more easily transition back to the workplace after their leave.

NIM01L03 – Letter outlining the entitlement to statutory maternity pay

This letter should be issued to an employee that has notified the organisation of their intention to take maternity leave. This letter outlines to the employee their entitlements to receive statutory maternity pay

NIM01L02 – Letter notifying an employee on maternity leave of an internal vacancy

This letter is designed to be sent to an employee that is currently on maternity leave, informing them of a job opening which might be of interest to them, that has become available during their maternity leave

NIM01L01 – Letter congratulating an employee on the birth of their baby

This letter should be sent to an employee who has just given birth, to send them the organisations best wishes

NIM01F05 – Form to notify maternity leave has started due to early birth

This form should be submitted by an employee who had requested for maternity leave to begin on some date, but whose child has been born prior to this date, in order for them to request that their maternity leave/pay commence on the day after childbirth.

NIM01F04 – Form to notify a pregnancy-related absence 4 weeks before the expected week of childbirth (EWC)

This form should be completed by a pregnant employee who is experiencing a pregnancy related illness fewer than 4 weeks from the expected date of childbirth. The submission of this form automatically triggers maternity leave and pay.

NIM01F03 – Risk Assessment Form for new and expectant mothers

This risk assessment form should be completed by the organisations risk assessment manager, in order to establish any aspects of the workplace that could be hazardous to a pregnant employee. The form is a questionnaire, with space to detail actions that the employer should take to mitigate the risk identified

NIM01F02 – Maternity Leave And Pay Notification Form

This form should be filled out by employees that intend to take maternity leave, confirming expected date of birth/date that maternity is due to start, as well as whether they qualify for statutory or enhanced maternity pay

NIM01F01 – Form for an employee to request a change to the start date of her maternity leave

This form should be submitted by a pregnant employee who wishes to request that the start date of their maternity leave be changed from a previously agreed date, and should include both the previous start date and the requested new start date

NIM01C01 – Contract Clause on Enhanced Maternity Pay

This contract clause can be included in employees contracts of employment, outlining enhanced maternity pay entitlements. There are multiple options in this clause for the employer in terms of what requirements they will expect from their employees in order to avail of enhanced maternity pay

NIM01P07 – Contractual Maternity Pay Policy

This policy is used when employers offer enhanced maternity pay, in excess of the statutory levels, as well as outlining to the employees what supports will be provided to them in terms of ante natal time off, and time off for stillbirth or miscarriage.

NIM01P06 – Policy on varying hours of work after maternity leave

This policy outlines the organisation’s procedure when an employee returning from maternity leave wishes to request a variation to their contractual hours of work.

NIM01P05 – Policy on Annual Leave during Maternity Leave

This policy is designed to inform employees that their annual leave entitlements continue to accrue throughout maternity leave, and that annual leave cannot be taken during maternity leave.

NIM01P03 – Breast feeding policy

This policy details the supports that the employer provides to pregnant employees/employees who have returned to work from maternity leave. Included in this policy are details of comfortable rest areas, facilities for breastfeeding and preparing bottled milk, as well as an area for changing their baby

NIM01P02 – Ante Natal Care Policy

This policy outlines an employee’s entitlement to take time off for ante-natal care. The policy also contains details about pay, and how absence due to ante-natal care is recorded separately to sickness absence.

NIM01P01 – Maternity Leave Policy

This maternity leave policy outlines to employees their employment rights upon becoming pregnant, including maternity leave entitlements, requirements to qualify for maternity leave, and how to apply for maternity leave among other factors.

NIJ02L02 – Letter from employer supporting employees application to defer/be excused from jury service

The purpose of this letter is to explain to the Jury Service that, due to certain factors, you believe that the employee should be excused/deferred from jury service at this time

NIJ02L01 – Letter approving time off for jury service

This letter should be sent to an employee who has notified the employer of their requirement to complete jury service. This letter confirms to the employee that they will be granted unpaid time off for their jury service.

NIJ02P01 – Jury Service Policy

Occasionally, employees will be required to complete mandatory jury service. This policy explains to the employee what is expected from them in terms of notification of summons, as well as to provide proof.

NIJ01H01 – Job Share Considerations

This guide provides clarity on factors to consider when setting up a job share arrangement

NIJ01P01 – Job Share Policy

The organisation may at its discretion, and if the circumstances permit this, approve a job share arrangement. This policy outlines the terms of the organisations job share policy

NII01F04 – Personal Details Form for New Starter

This form should be completed by all new starters and a copy should be retained securely on their personnel file.

NII01F03 – Mentor/Buddy Checklist

This form can be used when an organisation has implemented a ‘buddy system’ for new employees. This form should be completed by the buddy and will serve to provide guidance to the buddy on the areas they will cover with the new employee.

NII01F02 – New Starter Checklist

This form can be used by new employees to confirm that they have received all necessary information relating to their induction. Once signed the checklist should be stored in the employee’s personnel file.

NII01H02 – How to guide on Inductions

This form can be used to assist in developing an effective induction. This form covers the purpose of a good induction, what should be included in the induction and who should be involved in the induction.

NII01H01 – Induction Checklist

This form can be used by new employees to confirm that they have received all necessary information relating to their induction. Once signed the checklist should be stored in the employee’s personnel file.

NII01P01 – Induction Policy

The purpose of the policy is to outline clearly to all new employees what the policy and procedure is relating to ensuring an effective induction is carried out upon commencement of employment.

NIH02F02 – Homeworking Checklist

This checklist should be reviewed by a line manager when dealing with a request for home working.

NIH02P02 – Occasional Homeworking Policy

This policy sets out the terms and conditions surrounding homeworking and what is required from employees when working from home.

This policy applies to all employees who work from home or who may need to work from home in the future.

NIH01L12 – Letter of response to a request for holidays to be carried over

This letter can be sent in response4 to an employee who has requested that their annual leave is carried over. This policy provides 3 options either approving the leave, declining the request or part approving the leave.

NIH01L11 – Letter responding to a request for holidays to be paid

This letter can be sent to any employee who ha requested that holiday payment is made instead of taking their leave. This letter outlines the reasons why annual leave must be taken.

NIH01L10 – Letter of reminder to employees to reserve their annual leave entitlement

This letter can be sent as reminder to any employee who has not booked annual leave requesting the employee to book their leave.

NIH01L09 – Letter to notify an employee to take holidays during the notice period

This letter can be sent to an employee to notify them that they are required to take any outstanding annual leave during their notice period.

NIH01L08 – Letter to confirm leave entitlement at the start of the year

This letter can be sent to an employee at the beginning of the year to confirm how much leave the employee has in the current leave year.

NIH01L07 – Letter confirming holidays will be taken at a different time due to sickness during holidays

This letter confirms that an employee who was sick whilst on holiday will have their annual leave reinstated.

NIH01L06 – Letter confirming unpaid leave during a period of closure

This letter should be sent to an employee to outline that the organisation has a closure period and the employee will be required to reserve annual leave. This letter outlines that the employee will not be paid as they have no leave remaining.

NIH01L05 – Letter of invitation to a disciplinary hearing due to not returning from holidays

This letter is inviting an employee to a disciplinary hearing due to their failure to return from holidays. This letter should be sent following an investigation.

NIH01L04 – Letter to an employee who has not returned from holidays

This letter can be sent to an employee who has failed to return to from holidays. The letter explains that the current absence is considered unauthorised and requests the employee to contact the organisation.

NIH01L03 – Letter to an employee requesting they take holidays at a specific time

This letter can be sent employees to remind them to reserve annual leave for specific closure periods such as Christmas.

NIH01L02 – Letter imposing holiday for an employee who has failed to take their full entitlement

This letter can be sent to an employee who has failed to take their full holiday entitlement. The letter requests the employee to book annual leave or the leave will be imposed by the organisation.

NIH01L01 – Letter rejecting holiday request

This letter can be sent to an employee when an annual leave request is rejected. This letter explains the reason for the rejection.

NIH01F02 – Form for employee to request to have their holiday entitlements carried over

This form should be completed by any employee who wishes to request that annual leave be carried forward if the organisation permits leave to be carried forward. The form includes the reason for the carry over and the amount of leave to be carried over.

NIH01P01 – Annual Leave Policy

This policy outlines an organisation procedure on annual leave. The policy outlines the procedure for booking leave, carrying leave forward, payment, entitlement and prescribed days.

NIH01F01 – Holiday Request Form

This form can be completed by an employee who wishes to request annual leave. The form outlines the dates requested and the amount of leave available.

NIG02S02 – Script for use in grievance hearing

This script can be used in a grievance hearing, and offers a template guide on how the format of the meeting should be conducted, and includes a sample set of general questions that may be useful to ask in the grievance hearing

NIG02S01 – Script for use in grievance appeal meeting

This script can be used in a grievance appeal hearing, and offers guidance to the chair of the appeal meeting on what format the meeting should follow, and includes a sample list of general questions that could be used

NIG02H01 – How to guide on the management of employee grievances

This guide covers all the essential information required to carry out a grievance investigation, including expertise on every stage of the process

NIG02F06 – Form for an employee to appeal a grievance decision

This form should be available to all employees, and should be used in the instance where an employee wishes to appeal against the outcome of their grievance. This form should include their grounds for appeal

NIG02F05 – Template Form for witness statement

This form provides a template witness statement, which should be filled in with information garnered during a meeting with named witnesses

NIG02F04 – Investigation report form for grievances

This form provides guidance to the practice of investigations and is designed to help Investigation Officers and anyone else delegated to investigate a grievance raised by an employee. This form includes all major steps involved in an investigation

NIG02F03 – Form to summarise the management of a grievance process

This form should be used internally, and is for the purpose of keeping track of what steps of the grievance investigation have been completed and which stages are yet to be completed, including which parties are yet to be met with

NIG02F02 – Form for an employee to retract a grievance

This form should be available to all employees, and should be used in the instance where an employee would like to retract a grievance that they had previously submitted

NIG02F01 – Form for an employee to raise a grievance

This form should be available to all employees, and should be filled in by any employee that wishes to raise a grievance. This form should include the nature of the grievance as well as the alleged perpetrator

NIG02L26 – Letter confirming the outcome of a grievance appeals process

This letter should be issued to all employees that are involved in a collective grievance process, informing them of the outcome of the grievance appeal

NIG02L25 – Letter to invite an elected representative to a collective grievance appeal hearing

This letter should be sent to the person who was nominated to be the employee representative at a collective grievance hearing, to invite them to attend a collective grievance appeal hearing.

NIG02L24 – Letter confirming the outcome of a collective grievance process

This letter should be issued to all employees that are involved in a collective grievance process, informing them of the outcome of the grievance investigation

NIG02L23 – Letter to invite an elected representative to a collective grievance hearing

This letter should be sent to the person who was nominated to be the employee representative at a collective grievance hearing, to invite them to attend a collective grievance hearing.

NIG02L22 – Letter to employees to confirm a collective grievance investigation will be conducted

This letter should be sent to employees who have raised numerous grievances in relation to the same matter, informing them that their grievance will be considered as a collective grievance

NIG02L21 – Letter to an employee who retracted a grievance seeking clarification on reasons why

This letter should be sent to an employee who has retracted their grievance, in order to clarify with the employee their reason for retracting their grievance.

NIG02L20 – Letter confirming that an issue is too minor to be dealt with under the grievance procedure

This letter should be sent to an employee who has raised a grievance to inform the employee that their complaint is considered as too minor to warrant being handled under the organisations grievance procedures.

NIG02L19 – Letter confirming that a grievance would not be addressed using the grievance procedure as it was already raised and investigated

This letter should be sent to an employee who is raising a grievance that has already been dealt with in a previous grievance. This letter informs the employee that the new grievance will not be heard due to an investigation having already taken place.

NIG02L18 – Letter requesting an external witness to provide a statement regarding an internal grievance

This letter should be sent to someone who has been named as a witness during a grievance investigation, in the instance where the named witness is not an employee of the organisation. This letter asks if they would mind providing their account in writing.

NIG02L17 – Letter of outcome for a grievance appeal

This letter should be sent to an employee who has appealed against the outcome of their grievance, informing them that a decision has been made in relation to their appeal.

NIG02L16 – Invitation to grievance appeal meeting

This letter should be sent to an employee who has appealed against the outcome of their grievance. The purpose of this letter is to invite them to attend an appeal meeting, so that the grounds for their appeal can be considered.

NIG02L14 – Letter responding to an ex employee that has raised a grievance

This letter should be sent to a former employee who has raised a grievance after they have left the organisation. This letter informs the former employee that their concerns are being investigated, and they will receive correspondence in due course.

NIG02L13 – Letter explaining that a new grievance will be dealt with as part of an existing grievance

This letter should be sent to an employee who has an outstanding grievance, but wants to raised another related grievance. This letter informs the employee that the second grievance will be dealt with simultaneously.

NIG02L12 – Letter to employee who has retracted grievance

This letter should be sent to an employee who has retracted their grievance. This letter contains options for two approaches, the first option is to accept the retraction and stop investigating. The second option is to continue with the investigation due to the serious nature of the allegations.

NIG02L11 – Letter to employee informing them of the outcome of their grievance hearing

This letter should be sent to an employee who has raised a formal grievance, informing them of the outcome of their grievance.

NIG02L10 – Letter to an employee who has failed to attend a grievance meeting

This letter should be sent to an employee who has been invited to a grievance meeting so that their grievance could be heard, but failed to attend the meeting. The letter includes two separate courses of action, depending on whether this is the first time they have failed to attend, or if they have failed to attend on multiple occasions.

NIG02L09 – Letter outlining the progress made in the grievance process

This letter should be sent to an employee who has raised a grievance, providing them with an update on the progress of their grievance, for example they should be informed of what steps have been completed and what steps remain to be completed.

NIG02L08 – Letter inviting alleged perpetrator to attend an investigation meeting

This letter should be sent to an employee who has had a grievance raised against them by a colleague, inviting them to attend an investigation meeting and to provide their version of events.

NIG02L07 – Letter inviting an internal witness to a meeting in relation to another employee’s grievance

This letter should be sent to an employee who was named as a witness by their colleague that has raised a grievance. This letter invites the witness to attend a meeting to gather their account on the matters raised in the grievance.

NIG02L06 – Letter inviting an employee to an investigation meeting

This letter should be sent to an employee who it is believed has information which could be useful when carrying out a grievance investigation. This letter invites the employee to attend an investigation meeting, in order to provide the information that they have.

NIG02L05 – Letter informing employee that a grievance has been raised against them by a colleague

This letter should be sent to an employee who has had a grievance raised against them by a colleague. This letter is to inform them that a grievance has been raised against them, and reiterate to them at this point that this is not implying any guilt.

NIG02L04 – Invitation to grievance meeting

This letter should be sent to a staff member that has raised a formal grievance. The purpose of this letter is to invite the staff member to attend a formal meeting to discuss the nature of their grievance.

NIG02L03 – Letter acknowledging that the grievance has been resolved informally

This letter should be sent to a staff member that has raised a grievance and has agreed to resolve their grievance following an informal meeting.

NIG02L02 – Invitation to discuss concerns in an informal meeting

This letter should be sent to a staff member that has raised an informal grievance. This letter serves to invite the staff member to a meeting in order to discuss their concerns in an informal setting.

NIG02L01 – Letter acknowledging a grievance

This letter should be sent to a staff member that has raised a grievance, informing them that their request has been acknowledged and that an investigation will launch in due course.

NIG02P01 – Grievance Policy

This document outlines to employees the organisations grievance policy, including how to raise a grievance, details of how investigations are carried out, and how the data relating to the grievance will be stored.

NIG01L01 – Letter informing employee of the employer’s intention to impose garden leave

This letter should be issued to an employee that who has either given or been given notice of termination of employment, informing them that they will be placed on garden leave as opposed to working out their notice

NIG01C01 – Contract clause on Garden Leave

This contract clause should be included in each employees contract of employment, explaining the organisations policy on garden leave, and the employees obligations if they are placed on garden leave

NIF03H01 – How to Guide on how to manage flexible working requests

This how to guide explains how a flexible working request should be handled, including advice on meetings that should be held with employees and criteria that should be considered when considering the request

NIF03S02 – Script for flexible working request appeal meeting

This script should be used by the chair of a flexible working appeal meeting. This script provides guidance on how to carry out such a meeting, including some examples of questions that could be asked.

NIF03S01 – Script for flexible working meeting

This script should be used by the chair of a flexible working meeting. This script provides guidance on how to carry out such a meeting, including some examples of questions that could be asked.

NIF03L16 – Letter requesting further information on a flexible working request

This letter should be sent to an employee who has submitted a request for flexible working, but did not provide all of the necessary information. This letter asks the employee to provide this missing information.

NIF03L14 – Letter informing employee of a successful trial period of flexible working

This letter should be sent to an employee who has underwent a successful trial period of flexible working, to inform them that the arrangement will be made permanent.

NIF03L13 – Letter to employees to inform them of the availability of flexible working

This letter should be issued to all eligible employees to inform them that an opportunity for flexible working arrangement has become available if they wish to apply for it.

NIF03L12 – Letter to employee to inform them of their ineligibility to request flexible working

This letter should be sent to an employee who has requested a flexible working arrangement to inform them that they do not meet the appropriate criteria necessary to request flexible working.

NIF03L11 – Letter informing employee of a delay in the decision-making process of a flexible working request

This letter should be sent to an employee who has request a flexible working arrangement to inform them that there has been a delay in the decision making process in relation to their application.

NIF03L10 – Letter informing employee of eligibility to apply for flexible working request

This letter should be sent to an employee who satisfies the criteria necessary for submitting a flexible working request. This letter simply notifies qualifying employees that they are eligible to request flexible working.

NIF03L09 – Letter rescheduling a flexible working meeting

This letter should be sent to an employee who is due to attend a flexible working meeting which now must be rescheduled. This letter provides an alternative time/date to hold the meeting.

NIF03L08 – Letter rejecting an appeal to flexible working request

This letter should be issued to an employee who has appealed against the decision not to approve their flexible working request. The purpose of this letter is to tell them that their appeal has been rejected. The letter should explain why their appeal has been rejected.

NIF03L07 – Letter upholding an appeal to flexible working request

This letter should be issued to an employee who has appealed against the decision not to approve a flexible working arrangement. The purpose of this letter is to inform them that the their appeal has been upheld.

NIF03L06 – Invitation to appeal meeting regarding the non-approval of a flexible working request

This letter should be issued to an employee who has had a flexible working arrangement turned down. This letter invites the employee to a meeting where they can outline the basis of their appeal against the decision.

NIF03L05 – Letter agreeing to an extension to trial period of flexible working

This letter should be issued to an employee who is currently on a trial flexible working arrangement in the instance where the employer would like to extend the trial period. The reason for wanting to extend the trial period should be explained to the employee.

NIF03L04 – Letter agreeing a trial period of flexible working request

This letter should be issued to an employee who has requested flexible working, and has attended a meeting in relation to their request, informing them that their request for flexible working has been approved for a trial period.

NIF03L03 – Letter to decline flexible working request

This letter should be issued to an employee who has requested flexible working, and has attended a meeting in relation to their request, informing them that their request for flexible working has been declined.

NIF03L02 – Letter to approve flexible working request

This letter should be issued to an employee who has requested flexible working, and has attended a meeting in relation to their request, informing them that their request for flexible working has been approved.

NIF03L01 – Letter of invitation to flexible working meeting

This letter should be issued to an employee who has requested flexible working, in order to invite them to attend a meeting to discuss their request.

NIF03F03 – Homeworking Checklist

This checklist outlines a number of standards that must be met in order for a homeworking request to be approved.

NIF03F02 – Form for employee to withdraw request for flexible working

This form should be available to any employee who has submitted a flexible working request, and should be submitted by the employee in the instance where they wish to withdraw their flexible working request.

NIF03F01 – Form for employee requesting flexible working

This form should be available to all employees, and should be completed by an employee that wishes to submit a flexible working request.

NIF03P04 – Term-Time Working Policy

This policy outlines the organisations stance on term-time working arrangements. The policy details how to apply for a term-time working arrangement, as well as possible reasons why an employee might not be eligible

NIF03P03 – Job Share Policy

This policy outlines how the organisation oversees job-share arrangements. The policy addresses how to apply for a job share.

NIF03P02 – Flexi-time Policy

This policy outlines the organisations approach to flexi-time working, including how to request it as well as information around mandatory hours, and how to record hours worked.

NIF02L03 – Letter offering to extend a fixed-term contract

This letter should be issued to an employee who is employed with a fixed term contract, offering them an extension to this fixed term for whatever reason the organisation might wish to pursue such an extension.

NIF02L02 – Letter of offer for fixed term employment

This letter should be issued to a job applicant who has applied for a fixed term position, informing them that they are being offered the position.

NIF02L01 – Letter informing an employee whose fixed term contract is due to expire

This letter should be issued to employees who were issued a fixed term contract, informing them that their fixed term is approaching its conclusion. This letter includes information around final payments, and appeals against termination.

NIF01H01 – How to Guide on fair employment monitoring in NI

This how to guide gives a breakdown of how to correctly carry out fair employment monitoring in Northern Ireland. This includes information on registering with the equality commission, annual monitoring and periodic reviews.

NIF01F03 – Record of monitoring information for applicants (NI Only)

This form should be used internally, and its purpose is to keep track of the religious background/gender of job applicants.

NIF01F02 – Record of monitoring information for employees (NI Only)

This form should be used internally, and its purpose is to keep track of the religious background/gender of the organisations current employees.

NIF01F01 – Monitoring Form (NI Only)

This form should be issued to all employees upon joining the organisation. The intention of this form is to monitor the number of employees that are of either a Catholic or Protestant background, as well as to monitor the proportion of each gender in the workforce.

NIE05P03 – Equal Opportunities statement for job advertisement (Northern Ireland)

This policy should be included in job advertisements to reiterate that the organisation is an equal opportunities employer and is committed to eliminating discrimination in their workplace as well as their recruitment process.

NIE05F01 – Equal Opportunities Form (Northern Ireland)

This form should be issued to all employees. It is a brief questionnaire relating to employees gender/sexual orientation/race etc. This form is used to collect this data about employees and applicants, so that discrimination (intentional or inadvertent) can be eliminated when managing the employee.

NIE05P01 – Equal Opportunities Policy (Northern Ireland)

This policy is used to outline the employers commitment to treating staff and job applicants fairly, and providing equal opportunities to all staff. The policy outlines steps that the employer take to eliminate discrimination in the workplace.

NIE04C01 – Contract Clause on permission to work in Great Britain/Northern Ireland

This contract clause should be included in the contract of employees , informing them that they must prove that they are eligible to work in Northern Ireland before commencing employment, and informing them that the onus is on them to keep the employer up to date on the status of their right to work in Northern Ireland.

NIE04L02 – Letter withdrawing job offer based on failure to provide proof of right to work in Great Britain/Northern Ireland

This letter should be sent to a foreign national who had been offered a role at the organisation, informing them that their job offer is being withdrawn on the basis of not providing evidence that they can legally work in Northern Ireland.

NIE03H01 – How to Guide to address hygiene issues

This how to guide outlines how to address hygiene issues with employees in the workplace

NIE03P01 – Employee Dress and Presentation Policy

This policy outlines how employees are expected to dress in the workplace. This policy includes options based on whether the employees must wear a uniform, or if they must adhere to a dress code. The policy also covers PPE and employee hygiene.

NIE02F01 – Form for Declaration that Employee Handbook has been received and read

This form should be provided to a new employee at the same time as the employee handbook. The employee should complete this form and return it to the organisation in order to confirm that they have read the handbook.

NIE02H01 – How To Guide for an Employee Handbook

This how to guide is designed to help the organisation in drafting their own employee handbook. This guide includes a template index with examples of policies that would be good practice to include.

NIE01P01 – Code of Conduct Policy

This policy provides a framework of standards which employees are expected to uphold while employed at the organisation, such as timekeeping, use of facilities, behaviour outside of work etc.

NID07P02 – Drugs and alcohol testing policy

This policy outlines to employees that the organisation reserves the right to test employees for the presence of alcohol or drugs in their system. The policy also explains the sanctions for being under the influence at work, as well as how the test result data is stored in line with data protection regulations.

NID07P01 – Intoxicants Policy

This policy outlines to employees that the organisation will not tolerate employees being under the influence of alcohol or drugs in the workplace, and reserves the right to carry out drug/alcohol testing in the workplace.

NID06P01 – Dress code policy

This policy covers the topic of work attire, including what constitutes appropriate and inappropriate attire, as well as detailing sanctions for failure to comply with the policy.

NID05C03 – Contract Clause for disciplinary and dismissal

This contract clause can be included in employees contracts of employment requiring them to familiarise themselves with the organisations disciplinary procedures.

NID05C02 – Contract Clause on the right to exercise normal sickness absence policy during periods of paid suspension

This contract clause can be included in employees contracts of employment, which gives the employer the right to pay sick pay instead of their normal pay to an employee who is suspended on full pay but has notified the employer of illness.

NID05C01 – Contract Clause on the right to suspend an employee pending a disciplinary investigation

This contract clause can be included in employees contracts of employment reserving the right to suspend them pending any future disciplinary investigations

NID05F02 – Form for witness statements

This form should be completed to document evidence obtained from a witness during a disciplinary investigation. Template questions are provided, but specific questions in relation to the alleged incident should be prepared prior to the witness interview.

NID05F01 – Form for Investigation Report

This form provides guidance on the practice of investigations and is designed to help Investigation Officers and anyone else delegated to investigate allegations of misconduct referred to them by the standards of the Organisation. The investigation should be conducted in line with the disciplinary policy and procedure

NID05H01 – How to Guide on disciplinary procedure

This guide provides information and guidance on how to carry out a disciplinary procedure in the instance that an employee is believed to have breached the terms of their employment.

NID05S03 – Script for an appeal meeting

Managers can use this script to guide them through the process of conducting an appeal meeting, in the case where an employee has appealed against the outcome of their disciplinary findings.

NID05S02 – Script for a disciplinary hearing

Managers can use this script to guide them through the process of conducting a disciplinary hearing, having concluded from the investigation meeting(s) that disciplinary action is warranted.

NID05S01 – Script for an Investigation Meeting

Managers can use this script to guide them through the process of conducting an investigation meeting as part of a disciplinary process.

NID05L28 – Letter informing absent employee that a disciplinary hearing will proceed in their absence

This letter should be issued to an employee who has not confirmed their intentions to attend a disciplinary hearing, informing them that the meeting will proceed in their absence.

NID05L27 – Letter to Employee’s doctor to confirm if employee is fit to attend an investigation meeting

This letter should be sent to the GP of an employee who is subject to a disciplinary investigation. This letter seeks to establish whether the employee would be well enough to attend an investigation meeting.

NID05L26 – Letter to employee to inform them of a decision that was made in their absence following a disciplinary hearing – written submission provided

This letter should be issued to an employee who was absent for their disciplinary hearing (but provided a written submission) informing them that a decision was made in their absence.

NID05L25 – Letter of response to a resignation during paid suspension

This letter should be issued to an employee who has resigned while on paid suspension pending a disciplinary investigation. This letter includes options based on whether or not the resigning employee has raised any grievances in their resignation.

NID05L24 – Letter of outcome of an appeal process

This letter should be issued to an employee who has appealed the outcome of their disciplinary hearing, informing them of the outcome of their appeal.

NID05L23 – Letter of invitation to an appeal meeting

This letter should be issued to an employee who wishes to appeal the outcome of their disciplinary hearing, inviting them to attend an appeal meeting. This letter should include details of when and where the appeal meeting will take place.

NID05L22 – Letter informing employee that appeal is out of time

This letter should be issued to an employee who has declared that they wish to appeal the outcome of their disciplinary hearing informing them that they did not submit their appeal before the deadline.

NID05L20 – Letter confirming a disciplinary sanction other than a warning or dismissal

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them of the sanction that is being imposed. This letter should be used if the sanction is anything other than a warning or dismissal.

NID05L19 – Letter confirming a final written Warning

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are receiving a final written warning

NID05L18 – Letter confirming a written warning

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are receiving a written warning

NID05L17 – Letter confirming a verbal warning

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are receiving a verbal warning

NID05L16 – Letter confirming the dismissal of an employee for gross misconduct

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are being dismissed due to gross misconduct.

NID05L15 – Letter confirming the dismissal of an employee for misconduct

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are being dismissed due to misconduct.

NID05L09 – Letter of invitation to disciplinary hearing

This letter is inviting an alleged perpetrator to a disciplinary hearing following an investigation. The alleged perpetrator should receive all evidence such as minutes and witness statements with this letter. This letter also outlines the employee’s right to be accompanied at a disciplinary hearing. An employee should get at least 48 hours notice of a disciplinary hearing.

NID05L08 – Letter informing an employee that further to investigation no disciplinary proceedings will take place

This letter should be sent to any employee who was suspected of misconduct that following investigation no further action will be taken.

NID05L01 – Letter informing an employee suspected of misconduct that a workplace investigation will take place

This letter should be sent to an employee suspected of misconduct to inform them that a workplace investigation will take place.

NID05P01 – Disciplinary Policy and Procedure

This procedure outlines the disciplinary process that should be followed. The procedure includes the sanctions that can be applied. The process also covers the right to be accompanied, the conduct of disciplinary cases , the right to appeal a decision. and examples of what constitutes gross, major and minor misconduct.

NID04H01 – How to guide on dealing with bullying or harassment complaints

This guide provides information and guidance on how to deal with complaints of bullying and harassment in the workplace.

NID04S01 – Script for a formal hearing regarding a bullying or harassment complaint

Managers can use this script to guide them through the process of a formal dignity at work hearing with the person who has raised a complaint.

NID04F04 – Form for investigation report

This report should be completed by the person who investigated the allegations. This form will outline the allegations, the witness evidence, any other evidence, the findings of the investigation and the recommendations.

NID04F03 – Form for an employee who wishes to retract their Bullying/Harassment Complaint

This form should be provided to an employee who has raised a complaint relating to bullying/harassment, but subsequently wishes to withdraw the complaint.

NID04F02 – Form for a witness

This form should be used to record a witness statement relating to a bullying/harassment workplace investigation. The witness must read, sign and date the statement to reflect their agreement to give evidence.

NID04F01 – Form for an employee who wishes to raise a Grievance

This form can be used by any of the organisation’s employees to submit a complaint about the behaviour of a colleague, his/her manager or a third party, or any other workplace issue.

NID04L09 – Letter acknowledging complaint relating to bullying/harassment

This letter acknowledges a complaint raised by an employee and informs them that the will be invited to a meeting in due course.

NID04L04 – Letter inviting a witness to a meeting

This letter should be sent to any employee named as a witness in a Dignity at Work complaint. This letter invites the employee to a meeting to discuss any evidence they may have.

NID04L03 – Letter inviting the alleged perpetrator to a meeting to discuss a complaint made against them

This letter should be sent to an employee who has had allegations made against them. The purpose of the meeting is to provide an opportunity for the alleged perpetrator to respond to the allegations.

NID04L02 – Letter re-scheduling a formal hearing for an employee who has raised a bullying or harassment complaint

This letter is offering a second opportunity to an employee who has raised allegations under the Dignity at Work Procedure to attend a hearing.

NID04L01 – Letter of invitation to formal hearing for an employee who has raised a bullying or harassment complaint

This letter should be sent to an employee who has raised allegations of bullying or harassment. This letter outlines the employee’s rights during the process.

NID04P02 – Mental Health Anti-Harassment and Bullying Policy

The purpose of this policy is to clearly outline the procedure that the organisation will follow for handling allegations of harassment on the grounds of mental health in the workplace, and ultimately to prevent any such activity from happening in the workplace

NID04P01 – Dignity at Work Policy and Procedure

The purpose of this policy is to clearly outline the procedure that the organisation will follow for handling allegations of bullying, harassment and sexual harassment in the workplace, and ultimately to prevent any such activity from happening in the workplace

NID03C01 – Contract clause to outline deductions from wages

This clause can be included in a contract of employment. This clause outlines when the employer could make deductions from an employee’s pay.

NID03F01 – Form for employee to sign to reflect a deduction from their pay

This form should be completed by an employee who has received an overpayment. This form outlines how the employee will repay the over payment to the employer.

NID03L05 – Letter to former employee outlining an overpayment and requirement for this to be deducted from final salary

This letter should be sent to any employee who has left the organisation and received an overpayment. This letter will inform the employee that a deduction will be made from their final salary.

NID03L04 – Letter to existing employee outlining an overpayment and requirement for this to be deducted from final salary

This letter should be sent to any employee who has received an overpayment in their wages. This letter will outline the arrangements for the repayment of the over payment.

NID03L03 – Letter setting out deductions regarding a loan to an employee

This letter should be sent to any employee who has requested a loan from the employer. The employer should obtain the employee’s agreement on the terms of the repayment.

NID03L02 – Letter to employee requesting for them to agree to a deduction

This letter should be sent to an employee to seek their agreement on the method of how an overpayment will be reimbursed to the employer.

NID03P01 – Policy on Deductions

This policy outlines when the employer may seek repayment from an employee in the form of a deduction from wages

NID02L03 – Letter informing external contacts about the death of an employee

This letter can be sent to external contacts to inform them of the death of an employee

NID02L02 – Letter to a family member of an employee who has passed away

This letter can be sent to the family of an employee who has died offering condolences and support.

NID02L01 – Letter to the workforce informing them of the death of a colleague

This letter can be sent to the workforce following the death of an employee. This letter informs employees on the funeral arrangements and offers support to the employees.

NID02P01 – Policy in the event of a death of an employee

This policy is a point of reference for employees in the event of a death of a colleague. It covers points such as the funeral arrangements and notification of the death.

NID01C02 – Data Protection Contract Clause

This clause should be inserted into a contract of employment. This clauses informs an employee who their information Is processes.

NID01C01 – Monitoring of Personal Communications Contract Clause

This clause can be inserted into a contract of employment when employer monitors the communication structures within the organisation.

NID01L16 – Letter to Employee’s GP seeking medical information for employment purposes

This letter can be sent to an employee’s GP when the employer has obtained consent from the employee to contact the GP directly to obtain a medical opinion on the employee.

NID01L15 – Letter obtaining consent from an employee to access medical information

This letter can be sent to an employee when an employer wishes to obtain their consent to access a medical report on the employee. This letter should be sent to accompany the Consent form to obtain a medical report.

NID01H01 – How to Guide on Data Protection Compliance

This guide provides information on how an employer can remain compliant with data protection

NID01F04 – Form for an individual to request the erasure of data about them

This form should be completed by an individual who wishes to have data erased about them. This form requests the employee to let the employer know the reasons for the deletion, the data to be deleted and any supporting information.

NID01F03 – Form for an individual to request the rectification of incorrect data about them

This form should be completed by individuals who wish to have incorrect data in relation to them rectified. This form outlines the data the employee wishes to have rectified and what they request it is amended to.

NID01F02 – Form for making a subject access request

This form should be completed by an individual who wishes to complete a SARS. This form outlines the information the employee requests and who they should return the form too.

NID01F01 – Data Protection Impact Assessment Form

This form should be completed whenever the organisation is considering processing personal information of its employees. This form will identify the impact of the processing and if it is necessary and compliant with GDPR and The Data Protection Act 2018.

NID01L13 – Letter refusing an individual’s request for the erasure of data

This letter responds to an individuals request for erasure of their data refusing the request. The letter outlines the reasons for refusal such as the request is excessive or manifestly unfounded.

NID01L12 – Letter extending time to respond to an employee’s request for the erasure of data

This letter responds to an individual who has requested the erasure of data relating to them. This letter confirms that the employer is willing to comply with the request but they need additional time due to the complexity of the information requested.

NID01L11 – Letter asking for more information from an employee who has requested the erasure of data

This letter responds to an individual who has requested the erasure of data relating to them. This letter confirms that the employer is willing to comply with the request but they need further information.

NID01L10 – Letter informing an employee that data about them has been erased

This letter responds to an individual who has requested the erasure of data relating to them. This letter confirms that the employer has completed this request.

NID01L09 – Letter refusing an individual’s request to rectify data

This letter responds to an individual who has requested their data is rectified. This letter refuses the request as it is either excessive or unfounded.

NID01L08 – Letter extending time to respond to an individual’s request to rectify data

This letter requests further time to deal with a subject access request. The reason for the extension is due to the complex nature of the information requested.

NID01L07 – Letter asking for more information from an employee who has requested that data be rectified

This letter can be sent to a data subject who has requested that incorrect data in relation to them is rectified. This letter requests further information on the data to permit the employer to complete the request.

NID01L06 – Letter informing and individual that incorrect data about them has been rectified

This letter can be sent to a data subject to inform them that their request to have data that was incorrect rectified is complete

NID01L05 – Letter asking for a fee for a subject access request

The employer is not normally permitted to charge a fee for a SARS request. However, if the request is manifestly unfounded or repetitive they may charge a fee.

NID01L04 – Letter refusing a subject access request

This letter can be sent to a data subject where the employer perceives the request to be unfounded or excessive. The letter provides options for the employer to explain their rationale.

NID01L03 – Letter extending time to respond to a subject access request

This letter is responding to a subject access request informing the data subject that the employer will comply with the request however, as the request is complex the employer will need more time.

NID01L02 – Letter responding to Subject Access Request asking for more information

This letter is responding to a subject access request informing the data subject that the employer will comply with the request however, as the request is complex the employer will need more information.

NID01L01 – Letter Responding to a Subject Access Request providing the requested information

This letter responds to a subject access request and provides a copy of the information that is held and also lets the data subject know how it is processed

NID01P08 – Data Protection Retention Schedule

This data protection retention schedule outlines the duration for which varying categories of personal data will be held, the purpose of the processing, the format by which it is stored and the legal basis for processing this data.

NID01P07 – Subject Access Request Policy

This policy outlines how an organisation deals personal data and explains the organisation’s approach to making a subject access request, and how the organisation ensures compliance with General Data Protection Regulation (GDPR) in relation to the handling of personal data in this regard.

NID01P06 – Medical Records Privacy Notice

This privacy notice should be given to all employees. It outlines how and why the organisation collects and processes personal data relating to employees medical records data in line with GDPR and the Data Protection Act 2018.

NID01P05 – Contractors Privacy Notice

This privacy notice should be available to all contractors. This policy outlines how the organisation will collect and process an applicants data in line with GDPR and the Data Protection Act 2018.

NID01P02 – Policy on processing special category personal data

This policy sets out the organisation’s approach to processing special category personal data and criminal records data. It supplements the organisation’s data protection policy.

NID01P01 – Data Protection Policy

This policy outlines the employers responsibilities in dealing with Data in the workplace in line with GDPR and the Data Protection Act 2018.

NIC06P01 – COVID-19 Policy

This policy outlines the organisations position in dealing with COVID-19 in the workplace. This includes working from home, sick pay, sick leave, annual leave short time working and a temporary lay off.

NIC05P02 – Policy on supporting employees doing volunteer work

This policy outlines the organisations support for employees to undertake voluntary work and the process for employees to follow.

NIC05P01 – Corporate Social Responsibility Policy

This policy covers the environment, community work, education, business relationships and employees.

NIC04L03 – Letter to inform employees of contract updates

This letter can be issued to employees anytime there is an update to their terms and conditions of employment. This letter will accompany the updated contracts and outlines the relevant changes to the employee.

NIC04H01 – How To Guide on Issuing the Contract of Employment

This guide provides all the information required of anyone who is issuing a contract of employment. This guide provides useful information on each section of the terms and conditions of employment and explains the rationale as to why watch clause should be included.

NIC04L02 – Letter for employee who hasn’t signed their contract of employment

This letter should be issued to any employee that has failed to sign and return their terms and conditions of employment. This letter requests an employee to provide reasons as to why they have not signed their terms.

NIC04C07 – NI Post Termination Restrictions

This can be given to employee’s where post termination restrictions are applicable this is normally for employees in senior positions. These restrictions cover areas such as non compete and intellectual property.

NIC04C01 – NI Permanent Contract of Employment

This contract provides a standard contract for permanent employees in NI. This contract includes all the mandatory clauses that are required in a statement of main terms and conditions of employment.

NIC03S01 – Template script on how to conduct an initial meeting to initiate a without prejudice process/compromise agreement (NI)

This script provides employers with a guide on how to conduct an initial meeting to discuss a proposed compromise agreement.

NIC03H01 – A How To Guide on Compromsie Agreements (NI)

This guide provides all the information required for an employer before initiating a compromise agreement with one of their employees.

NIC03L03 – Cover letter to go with compromise agreement (NI)

This letter should be issued to an employee who is being offered a compromise agreement, to seek confirmation that they have sought and received independent legal advice on the compromise agreement.

NIC03F02 – Solicitor’s Agreement/Certificate (NI)

This form should be sent to the legal representative of the employee, and should be signed by the legal representative to confirm that the employee has received independent legal advice.

NIC03L02 – Letter confirming that employee has been given independent advice before entering into an agreement (NI)

This letter should be sent to an employee as part of a compromise agreement, in order to confirm with the employee that they have received independent legal advice

NIC03L01 – Letter initiating a compromise agreement (without prejudice) NI

This letter should be sent to an employee with an outstanding issue (e.g. grievance/disciplinary process) which has left irreconcilable differences between the employee and the employer. This letter is to establish the willingness of the employee to engage in a compromise agreement.

NIC03F01 – NI Compromise Agreement Template

This form should be used as a template when drafting a formal compromise agreement between the employer and the employee, outlining the terms under which both parties have agreed to terminate employment.

NIC02C02 – Contract clause on requiring an employee to hold a drivers license

This clause can be included in the terms and conditions of any employee who is required to drive as part of their job role.

NIC02P03 – Using own vehicle for company business policy

This policy can be given to any employee who is required to travel on work related business but who has not been provided with a company vehicle. This policy outlines the rules around an. Employee using their own vehicle, fuel costs and the employee’s responsibilities.

NIC02P02 – Policy on mobile telephone use whilst driving

This policy covers the use of mobile phones whilst driving. The policy provides two options. The options include to completely ban mobile phone usage whilst travelling or to permit the use of hand free devices.

NIC02C01 – Contract Clause for employees who have been provided with a motor vehicle for work-related purposes

This clause can be included in the terms and conditions of any employee who has been provided with a company vehicle.

NIC01P01 – Code of Conduct Policy

This policy covers the basis of what is acceptable proactive within the workplace. This policy should be given to all employees at induction stage and can be tailored to suit the needs of each organisation. Some of the points included in this policy are timekeeping, mobile phone usage, confidentiality and use of facilities.

NIA02P01 – Adverse Weather Policy

This policy outlines the process that an organisation follows in the event of unforeseen extreme weather conditions. This policy covers options that the employer offers in the event of adverse weather conditions.

NIA01L06 – Letter requesting evidence of eligibility to take adoption leave

This letter is in response to an employee’s request to take adoptive leave. This letter outlines the employee’s statutory entitlements and also requests that the employee provides evidence of their eligibility to apply for adoptive leave i.e. a certificate of placement.

NIA01L05 – Letter confirming ineligibility to statutory adoption pay

This letter should be issued to any employee who has requested adoption leave but that does not qualify for statutory adoption pay.

NIA01L04 – Letter to an employee who wishes to amend their adoption leave start date

This letter should be sent as a response to any employee who has requested to change the start date of their adoptive leave. There are 2 options outlined either approving or declining the request.

NIA01L03 – Letter to employee inviting to a meeting to discuss their return to work from adoption leave

This letter should be sent to any employee that is currently on adoptive leave but is due to return. This letter requests a meeting with the employee to discuss their return to work and to brief them on any updates.

NIA01L02 – Letter of response to an employee who has provided notice for intention to take adoption leave

This letter can be sent to an employee to provide details on their entitlements when on adoptive leave.

NIA01L01 – Letter outlining the entitlement to statutory adoption pay

This letter should be sent as a response to any employee who has provided notice of their intention to take adoption leave. This letter includes the statutory leave entitlements and benefits.

NIA01F01 – Form for an employee to request adoption leave

This form should be completed by an employee who wishes to request a period of adoptive leave. This form should include the expected date for the leave to start, as well as the duration of leave being requested.

NIA01P02 – Adoption Pay Policy

This policy covers options for organisations that offer enhanced redundancy pay as a benefit to their employee’s.

NIA01P01 – Adoption Leave Policy

This policy covers adoptive leave and pay. This policy includes information on an employee’s eligibility, rights during adoptive leave, time off for appointments, returning to work and statutory entitlements.

IEY01H01 – Young Persons – Requirement Guide ROU

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.

IEW02P01 – Work Related Social Events Policy

This policy outlines the expectations of employees at work related social events. This policy clarifies what is considerd a work place event and the conduct expected of employees at such events.

IEW01P02 – Anti bribery policy

This policy covers the organisations rules in relation to the prevention of bribery.The policy outlines the bahaviour expected of employees and the rules around accepting gifts.

IEW01L01 – Letter inviting employee to a meeting to discuss their protected disclosure in person

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.

IEW01F01 – Form for employee to make a protected disclosure of information (i.e to whistleblow)

This form can be completed by any employee who wishes to make a proteted disclosure. This form outlines the details of the disclosure and the individuals involved.

IEW01P01 – Whistleblowing policy

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.

IEV01L05 – Letter of invitation to consultation meeting to discuss a variation in terms and conditions

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.

IEV01L04 – Letter confirming variation of terms and conditions after consultation process

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.

IEV01L03 – Letter following consultation that no agreement has been reached in varying terms and conditions

This letter can be sent to an employee following an initial consultation meeting outlying that an agreement was not reached. This letter provides two options on how to proceed.

IEV01L02 – Letter confirming changes to duties temporarily due to health and safety reasons

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.

IEV01L01 – Letter seeking an employee’s agreement to vary terms and conditions of employment

This letter should be sent following an initial meeting to seek the agreement of an employee to vary their terms and conditions of employment.

IEU01F01 – Form for employee to request unpaid leave

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.

IEU01P01 – Policy regarding unpaid leave

This policy outines 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.

IET04S02 – Script for a TUPE Consultation Meeting

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.

IET04S01 – Script when announcing to employees they will be affected by a TUPE Transfer

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.

IET04F01 – Ballot form for the election of employee representatives for TUPE consultation

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.

IET04L10 – Letter of invitation to a final TUPE consultation meeting

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 50 employees and the workforce is not Unionised, this document can be amended to invite employees to individual meetings.

IET04L09 – Employee letter to confirm an opt out of transfer of undertakings

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.

IET04L08 – Cover letter regarding personnel files to transferee

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.

IET04L07 – Letter to employees who did not transfer

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.

IET04L06 – Letter to notifying employees TUPE applies

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.

IET04L05 – Letter to employee representative in relation to a Tupe transfer and the start of consultation process

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 50 employees and the workforce is not Unionised, this document can be amended to inform individuals rather than elected representatives. Consultation must commence at least 30 days before the transfer.

IET04L04 – Letter of invitation to employee representative to a Tupe consultation meeting

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 50 employees and the workforce is not Unionised, this document can be amended to invite employees to individual meetings.

IET04L03 – Letter Arranging the election of employee representatives

This letter invites employees to elect an employee representative to consult with the employer on their behalf, in advance of a TUPE process.

IET04L02 – Letter of Initial Contact TUPE

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.

IET04L01 – Due Diligence Information Request Cover Sheet

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 dilligence process before any agreement is made.

IET03L05 – Letter of invitation to an employee to discuss request for training/ study leave

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.

IET03L04 – Letter following employee’s resignation seeking to recoup training costs

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.

IET03L03 – Letter granting an employee’s request to study or undertake training

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.

IET03L02 – Letter requiring an employee to repay training costs should they resign

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.

IET03L01 – Letter declining an employee’s request to study/training

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.

IET03F06 – Training Agreement Template

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.

IET03F04 – Training Request Form

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.

IET03F03 – Training Record Form

This form can be completed for individual employees to record the training they have received. A copy can be retained on their personel file.

IET03F02 – Training Plan form

This form can be completed to provide a plan for training for a particular employee.

IET03F01 – Training Needs Analysis Form

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 fulfill the training.

IET03P01 – Training Policy

This policy outlines the organisations approach to the training and development of employees. This policy covers training needs, training agreements and requests for training.

IET02P01 – Time off in lieu policy

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)

IET01L02 – Letter to former employee who is suspected of being in breach of post termination restrictions

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.

IET01L01 – Letter requesting the return of company property from a former employee

This letter can be sent to an employee who has left employment requesting they return company property.

IET01F02 – Checklist for managers conducting exit interviews

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.

IET01F01 – Exit interview form

This form can be used to complete an exit interview with any 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

IES08P01 – Social Media Policy

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.

IES07P02 – Smoking Policy

This policy outlines the organisations smoking policy and outlines where employees are permitted to smoke.

IES07P01 – E cigarettes Policy

This policy outlines that the organisation has a ban on the use of e-cigarettes. This policy outlines the reason for the ban.

IES06H02 – How to guide on Managing Long Term absence

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.

IES06H01 – How to guide on Managing Short term absence

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.

IES06F03 – Access to medical reports form Ireland

An employer must provide this form to the employee for completion in the case where they are obtaining consent from the employee to access a medical report, or medical records. It outlines the employee’s rights regarding this process. An employee must give consent to an employer in the case they wish to access a medical report.

IES06F02 – Return to work interview form Ireland

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 benefical 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.

IES06F01 – Sickness self-certification form

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.

IES06S04 – Script for an absence meeting with an employee who has cited work-related stress as the reason for absence

This script will give an employer a guide on how to structure a meeting where an employer is absent as a result of work-related stress. It will inform employers on the key questions to ask such as what can be done by the employer to alleviate the stress.

IES06S03 – Script for a formal capability hearing regarding long-term absence

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 accommodations should be made and whether the employee would be willing to give consent for a medical report, among other important information.

IES06S02 – Script for a meeting with an employee is absent long-term

This script outlines the structure of a formal capability meeting that has been a arranged as a result of long-term absence. It will inform employers on the key questions to ask an employee as well as the formal entitlements that an employee has in the case of a formal meeting.

IES06S01 – Script for a meeting with an employee who has had persistent short-term absenteeism

This script will assist employers with a guide on how to structure a meeting where there are concerns over an employee’s persistent short term absenteeism.

IES06P01 – Sickness Policy Ireland

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.

IES06L32 – Letter to employee informing them of holiday accrual and how it is taken after or during sick leave

This letter informs an employee of what annual leave accrual they have after a period of sick leave. The letter outlines the option of the employee submitting a holiday request for their desired dates of holidays, asking the employee to take leave on specific dates or permitting the carry over of holidays to the following holiday year.

IES06L31 – Letter requesting an employee to attend a medical assessment prior to returning to work

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.

IES06L30 – Letter to an employee arranging a return to work meeting

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.

IES06L29 – Letter for an employee whose fit note states “may be fit for work”

This letter is to confirm what reasonable accommodations would be required to facilitate an employee’s return to work, and whether the reasonable accommodations can be approved or not.

IES06L28 – Outcome of a formal capability meeting regarding long term absence to confirm termination of employment

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 reivew procedures. Employers are advised to proceed with caution and seek legal advice on this procedure to avoid diability discrimination.

IES06L27 – Invitation to formal capability meeting regarding long term absence

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.

IES06L26 – Letter confirming the outcome of a meeting held to discuss the contents of an occupational report

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 liklihood of a return to work, or if they are to return to an alternative role.

IES06L25 – Letter of invitation to discuss the contents of an occupational report

This letter is sent to an employee further to the employer recieving the findings of an occupational health report. The letter invites the employee to a meeting to discuss the findings.

IES06L24 – Letter to an employee who is on sickness absence to notify the employer of an anticipated return to work date

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.

IES06L23 – Letter confirming what has been agreed following a short term absence return to work meeting

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.

IES06L22 – Letter confirming what has been agreed following a long term absence return to work meeting

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 frquency of review meetings and any supports that have been granted.

IES06L21 – Letter notifying an employee of the consequences of failure to submit medical certificates

This letter can be sent to an employee who is absent for greater than 3 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.

IES06L20 – Letter following a long term absence review meeting outlining the next steps

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.

IES06L19 – Letter following a short term absence review meeting outlining what has been agreed

This letter should be sent by the employer following a meeting to discuss short-term absence. It confirms what was discussed, what the sickness policy states and what was agreed regarding improvements and the monitoring of the employee’s sickness record.

IES06L18 – Letter to an employee on unauthorised absence who has not made contact with the employer

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.

IES06L17 – Letter to an employee on unauthorised absence who has made contact with the employer

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.

IES06L16 – Letter to an employee to outline that a period of sickness absence where they haven’t submitted medical evidence is considered unauthorised

This letter notifies an employee that their failure to submit a medical certificate has resulted in them being on unauthorised absence, which is unpaid.

IES06L15 – Letter inviting an employee with work related stress to an absence review meeting

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.

IES06L14 – Letter confirming reasonable accommodations are being made in order to facilitate an employee’s return to work

This letter is normally sent after a discussion has taken place with the employee regarding reasonable accommodations that are recommended to faciliate a return to work. The letter outlines what reasonable accommodations can be implemented by the employer in order to allow the employee to return to work.

IES06L13 – Letter to an absent employee outlining that occupational sick pay will cease on a certain date

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.

IES06L12 – Letter of concern for an employee who is persistently absent for short term spells

This is a letter of concern for an employee who continues to have spells of short term absence and there has been no improvement. The employee would normally not have any underlying medical condition or extenuating circumstances. The letter outlines a timeframe whereby the attendance of the employee will be monitored. It also references potential disciplinary proceedings if improvements in attendance are not forthcoming.

IES06L11 – Letter inviting an employee to a short term absence review meeting

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.

IES06L10 – Letter to an employee’s GP requesting a medical report

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 accommodations need to be made in the workplace to faciliate the employee, among other important information.

IES06L08 – Letter seeking consent from an employee to access a medical report

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.

IES06L07 – Letter confirming an employee’s return to work after long term absence

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.

IES06L06 – Letter arranging a long term absence review meeting at the employee’s home

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.

IES06L05 – Letter of Invitation to a welfare review meeting

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

IES06L04 – Letter to employee on long term sick leave asking for their preferred means of keeping in touch

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.

IES06L02 – Letter confirming with the employee that they will receive occupational sick pay at discretion

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.

IES06L01 – Letter confirming that the organisation will hold off on absence review meeting until further notice

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 suffereing from a long-term illness.

IES05L05 – Letter informing employee of being put on temporary lay-off

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.

IES05L04 – Letter informing employee of end of short time working or lay off period

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.

IES05L03 – Letter seeking employee’s agreement to short time working or lay off

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.

IES05L02 – Letter informing employee that work has become available

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.

IES05L01 – Letter informing employee of being put on 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.

IES05C01 – Short Time Working and Lay Off Contract Clause

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 employemnt the employer will need to consult and seek agreement from an employee prior to a period of temporary lay off or short time working.

IES05P01 – Short time working and Lay Offs Policy

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.

IES04S01 – Template script on how to conduct an initial meeting to initiate a without prejudice process/settlement agreement

This script provides employers with a guide on how to conduct an initial meeting to discuss a proposed settlement agreement.

IES04H01 – A How To Guide on settlement Agreements

This guide provides all the information required for an employer before initiating a compromise agreement with one of their employees.

IES04L03 – Cover letter to go with settlement agreement

This form should be sent to the legal representative of the employee, and should be signed by the legal representative to confirm that the employee has received independent legal advice.

IES04F02 – Solicitor’s Agreement/Certificate

This letter should be sent to an employee as part of a settlement agreement, in order to confirm with the employee that they have received independent legal advice

IES04L02 – Letter confirming that employee has been given independent advice before entering into an agreement

This letter should be sent to an employee with an outstanding issue (e.g. grievance/disciplinary process) which has left irreconcilable differences between the employee and the employer. This letter is to establish the willingness of the employee to engage in a settlement agreement.

IES04L01 – Letter initiating a Settlement agreement (without prejudice)

This form should be used as a template when drafting a formal settlement agreement between the employer and the employee, outlining the terms under which both parties have agreed to terminate employment.

IES03C01 – Template Contract for Services

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.

IES01L04 – Letter inviting employee to meeting following Sabbatical Leave to discuss reintegration to the workplace

This letter invites an employee to meeting following Sabbatical Leave to discuss reintegration to the workplace

IES01L03 – Letter approving time off for sabbatical

This letter approves a sabbatical and suggests terms and conditions for a sabbatical (in the absence of legislation in this area).

IES01L02 – Letter declining a sabbatical

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).

IES01L01 – Letter of invitation to discuss request for sabbatical

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.

IES01P01 – Sabbatical policy

This policy outlines the organisations position to employees taking sabbaticals, and the procedure for this.

IER05L05 – Letter to employee who is about to retire wishing them well

This letter can be sent to an employee who is due to retire wishing them well in the future.

IER05L04 – Letter to an employee outlining final payments upon retirement

This letter can be sent to an employee whose retirement has been confirmed. The letter will outline the final repayments due to the employee.

IER05L03 – Letter of response to an employee who has notified the employer of their plan to retire

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.

IER05L02 – Letter announcing an employee’s retirement

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.

IER05L01 – Letter of invitation to discuss employees plan 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.

IER05F01 – Form for an employee to request retirement

This form can be completed by an employee who wishes to notify the organisation of their intention to retire.

IER05P01 – Retirement policy and procedure

This policy can be used to outline the organisations retirement policy. The policy outlines the process for retirement and provides 2 options. The first option outlines that a retirement age is not enforced and the second option outlines the organisations retirment age.

IER05C01 – Contract Clause on retirement age if it can be objectively justified

This clause can be included in a contract of employment when there is a reason for enforcing a retirement age. In Ireland there is no legislation at present to state that a retirement age cannot be in a contract. Employers should be mindful if the retirement age is not in the contract it cannot be enforced. Employers should always consider if there is a justifiable rationale for including the retirement age otherwise they could face claims of age discrimination

IER04L10 – Letter to employee with short service who has been on unauthorised absence, accepting and concluding a resignation

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.

IER04L09 – Letter to employee who has resigned whilst on suspension

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.

IER04L08 – Letter accepting a retraction of resignation

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.

IER04L07 – Letter to an employee who has resigned asking them to recover training costs

This letter can be sent to an employee who has resigned seeking to recoup training costs from the employee. This letter outlines the terms under which the employer is seeking to recover the training costs.

IER04L06 – Letter to an employee who has verbally resigned asking them to confirm their intentions

This letter shoud 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.

IER04L05 – Letter to employee who has resigned outlining that they will be paid in lieu of notice

This letter can be sent in response to an employee’s resignation outlining that the employee will not be required to work their notice and will instead be paid in lieu. It is important that the employee’s contract has a PILON clause permitting the employer to enforce this.

IER04L04 – Letter to an employee who has reconsidered their resignation now accepting their resignation

This letter can be sent as a follow up to an employee who has been given the opportunity to reconsider their resignation but has decided to continue with their resignation. This letter outlines that the organisation will now accept the resignation.

IER04L03 – Letter to an employee who raised a grievance within resignation letter to ask them to reconsider their resignation

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.

IER04L02 – Letter to an employee who has resigned in the heat of the moment

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.

IER04L01 – Letter of Acceptance of Resignation

This letter can be sent to an employee who has resigned and accepting the employee’s resignation.

IER04P01 – Resignation Policy

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.

IER03L05 – Letter rejecting an employee due to unsatisfactory references

This letter withdaws a conditional offer of employment due to unsuccessful reference checks.

IER03L04 – Letter of response to a request for a reference stating employer has a policy of not providing references

This letter responds to a reference request stating that it is the policy of that employer not to provide a reference.

IER03L03 – Letter providing a reference

This letter outlines reference details for an employee.

IER03L02 – Letter requesting a reference

This letter can be sent to a former or current employer of a prospective employee seeking a reference.

IER03L01 – Letter outlining reference policy

This letter outlines an employer’s reference policy regarding information that can be provided, for example only job title and dates of employment.

IER03F02 – Form to seek consent from a candidate to obtain references

This form documents explicit consent from prospective employees to seek references.

IER03F01 – Reference request form

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.

IER03C01 – Contract Clause on references

This contract clause outlines that employment is subject to successful references.

IER03P01 – Policy on how the organisation manages references

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.

IER02F05 – Selection Pools Ranking Form

This form can be used to summarise the ranking of employees who have been scored as part of the redundancy selection process.

IER02F04 – Selection Matrix Form

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.

IER02F03 – Voluntary Redundancy Form

This form can be used by employees who wish to apply for voluntary redundancy.

IER02F02 – Election Ballot Form

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.

IER02F01 – Redundancy Calculation Form

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.

IER02S03 – Script of Appeal Meeting

This script gives a guide on how to structure a redundancy appeal meeting.

IER02S02 – Script for a collective 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.

IER02S01 – Script for an individual consultation meeting

This script gives a guide on how to structure an individual redundancy consultation meeting.

IER02H01 – How to guide on a compliant redundancy process

This how to guide gives employers practical guidance and advice on individual and collective redundancy consultation processes.

IER02L36 – Letter confirming the outcome of appeal against redundancy

This letter confirms an outcome of a redundancy appeal either overturning the decision of redundancy or upholding the decision of redundancy.

IER02L35 – Letter of Invitation to redundancy appeal meeting

This letter invites an employee to a formal appeal meeting following their written appeal of a redundancy.

IER02L34 – Letter of notification of redundancy with a final consultation meeting

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.

IER02L33 – Letter providing information to Union or Employee Representatives regarding the redundancy process

This letter provides information to employee representatives or trade union reprentatives regarding the collective redundancy process.

IER02L32 – Letter to employee representatives outlining that no compulsory redundancies are necessary due to voluntary redundancies

This letter informs employee representatives that compulsory redundancies will not take place due to the acceptance of voluntary redundancies.

IER02L31 – Letter of invitation to a Union or Employee Representative to a consultation meeting for collective redundancy process

This letter invites an employee representative or a trade union representative to a collective consultation meeting.

IER02L30 – Letter to employee representatives approving the consultation process with employees during a collective redundancy process

Collective redundancy process – this letter informs employee reprentatives of their role in the collective consultation process including the requirement to clearly communicate with all parties.

IER02L29 – Letter asking employees to take part in a ballot for an employee representative to represent them during a collective redundancy consultation process

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.

IER02L27 – Letter informing affected employees of the scoring criteria that is to be used for redundancy selection

This letter informs affected employees that a scoring matrix will be used for redundancy selection, and specifies what the scoring criteria will be.

IER02L26 – Letter of response to employee feedback suggestions during the consultation process

This is a template letter that can give feedback to an employee who has raised suggestions as to how to avoid a redundancy situation.

IER02L25 – Letter informing employees that the deadline for voluntary redundancy applications has now passed

This letter informs employees that the deadline for applying for voluntary redundancy has now passed.

IER02L24 – Letter acknowledging acceptance of offer of alternative employment for an employee on maternity leave

This letter acknowledges acceptance of an employee on maternity leave of an offer of suitable alternative employment

IER02L23 – Letter withdrawing redundancy due to change in circumstances

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.

IER02L22 – Letter confirming that a trial period of alternative role has been successful

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.

IER02L21 – Letter outlining that an employee is not entitled to a redundancy payment following a period of short-time working or lay-off

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.

IER02L20 – Letter of response to a redundancy claim when there is work available

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.

IER02L18 – Letter of response to an employee on maternity leave who has refused alternative employment

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 can be sent to an employee who has refused alternative employment and will be made redundant.

IER02L17 – Letter to employee on maternity leave offering a suitable alternative role

This letter offers an employee who is on materntiy leave and whose job role is at risk of redundancy, a suitable alternative job role.

IER02L15 – Letter of invitation for a redundant employee to a meeting to discuss alternative employment

This letter invites an employee whos job role is at risk of redundancy to a meeting to discuss a possible alternative job role.

IER02L14 – Letter inviting an employee to a meeting to discuss their application for voluntary redundancy

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.

IER02L13 – Letter of confirmation of redundancy outlining that an employee is entitled to a statutory redundancy payment

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

IER02L12 – Letter of confirmation of redundancy outlining that an employee is not entitled to a statutory redundancy payment due to under 2 years’ service

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

IER02L11 – Letter to an employee on maternity leave to inform her that a redundancy consultation process is being carried out

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 is an area of extreme risk as in most cases an employee cannot be made redundant whilst on maternity leave.

IER02L10 – Letter confirming redundancy following an unsuccessful trial period of alternative employment

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.

IER02L09 – Letter offering a trial period of alternative employment to an employee who has been made redundant

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.

IER02L08 – Letter informing employees that no redundancies will take place as a result of a change in circumstances

This letter confirms that due to a change in circumstances there is no longer a need for a compulsory redundancy process.

IER02L07 – Letter informing employees that no redundancies will take place as a result of voluntary redundancies

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.

IER02L06 – Letter confirming that employee’s job role is no longer at risk of redundancy

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.

IER02L05 – Invitation to second redundancy consultation meeting

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.

IER02L04 – Invitation to a redundancy consultation meeting

This letter invites an employee whose job role is at risk of redundancy to a consultation meeting as part of the redundancy consultation process.

IER02L03 – Letter accepting an application for voluntary redundancy and outlining the details of the package

This letter confirms acceptance of an application for voluntary redundancy and gives details on the redundancy package that will be offered to the employee.

IER02L02 – Letter inviting applications for voluntary redundancy

This letter invites employees to apply for voluntary redundancy to avoid having to make compulsory redundancies.

IER02L01 – At risk of redundancy letter

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.

IER02C01 – Contract Clause on Redundancy Rights

This contract clause outlines the employee’s right to notice and an appeals procedure should they be dismissed by way of redundancy.

IER02P07 – Policy on A Collective Redundancy Process

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.

IER02P06 – Policy on the Redundancy Appeals Process

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.

IER02P05 – Policy on Contractual Redundancy Pay

This policy can be used by employers who offer enhanced redundancy payments over and above the statutory redundancy amount.

IER02P04 – Policy on voluntary redundancy

Ths policy outlines the process of voluntary redundancy, such as the application process for voluntary redundancy, accpeting and declining requests for voluntary redundancy and redundancy payments.

IER02P03 – Policy on selection criteria for a redundancy process

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.

IER02P02 – Policy on time off work to search for new employment for employees being made redundant

This policy outlines the company’s approach to paid time off to search for alternative employment, after an employee has been notified of redundancy.

IER02P01 – Redundancy Policy

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.

IER01H02 – How to guide when recruiting new employees

This how to guide gives practical advice to employers on how to manage the recruitment and selection process in its entirety; from advrtising the job role, shortlisting, arranging interviews and offers of employment. It focuses on legal compliance, avoiding risk and professionalism of the process.

IER01H01 – Guide for interviews

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.

IER01S01 – Format for interviews

This document provides a guide to employers as to what format an inverview should take, and the key elements to prepare for an interview process.

IER01L10 – Letter inviting an applicant to an assessment centre

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.

IER01L09 – Letter informing an unsuccessful candidate of a suitable alternative vacancy that they may be interested in

This letter outlines to a job applicant that an alternative vacancy that better suits their skills and qualifications has become available.

IER01L08 – Letter informing an applicant that their details will be kept on file for future vacancies (GDPR Compliant)

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).

IER01L07 – Letter withdrawing a conditional letter of employment

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.

IER01L06 – Letter responding to a request for feedback from a job applicant

This letter can be used to provide feedback to a job applicant who has been unsuccessful.

IER01L05 – Letter rejecting an applicant who was not invited to interview

This letter can be sent to a job applicant who has not been successful in proceeding to interview stage.

IER01L04 – Letter of Invitation to second Interview

This letter invites a job applicant to a second interview, after they have attended a first interview.

IER01L03 – Rejection Letter for employee after Interviews

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.

IER01L02 – Letter of offer

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.

IER01L01 – Letter of Invitation to Interview

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.

IER01F14 – Medical Questionnaire

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.

IER01F13 – Interview Schedule Template

specification and the job description of the available role being interviewed for.

IER01F12 – Interview Candidate Score Sheet

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

IER01F11 – Expenses Form for a Job Applicant

This form cab be used for job applicants to submit any expenses associated with the interviewing process, which are normally pre-agreed.

IER01F10 – Form of Consent for a Job Applicant to Consent to a Medical Report

This form is used to send to an employee to seek their consent to obtain a medical report . An employer is unable to access medical information without the individual’s consent.

IER01F09 – Template Job Description

This template job description gives employers a guide on what information to use when outlinine duties and responsibilities of a job role.

IER01F08 – Template Job Advertisement

This template can be used by an employer when designing a job advertisement.

IER01F07 – Form for Line Managers to request new staff

This form can be used internally by a HR Department or manager to document the details of a vacancy that is required.

IER01F06 – Shortlisting form

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.

IER01F05 – Recruitment checklist

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.

IER01F04 – Person specification template

This form can be used to outline the essential and desirable criteria for a vacancy.

IER01F03 – Reference request Form

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.

IER01F02 – Interview record form

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.

IER01F01 – Application Form Sample

This application form can be used as a template.

IER01P02 – New Employee Referral Bonus policy

This policy outlines the procedure for incentivising employees who refer an employee to the organisation. It stipulates eligibility criteria and the reward

IER01P01 – Recruitment Policy

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.

IEP09L01 – Letter of offer for an internal promotion

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.

IEP09P02 – Policy on Succession Planning

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.

IEP09P01 – Policy on promotion

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.

IEP08H01 – How to guide Probationary period

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.

IEP08S02 – Script of Probationary appeal hearing

This script can be used for a formal probationary appeal meeting.

IEP08S01 – Script of probationary hearing

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.

IEP08F03 – Summary Preparation form for line managers prior to a probationary review meeting

This form can be used by line managers in preparation for a probationary review assessment.

IEP08F02 – Summary Preparation form for employee prior to a probationary review meeting

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.

IEP08F01 – Probationary period assessment form

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.

IEP08L09 – Letter of outcome following probationary period appeal

This letter outlines that the outcome of a probationary appeal process in that the original decision has been upheld or overturned.

IEP08L08 – Letter of Invitation to attend probationary appeal hearing

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.

IEP08L07 – Conditional Letter of offer with a probationary period

This letter offers employment with the condition that the employee successfully completes a probationary period.

IEP08L06 – Letter of Termination of Employment after a probationary review hearing

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.

IEP08L05 – Letter confirming to employee that they have passed their probation

This letter informs an employee that they have successfully completed their probationary period.

IEP08L03 – Letter of extension of probationary period due to illness

This letter informs an employee that their probationary period is being extended due to their sick leave.

IEP08L02 – Letter of formal invitation to probationary review hearing

This is a 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.

IEP08L01 – Letter to invite an employee to a probationary progress meeting

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.

IEP08P01 – Probationary Period Policy

This policy is used for employees who are within their probationary period so that there is a process for measuring suitability during this timeframe.

IEP07L12 – Letter of outcome of a performance management appeal process

This is a letter of outcome of a performance management appeal process

IEP07L11 – Letter of invitation to a formal appeal hearing following a capability sanction regarding performance

This is a letter of invitation to a formal appeal hearing following a capability sanction regarding performance

IEP07S02 – Script for a formal capability hearing regarding underperformance

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.

IEP07L10 – Letter confirming the dismissal of an employee for under-performance after having followed a performance management or capability procedure

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.

IEP07L09 – Letter confirming a disciplinary sanction other than a warning or dismissal

This is an 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.

IEP07L08 – Letter confirming a formal final written Warning due to under-performance

This is an 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.

IEP07L07 – Letter confirming a formal written warning due to under-performance

This is an 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.

IEP07L06 – Letter confirming a formal verbal warning due to under-performance

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.

IEP07L05 – Letter of invitation to a formal capability hearing following an informal performance management process with no improvement

This is a letter of invitation to a formal capability hearing following an informal performance management process with no improvement

IEP07F04 – Daily Team Briefing for effective day-to-day performance management form

This form gives a template guide on how to conduct a daily team briefing.

IEP07F03 – KPI Setting Form

This template form assists managers in setting targets as well as determining how often these will be reviewed and how they will be measured.

IEP07H03 – Key Performance Indicators Examples

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.

IEP07S01 – Script for an Informal Performance Review Meeting

This script can be used for an informal performance review meeting needs to take place, 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).

IEP07H02 – Performance Management Audit – form needs uploaded again due to mistake

This audit forms assists employers in analysing what gaps they have in their performance management systems and techniques and helps to devise an effective action plan.

IEP07L04 – Letter rescheduling an informal performance review meeting to discuss concerns

This is letter to reschedule an informal invitation to a performance review meeting to discuss concerns regarding performance.

IEP07H01 – How to guide Performance Management

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.

IEP07L01 – Letter of concern performance management

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.

IEP07P01 – Performance Management policy

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.

IEP06F06 – Training Record Form for use at Appraisal

This form can be completed to record training agreed at the annual appraisal.

IEP06F04 – Training Needs Analysis for use at Appraisal

This form can be used following an appraisal whereby training issues were identified at the appraisal. This form can be completed to agree the training needs and when and who will provide the training.

IEP06H01 – How to guide on how to conduct a performance appraisal

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.

IEP06F03 – Action Plan following appraisal

This form should only be used for Employees undergoing an annual appraisal. This form details the objectives agreed for the year ahead.

IEP06F02 – Checklist for performance appraisal

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.

IEP06L01 – Letter confirming agreements made following performance appraisal

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.

IEP06F01 – Performance appraisal form

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.

IEP06P01 – Performance apprasial policy

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.

IEP04L12 – Letter of confirmation that financial assistance will be provided following relocation

This letter can be sent to an employee who is relocating and will be availing of the organisations relocation policy. This letter provides various options for relocation assistance.

IEP04L11 – Letter to inform a former employee that they have been overpaid in error

This letter can be sent to a former employee outlining that they have been overpaid in error. This letter requests that the employee repay the overpaid amount. This letter provides 2 options either to repay in the final payment or to repay by other means.

IEP04L10 – Letter to inform an employee that they have been overpaid in error

This letter can be sent to an employee that has been overpaid in error. This letter requests that the employee notify the organisation how they would like to repay the overpayment.

IEP04L09 – Letter of confirmation that a performance related bonus has not been paid – outlining reasons why

This letter can be sent to an employee outlining that a performance related bonus will not be paid. The letter outlines the reason as to why the bonus will not be paid.

IEP04L08 – Letter of confirmation that a performance related bonus has been paid

This letter can be sent to an employee confirming that a performance related bonus will be paid. The letter outlines when the payment will be paid and how the bonus is calculated.

IEP04L07 – Letter confirming that a deduction has been made from the final wages of an employee

This letter can be sent to an employee outlining that a deduction will be made from their final pay. This letter should only be sent when there is a contractual obligation to permit a deduction from wages.

IEP04L06 – Letter confirming that a salary increase is not approved following a request

This letter can be sent to an employee following a request to increase their salary. This letter outlines that the request is not granted and provides various options for why the request was declined.

IEP04L05 – Letter confirming a salary increase

This letter can be sent to an employee who will receive a pay increase. The employee should return a signed copy which can be retained on their file.

IEP04L04 – Letter to seek agreement from a former employee to make a deduction from pay

This letter can be sent to a former employee to seek their agreement to making a deduction from their pay. The letter provides the employee with 2 options either to pay from their final wages or to pay be other means. It is important to remember that unless there is a contractual arrangement in place any deduction from wages without agreement could be deemed unlawful deduction of wages.

IEP04L03 – Letter to seek agreement from an existing employee to make a deduction from pay

This letter can be sent to an existing employee to seek their agreement to making a deduction from their pay. The letter provides the employee with 2 options either to pay in installments or in one payment. It is important to remember that unless there is a contractual arrangement in place any deduction from wages without agreement could be deemed unlawful deduction of wages.

IEP04L02 – Letter outlining a pay freeze

This letter can be sent following a pay review to inform the employees that their salary will not be increased and there will be a pay freeze. This letter outlines the rationale for the decision by the company.

IEP04L01 – Letter outlining a salary sacrifice

This letter should be sent to an employee when a salary sacrifice has been agreed. This letter outlines the terms of the salary sacrifice.

IEP04F02 – Salary Sacrifice Deduction Form

This form should be completed when an employee has requested a salary sacrifice and this has been agreed by the employer.

IEP04F01 – Form for an employee to signify their acceptance of a deduction from wages

This form should be completed by an employee to signify their consent to a deduction from their wages. A deduction can be made with an employee’s agreement and therefore it is important to have consent on file prior to a deduction being made.

IEP04C03 – Bonuses and Expenses Contract Clause for senior employees

This clause can be included in the contract of senior employees. This clause outlines various expenses that may be included in the clause of a senior employee.

IEP04C01 – Commission contract clause

This clause should be included in the contract of any employee where there is a commission payment as part of their terms and conditions of employment. This clause outlines the terms of the commission payment.

IEP04P06 – Job Evaluation Policy

The purpose of this policy is to provide clarity on the job evaluation process within the organisation. This policy clearly outlines the process of the organisation will follow when evaluating a job role.

IEP04P05 – Relocation Policy

This policy outlines the organisations approach to assistance for employees who are required to relocate for work-related purposes. This policy outlines the eligibility for relocation assistance and the type pf assistance available.

IEP04P04 – Bonus Policy

The purpose of this policy is to provide clarity to employees of how they can successfully avail of the organisations bonus scheme. This policy covers eligibility, the terms of a bonus and the different types of bonus available.

IEP04P03 – Reward Policy

Many employees will have very helpful suggestions and ideas, and an employee suggestion scheme can be an excellent way of recognising these suggestions. This policy outlines how suggestions are dealt with, and it outlines that suggestions may/may not be implemented by the organisation.

IEP04P02 – Employee suggestion scheme policy

Many employees will have very helpful suggestions and ideas, and an employee suggestion sceme can be an excellent way of recognising these suggestions. This policy outlines how suggestions are dealt with and it outlines that suugestions may/may not be implemented by the organisation

IEP04P01 – Employee of the month Policy

The purpose of this policy is to clearly outline the policy and procedure surrounding the organisations “employee of the month” scheme. This policy can be an excellent way for an employer to demonstrate their appreciation for their employees. This can also serve to motivate empoloyees.

IEP03L07 – Letter seeking further information on a paternity leave request

This letter requests further information from an employee on their request for paternity leave.

IEP03L06 – Letter explaining the entitlements to paternity leave and pay

This letter gives general information on statutory paternity leave and pay.

IEP03L05 – Letter of condolence following stillbirth/miscarriage

This letter offers an employee condolences and support after a stillbirth, or miscarriage.

IEP03L04 – Letter to an employee whose child dies after birth outlining their rights

This letter outlines an employee’s rights to paternity leave after the death of a child after birth.

IEP03L03 – Letter to an employee confirming entitlement to paternity leave but not to paternity pay

This letter outlines reasons why an employee is entitled to statutory paternity leave, but not Company paternity pay.

IEP03L02 – Letter accepting paternity leave request

This letter can be used to accept a request for paternity leave, and outline the dates and other details.

IEP03F03 – Form for fathers/partners requesting time off to attend ante-natal appointments

This form can be used by expectant fathers to request time off for ante-natal appointments. The time off is capped at a once off right to 2 classes immediately prior to the birth.

IEP03F02 – Form requesting paternity leave in respect of a childbirth

This form can be used to request paternity leave in the case of chidbirth.

IEP03F01 – Form requesting paternity leave in respect of an adoption

This form can be used to request paternity leave in the case of adoption.

IEP03L01 – Letter informing employee that they are not eligible for paternity leave

This letter outlines why an employee may not be entitled to paternity leave, and gives examples of reasons why this would be the case.

IEP03C02 – Contract Clause on Enhanced Paternity Leave and Pay

This contract clause outlines conditions surrounding paid paternity leave, and any eligibility criteria associated with this.

IEP03C01 – Contract Clause on Paternity Leave and Pay

This contract clause outlines terms and conditions associated with paternity leave such as duration, pay and notification requirements.

IEP03P02 – Policy on time off for fathers/partners for ante-natal appointments

This policy outlines the employer’s policy on time off for fathers or partners for ante-natal appointments.

IEP03P01 – Paternity leave policy

This policy outlines the employer’s procedure for expectant fathers in relation to paternity leave; including the procedure relating to eligibility, notification and entitlements during such leave.

IEP02P01 – Parental leave policy

The purpose of this policy is to outline the organisations position regarding the taking of parental leave; including eligibility, notification requirements and evidence required. Parental leave is available for both natural and adoptive parents, and is unpaid.

IEP02L04 – Letter explaining the entitlement to take parental leave

This letter explains statutory parental leave entitlements such as the duration of parental leave, eligibility criteria, notification requirements and other important information.

IEP02L03 – Letter to an employee postponing a period of parental leave

This letter confirms that parental leave will be postponed and outlines the reasons for the postponement. Statutory parental leave can be postponed for up to 6 months after the original date which the employee requested the leave.

IEP02L02 – Letter authorising the employee’s request of parental leave

This letter authorises parental leave and outlines the agreed arrangements such as the start and end date of parental leave, and that it is unpaid time off.

IEP02L01 – Letter informing an employee that they are not eligible for parental leave

This letter outlines the reasons why an employee may not be eligible for statutory parental leave and informs them that parental leave is not approved.

IEP02C01 – Contract Clause on parental leave

This clause outlines the employee’s right to request and take statutory parental leave. It informs employees of eligibility criteria.

IEP02F02 – Form to show the balance of parental leave

This form can record the balance left on an employee’s parental leave record.

IEP02F01 – Form for an employee to request Parental Leave

This form can be used to request parental leave and requests key information such as dates and duration of the parental leave request.

IEP01C01 – Contract Clause on Parent’s Leave

This clause outlines the employee’s right to request and take parents leave. It informs employees of eligibility criteria.

IEP01L03 – Letter explaining the entitlement to take parent’s leave

This letter explains parents leave entitlements such as the duration of parents leave, eligibility criteria, notification requirements and other important information.

IEP01L02 – Letter informing an employee that they are not eligible for parent’s leave

This letter outlines the reasons why an employee may not be eligible for parents leave and informs them that parents leave is not approved.

IEP01L01 – Letter accepting parent’s leave request

This letter authorises parents leave and outlines the agreed arrangements such as the start and end date of parents leave, and that it is unpaid time off.

IEP01F01 – Form to request Parent’s Leave

This form can be used to request parents leave.

IEP01P01 – Parent’s Leave Policy

The purpose of this policy is to outline the organisations position regarding the taking of parents leave; including eligibility, notification requirements and evidence required.

IEM03F02 – Form for deducting money from an employee’s wages due to excessive mobile phone usage

This form should be completed by an employee who has excessively used their company mobile phone for personal use. This form when completed and signed by the employee will permit the employer to deduct the excess costs from the employee’s wages.

IEM03L02 – Letter of concern to an employee who has been excessively using mobile phone for personal use

This letter can be sent to any employee who has excessively used their work mobile for personal use. This letter is not a formal sanction but will serve as a reminder to the employee that they have breached the organisation’s procedures.

IEM03L01 – Letter of reminder to an employee that a mobile phone is for work-related purposes only

This letter can be sent to any employee who has breached the terms of the mobile phone policy and used their work mobile or personal use. This letter serves as a reminder to the employee that personal use is not permitted.

IEM03C01 – Mobile Phone Contract Clause

This clause can be included in the contracts of any employee that has been provided with a mobile phone by their employer. This clause outline the acceptable usage of the mobile phone and has a number of options for the employer.

IEM03F01 – Form for employee to sign to confirm that they have been provided with a mobile phone

This form can be given to any employee who has been provided with a company phone. This form should be completed by the employee to confirm that they have received the mobile phone.

IEM03P02 – Policy on mobile phone use when driving

This policy outlines the organisations rules on the use of mobile phones when in a vehicle and driving, during working hours.

IEM03P01 – Mobile Phone Policy

This policy outlines an employee’s responsibilities in respect of mobile telephones provided by the organisation and the rules relating to the use of personal mobile phones at work.

IEM02L05 – Letter to employee who has declined mediation

This letter can be sent to an employee who has declined to partake in mediation. This letter outlines the next steps in the process.

IEM02L04 – Letter confirming an unsuccessful outcome of a mediation process and next steps

This letter can be sent to the participants of mediation outlining that mediation failed to resolve the dispute. This letter will outline the next steps.

IEM02L03 – Letter confirming a positive outcome of a mediation process and next steps

This letter can be sent to the participants of a mediation process. This letter outlines that mediation was sucessful and details the points which were agreed at mediation.

IEM02L02 – Letter inviting an employee to a mediation meeting after obtaining agreement

This letter can be sent to an employee who has agreed to mediation to attempt to resolve an outstanding dispute. This letter outlines the details of when and where the mediation will take place.

IEM02L01 – Letter to employee offering a mediation process to resolve a dispute

This letter can be sent to an employee where mediation is considered an appropriate option for resloving a dispute. This letter outlines the process of mediation and requests the employee to sign and return a copy either agreeing to or rejecting the process.

IEM02S01 – Script for Mediation Meeting

This template script can be used by a trained mediator as a guide for the mediation process.

IEM02F02 – Declaration Form to signify an employee’s acceptance of a mediation process to resolve a dispute

This form should be completed by an employee to signify if they are willing or not to partake in mediation.

IEM02F01 – Mediation Referral Form

This form can be used to send to an independent mediator when mediation has been agreed. This form proves details on the participants and the information available.

IEM02P01 – Mediation Policy

This policy outlines the procedure to be followed when two or more employees have agreed to mediation. This policy outlines the process of mediation, when mediation can be used, what happens if mediation is not used and circumstances when mediation should not be used.

IEM01L37 – Letter to employee outlining entitlement to time off for fertility (IVF) treatment

This letter can be sent in response to an employee who has requested time off for IVF treatment. This letter outlines that the employee could avail of either annual leave or unpaid time off. There is no statutory right for paid time off for IVF treatment.

IEM01L36 – Letter to employee following successful fertility (IVF) Treatment

This letter can be sent to an employee following successful IVF treatment outlining the organisations maternity policy.

IEM01L35 – Letter confirming receipt of confirmation of pregnancy

This letter can be sent in response an employee has notified the organisation of her pregnancy

IEM01L34 – Letter responding to holiday requests before or after maternity leave

This letter can be sent to an employee in response to a request to take annual leave either prior to maternity leave or after maternity leave.

IEM01L33 – Letter informing an employee on maternity leave of any changes that might affect her

This letter can be sent to an employee who is currently on maternity leave and there are changes within the workplace which may affect the employee. This letter informs the employee of the changes.

IEM01L32 – Letter following up with an employee who has not returned to work at the end of maternity leave

This letter can be sent to an employee who has not returned from maternity leave and has not communicated with the organisation in relation to this.

IEM01L31 – Letter confirming a summary of maternity leave and pay entitlements

This letter can be sent to a pregnant employee in response to her notifying her manager that she is pregnant. This letter outlines the entitlements of the employee to maternity leave, maternity pay, ante natal care, internal vacancies and returning to work.

IEM01L29 – Letter to a pregnant employee outlining consequences of non-acceptance of alternative duties

This letter can be sent to a pregnant employee following a risk assessment. If the risk assessment has identified a risk and alternative duties have been offered to the employee but she has not accepted, then this letter can be sent. This letter outlines the consequences of non acceptance of the alternative duties.

IEM01L28 – Letter confirming date of return to work after maternity leave

This letter can be sent to an employee to confirm her return to work date.

IEM01L27 – Letter to a new mother outlining consequences of non-acceptance of alternative duties

This letter can be sent to a new mother following a risk assessment. If the risk assessment has identified a risk and alternative duties have been offered to the employee but she has not accepted, then this letter can be sent. This letter outlines the consequences of non acceptance of the alternative duties.

IEM01L26 – Letter to confirm an employee’s intentions regarding her return to work

This letter can be sent to an employee to confirm her return to work date and any outstanding annual leave entitlements.

IEM01L25 – Letter confirming revised maternity start and end dates following a premature birth

This letter can be sent to an employee who has given birth early outlining her maternity leave commencement and termination dates.

IEM01L24 – Letter approving a phased return to work following maternity leave

This letter can be sent to an employee who has requested a phased return to work following maternity leave. This letter outlines the details of the phased return.

IEM01L23 – Letter approving an amendment to duties following a period of maternity leave

This letter can be sent to an employee who has requested changes to their role following maternity leave. This letter provides a number of options either approving the change permanently, approving the leave on a temporary basis or offering a trial first.

IEM01L22 – Letter of explanation of maternity rights to employee whose baby dies after birth

This letter can be sent to an employee who has suffered the lose of their baby after birth. This letter offers condolences and also outlines the employee’s maternity rights.

IEM01L20 – Letter of invitation to meeting to discuss a pregnancy-related risk assessment

This letter can be sent to a pregnant employee following a risk assessment. This letter outlines requests to meet the employee to discuss the risk assessment.

IEM01L19 – Letter of invitation to a pre-maternity leave meeting

This letter can be sent to an employee who is due to go on maternity leave. This letter requests a meeting with the employee to discuss her leave, her return to work dates, annual leave and any other questions.

IEM01L18 – Letter notifying an employee that insufficient notice has been given to end maternity leave and return to work

This letter can be sent to an employee who wishes to end her maternity leave early and return to work. This letter offers 2 options either granting or declining the request. It is important to note that the request can only be declined in the case that the employee has not provided the required notice.

IEM01L17 – Letter to an employee who wishes to amend her maternity leave start date

This letter can be sent to an employee who wishes to change her maternity leave start date. This letter provides 2 options either granting or declining the request.

IEM01L16 – Letter offering a suitable alternative role during breastfeeding due to health and safety reasons

This letter can be sent to a breastfeeding employee after a risk assessment whereby a risk has been identified. This letter offers the employee a temporary change of job role whilst she is breastfeeding. This letter requests the employee signs to confirm her agreement with this change.

IEM01L15 – Letter authorising reduced/different hours upon return to work from maternity leave

This letter can be sent to an employee who has requested a change to their hours of work following their maternity leave. This letter can be sent to an employee following a meeting confirming that their request has been granted. This letter outlines to the employee that the change represents a permanent change to the terms and conditions of their employment.

IEM01L13 – Letter of condolence following stillbirth/miscarriage

This letter can be sent on behalf of the organisation to offer condolences to an employee who has suffered a miscarriage or still birth.

IEM01L12 – Letter to employee inviting to meeting to discuss their return to work

This letter can be sent to an employee who is due to return to work from maternity leave. This letter invites the employee to a meeting prior to their return to discuss the return to work. It is good practice for an employer to meet with an employee prior to her return to work.

IEM01L11 – Offer of temporary employment to cover maternity leave

This letter offers a job candidate a fixed term contract of employment for the purposes of covering maternity leave. This job offer includes the relevant legislation required in Ireland for Fixed term contracts.

IEM01L09 – Letter explaining the rights of an employee who suffered a miscarriage before 24 weeks of pregnancy

This letter can be sent to an employee who has suffered a miscarriage before 24 weeks of pregnancy. This letter outlines the employee’s entitlements. An employee who suffers a miscarriage before 24 weeks of pregnancy is not entitled to maternity leave.

IEM01L08 – Letter suspending a pregnant employee or a new mother on health and safety grounds

This letter can be sent to a pregnant employee following a health and safety risk assessment. If the risk assessment has identified the employee’s current role as a risk then the employee needs to be offered alternative work or be suspended on full pay if there is no other suitable work available.

IEM01L07 – Letter of response to an employee who has provided notice for her intention to take maternity leave

This letter can be sent to an employee why has notifying the organisation of her intention to take maternity leave. This letter outlines details on both leave and pay entitlements.

IEM01L06 – Letter to an employee who is not returning to work following her maternity leave

This letter can be sent to an employee who has submitted their resignation whilst on maternity leave. This letter accepts the employee’s resignation and outlines details of final pay.

IEM01L05 – Letter of response to an employee who has requested time off to attend an ante natal appointment

This letter can be sent to an employee who has requested time off to attend an ante natal appointment. The letter confirms the request and also notes that the time off will be paid.

IEM01L04 – Letter offering a suitable alternative role during pregnancy due to health and safety reasons

This letter informs a pregnant employee that a risk assessment was carried out and that it is not considered safe for them to continue in their role while pregnant. The letter instead provides details of a suitable alternative role.

IEM01L03 – Letter outlining the entitlement to statutory maternity pay

This letter should be issued to an employee that has notified the organisation of their intention to take maternity leave. This letter outlines to the employee their entitlements to receive statutory maternity pay

IEM01L02 – Letter notifying an employee on maternity leave of an internal vacancy

This letter is designed to be sent to an employee that is currently on maternity leave, informing them of a job opening which might be of interest to them, that has become available during their maternity leave

IEM01L01 – Letter congratulating an employee on the birth of their baby

This letter should be sent to an employee who has just given birth, to send them the organisations best wishes

IEM01F04 – Form to notify maternity leave has started due to early birth

This form should be submitted by an employee who had requested for maternity leave to begin on some date, but whose child has been born prior to this date, in order for them to request that their maternity leave/pay commence on the day after childbirth.

IEM01F03 – Risk Assessment Form for new and expectant mothers

This form should be completed by a competent person to risk assess new mothers and pregnant employees.

IEM01F02 – Maternity Leave and Pay notification form

This risk assessment form should be completed by the organisations risk assessment manager, in order to establish any aspects of the workplace that could be hazardous to a pregnant employee. The form is a questionnaire, with space to detail actions that the employer should take to mitigate the risk identified

IEM01F01 – Form for an employee to request a change to the start date of her maternity leave

This form should be filled out by employees that intend to take maternity leave, confirming expected dates of birth/date that maternity is due to start, as well as whether they qualify for statutory or enhanced maternity pay

IEM01C01 – Contract Clause on Enhanced Maternity Pay

This form should be submitted by a pregnant employee who wishes to request that the start date of their maternity leave be changed from a previously agreed date, and should include both the previous start date and the requested new start date

IEM01P07 – Contractual Maternity Pay Policy

This contract clause can be included in employees contracts of employment, outlining enhanced maternity pay entitlements. There are multiple options in this clause for the employer in terms of what requirements they will expect from their employees in order to avail of enhanced maternity pay

IEM01P06 – Policy on varying hours of work after maternity leave

This policy outlines the organisations procedure when employees returning from maternity leave wish to request a variation to their contractual hours of work.

IEM01P04 – Maternity Leave Cover Policy

This policy outlines the employers approach to securing maternity cover. Details regarding handovers, training and keeping in touch days are included in the policy.

IEM01P01 – Maternity Leave Policy

This maternity leave policy outlines to employees their employment rights upon becoming pregnant, including maternity leave entitlements, requirements to qualify for maternity leave, and how to apply for maternity leave among other factors.

IEJ02P01 – Jury Service Policy

Occasionally, employees will be required to complete mandatory jury service. This policy explains to the employee what is expected from them in terms of notification of summons, as well as to provide proof.

IEI01F04 – Personal Details Form for New Starter

This form should be completed by all new starters and a copy should be retained securely on their personnel file.

IEI01F03 – Mentor/Buddy Checklist

This form can be used when an organisation has implemented a ‘buddy system’ for new employees. This form should be completed by the buddy and will serve to provide guidance to the buddy on the areas they will cover with the new employee.

IEI01F02 – New Starter Checklist

This form can be used by new employees to confirm that they have received all necessary information relating to their induction. Once signed the checklist should be stored in the employee’s personnel file.

IEI01H02 – How to guide on Inductions

This form can be used to assist in developing an effective induction. This form covers the purpose of a good induction, what should be included in the induction and who should be involved in the induction.

IEI01F01 – Staff induction programme form

This form can be used to develop an induction programme for a new recruit. This form will provide clarity to the new recruit on what they will be inducted on, when they will be inducted and who will provide the training

IEI01H01 – Induction Checklist

This form can be used by new employees to confirm that they have received all necessary information relating to their induction. Once signed the checklist should be stored in the employee’s personnel file.

IEI01P01 – Induction policy

The purpose of the policy is to outline clearly to all new employees what the policy and procedure is relating to ensuring an effective induction is carried out upon commencement of employment.

IEH02F02 – Homeworking Checklist

This checklist should be rviewed by a line manager when dealing with a request for home working.

IEH02F01 – Home Workstation Risk Assessment

This form can be used to risk assess a home working workstation. This form should be reviewed by a competent assessor.

IEH02P02 – Occasional Homeworking Policy

This policy sets out the terms and conditions surrounding homeworking and what is required from employees when working from home.

This policy applies to all employees who work from home or who may need to work from home in the future.

IEH02P01 – Homeworking policy

This policy outlines the organisations procedure on home working. The policy covers requests to work from home, pay, hours of work, attending the work place, equipment and materials and security.

IEH01L12 – Letter of response to a request for holidays to be carried over

This letter can be sent in response to an employee who has requested that their annual leave is carried over. This policy provides 3 options either approving the leave, declining the request or part approving the leave.

IEH01L11 – Letter responding to a request for holidays to be paid

This letter can be sent to any employee who has requested that holiday payment is made instead of taking their leave. This letter outlines the reasons why annual leave must be taken.

IEH01L10 – Letter of reminder to employees to reserve their annual leave entitlement

This letter can be sent as reminder to any employee who has not booked annual leave requesting the employee to book their leave.

IEH01L09 – Letter to notify an employee to take holidays during the notice period

This letter can be sent to an employee to notify them that they are required to take any outstanding annual leave during their notice period.

IEH01L08 – Letter to confirm leave entitlement at the start of the year

This letter can be sent to an employee at the beginning of the year to confirm how much leave the employee has in the current leave year.

IEH01L07 – Letter confirming holidays will be taken at a different time due to sickness during holidays

This letter confirms that an employee who was sick whilst on holiday will have their annual leave reinstated.

IEH01L06 – Letter confirming unpaid leave during a period of closure

This letter should be sent to an employee to outline that the organisation has a closure period and the employee will be required to reserve annual leave. This letter outlines that the employee will not be paid as they have no leave remaining.

IEH01L05 – Letter of invitation to a disciplinary hearing due to not returning from holidays

This letter is inviting an employee to a disciplinary hearing due to their failure to return from holidays. This letter should be sent following an investigation.

IEH01L04 – Letter to an employee who has not returned from holidays

This letter can be sent to an employee who has failed to return from holidays. The letter explains that the current absence is considered unauthorised and requests the employee to contact the organisation.

IEH01L03 – Letter to an employee requesting they take holidays at a specific time

This letter can be sent employees to remind them to reserve annual leave for specific closure periods such as Christmas.

IEH01L02 – Letter imposing holiday for an employee who has failed to take their full entitlement

This letter can be sent to an employee who has failed to take their full holiday entitlement. The letter requests the employee to book annual leave or the leave will be imposed by the organisation.

IEH01L01 – Letter rejecting holiday request

This letter can be sent to an employee when an annual leave request is rejected. This letter explains the reason for the rejection.

IEH01F02 – Form for employee to request to have their holiday entitlements carried over

This form should be completed by any employee who wishes to request that annual leave be carried forward if the organisation permits leave to be carried forward. The form includes the reason for the carry over and the amount of leave to be carried over.

IEH01P01 – Annual Leave Policy

This policy outlines an organisation procedure on annual leave. The policy outlines the procedure for booking leave, carrying leave forward, payment, entitlement and prescribed days.

IEH01F01 – Holiday Request Form

This form can be completed by an employee who wishes to request annual leave. The form outlines the dates requested and the amount of leave available.

IEG02S02 – Script for use in grievance hearing

This script can be used in a grievance hearing, and offers a template guide on how the format of the meeting should be conducted, and includes a sample set of general questions that may be useful to ask in the grievance hearing

IEG02S01 – Script for use in grievance appeal meeting

This script can be used in a grievance appeal hearing, and offers guidance to the chair of the appeal meeting on what format the meeting should follow, and includes a sample list of general questions that could be used

IEG02H01 – How to guide on the management of employee grievances

This guide covers all the essential information required to carry out a grievance investigation, including expertise on every stage of the process

IEG02F06 – Form for an employee to appeal a grievance decision

This form should be available to all employees, and should be used in the instance where an employee wishes to appeal against the outcome of their grievance. This form should include their grounds for appeal

IEG02F05 – Template Form for witness statement

This form provides a template witness statement, which should be filled in with information garnered during a meeting with named witnesses

IEG02F04 – Investigation report form for grievances

This form provides guidance to the practice of investigations and is designed to help Investigation Officers and anyone else delegated to investigate a grievance raised by an employee. This form includes all major steps involved in an investigation

IEG02F03 – Form to summarise the management of a grievance process

This form should be used internally, and is for the purpose of keeping track of what steps of the grievance investigation have been completed and which stages are yet to be completed, including which parties are yet to be met with

IEG02F02 – Form for an employee to retract a grievance

This form should be available to all employees, and should be used in the instance where an employee would like to retract a grievance that they had previously submitted

IEG02F01 – Form for an employee to raise a grievance

This form should be available to all employees, and should be filled in by any employee that wishes to raise a grievance. This form should include the nature of the grievance as well as the alleged perpetrator

IEG02L26 – Letter confirming the outcome of a grievance appeals process

This letter should be issued to all employees that are involved in a collective grievance process, informing them of the outcome of the grievance appeal

IEG02L25 – Letter to invite an elected representative to a collective grievance appeal hearing

This letter should be sent to the person who was nominated to be the employee representative at a collective grievance hearing, to invite them to attend a collective grievance appeal hearing.

IEG02L24 – Letter confirming the outcome of a collective grievance process

This letter should be issued to all employees that are involved in a collective grievance process, informing them of the outcome of the grievance investigation

IEG02L23 – Letter to invite an elected representative to a collective grievance hearing

This letter should be sent to the person who was nominated to be the employee representative at a collective grievance hearing, to invite them to attend a collective grievance hearing.

IEG02L22 – Letter to employees to confirm a collective grievance investigation will be conducted

This letter should be sent to employees who have raised numerous grievances in relation to the same matter, informing them that their grievance will be considered as a collective grievance

IEG02L21 – Letter to an employee who retracted a grievance seeking clarification on reasons why

This letter should be sent to an employee who has retracted their grievance, in order to clarify with the employee their reason for rectracting their grievance.

IEG02L20 – Letter confirming that an issue is too minor to be dealt with under the grievance procedure

This letter should be sent to an employee who has raised a grievance to inform the employee that their complaint is considered as too minor to warrant being handled under the organisations grievance procedures.

IEG02L19 – Letter confirming that a grievance would not be addressed using the grievance procedure as it was already raised and investigated

This letter should be sent to an employee who is raising a grievance that has already been dealt with in a previous grievance. This letter informs the employee that the new grievance will not be heard due to an investigation having already taken place.

IEG02L18 – Letter requesting an external witness to provide a statement regarding an internal grievance

This letter should be sent to someone who has been named as a witness during a grievance investigation, in the instance where the named witness is not an employee of the organisation. This letter asks if they would mind providing their account in writing.

IEG02L17 – Letter of outcome for a grievance appeal

This letter should be sent to an employee who has appealed against the outcome of their grievance, informing them that a decision has been made in relation to their appeal.

IEG02L16 – Invitation to grievance appeal meeting

This letter should be sent to an employee who has appealed against the outcome of their grievance. The purpose of this letter is to invite them to attend an appeal meeting, so that the grounds for their appeal can be considered.

IEG02L14 – Letter responding to an ex employee that has raised a grievance

This letter should be sent to a former employee who has raised a grievance after they have left the organisation. This letter informs the former employee that their concerns are being investigated, and they will receive correspondence in due course.

IEG02L13 – Letter explaining that a new grievance will be dealt with as part of an existing grievance

This letter should be sent to an employee who has an outstanding grievance, but wants to raise another related grievance. This letter informs the employee that the second grievance will be dealt with simultaneously.

IEG02L12 – Letter to employee who has retracted grievance

This letter should be sent to an employee who has retracted their grievance. This letter contains options for two approaches, the first option is to accept the retraction and stop investigating. The second option is to continue with the investigation due to the serious nature of the allegations.

IEG02L11 – Letter to employee informing them of the outcome of their grievance hearing

This letter should be sent to an employee who has raised a formal grievance, informing them of the outcome of their grievance.

IEG02L10 – Letter to an employee who has failed to attend a grievance meeting

This letter should be sent to an employee who has been invited to a grievance meeting so that their grievance could be heard, but failed to attend the meeting. The letter includes two separate courses of action, depending on whether this is the first time they have failed to attend, or if they have failed to attend on multiple occasions.

IEG02L09 – Letter outlining the progress made in the grievance process

This letter should be sent to an employee who has raised a grievance, providing them with an update on the progress of their grievance, for example they should be informed of what steps have been completed and what steps remain to be completed.

IEG02L08 – Letter inviting alleged perpetrator to attend an investigation meeting

This letter should be sent to an employee who has had a grievance raised against them by a colleague, inviting them to attend an investigation meeting and to provide their version of events.

IEG02L07 – Letter inviting an internal witness to a meeting in relation to another employee’s grievance

This letter should be sent to an employee who was named as a witness by their colleague that has raised a grievance. This letter invites the witness to attend a meeting to gather their account on the matters raised in the grievance.

IEG02L06 – Letter inviting an employee to an investigation meeting

This letter should be sent to an employee who it is believed has information which could be useful when carrying out a grievance investigation. This letter invites the employee to attend an investigation meeting, in order to provide the information that they have.

IEG02L05 – Letter informing employee that a grievance has been raised against them by a colleague

This letter should be sent to an employee who has had a grievance raised against them by a colleague. This letter is to inform them that a grievance has been raised against them, and reiterate to them at this point that this is not implying any guilt.

IEG02L04 – Invitation to grievance meeting

This letter should be sent to a staff member that has raised a formal grievance. The purpose of this letter is to invite the staff member to attend a formal meeting to discuss the nature of their grievance.

IEG02L03 – Letter acknowledging that the grievance has been resolved informally

This letter should be sent to a staff member that has raised a grievance and has agreed to resolve their grievance following an informal meeting.

IEG02L02 – Invitation to discuss concerns in an informal meeting

This letter should be sent to a staff member that has raised an informal grievance. This letter serves to invite the staff member to a meeting in order to discuss their concerns in an informal setting.

IEG02L01 – Letter acknowledging a grievance

This letter should be sent to a staff member that has raised a grievance, informing them that their request has been acknowledged and that an investigation will launch in due course.

IEG02P01 – Grievance Policy

This document outlines to employees the organisations grievance policy, including how to raise a grievance, details of how investigations are carried out, and how the data relating to the grievance will be stored.

IEG01L01 – Letter informing employee of the employer’s intention to impose garden leave

This letter should be issued to an employee that who has either given or been given notice of termination of employment, informing them that they will be placed on garden leave as opposed to working out their notice

IEG01C01 – Contract clause on Garden Leave

This contract clause should be included in each employees contract of employment, explaining the organisations policy on garden leave, and the employees obligations if they are placed on garden leave

IEF03L02 – Letter declining an employee’s request for Force Majeure leave

This letter declines a request for force majeure leave if it does not meet the leave requirements.

IEF03F01 – Force Majeure request form

This form documents a request for force majeure leave, which is normally done retrospectively.

IEF03P01 – Force Majeure Leave Policy

This policy outlines an employee’s entitlement to force majeure leave which is 3 days in 12 months and 5 days in 36 months.

IEF02H01 – How to Guide on how to manage flexible working requests

This how to guide explains how a flexible working request should be handled, including advice on meetings that should be held with employees and criteria that should be considered when considering the request

IEF02S02 – Script for flexible working request appeal meeting

This script should be used by the chair of a flexible working appeal meeting. This script provides guidance on how to carry out such a meeting, including some examples of questions that could be asked.

IEF02S01 – Script for flexible working meeting

This script should be used by the chair of a flexible working meeting. This script provides guidance on how to carry out such a meeting, including some examples of questions that could be asked.

IEF02L14 – Letter requesting further information on a flexible working request

This letter should be sent to an employee who has submitted a request for flexible working, but did not provide all of the necessary information. This letter asks the employee to provide this missing information.

IEF02L13 – Letter informing employee of an unsuccessful trial period of flexible working

This letter should be sent to an employee who has underwent an unsuccessful trial period of flexible working. The letter informs the employee that they will now be required to revert back to their original working arrangment.

IEF02L12 – Letter informing employee of a successful trial period of flexible working

This letter should be sent to an employee who has underwent a successful trial period of flexible working, to inform them that the arrangment will be made permanent.

IEF02L11 – Letter to employees to inform them of the availability of flexible working

This letter should be issued to all eligible employees to inform them that an opportunity for flexible working arrangement has become available if they wish to apply for it.

IEF02L10 – Letter informing employee of a delay in the decision-making process of a flexible working request

This letter should be sent to an employee who has request a flexible working arrangement to inform them that there has been a delay in the decision making process in relation to their application.

IEF02L09 – Letter rescheduling a flexible working meeting

This letter should be sent to an employee who is due to attend a flexible working meeting which now must be rescheduled. This letter provides an alternative time/date to hold the meeting.

IEF02L07 – Letter upholding an appeal to flexible working request

Ths letter should be issued to an employee who has appealed against the decision not to approve a flexible working arrangement. The purpose of this letter is to inform them that their appeal has been upheld.

IEF02L06 – Invitation to appeal meeting regarding the non-approval of a flexible working request

This letter should be issued to an employee who has had a flexible working arrangement turned down. This letter invites the employee to a meeting where they can outline the basis of their appeal against the decision.

IEF02L05 – Letter agreeing to an extension to trial period of flexible working

This letter should be issued to an employee who is currently on a trial flexible working arrangement in the instance where the employer would like to extend the trial period. The reason for wanting to extend the trial period should be explained to the employee.

IEF02L04 – Letter agreeing a trial period of flexible working request

This letter should be issued to an employee who has requested flexible working, and has attended a meeting in relation to their request, informing them that their request for flexible working has been approved for a trial period.

IEF02L03 – Letter to decline flexible working request

This letter should be issued to an employee who has requested flexible working, and has attended a meeting in relation to their request, informing them that their request for flexible working has been declined.

IEF02L02 – Letter to approve flexible working request

This letter should be issued to an employee who has requested flexible working, and has attended a meeting in relation to their request, informing them that their request for flexible working has been approved.

IEF02L01 – Letter of invitation to flexible working meeting

This letter should be issued to an employee who has requested flexible working, in order to invite them to attend a meeting to discuss their request.

IEF02F03 – Homeworking Checklist

This checklist outlines a number of standards that must be met in order for a homeworking request to be approved.

IEF02F02 – Form for employee to withdraw request for flexible working

This form should be available to any employee who has submitted a flexible working request, and should be submitted by the employee in the instance where they wish to withdraw their flexible working request.

IEF02F01 – Form for employee requesting flexible working

This form should be available to all employees, and should be completed by an employee that wishes to submit a flexible working request.

IEF02P04 – Term-Time Working Policy

This policy outlines the organisations stance of term-time working arrangements. The policy details how to apply for a term-time working arrangement, as well as possible reasons why an employee might not be eligible

IEF02P03 – Job Share Policy

This policy outlines how the organisation oversees job-share arrangements. The policy addresses how to apply for a job share.

IEF02P02 – Flexi-time Policy

This policy outlines the organisations approach to flexi-time working, including how to request it as well as information around mandatory hours, and how to record hours worked.

IEF02P01 – Flexible Working Policy

This policy outlines the organisations approach to flexible working, including how to request it as well as information around mandatory hours, and how to record hours worked.

IEF01C01 – Fixed term contract clause

This contract clause should be included in the contract of an incoming fixed term employee, outlining terms of employment as well as the reason they are being brought in for a fixed term (e.g. covering leave, or seasonal work)

IEF01L02 – Letter of offer for fixed term employment

This letter should be issued to a job applicant who has applied for a fixed term position, informing them that they are being offered the position.

IEF01L01 – Letter informing an employee whose fixed term contract is due to expire

This letter should be issued to employees who were issued a fixed term contract, informing them that their fixed term is approaching its conclusion. This letter includes information around final payments, and appeals against termination.

IEF01P01 – Fixed Term working policy

This policy outlines the organisations approach to fixed term employment, and outlines the terms under which fixed term employees will work.

IEE06P03 – Employee Loans Policy

This policy outlines the organisations policy towards loaning fund to employees, including repayment plans and a provision for repayment if employment is terminated.

IEE06P02 – Policy on relocation expenses

This policy outlines to the employee the organisations policy on expenses involved in requesting an employee to relocate for work. Costs include selling existing accomodation and redecorating new accomodation.

IEE06F02 – Employee Expenses Form

This form should be given to any employee who wishes to submit a claim to be reimbursed for business related expenses.

IEE06F01 – Form for a job applicant to claim expenses for a job interview

This form should be given to any job applicant who has submitted a request to claim back expenses related to them attending a job interview, e.g. bus fare.

IEE06C01 – Expenses Contract Clause

This contract clause can be included in an employees contract to stipulate how frequently they will be reimbursed for business expenses.

IEE06P01 – Expenses Policy

This policy outlines to employees a range of expenses that the organisation are willing to cover when travelling for work related purposes.

IEE05P03 – Equal Opportunities statement for job advertisement

This wording can be used in job advertisements to demonstrate the organisation’s commitment to providing equal opportunities.

IEE05P02 – Equal Pay Policy

This policy outlines to employees the organisations commitment to providing equal opportunities to staff, including that equal work receives equal pay.

IEE05F01 – Equal Opportunities Form

This form should be issued to all employees. It is a brief questionaire relating to employees gender/sexual orientation/race etc. This form is used to collect this data about employees and applicants, so that discrimination (intentional or inadvertent) can be eliminated when managing the employee.

IEE05P01 – Equal Opportunities Policy

The policy outlines steps that the employer can take to eliminate discrimination in the workplace.

IEE04C01 – Contract Clause on permission to work in Ireland

This letter requests a job applicant or employee to provide evidence of their right to work in Ireland, either to confirm eligibility for a job offer or to ensure continued employment if their work permit is due to expire.

IEE04L02 – Letter withdrawing job offer based on failure to provide proof of right to work in Ireland

This letter informs a job applicant that their offer of employment is being withdrawn due to their failure to provide the required proof of eligibility to work in Ireland.

IEE03H01 – How to Guide to address hygiene issues

The How to Guide to Address Hygiene Issues provides a sensitive approach for managers to address hygiene concerns with employees. It advises private, tactful discussions, focusing on potential medical causes, and working with the employee to find solutions, while monitoring the situation and providing support.

IEE03P01 – Employee Dress and Presentation Policy

This policy outlines how employees are expected to dress in the workplace. This policy includes options based on whether the employees must wear a uniform, or if they must adhere to a dress code. The policy also covers PPE and employee hygiene.

IEE02F01 – Form for Declaration the Employee Handbook has been received and read

This form should be provided to a new employee at the same time as the employee handbook. The employee should complete this form and return it to the organisation in order to confirm that they have read the handbook.

IEE02H01 – How To Guide for an Employee Handbook

This how to guide is designed to help the organisation in drafting their own employee handbook. This guide includes a template index with examples of policies that would be good practice to include.

IEE01P01 – Code of Conduct Policy

This policy provides a framework of standards which employees are expected to uphold while employed at the organsation, such as timekeeping, use of facilities, behaviour outside of work etc.

IED07P02 – Drugs and alcohol testing policy

This policy outlines to employees that the organisation reserves the right to test employees for the presence of alcohol or drugs in their system. The policy also explains the sanctions for being under the influence at work, as well as how the test result data is stored in line with data protection regulations.

IED07P01 – Intoxicants Policy

This policy outlines to employees that the organisation will not tolerate employees being under the influence of alcohol or drugs in the workplace, and reserves the right to carry out drug/alcohol testing in the workplace.

IED06P01 – Dress code policy

This policy covers the topic of work attire, including what constitutes appropriate and inappropriate attire, as well as detailing sanctions for failure to comply with the policy.

IED05C03 – Contract Clause for disciplinary and dismissal

This contract clause can be included in employees contracts of employment requiring them to familiarise themselves with the organisations disciplinary procedures.

IED05C02 – Contract Clause on the right to exercise normal sickness absence policy during periods of paid suspension

This contract clause can be included in employees contracts of employment, which gives the employer the right to pay sick pay instead of their normal pay to an employee who is suspended on full pay but has notified the employer of illness.

IED05C01 – Contract Clause on the right to suspend an employee pending a disciplinary investigation

This contract clause can be included in employees contracts of employment reserving the right to suspend them pending any future disciplinary investigations

IED05F02 – Form for witness statements

This form should be completed to document evidence obtained from a witness during a disciplinary investigation. Template questions are provided, but specific questions in relation to the alleged incident should be prepared prior to the witness interview.

IED05F01 – Form for Investigation Report

This form provides guidance on the practice of investigations and is designed to help Investigation Officers and anyone else delegated to investigate allegations of misconduct referred to them by the standards of the Organisation. The investigation should be conducted in line with the disciplinary policy and procedure

IED05H01 – How to Guide on disciplinary procedure

This guide provides information and guidance on how to carry out a disciplinary procedure in the instance that an employee is believed to have breached the terms of their employment.

IED05S03 – Script for an appeal meeting

Managers can use this script to guide them through the process of conducting an appeal meeting, in the case where an employee has appealed against the outcome of their disciplinary findings.

IED05S02 – Script for a disciplinary hearing

Managers can use this script to guide them through the process of conducting a disciplinary hearing, having concluded from the investigation meeting(s) that disciplinary action is warranted.

IED05S01 – Script for an Investigation Meeting

Managers can use this script to guide them through the process of conducting an investigation meeting as part of a disciplinary process.

IED05L28 – Letter informing absent employee that a disciplinary hearing will proceed in their absence

This letter should be issued to an employee who has not confirmed their intentions to attend a disciplinary hearing, informing them that the meeting will proceed in their absence.

IED05L27 – Letter to Employee’s doctor to confirm if employee is fit to attend an investigation meeting

This letter should be sent to the GP of an employee who is subject to a disciplinary investigation. This letter seeks to establish whether the employee would be well enough to attend an investigation meeting.

IED05L26 – Letter to employee to inform them of a decision that was made in their absence following a disciplinary hearing – written submission provided

This letter should be issued to an employee who was absent for their disciplinary hearing (but provided a written submission) informing them that a decision was made in their absence.

IED05L25 – Letter of response to a resignation during paid suspension

This letter should be issued to an employee who has resigned while on paid suspension pending a disciplinary investigation. This letter includes options based on whether or not the resigning employee has raised any grievances in their resignation.

IED05L24 – Letter of outcome of an appeal process

This letter should be issued to an employee who has appealed the outcome of their disciplinary hearing, informing them of the outcome of their appeal.

IED05L23 – Letter of invitation to an appeal meeting

This letter should be issued to an employee who wishes to appeal the outcome of their disciplinary hearing, inviting them to attend an appeal meeting. This letter should include details of when and where the appeal meeting will take place.

IED05L22 – Letter informing employee that appeal is out of time

This letter should be issued to an employee who has declared that they wish to appeal the outcome of their disciplinary hearing informing them that they did not submit their appeal before the deadline.

IED05L21 – Letter of outcome of disciplinary hearing for employee who failed to attend hearing

This letter should be issued to an employee who has been subject of a disciplinary investigation, but did not attend their hearing, informing them of the outcome of the disciplinary process.

IED05L20 – Letter confirming a disciplinary sanction other than a warning or dismissal

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them of the sanction that is being imposed. This letter should be used if the sanction is anything other than a warning or dismissal.

IED05L19 – Letter confirming a final written Warning

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are receiving a final written warning

IED05L18 – Letter confirming a written warning

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are receiving a written warning

IED05L17 – Letter confirming a verbal warning

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are receiving a verbal warning

IED05L16 – Letter confirming the dismissal of an employee for gross misconduct

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are being dismissed due to gross misconduct.

IED05L15 – Letter confirming the dismissal of an employee for misconduct

This letter should be issued to an employee who has been subject of a disciplinary investigation informing them that they are being dismissed due to misconduct.

IED05L14 – Letter confirming no action after a disciplinary hearing

This letter should be issued to an employee who has been subject of a disciplinary hearing informing them that no disciplinary action is being taken against them.

IED05L13 – Letter to an absent employee to postpone a disciplinary hearing

This letter should be sent to an employee who has been deemed unfit for work before they were due to attend a disciplinary hearing. The letter seeks permission to obtain a medical report from the employees GP, and asks the employee to contact the employer when they are ready to return.

IED05L12 – Letter to Employee’s doctor to confirm if employee is fit to attend formal disciplinary hearing

This letter should be sent to the GP of an employee who has been invited to attend a disciplinary hearing, but has submitted evidence of incapacity. This letter asks the GP for their opinion on whether the employee is well enough to attend a disciplinary hearing.

IED05L11 – Letter for employee who has not attended a scheduled disciplinary hearing

This letter should be sent to an employee who has failed to attend a disciplinary hearing. This letter provides options depending on the reasons for the employee’s failure to attend.

IED05L10 – Letter re-scheduling a disciplinary hearing

This letter is responding to an employee’s request to reschedule a disciplinary hearing. This letter has 2 options either granting or declining the request.

IED05L09 – Letter of invitation to disciplinary hearing

This letter is inviting an alleged perpetrator to a disciplinary hearing following an investigation. The alleged perpetrator should receive all evidence such as minutes and witness statements with this letter. This letter also outlines the employee’s right to be accompanied at a disciplianary hearing. An employee should get at least 48 hours notice of a disciplinary hearing.

IED05L08 – Letter informing an employee that further to investigation no disciplinary proceedings will take place

This letter should be sent to any employee who was suspected of misconduct that following investigation no further action will be taken.

IED05L07 – Letter of suspension pending an investigation with a date for an investigatory meeting

This letter of suspension includes a date for an investigation meeting. This letter should be isued to an employee suspected of a misconduct of a such a serious nature (suspected gross misconduct cases) that it warrents suspension pending an investigation. The decsion to suspend should be timely but should not be taken lighlty. Suspension is paid. Suspension can also occur if the person leading the investigation feels the alleged perpetrator may influence/intimadate witnesses or any claimant.

IED05L06 – Letter of Suspension pending an investigation

This letter should be isued to an employee suspected of a misconduct of a such a serious nature (suspected gross misconduct cases) that it warrents suspension pending an investigation. The decision to suspend should be timely but should not be taken lighlty. Suspension is paid. Suspension can also occur if the person leading the investigation feels the alleged perpetrator may influence/intimadate witnesses or any claimant.

IED05L05 – Letter of Concern as a result of an investigatory process

This letter outlines that no formal disciplinary process will take place following investigation however, the manager will issue the employee with a note of concern. This is not a formal sanction but is a note to the employee that the manager believes there was wrongdoing or misconduct but has decided not to proceed on this occassion with formal disciplinary action.

IED05L04 – Invitation to a witness to provide a statement

This letter can be sent to an employee noted as a witness in a workplace disciplinary investigation.

IED05L03 – Invitation to second Investigatory Meeting

This letter can be used to invite an employee to a second investigation meeting to discuss the allegations further if necessary.

IED05L02 – Invitation to Investigatory Meeting

This letter can be used to invite an employee suspected of misconduct to an investigation meeting

IED05L01 – Letter informing an employee suspected of misconduct that a workplace investigation will take place

This letter should be sent to an employee suspected of misconduct to inform them that a workplace investigation will take place.

IED05P01 – Disciplinary Policy and Procedure

This procedure outlines the disciplinary process that should be followed. The procedure includes the sanctions that can be applied. The process also covers the right to be accompanied, the conduct of disciplinary cases , the right to appeal a decision and examples of what constitutes gross, major and minor misconduct.

IED04H01 – How to guide on dealing with bullying or harassment complaints

This guide provides information and guidance on how to deal with compaints of bullying and harassment in the workplace.

IED04S01 – Script for a formal hearing regarding a bullying or harassment complaint

Managers can use this script to guide them through the process of a formal dignity at work hearing with the person who has raised a complaint.

IED04F04 – Form for investigation report

This report should be completed by the person who investigated the allegations. This form will outline the allegations, the witness evidence, any other evidence, the findings of the investigation and the recommendations.

IED04F03 – Form for an employee who wishes to retract their Bullying/Harassment Complaint

This form should be provided to an employee who has raised a complaint relating to bullying/harassment, but subsequently wishes to withdraw the complaint.

IED04F02 – Form for a witness

This form should be used to record a witness statement relating to a bullying/harassment workplace investigation. The witness must read, sign and date the statement to reflect their agreement to give evidence.

IED04F01 – Form for an employee who wishes to raise a Grievance

This form can be used by any of the organisation’s employees to submit a complaint about the behaviour of a colleague, his/her manager or a third party, or any other workplace issue.

IED04L09 – Letter acknowledging complaint relating to bullying/harassment

This letter acknowledges a complaint raised by an employee and informs them that the will be invited to a meeting in due course.

IED04L08 – Letter of outcome stating there is not enough evidence to uphold a bullying or harassment complaint

This letter of outcome outlines that there was insuffiecient evidence to uphold the employee’s allegations. The letter outlines the reasons for this outcome and the evidence that was obtained.

IED04L07 – Letter of outcome upholding a bullying or harassment complaint

This letter should be sent to the employee who has raised a claim of bullying and harassment after the claim has been fully investigated. This letter will outline if the claim has been upheld or not upheld and the reasons why. The letter also outlines the next steps.

IED04L06 – Letter to an employee who has retracted their bullying or harassment claim

This letter should be sent to an employee who has raised a claim and then subsequently retracted the claim.

IED04L05 – Letter of suspension for the alleged perpetrator pending an investigation into bullying or harassment

This letter should be sent to an alleged perpetrator if the allegations against them are sufficiently serious to warrant suspension. This letter outlines the terms of the employee’s suspension.

IED04L04 – Letter inviting a witness to a meeting

This letter should be sent to any employee named as a witness in a Dignity at Work complaint. This letter invites the employee to a meeting to discuss any evidence they may have.

IED04L03 – Letter inviting the alleged perpetrator to a meeting to discuss a complaint made against them

This letter should be sent to an employee who has had allegations made against them. The purpose of the meeting is to provide an opportunity for the alleged perpetrator to respond to the allegations.

IED04L02 – Letter re-scheduling a formal hearing for an employee who has raised a bullying or harassment complaint

This letter is offering a second opportunity to an employee who has raised allegations under the Dignity at Work Procedure to attend a hearing.

IED04L01 – Letter of invitation to formal hearing for an employee who has raised a bullying or harassment complaint

This letter should be sent to an employee who has raised allegations of bullying or harassment. This letter outlines the employee’s rights during the process.

IED04P02 – Mental Health Anti-Harassment and Bullying Policy

The purpose of this policy is to clearly outline the procedure that the organisation will follow for handling allegations of harassment on the grounds of mental health in the workplace, and ultimately to prevent any such activity from happening in the workplace

IED04P01 – Dignity at Work Policy and Procedure

The purpose of this policy is to clearly outline the procedure that the organisation will follow for handling allegations of bullying, harassment and sexual harassment in the workplace, and ultimately to prevent any such activity from happening in the workplace

IED03C01 – Contract clause to outline deductions from wages

This clause can be included in a contract of employment. This clause outlines when the employer could make deductions from an employee’s pay.

IED03F01 – Form for employee to sign to reflect a deduction from their pay

This form should be completed by an employee who has received an overpayment. This form outlines how the employee will repay the over payment to the employer.

IED03L05 – Letter to former employee outlining an overpayment and requirement for this to be deducted from final salary

This letter informs an employee about an overpayment in their previous wages. The organisation explains that the overpaid amount will be deducted from the employee’s final payslip on a specified date, in accordance with the terms of the employee’s contract.

IED03L04 – Letter to existing employee outlining an overpayment and requirement for this to be deducted from final salary

This letter informs an employee about an overpayment in their previous wages. The organisation explains that the overpaid amount will be deducted from the employee’s final payslip on a specified date, in accordance with the terms of the employee’s contract.

IED03L03 – Letter setting out deductions regarding a loan to an employee

This letter outlines the terms of a loan provided by the employer to an employee, including repayment conditions and potential deductions.

IED03L02 – Letter to employee requesting for them to agree to a deduction

This letter notifies an employee of an outstanding debt owed to the organisation and outlines repayment options. The employer proposes either a single deduction from the employee’s final wages or multiple scheduled deductions, depending on the amount owed.

IED03L01 – Letter to employee confirming deductions to be made from their pay

This letter can be sent to an employee whereby there is an agreement made that the employer will make a deduction from the employee’s wages.

IED03P01 – Policy on Deductions

This policy outlines when the employer may seek repayment from an employee in the form of a deduction from wages

IED02L03 – Letter informing external contacts about the death of an employee

This letter can be sent to external contacts to inform them of the death of an employee

IED02L02 – Letter to a family member of an employee who has passed away

This letter can be sent to the family of an employee who has died offering condolences and support.

IED02L01 – Letter to the workforce informing them of the death of a colleague

This letter can be sent to the workforce following the death of an employee. This letter informs employees on the funeral arrangements and offers support to the employees.

IED02P01 – Policy in the event of a death of an employee

This policy is a point of reference for employees in the event of a death of a colleague. It covers points such as the funeral arrangements and notification of the death.

IED01C02 – Data Protection Contract Clause

This clause should be inserted into a contract of employment. This clauses informs an employee how their information Is processes.

IED01C01 – Monitoring of Personal Communications Contract Clause

This clause can be inserted into a contract of employment when employer monitors the communication structures within the organisation.

IED01L16 – Letter to Employee’s GP seeking medical informaiton for employment purposes

This letter can be sent to an employee’s GP when the employer has obtained consent from the employee to contact the GP directly to obtain a medical opinion on the employee.

IED01L15 – Letter obtaining consent from an employee to access medical information

This letter can be sent to an employee when an employer wishes to obtain their consent to access a medical report on the employee. This letter should be sent to accompany the Consent form to obtain a medical report.

IED01L14 – Letter seeking identification further to a Subject Access Request

This letter can be sent to an individual who has completed a SARS requesting the individual to provide identification

IED01F10 – Consent form for job applicants (unsuccessful)

This form can be used to request consent of a job applicant to continue to hold their personal information on file. This form should only be used when the employer has no other legitimate reason for processing the information. For example an employer will have a legal basis to process an unsuccessful job applicants details for a year in order to be able to defend any future claims from an unsuccessful applicant. If the employer wishes to process their information after this period of time they will need to seek consent.