FULL CONTENTS

Types of employment relationship
Agreements
  • Consultancy
  • Tripartite consultancy (IR35 compliant)
  • Consultant's non-disclosure
Checklists
  • Employed or self-employed?
Pre-employment
Checklists
  • Making a job offer
  • Pre-employment
  • Recruitment
  • Evidence of right to work
Letters
  • Reference request
  • Job offer
  • Consent to medical examination
Starting employment
Checklists
  • Probation
Letters
  • Probation
  • Termination on failure of probation
  • Extension of probationary period
  • Successful completion of probation period
Continuity of employment
Policies
  • Sabbaticals (shorter version)
  • Career breaks
Employment contract, variation and breach
Agreements
  • Licence to occupy
  • Statement of particulars
  • Contract for senior staff
  • Contract for general staff
Checklists
  • Contract drafting
Clauses
  • Accommodation
Flowcharts
  • Variation - flowchart 1
  • Variation - flowchart 2
Letters
  • Change of job
  • Garden leave
  • Promotion
  • Unilateral variation
  • Seeking consent to variation
  • Termination and offer of re-employment on new terms
  • Agreed variation
Policies
  • Corporate social responsibility
Flexible working
Agreements
  • Casual worker (zero hours) contract
Clauses
  • Fixed term
Letters
  • Part-time work
  • Employee request for confirmation of permanent status
  • Employee request for reasons for treatment (part-time/fixed-term)
  • Home working
  • Job share
Directors
Agreements
  • Service agreement
Letters
  • Appointment of a non-executive director
Assignment
Agreements
  • Secondment
Company information and confidentiality
Checklists
  • Information needed to draft restrictive covenants
  • Practical steps to protect businesses from breaches of confidentiality
Clauses
  • Post-termination restrictions
  • Confidentiality
Policies
  • Whistleblowing
Remuneration
Agreements
  • Salary sacrifice
Checklists
  • Information and consultation - occupational and personal pension schemes
Letters
  • Salary change as a result of pay review
  • Advance notice of cash shortages and stock deficiencies
  • Awarding bonus
  • Consent to deductions
Time on
Letters
  • Working time
    • Opt out
  •  Sunday working
    • Opt in
  •  Sunday trading
    • Opt out rights explanation (shop workers)
  • Opt out rights explanation (betting workers)
Time off
Forms
  • Holiday request
Letters
  • Jury service
    • Confirming loss of earnings
  • Supporting request for deferral of jury service
Policies
  • Time off for public duties
  • Compassionate and bereavement leave
  • Annual leave
Sickness, injury and absence
Forms
  • Self-certification
Letters
  • Medical report
  • Notes to accompany letter requesting consent to medical report
  • Request consent to obtain
  • Requesting report from GP
Policies
  • Sickness absence
Rights of parents and carers
Checklists
  • Additional paternity leave
  • Maternity and adoption
  • Standard paternity leave
Forms
  • Declaration by wife or partner (APAL)
  • Request for standard paternity leave and declaration
Letters
  • Flexible working
    • Employee notice of withdrawal
    • Employee setting out request
    • Employer accepting appeal
    • Employer confirmation of withdrawal
    • Employer notification of decision - acceptance
    • Employer notification of decision - refusal
    • Employer rejecting appeal
    • Employer requesting extension of time
  • Maternity leave
    • Employee requesting change to start date
    • Employee requesting early return
    • Employer notifying change to start/end dates
    • Employer notifying early return
    • Employer notifying end date
    • Employer notifying end date after automatic commencement
    • Employer setting out KIT details
  • Paternity leave
    • Employee notifying intention to take additional paternity leave
    • Employee requesting change to additional paternity leave start/end date(s)
    • Employee requesting early return
    • Employer notifying change to start/end date(s)
    • Employer notifying early return
    • Employer notifying start and end dates
    • Employer setting out KIT details
  • Adoption leave
    • Employee requesting change to start date
    • Employee requesting early return
    • Employer notifying change to start/end dates
    • Employer notifying early return
    • Employer notifying end date
    • Employer setting out KIT details
Policies
  • Time off to care for dependants
  • Paternity leave
  • Parental leave
  • Maternity leave
  • Flexible working
  • Adoption leave
Health and safety
Forms
  • Accident report
Letters
  • Medical suspension
Policies
  • Smoking
  • Harassment and bullying
  • Drugs and alcohol
  • Health and safety
Equality at work
Policies
  • Equal opportunities
  • Dress and appearance
Data protection and privacy
Policies
  • Use and monitoring of telecommunications
  • Data protection
Training and performance
Checklists
  • Employee review
Clauses
  • Repayment of training costs
Letters
  • Time off for training
    • Employee notice of withdrawal
    • Employer accepting appeal
    • Employer confirmation of time extension
    • Employer confirmation of withdrawal
    • Employer notification of decision - acceptance
    • Employer notification of decision - refusal
    • Employer rejecting appeal
    • Employee request
  • Policies
  • Time off for training
Discipline and grievance
Checklists
  • Dealing with misconduct
  • Dealing with incapacity
  • Dealing with poor performance
Letters
  • Discipline
    • Outcome of appeal
    • Setting up appeal
    • No action after investigation
    • Setting up investigation plus suspension
    • Setting up disciplinary hearing
    • Dismissal for taking part in industrial action
    • No action after disciplinary hearing
    • Penalties short of dismissal
    • Warning following disciplinary procedure
    • Accepting resignation during disciplinary process
    • Dismissal/dismissal under consideration after receipt of resignation
    • Dismissal following disciplinary procedure
  • Grievance
    • Setting up appeal
    • Setting up meeting
    • Outcome of appeal
    • Outcome of grievance meeting
    • Accepting resignation during grievance process
  • Incapacity
    • Outcome of appeal
    • Setting up appeal
    • Dismissal for sickness absence
    • Setting up meeting
  • Performance
    • Setting up appeal
    • Dismissal
    • Outcome of appeal
  • Warning
Policies
  • Discipline and grievance
  • Performance
Trade unions, collective bargaining and industrial action
Agreements
  • Recognition agreement
Flowcharts
  • Compulsory TU recognition - flowchart 1
  • Compulsory TU recognition - flowchart 2
  • Compulsory TU recognition - flowchart 3
Information and consultation
Flowcharts
  • Overview

Lay-off and short-time working
Checklists
  • Lay off and short-time working
Letters
  • Short-time work and lay offs
Transfer of the business
Checklists
  • TUPE information and consultation
  • TUPE varying terms
Letters
  • TUPE information and consultation
Ending employment
Checklists
  • Post-dismissal
  • Pre-dismissal
  • Redundancy information and consultation
Flowcharts
  • Retirement
  • Retirement 2
Forms
  • Exit interview
  • Employee representative nomination
Letters
  • Redundancy
    • Confirming selection
    • Information and consultation
    • Inviting volunteers
    • Notifying possible redundancies (collective)
    • Notifying possible redundancies (individual)
    • Offering alternative employment
    • Setting up appeal
    • Outcome of appeal against selection
  • Resignation
    • Standard acceptance
  • Retirement
    • Informing employee
    • Meeting to consider request
    • Notification of retirement decision
    • Setting up appeal
    • Outcome of appeal
    • Post-DRA abolition – setting out retirement date
    • Post-DRA abolition – outcome of initial meeting
    • Post-DRA abolition – setting up appeal
    • Post-DRA abolition – outcome of appeal
Policies
  • Retirement
  • Retirement – post-DRA abolition
  • Redundancy
Handling disputes and alternative resolution
Agreements
  • Compromise (long form)
  • Compromise (short form)
Checklists
  • Settlement
Clauses
  • COT3
Employment claims
Checklists
  • Tribunal preparation
  • Schedule of loss
 

     
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