HR Resource Library
Search and filter the full HR Resource Library to find the guides, templates, policies and tools you need. Every resource is written and reviewed by our HR consultants, with new resources added regularly. Some resources are free to download, while others are exclusive to retainer clients. Each resource is clearly labelled so you can see what’s available to you.
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5 Top Tips for Remote Onboarding
Watch this video and learn some tips on how to integrate new team members smoothly and efficiently, even if they’re miles away.
2026 Statutory Sick Pay Readiness Guide for SMEs
Use this guide to help you prepare for the 2026 Statutory Sick Pay changes. It provides practical steps to ensure your processes are ready and compliant from 6th April 2026.
Adoption Policy
Use this policy to understand the support, entitlements and procedures available to employees who are adopting a child. It outlines eligibility, leave arrangements and responsibilities to help ensure the adoption process is managed fairly, consistently an
A Guide on How to Conduct a Pay Audit: Identifying and Closing Pay Gaps
Use this guide to learn some key steps in how to conduct a pay audit in your business to identify if there are any concerns to be addressed.
A Guide to Creating Great Job Adverts
A guide to help you create great job adverts that will attract the right candidates
A Guide to Effectively Onboarding Your New Employee
This guide will help you to create an effective onboarding process for your employee's first three months of employment in your company.
A Guide to Making Changes to an Employee's Job Description
Use this guide to provide you with a straightforward approach to revising job descriptions while ensuring compliance with UK employment law and maintaining positive employee relations. *Full guidance available in paid packages.
A Guide to Managing Notice When an Employee Resigns
Use this guide to help you manage the resignation process effectively, for a smooth transition and in compliance with regulations.
A Guide to Policies and Procedures in the Workplace
Use this guide to establish workplace policies and procedures that ensure legal compliance, consistency, and operational efficiency.
A Guide to References
References: Do you need them and are they really worth it?
A Guide to Setting SMART Objectives
Use this guide to help you understand the concept of SMART objectives.
A Guide to Using Recruitment Agencies Effectively
Tips and advice on how to work effectively with recruitment agencies to help you in the recruiting process.
A Guide to Writing Job Description
Use this guide for writing clear, effective job descriptions that give clear expectations of the roles and responsibilities
Anti-bribery and Corruption Policy
The policy covers areas such as what is acceptable when giving or receiving gifts, how to report concerns, and what happens if the rules are broken.
Anti-Harassment and Bullying Policy
Use this policy to understand how harassment and bullying are prevented, identified and addressed to promote a safe, inclusive and respectful workplace. It outlines unacceptable behaviour, reporting procedures and the support available to ensure concerns
April 2024 Employment Law Update
An overview of employment law changes April 2024 and what is to come in the rest of the year.
April 2025 Pay Changes You Need to Know
Use this guide to quickly understand the key pay changes introduced in April 2025 and what they mean for your business.
Basic Contract of Employment Template - Permanent Employee
This is a basic contract of employment template that covers all the standard clauses that should be included in the employees 'Statement of Main Terms and Conditions' of employment. This should be provided to an employee at least on their first day of emp
Bereaved Partner’s Paternity Leave Policy
Use this policy to understand the leave and support available to employees who have lost a partner following the birth or adoption of a child. It outlines eligibility, entitlements and procedures to help ensure requests are managed sensitively, fairly and
Blueprint for the Future Workforce: A guide to understanding and leading the next generation of employees
Use this guide to understand what your diverse generation of employees want from work and how to lead them effectively. It gives you practical tips to attract, manage, and retain them.
Break from the Pack: Lead instead of Compete
Use this guide to shift your mindset from competing with others to confidently leading your own path.
Calculating Part-Time Workers Holiday Leave and Pay (Lite)
Use this guide to understand how to calculate holiday entitlement and pay for part-time employees on a pro-rata basis. It helps ensure leave is calculated fairly and in line with company policy.
Candidate Scoring Sheet
Use this candidate scoring sheet to assess all candidates applying for a position
Capability Policy and Procedure
Use this policy to deal with situations where an employee is struggling to do their job to the required standard. It explains how to support them, review their progress, and take formal steps if needed.
Capability Procedure Guidance
Guidance on how to deal with employees who are not capable of performing their role.
Carer’s Leave Policy
Use this policy to understand the leave available to employees with caring responsibilities for dependants with long-term care needs. It outlines eligibility, entitlements and procedures to help ensure requests are managed fairly and consistently.
Checklist for Creating Great Job Adverts
Use this checklist to ensure that your job advert is attracting the right talent to your business.
Company Property Policy
Use this in establishing clear guidelines on handling, maintaining, and returning Company owned assets
Company Vehicle Policy
Use this policy to help you protect both the business and your employees by setting clear expectations for vehicle use, maintenance, and conduct.
Compassionate Leave Policy and Procedure
Use this policy to understand the support and leave available to employees experiencing bereavement or other serious personal circumstances. It outlines eligibility, procedures and support arrangements to ensure requests are handled sensitively and consis
Data Protection and Confidentiality Policy
Use this policy to understand how personal, confidential and business information must be handled and protected. It outlines responsibilities, security requirements and procedures to help ensure compliance with data protection laws and confidentiality obl
Disciplinary Policy and Procedure
This disciplinary procedure aims to ensure you understand your responsibilities in complying with company rules and what actions will be taken if you fail to adhere to them.
Drug and Alcohol Policy and Procedure
Use this policy to understand the company’s approach to drug and alcohol use in the workplace. It outlines prohibited behaviour, testing arrangements, support available and procedures to help maintain a safe and professional working environment.
Employee Engagement & Retention Guide
Use this guide to boost engagement, improve retention, and create a positive, motivated workplace.
Employee Performance Improvement Plan (PIP) template
Use this form to help you clearly outline the specific areas where performance needs to improve, set measurable goals and agree on the support and timescales require.
Employee Privacy Notice Policy
Use this notice to understand how employee personal data is collected, used, stored and shared during employment. It outlines employee rights and the company’s responsibilities to ensure personal information is handled lawfully and transparently.
Equality, Diversity and Inclusion Policy
Use this policy to understand the company’s commitment to promoting equality, valuing diversity and creating an inclusive workplace. It outlines expected standards of behaviour and responsibilities to help ensure all employees are treated fairly and with
Equal Opportunities Policy
An essential policy to demonstrate your commitment to equality and diversity within your business.
Equal Opportunities Statement
Use this statement to indicate your Company's commitment to Equal Opportunities. This is a simplified version of the Company Equal Opportunities Policy (See Compliance/Policies).
Equal Pay Law: A Guide for Small Business Owners
Use this guide to provide you with an overview on what equal pay is and how to make sure you comply.
Example Interview Questions for Management Candidates
Some example interview questions for management type positions
Example Interview Questions for Non-management Candidates
Some example interview questions for non-management positions
Example Job Description and Person Specification: Business Development Manager
Use this job description template when recruiting a Business Development Manager for your business.
Exit Interview - Employee Resignation
Use this exit interview template when an employee resigns to gather feedback on your Company.
Family Leave Policies
Use these policies to understand the range of leave and support available for employees with family-related responsibilities. They outline eligibility, entitlements and procedures to help ensure requests are managed fairly and consistently.
First or Final Written Warning Letter
This letter serves as an official warning, and it will be retained on the employee's HR file. Failure to demonstrate the required improvements or any recurrence of misconduct may result in further disciplinary action, which could include dismissal.
Flexible Working Policy and Procedure
Use this policy to understand the options and procedures for requesting flexible working arrangements. It outlines eligibility, the application process and how requests will be considered fairly and consistently.
GDPR Consent Form for Keeping Applicants Details
Use the GDPR consent form to request to keep the details on file of an unsuccessful applicant in case other positions arise in the future
Giving References Policy
Use this policy when an employee or former employee requests a reference. It outlines who can provide references, what information can be shared, and ensures consistency and legal compliance.
Grievance Policy and Procedure
This policy expresses a commitment by the Company that it will deal objectively and constructively with all employee grievances, and that anyone who decides to use the procedure may do so with the confidence that their problem will be dealt with fairly.
Guidance on Completing Basic Contract of Employment Template
Guidance on how to complete the basic contract of employment template for your employees
Guide to Making Changes to an Employees Job Description
Use this guidelines in revising your employee's job descriptions while ensuring compliance with UK employment law.
Health and Safety Policy
Use this policy to understand the company’s commitment to providing a safe and healthy working environment. It outlines responsibilities, safety procedures and expectations to help prevent accidents, injuries and work-related ill health.
Holiday Policy
Use this policy to understand employee holiday entitlements and the procedures for requesting and approving annual leave. It outlines responsibilities and expectations to help ensure leave is managed fairly and consistently.
Homeworking Policy
Use this policy to understand the arrangements, expectations and responsibilities relating to working from home. It outlines health and safety requirements, equipment use and communication standards to support effective remote working.
HR Compliance Checklist
Use this checklist to ensure your business meets all key HR legal and regulatory requirements. It covers essential areas like right to work, contracts, policies and record-keeping to help you stay compliant and avoid risks.
HR Data Retention Policy
Use this policy to understand how company data and records are stored, retained and securely disposed of. It outlines retention periods and responsibilities to help ensure information is managed lawfully, consistently and efficiently.
Ill Health Capability Policy and Procedure
Use this policy to understand how long-term or ongoing health-related capability concerns are managed within the workplace. It outlines the support available, review procedures and possible outcomes to ensure matters are handled fairly and sensitively.
Informal Warning for Minor Misconduct Letter
This letter of concern should be used to document an informal warning for minor misconduct, formally recording the details of a conversation you have had with the employee regarding their behaviour or performance. The purpose of this letter is to highligh
Interview Assessment Form
Use this form to help you assess each candidate that you invite to interview using a fair and consistent process
Interviews and Selection Guidelines
Guidelines on what to consider when interviewing and selecting candidates
IT, Communications and Electronic Systems Policy
Use this policy to understand the acceptable use of company IT systems, communications tools and electronic equipment. It outlines employee responsibilities, security requirements and monitoring arrangements to help protect company systems and data.
Job Applicant Rejection Letter
Letter to send to applicant informing them they have not been shortlisted for interview
Job Description and Person Specification Template
Use this tempalte to provide employees with clarity about the expected roles, responsibilities, skills, education, qualifications and personal attributes required for success in the role.
Job Offer Guidelines
The key points you need to consider when making a job offer
Labour Party's Manifesto: Employment Law Changes You Need to Know About - July 2024
An overview of the Employment Law Changes proposed by the Labour Party
Law Update Guide 2025-2027
Use this guide to stay up to date with key employment law changes from 2025 to 2027. It outlines upcoming legislation, compliance requirements and practical steps to help your business prepare and stay compliant.
Leavers Checklist
Use this checklist to ensure that all necessary steps are taken when an employee leaves from your company.
Letter Confirming the Withdrawal of a Conditional Offer of Employment
Letter to withdraw conditional offer of employment
Letter Confirming Training Support Arrangements
Letter to employee to send along with training agreement confirming the training support provided
Letter Informing Employee of Dismissal due to Redundancy
Use this template letter to write to the employee to confirm termination of employment due to redundancy and all payment and leaving details.
Letter Inviting an Applicant to Interview
Letter to invite an applicant to an interview
Letter Inviting an Employee to a Disciplinary Meeting
Use this letter template to invite an employee to a disciplinary meeting --to discuss the matter fully, before making a decision about the appropriate disciplinary action.
Letter Inviting Employee to Final Formal Individual Redundancy Consultation Meeting
Use this letter to invite the employee to the final formal redundancy consultation meeting. At this stage, it is a legal requirement to provide the employee with rights to representation and inform them the outcome of the meeting may result in their dism
Letter Inviting Employee to First Formal Redundancy Consultation Meeting
This letter should be used to invite an employee to the first official meeting to notify them that their position is at risk of redundancy
Letter Offering a Candidate the Position
Send this offer letter along with a contract of employment to offer a successful candidate a position. This letter contains the conditional terms of the offer.
Letter Rejecting a Job Applicant After Interview
Letter to applicant who has been unsuccessful in their interview
Letter Rejecting Application and Request to Keep Details on File for Future
Use this letter to send to candidates rejecting their application for a certain job, but requesting to keep their details on file for future jobs. Use with GDPR consent form.
Letter Requesting a Reference for a Prospective Employee
Letter to request a reference for a prospective employee
Letting Someone Go During Their Probation Period
Use this guide to understand how to manage and carry out the process of letting someone go during their probation period fairly and professionally.
Managing Absence Managers Guide
A Managers guide to managing absence in the workplace
Managing Performance Guidelines
Use this guide to help small business owners manage employee performance effectively, even without an HR team. It provides a practical approach to setting goals, giving feedback, resolving issues and recognising top performers.
Maternity Policy
Use this policy to understand the rights, entitlements and support available to employees during pregnancy, maternity leave and return to work. It outlines eligibility, pay arrangements and procedures to ensure employees are supported fairly and consisten
Mental Health Wellness Action Plan (MHWAP)
Use this form to identify what supports your employees' mental wellbeing at work and how the manager can help. It encourages open, supportive conversations and helps agree on actions to maintain positive wellbeing in the workplace.
Mobile Phones and Personal Devices Policy
Use this policy to understand the rules and expectations relating to the use of mobile phones and personal devices in the workplace. It outlines acceptable use, security requirements and responsibilities to help protect company information and maintain pr
Neonatal Care Leave Policy
Use this policy to understand the leave and support available to employees whose child requires neonatal care after birth. It outlines eligibility, entitlements and procedures to ensure employees receive appropriate support during difficult circumstances.
New Starter Form
Use this form for all new starters to gather the relevant personal information.
Onboarding Checklist
Use this checklist to help you create a structured process for integrating new recruits into the business.
Overtime and Working Time Policy
Use this policy to understand the rules and expectations relating to working hours, rest breaks and overtime. It outlines employee responsibilities and procedures to help ensure compliance with working time regulations and fair management of additional ho
Parental Bereavement Leave Policy
Use this policy to understand the leave and support available to employees following the loss of a child. It outlines eligibility, entitlements and procedures to ensure requests are handled compassionately, fairly and consistently.
Parental Leave Policy
Use this policy to understand the unpaid leave available to eligible employees to care for their child. It outlines eligibility, entitlements and procedures to help employees balance work and family responsibilities.
Paternity Policy
Use this policy to understand the leave and pay available to employees following the birth or adoption of a child. It outlines eligibility, entitlements and procedures to ensure employees are supported fairly and consistently.
Performance Evaluation form
Use this form to review an employee’s performance, highlight strengths, identify areas for improvement and set goals for future development.
Personal Relationships at Work Policy
Use this policy to understand how personal relationships at work should be managed to maintain professionalism, fairness and a respectful working environment. It helps prevent conflicts of interest, favouritism and any impact on business integrity.
Pre-employment Checks Guidance Notes
Use this guide to learn more about various types of pre-employment checks and to ensure compliance with the legal requirements.
Preparing to Conduct a Disciplinary Meeting
Use this checklist to assist you in your preparation to ensure you are fully prepared to carry out a disciplinary meeting.
Privacy Notice for Job Applicant
Privacy notice to be given to job applicants to inform them about how you handle their data
Probation Review Template (Management)
Use this template to review the performance and progress of a manager during their probation period. It helps assess leadership capability, team impact and overall suitability for the role.
Recruitment and Advertising Guidelines
An overview of the process of recruiting a new member for your team.
Recruitment and Employment Checklist
Use this checklist for a quick view of everything you need to consider when recruiting an employee.
Recruitment and Selection Policy
This policy helps you communicate to employees your commitment process including your commitment to fairness and transparency.
Recruitment Request Form
This form is for managers to gain authorisation (for budget and process) to recruit employees, either for replacement or new team members. *Form available in paid packages.
Redundancy Procedure
Use this procedure to understand how redundancy situations are managed within the organisation. It outlines consultation processes, employee rights and selection procedures to ensure redundancies are handled fairly, consistently and lawfully.
Reflect, Reset, and Achieve: Your Guide to Clearer Goals and Greater Success in 2025
Use this guide to help you look back, make space for fresh ideas and set achievable goals for 2025
Sales Commission Scheme Rules Template
Use this template to set the rules and guidelines for the commission scheme at your company. The purpose of this scheme is to reward employees for their contributions to the company's sales performance.
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Script for Conducting a Telephone Reference
Use this script to help you make a quick and professional phone call to check a candidate’s past work and if they’re right for the job.
Script for Disciplinary Meeting
This script is designed to guide you through the disciplinary hearing, ensuring that all the necessary key points are covered. Use it as a framework to help you navigate the conversation, making sure each important step is addressed.
Script for final formal individual redundancy consultation meeting
Use this script for the final formal individual redundancy consultation meeting.
Script for First individual Formal Redundancy Consultation Meeting
Use this script for conducting the first individual formal redundancy consultation meeting.
Script for Verbal Conversation Inviting Employee to a Meeting Regarding Redundancy
Use this script for informing an employee that you need to enter into a redundancy consultation process
Searches Policy
Use this policy to understand the circumstances in which searches of employees, personal belongings or company property may be carried out. It outlines the procedures and safeguards in place to ensure searches are conducted fairly, respectfully and lawful
Secondary Employment Policy and Procedure
Use this policy to understand the rules and procedures relating to employees undertaking additional work outside their employment with the company. It outlines disclosure requirements and expectations to help manage potential conflicts of interest and wor
Sexual Harassment Policy
Use this policy to understand how sexual harassment is prevented, reported and addressed within the workplace. It outlines unacceptable behaviour, reporting procedures and support available to help maintain a safe, respectful and inclusive working environ
Shared Parental Leave Policy
Use this policy to understand the shared parental leave and pay arrangements available to eligible employees. It outlines eligibility, entitlements and procedures to help parents share childcare responsibilities flexibly following the birth or adoption of
Sickness Absence Policy
Use this policy to understand the procedures and support relating to sickness absence from work. It outlines reporting requirements, sick pay arrangements and responsibilities to help ensure absence is managed fairly, consistently and sensitively.
Social Media Policy
Use this policy to understand the expectations and responsibilities relating to the use of social media inside and outside of work. It outlines acceptable behaviour and guidance to help protect employees, colleagues and the company’s reputation.
Stress and Wellbeing Policy
Use this policy to understand the company’s commitment to supporting employee wellbeing and reducing work-related stress. It outlines available support, responsibilities and procedures to help promote a healthy and positive working environment.
The New Duty to Prevent Workplace Sexual Harassment
In this guide we tell you what you need to know and what you need to do to comply with this new legal duty to prevent workplace sexual harassment.
Time Off for Dependants
Use this policy to understand the right to take reasonable time off to deal with emergencies involving dependants. It outlines eligibility, notification requirements and procedures to help ensure requests are managed fairly and consistently.
Training costs agreement
Training costs agreement to give to employee when paying for long term external training support (e.g. Accountancy exams)
Travel and Expenses Policy
Use this policy to understand the rules and procedures for business travel and claiming work-related expenses. It outlines allowable expenses, approval requirements and employee responsibilities to ensure claims are managed consistently and appropriately.
When Employment Law Becomes High Risk for Small Businesses
Use this guide to help small business owners recognise when employment law risks are rising, even during everyday decisions.
Whistleblowing Policy and Procedure
Use this policy to understand how concerns about wrongdoing, misconduct or unlawful activity can be raised safely and confidentially. It outlines reporting procedures, protections for whistleblowers and how concerns will be investigated fairly and appropr
Why “Fair” Is Not the Same as “Legal”
Use this guide to understand the difference between what feels fair and what is legally compliant in employment decisions.
Your Guide to Employment Terms & Conditions
Use this guide when drafting or reviewing employment contracts to ensure they are clear, compliant, and fit for purpose.
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