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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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Showing 129 resources

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Onboard
Video

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.

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Law
Guidelines

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.

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Compliance
Policy

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

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Reward
Guidelines

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.

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Recruit
Guidelines

A Guide to Creating Great Job Adverts

A guide to help you create great job adverts that will attract the right candidates

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Onboard
Guidelines

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.

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Recruit
Guidelines

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.

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Exit
Guidelines

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.

Free Resource
Compliance
Policy

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.

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Recruit
Guidelines

A Guide to References

References: Do you need them and are they really worth it?

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Perform
Guidelines

A Guide to Setting SMART Objectives

Use this guide to help you understand the concept of SMART objectives.

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Recruit
Guidelines

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.

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Recruit
Guidelines

A Guide to Writing Job Description

Use this guide for writing clear, effective job descriptions that give clear expectations of the roles and responsibilities

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Compliance
Policy

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.

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Compliance
Policy

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

Free Resource
Law
Guidelines

April 2024 Employment Law Update

An overview of employment law changes April 2024 and what is to come in the rest of the year.

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Law
Guidelines

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.

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Recruit
Template

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

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Compliance
Policy

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

Free Resource
Retain
Guidelines

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.

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Business Performance
Guidelines

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.

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Process
Guidelines

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.

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Recruit
Form

Candidate Scoring Sheet

Use this candidate scoring sheet to assess all candidates applying for a position

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Compliance
Policy

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.

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Process
Guidelines

Capability Procedure Guidance

Guidance on how to deal with employees who are not capable of performing their role.

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Compliance
Policy

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.

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Recruit
Checklist

Checklist for Creating Great Job Adverts

Use this checklist to ensure that your job advert is attracting the right talent to your business.

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Compliance
Policy

Company Property Policy

Use this in establishing clear guidelines on handling, maintaining, and returning Company owned assets

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Compliance
Policy

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.

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Compliance
Policy

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

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Compliance
Policy

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

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Compliance
Policy

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.

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Compliance
Policy

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.

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Retain
Guidelines

Employee Engagement & Retention Guide

Use this guide to boost engagement, improve retention, and create a positive, motivated workplace.

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Perform
Form

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.

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Compliance
Policy

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.

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Compliance
Policy

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

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Compliance
Policy

Equal Opportunities Policy

An essential policy to demonstrate your commitment to equality and diversity within your business.

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Recruit
Policy

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).

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Law
Guidelines

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.

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Recruit
Guidelines

Example Interview Questions for Management Candidates

Some example interview questions for management type positions

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Recruit
Guidelines

Example Interview Questions for Non-management Candidates

Some example interview questions for non-management positions

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Recruit
Template

Example Job Description and Person Specification: Business Development Manager

Use this job description template when recruiting a Business Development Manager for your business.

Free Resource
Exit
Template

Exit Interview - Employee Resignation

Use this exit interview template when an employee resigns to gather feedback on your Company.

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Compliance
Policy

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.

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Process
Letter

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.

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Compliance
Policy

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.

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Recruit
Form

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

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Recruit
Policy

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.

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Compliance
Policy

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. 

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Recruit
Guidelines

Guidance on Completing Basic Contract of Employment Template

Guidance on how to complete the basic contract of employment template for your employees

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Recruit
Guidelines

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.

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Compliance
Policy

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.

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Compliance
Policy

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.

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Compliance
Policy

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.

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Compliance
Checklist

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.

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Compliance
Policy

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.

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Compliance
Policy

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.

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Process
Letter

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

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Recruit
Form

Interview Assessment Form

Use this form to help you assess each candidate that you invite to interview using a fair and consistent process

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Recruit
Guidelines

Interviews and Selection Guidelines

Guidelines on what to consider when interviewing and selecting candidates

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Compliance
Policy

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.

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Recruit
Letter

Job Applicant Rejection Letter

Letter to send to applicant informing them they have not been shortlisted for interview

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Recruit
Template

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.

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Recruit
Guidelines

Job Offer Guidelines

The key points you need to consider when making a job offer

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Law
Guidelines

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

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Law
Guidelines

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.

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Exit
Checklist

Leavers Checklist

Use this checklist to ensure that all necessary steps are taken when an employee leaves from your company.

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Recruit
Letter

Letter Confirming the Withdrawal of a Conditional Offer of Employment

Letter to withdraw conditional offer of employment

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Develop
Letter

Letter Confirming Training Support Arrangements

Letter to employee to send along with training agreement confirming the training support provided

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Exit
Letter

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.

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Recruit
Letter

Letter Inviting an Applicant to Interview

Letter to invite an applicant to an interview

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Process
Letter

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.

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Exit
Letter

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

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Exit
Letter

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

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Recruit
Letter

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.

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Recruit
Letter

Letter Rejecting a Job Applicant After Interview

Letter to applicant who has been unsuccessful in their interview

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Recruit
Letter

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.

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Recruit
Letter

Letter Requesting a Reference for a Prospective Employee

Letter to request a reference for a prospective employee

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Exit
Guidelines

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.

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Process
Guidelines

Managing Absence Managers Guide

A Managers guide to managing absence in the workplace

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Perform
Guidelines

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.

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Compliance
Policy

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

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Process
Form

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.

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Compliance
Policy

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

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Compliance
Policy

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.

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Onboard
Form

New Starter Form

Use this form for all new starters to gather the relevant personal information.

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Onboard
Checklist

Onboarding Checklist

Use this checklist to help you create a structured process for integrating new recruits into the business.

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Compliance
Policy

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

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Compliance
Policy

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.

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Compliance
Policy

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.

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Compliance
Policy

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.

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Perform
Form

Performance Evaluation form

Use this form to review an employee’s performance, highlight strengths, identify areas for improvement and set goals for future development.

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Compliance
Policy

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.

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Recruit
Guidelines

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.

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Process
Checklist

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.

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Recruit
Policy

Privacy Notice for Job Applicant

Privacy notice to be given to job applicants to inform them about how you handle their data

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Onboard
Form

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.

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Recruit
Guidelines

Recruitment and Advertising Guidelines

An overview of the process of recruiting a new member for your team.

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Recruit
Checklist

Recruitment and Employment Checklist

Use this checklist for a quick view of everything you need to consider when recruiting an employee.

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Recruit
Policy

Recruitment and Selection Policy

This policy helps you communicate to employees your commitment process including your commitment to fairness and transparency.

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Recruit
Form

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.

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Compliance
Policy

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.

Free Resource
Perform
Guidelines

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

Retainer Exclusive
Reward
Template

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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sample

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sample resource

Free Resource
Law
Template

sample resource1

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sample resource 2

Retainer Exclusive
Recruit
Script

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.

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Process
Script

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.

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Exit
Script

Script for final formal individual redundancy consultation meeting

Use this script for the final formal individual redundancy consultation meeting.

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Exit
Script

Script for First individual Formal Redundancy Consultation Meeting

Use this script for conducting the first individual formal redundancy consultation meeting.

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Exit
Script

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

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Compliance
Policy

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

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Compliance
Policy

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

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Compliance
Policy

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

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Compliance
Policy

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

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Compliance
Policy

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.

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Compliance
Policy

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.

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Compliance
Policy

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.

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Law
Guidelines

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.

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Compliance
Policy

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.

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Develop
Template

Training costs agreement

Training costs agreement to give to employee when paying for long term external training support (e.g. Accountancy exams)

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Compliance
Policy

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.

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Law
Guidelines

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.

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Compliance
Policy

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

Retainer Exclusive
Law
Guidelines

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.

Free Resource
Recruit
Guidelines

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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