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Process

Guidelines and templates to help you manage those tricky employees situations

Manage tricky situations consistently

Difficult employee situations are easier to manage when you have a clear process to follow. Whether you're dealing with an employee relations issue, carrying out a workplace investigation or handling a situation you've never faced before, you'll find practical HR process templates and guidance to help you respond fairly, consistently and confidently.

Showing 13 resources

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Process
Checklist

Before You Start a Disciplinary – Manager Checklist

A practical checklist for assessing a workplace concern before starting a formal disciplinary process.

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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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Process
Guidelines

Capability Procedure Guidance

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

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Process
Letter

Disciplinary Meeting Invitation Letter Template

A template letter for inviting an employee to a formal disciplinary hearing.

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Process
Script

Disciplinary Meeting Script for Managers

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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Process
Letter

First or Final Written Warning Letter

A template letter for confirming a first or final written warning following a disciplinary hearing.

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Process
Letter

Informal letter of concern - Minor Misconduct

A template letter for recording an informal discussion about a minor conduct concern.

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Process
Guidelines

Managing Absence Managers Guide

A Managers guide to managing absence in the workplace

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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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Process
Guidelines

Poor Performance, Misconduct or Something Else? A Small Employer Decision Guide

A practical decision guide for identifying what may be behind a workplace performance or conduct concern.

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Process
Checklist

Preparing to Conduct a Disciplinary Meeting - Checklist

Use this checklist to assist you in your preparation to ensure you are fully prepared to carry out a disciplinary meeting.

Free Resource
Process
Guidelines

Suspending an employee – When It Is (and Is Not) Appropriate

Practical guidance for deciding whether suspension is necessary and proportionate during a workplace investigation.

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Process
Policy

Unauthorised Absence (AWOL) Policy and Procedure

A practical policy for managing unexplained or unauthorised employee absence.