Process
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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.
Before You Start a Disciplinary – Manager Checklist
A practical checklist for assessing a workplace concern before starting a formal disciplinary process.
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.
Capability Procedure Guidance
Guidance on how to deal with employees who are not capable of performing their role.
Disciplinary Meeting Invitation Letter Template
A template letter for inviting an employee to a formal disciplinary hearing.
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.
First or Final Written Warning Letter
A template letter for confirming a first or final written warning following a disciplinary hearing.
Informal letter of concern - Minor Misconduct
A template letter for recording an informal discussion about a minor conduct concern.
Managing Absence Managers Guide
A Managers guide to managing absence in the workplace
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.
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.
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.
Suspending an employee – When It Is (and Is Not) Appropriate
Practical guidance for deciding whether suspension is necessary and proportionate during a workplace investigation.
Unauthorised Absence (AWOL) Policy and Procedure
A practical policy for managing unexplained or unauthorised employee absence.
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