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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.

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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

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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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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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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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
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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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.