Free HR & workplace templates

Letter

Disciplinary meeting invitation letter

Invite an employee to a disciplinary meeting and explain the matter and arrangements.

Disciplinary and grievance →

Letter

Employee warning letter

Record a formal workplace warning, the concern, expected improvement and review date.

Letters and warnings →

Checklist

New starter checklist

Cover pre-start paperwork, access, induction, training and first-week follow-up.

Onboarding and probation →

Form

Performance improvement plan

Set measurable expectations, support, evidence and review dates for performance improvement.

Performance and development →

Letter

Resignation acknowledgement letter

Acknowledge a resignation and confirm notice, final day and practical arrangements.

Leavers and references →

Form

Return to work interview form

Hold a consistent return-to-work discussion after sickness absence and record support agreed.

Absence and return to work →

Sheet

Shift handover sheet

Pass staffing, customer, stock, safety and outstanding action information between shifts.

Shift operations →

Policy

Staff handbook template

Build a practical employee handbook covering standards, procedures and key workplace information.

Handbooks and policies →

Form

Workplace investigation plan

Define the scope, evidence, witnesses and timescale for a fair workplace investigation.

Workplace investigations →

Form

Employee one-to-one template

Structure regular conversations around progress, wellbeing, support and priorities.

Performance and development →

Letter

Written warning letter

Set out a written warning with factual reasons, required standards and a review period.

Letters and warnings →

Form

Witness statement form

Capture a witness account in their own words with dates and confirmation.

Workplace investigations →