Letter
Employee warning letter
Record a formal workplace warning, the concern, expected improvement and review date.
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Browse 72 editable documents for people management and shift operations.
72 templates
Form
Verbal warning record
Document a verbal warning conversation and the improvement agreed with an employee.
Letter
Written warning letter
Set out a written warning with factual reasons, required standards and a review period.
Letter
Final written warning letter
Confirm a final written warning and explain the improvement required before further action.
Letter
Letter of concern
Raise an informal workplace concern clearly without presenting it as a formal warning.
Letter
Lateness warning letter
Address repeated lateness with dates, the expected standard and an appropriate review date.
Letter
Attendance warning letter
Record an attendance concern and the support or improvement expected from an employee.
Letter
Conduct improvement letter
Explain a conduct concern and give the employee a clear, measurable route to improvement.
Letter
Disciplinary meeting invitation letter
Invite an employee to a disciplinary meeting and explain the matter and arrangements.
Letter
Disciplinary outcome letter
Confirm a disciplinary decision, the reasons, required action and any review or appeal details.
Letter
Suspension letter
Confirm a neutral suspension while a workplace matter is investigated.
Letter
Grievance acknowledgement letter
Acknowledge an employee grievance and explain what will happen next.
Letter
Grievance meeting invitation
Invite an employee to discuss their grievance and confirm the meeting arrangements.
Letter
Grievance outcome letter
Record the findings and outcome after a workplace grievance has been considered.
Letter
Appeal hearing invitation
Confirm the arrangements for an employee disciplinary or grievance appeal hearing.
Form
Disciplinary action plan
Set out corrective actions, support, owners and review dates after a disciplinary process.
Form
Workplace investigation plan
Define the scope, evidence, witnesses and timescale for a fair workplace investigation.
Letter
Investigation meeting invitation
Invite an employee or witness to an investigation meeting and explain its purpose.
Form
Investigation interview questions
Prepare neutral questions and consistent prompts for workplace investigation interviews.
Form
Witness statement form
Capture a witness account in their own words with dates and confirmation.
Form
Investigation notes template
Record questions, answers, evidence references and follow-up points during an investigation.
Form
Investigation report template
Summarise evidence, conflicting accounts and factual findings in a structured report.
Sheet
Evidence log template
Track documents, records, footage and other evidence gathered during an investigation.
Sheet
Workplace incident timeline
Build a clear chronology of events, sources and unresolved points after an incident.
Form
Return to work interview form
Hold a consistent return-to-work discussion after sickness absence and record support agreed.
Form
Sickness self-certification form
Let an employee record dates and the reason for a short sickness absence.
Letter
Absence review meeting letter
Invite an employee to an attendance or absence review meeting with clear arrangements.
Letter
Fit note reminder letter
Remind an employee to provide updated medical evidence or contact their manager.
Form
Sickness absence record
Maintain a consistent record of sickness dates, contact, evidence and return actions.
Letter
Unauthorised absence letter
Contact an employee who has not attended work or followed the absence reporting process.
Form
Long-term sickness review form
Record welfare contact, medical information, adjustments and next steps during long-term absence.
Form
Phased return to work plan
Plan temporary hours, duties, adjustments and review dates for a supported return.
Checklist
New starter checklist
Cover pre-start paperwork, access, induction, training and first-week follow-up.
Checklist
Employee onboarding checklist
Coordinate every onboarding step from offer acceptance through the first review.
Checklist
Induction checklist
Record workplace orientation, policies, safety and job-specific induction topics.
Form
Employee information form
Collect the core contact and employment information needed for a new starter record.
Form
First week plan
Give a new employee a clear schedule of introductions, learning and early priorities.
Form
Probation review form
Review performance, conduct, attendance, support and objectives during probation.
Letter
Probation extension letter
Explain why probation is being extended and set clear support and review arrangements.
Letter
Probation passed letter
Confirm successful completion of an employee probation period.
Sheet
Shift handover sheet
Pass staffing, customer, stock, safety and outstanding action information between shifts.
Sheet
Manager handover template
Give the incoming manager a concise record of issues, decisions and urgent actions.
Checklist
Opening checklist
Standardise safety, equipment, cash, stock and team checks before opening.
Checklist
Closing checklist
Record end-of-day cleaning, cash, equipment, security and handover checks.
Sheet
Daily operations log
Keep a daily record of staffing, service, maintenance, incidents and follow-up actions.
Form
Shift swap request form
Record employees, shifts, approvals and any conditions for a proposed shift swap.
Form
Overtime approval form
Capture the reason, hours, cost and manager approval for planned overtime.
Form
Staff briefing template
Plan a focused team briefing with updates, priorities, risks and named actions.
Form
Performance improvement plan
Set measurable expectations, support, evidence and review dates for performance improvement.
Form
Employee one-to-one template
Structure regular conversations around progress, wellbeing, support and priorities.
Form
Performance review form
Review achievements, objectives, behaviours, development and the next review period.
Form
Training record template
Record training completed, provider, outcomes, expiry dates and follow-up needs.
Form
Development plan template
Agree development goals, learning activities, support and realistic target dates.
Form
Objective setting template
Turn business priorities into specific employee objectives and success measures.
Letter
Employee recognition letter
Recognise a specific contribution and explain the positive impact it had.
Form
Coaching conversation record
Document coaching points, employee reflections, actions and the next check-in.
Policy
Staff handbook template
Build a practical employee handbook covering standards, procedures and key workplace information.
Policy
Disciplinary policy template
Set out a clear process for investigating and responding to workplace conduct concerns.
Policy
Grievance policy template
Explain how employees can raise concerns and how the business will respond.
Policy
Sickness absence policy
Define reporting, contact, evidence, support and return-to-work expectations.
Policy
Annual leave policy
Set clear rules for requesting, approving, carrying over and recording annual leave.
Policy
Social media policy
Explain responsible use of social media and protection of colleagues, customers and the business.
Policy
Data protection policy
Set out practical responsibilities for handling employee, customer and business information.
Policy
Flexible working policy
Explain how flexible working requests are made, considered and documented.
Letter
Resignation acknowledgement letter
Acknowledge a resignation and confirm notice, final day and practical arrangements.
Form
Employee exit interview form
Gather constructive feedback about the role, management, culture and reasons for leaving.
Checklist
Termination checklist
Coordinate access removal, property return, final records and communications when employment ends.
Letter
Dismissal letter
Confirm a dismissal decision, reasons, effective date and relevant next steps.
Letter
Redundancy consultation letter
Invite an employee to consultation and explain the proposal without pre-judging the outcome.
Checklist
Notice period checklist
Track handover, leave, access, property and final-pay actions during an employee notice period.
Form
Company property return form
Record equipment, keys, uniforms, documents and other property returned by a leaver.
Letter
Employee reference letter
Provide a consistent factual employment reference with role and service details.
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