Document Templates

Misconduct Meeting Invitation Letter

A letter template, which can be used to initiate a misconduct meeting with an employee who has breached company policy.

Free

Recruitment Checklist

This checklist is designed to ensure that you follow the correct procedures when choosing a new employee.

Free

Non-Discrimination Guidelines

A table of non-discrimination guidelines to be adhered to when interviewing and selecting potential employees.

Free

Restructuring Meeting Invitation Letter

A letter template, which can be used to invite staff to a restructuring meeting.

Free

Disciplinary Process Checklist

This flowchart illustrates the overall legal steps and processes during the legal employee warning process.

Free

Flexible Working Policy

A suggested policy document, which outlines your company policy regarding flexible working arrangements.

Free

Appointment Information Checklist

Use this checklist as a step-by-step guide to your latest employee appointment.

Free

Checklist for Exiting an Employee

This template is designed to provide a simple process to enable a smooth transition for an employee to leave the organisation.

Free

Leave Management Checklist

Leave Management is an area that is frequently not addressed by employers because they are unsure of the correct way to implement the process. This section has been designed specifically to address sick leave and annual leave. Use this checklist to establish your leave management documentation.

Free

First notice about Entitlement to Parental Leave

Employers should respond to an employee's notice of parental leave within 21 days of receiving the request. This letter can be used as a template when responding to an employee within 21 days after receiving notice that the employee wishes to take parental leave.

Free

Declaration of Work Fitness

Use this declaration form to ensure that you as the employer are aware of and can accommodate the particular health and safety needs of an individual with a pre-existing health or disability issue that does not otherwise preclude them from being able to perform the job properly. 

Free

Change Management Checklist

Undertaking change management? A genuine need is required to change the structure and roles within the company. This checklist provides step-by-step best practice to undertaking Change Management.

Free

Salary Advancement Process Checklist

Following a performance appraisal, managers may consider a Salary Advancement Process. This checklist ensures a fair and consistent assessment process is applied across the organisation.

Free

Performance Appraisal Checklist

The performance appraisal checklist explains the different areas of the performance appraisal process. 

Free

Performance Appraisal Form (short version)

Use this short performance appraisal form for roles that do not warrant an extensive process and to provide the employer with alternative options on how to conduct the review. 

Free

Performance Management Checklist

The Performance Management Checklist process provides the recommended process for an employer and employee to move forward in a positive and supportive working relationship that’s focused on the goal of achieving improved performance. Both parties need to ‘buy in’ and work together to achieve a positive outcome.

Free

90 Day Clause Validity Requirements

Follow this 90 Day Validity checklist to understand whether the 90 day trial period applies to your organisation. The checklist also outlines your obligations during the trial period and requirements if terminating under the trial period.

Free

Working from Home Policy

The Working from Home policy can be used if your organisation supports working from home / wants to introduce it. The policy outlines entitlement, procedure, and any other requirements such as technology, confidentiality, health and safety etc.

Free

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