HR Templates & Document Packs
A policy nobody reads is just a document. That is why every pack includes a leaders' guide written for the people who actually have to use it. The templates give you the framework. The guidance gives your managers the confidence to get it right.
The essentials
Four core policies every organisation needs. ACAS-aligned and ready to adapt.
Published March 2026
Disciplinary Policy
Covers informal action through to gross misconduct and dismissal. Includes ACAS early conciliation reference.
Published March 2026
Grievance Policy
From informal resolution through to formal hearings and appeals. Covers overlapping grievance and disciplinary processes.
Published March 2026
Absence Management Policy
Trigger points, return to work, long-term absence, disability-related absence and mental health. Customisable thresholds.
Published March 2026
Flexible Working Policy
Reflects current law: day one right, two requests per year, two-month decision window. All eight statutory refusal grounds.
Get the full HR Essentials Pack
All sixteen documents in one download. Ten policies, five template letters and a practical manager guide on the right to be accompanied.
Includes everything above, plus: social media, whistleblowing, equal opportunities and dignity at work, probationary period, employee privacy notice, disciplinary hearing and outcome letters, grievance meeting letter, flexible working response letters, and the right to be accompanied manager guide.
Includes ERA 2025-ready templatesYour details are confidential. We may send one follow-up with relevant guidance. You can unsubscribe any time. No mailing lists. Privacy policy
You can also download any of the individual templates below.
All templates
The four essentials above are free to download. The rest are included in the full pack.
Policies
Published March 2026
Social Media Policy
Platform-neutral guidance for work and personal use. Covers monitoring, misconduct and what to avoid.
Published March 2026
Flexible Working Policy (ERA 2025)
Reflects the new reasonableness test and statutory consultation requirement. Ready for when secondary legislation lands.
Published March 2026
Probationary Period Policy
Written as a support framework, not a test. Reflects the ERA 2025 six-month unfair dismissal qualifying period.
Published March 2026
Whistleblowing Policy
Covers PIDA 1998, internal and external reporting routes, confidentiality and protection from detriment.
Published March 2026
Equal Opportunities & Dignity at Work
All protected characteristics, harassment, bullying, and the Worker Protection Act 2023 employer duty.
Published March 2026
Employee Privacy Notice
UK GDPR and DPA 2018 compliant. What data you collect, why, legal basis, retention periods, employee rights.
Template Letters
Published March 2026
Invitation to Disciplinary Hearing
All ACAS requirements: allegations, evidence, right to be accompanied, possible outcomes.
Published March 2026
Disciplinary Outcome Letter
Four outcome options: no action, first warning, final warning, dismissal. Finding and reasoning sections.
Published March 2026
Invitation to Grievance Meeting
Acknowledges the grievance, sets up the meeting, covers accompaniment rights and adjustments.
Published March 2026
Flexible Working Response
Three options: approved, alternative agreed, refused. Statutory refusal grounds with explanation guidance.
Published March 2026
Flexible Working Response (ERA 2025)
New reasonableness explanation, alternatives considered, detailed refusal example. Consultation meeting summary.
Manager Guidance
Published March 2026
Right to Be Accompanied
Practical guide for managers: when the right applies, who can attend, what they can do, common mistakes to avoid.
Complete, customisable document sets for complex HR processes. Every pack includes a leaders' guide alongside the policy and templates. Enter your company details once and generate everything, ready to use.
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Pick the process you need and check out securely via Stripe.
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Company details, job titles, dates, thresholds. Enter once, applied everywhere.
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Redundancy Process Pack
Most redundancy claims aren't about the decision. They're about the process. Get the selection criteria wrong, miss a consultation step, or use the wrong letter and you're exposed. This gives you the structure to run a fair, defensible redundancy process from start to finish.
One-off payment. No subscription. ex. VAT.
- Selection criteria that holds up to challenge
- Consultation letters for every stage of the process
- ERA 2025 and ACAS Code aligned throughout
- Leaders' guidance included, not just policies
- Customised with your company details
Absence Management Pack
Without a consistent framework, managers handle absence differently. That inconsistency is where discrimination claims come from. Trigger points, sick pay rules, OH referrals: defined once, applied fairly every time.
One-off payment. No subscription. ex. VAT.
- Trigger points and sick pay rules set to your policy
- Covers long-term, persistent and disability-related absence
- OH referral and phased return templates included
- Equality Act 2010 compliant throughout
- Customised with your company details
Disciplinary Process Pack
Most employers lose tribunal cases not because the decision was wrong, but because the process wasn't followed. Investigation, invitation, outcome, appeal: each step can be challenged. This covers all of them, correctly.
One-off payment. No subscription. ex. VAT.
- Investigation plan included, not just hearing documents
- Covers verbal, written, final warning and dismissal
- ACAS Code aligned, ERA 2025 watch points included
- Leaders' guidance to reduce manager guesswork
- Customised with your company details
Grievance Process Pack
A grievance handled badly becomes a claim. Delay it, dismiss it, or handle it inconsistently and it escalates fast. This gives you a structured, defensible process before it gets expensive.
One-off payment. No subscription. ex. VAT.
- Covers individual grievances, bullying and harassment
- Mediation agreement included for early resolution
- Worker Protection Act 2023 and ACAS aligned
- Investigation plan and meeting record templates
- Customised with your company details
Workplace Investigation Pack
Most investigations fail because they lack structure, not intent. No terms of reference, no question plan, no evidence log, no report framework. This gives you all of it, including a question bank covering 17 investigation types from bullying to safeguarding.
One-off payment. No subscription. ex. VAT.
- Question bank for 17 investigation types
- Investigation report template with structured findings
- Trauma-informed guidance for sensitive cases
- Full letter set from notification to outcome
- Customised with your company details
Flexible Working Pack
ERA 2025 changed the rules. Requests now come in from day one, refusals need to pass a reasonableness test, and most managers don't know their obligations. This covers the request, the discussion, the decision, and the appeal.
One-off payment. No subscription. ex. VAT.
- Covers day-one requests under ERA 2025
- Reasonableness test guidance for every refusal
- Approval, refusal, alternative and trial period letters
- Discussion meeting record included
- Customised with your company details
Employment Contract Pack
Not just a contract. A complete hiring toolkit with leaders' guide, offer letter, right to work record, new starter checklist, contract variation letter, restrictive covenants guidance, and ERA 2025 quick reference. Four contract types in one wizard.
One-off payment. No subscription. ex. VAT.
- Permanent, part-time, fixed-term and zero hours
- Leaders' guide written for managers, not lawyers
- ERA 2025 ready with quick reference card
- Restrictive covenants guidance included
- Customised with your company details
Onboarding & Probation Pack
ERA 2025 means unfair dismissal rights now kick in at six months. Without clear objectives, structured reviews and documented decisions from day one, you can face a claim before the probation period ends.
One-off payment. No subscription. ex. VAT.
- Built around the ERA 2025 six-month qualifying period
- Right to work check record with verification guidance
- Objectives, monthly reviews and outcome letters
- Written for managers, not just HR teams
- Customised with your company details
Performance Management Pack
A PIP is not a performance management tool. It's an admission that performance hasn't been managed. This pack starts before it gets that far — with coaching tools, honest conversation guides, and a leaders' guide that tells it straight — and gives you the formal process as a backstop, not a first resort.
One-off payment. No subscription. ex. VAT.
- Coaching-first framework, not a process-first one
- Continue & Begin® coaching reference card included
- Honest Conversations presentation deck for managers
- ACAS-aligned formal process with ERA 2025 watch points
- Customised with your company details
TUPE Transfer Pack - Incoming Employer
TUPE transfers go wrong when the receiving employer guesses. Due diligence gaps, missed consultation steps, unlawful harmonisation attempts: each one is a liability. This gives you the structure, the documents, and the guidance to do it properly.
- Due diligence checklist and ELI request templates
- Clear guidance on what you can and can't change post-transfer
- Consultation records, measures letters and employee FAQ
- Presentation decks for employee briefings included
- Customised with both company details
Last updated: March 2026
TUPE Transfer Pack - Outgoing Employer
Getting TUPE wrong on the way out is expensive. Failure to provide accurate ELI, missed consultation obligations, poorly handled objections: all carry financial and legal consequences. This covers your obligations from notification to transfer day.
- ELI data template covering all disclosure obligations
- Rep election guidance for non-unionised workplaces
- Consultation records, objection handling and transfer letters
- Presentation decks for employees and representatives
- Customised with both company details
Last updated: March 2026
Settlement Agreement Pack
Most settlement agreements are drafted from scratch by solicitors at £300+ an hour. This gives you a modular template built through a guided wizard, so you get a properly structured agreement tailored to your specific situation. Not a blank form. A working document.
- 11 configurable modules (PILON, garden leave, bonus, share schemes and more)
- Full schedule set: adviser certificate, reference, reaffirmation letter
- Companion guide with clause-by-clause explanation
- Dynamic clause numbering adjusts automatically
- Customised with your company and employee details
Last updated: March 2026
Need more than templates?
If you need help with TUPE, restructuring, investigations, M&A people workstreams, or want someone to review and adapt these for your organisation, get in touch.