Toolkits

Guidance for HR and managers on running effective, consistent and fair performance appraisals, covering the full appraisal cycle, from meeting structure through to follow-up and record-keeping.

Here's what's included:

• Manager Guidance
• Manager Preparation Checklist
• FAQs for Employees
• Employee Self-Assessment Form
• Appraisal Meeting Agenda
• Performance Ratings Guide
• Appraisal Forms (blank)
• Appraisal Form (example)
• SMART Objectives Writing Guide
• Personal Development Plan (PDP)
• Mid-Year Review Form
• Sample Questions for Managers
• Competency Based Pay Progression Framework
• Competency Framework Checklist

A compassionate, legally sound framework for managing long-term absence. Covers OH referrals, reasonable adjustments and decision pathways (return, re-assignment, capability) with clear templates.

Here's what's included:

• Long-term sickness absence policy
• Auditing your absence policy
• Long-term sickness absence checklist
• Letter inviting to initial absence review meeting
• Letter to employee asking for consent to contact doctor
• Letter to employee asking for consent to contact occupational health
• Letter to employee’s doctor requesting report
• Letter to occupational health requesting reportv
• AMRA consent form
• AMRA – summary of rights
• Invitation to welfare meeting
• Welfare meeting script
• Invitation to final absence review
• Handling a final long-term absence meeting
• Absence meeting script
• Confirmation that company sick pay has been exhausted
• Confirmation that SSP is ending
• Confirmation of dismissal on grounds of ill health
• Notice pay while on sick leave flowchart
• Invitation to appeal hearing
• Outcome of appeal hearing

Practical guidance to support neurodivergent colleagues from recruitment through day-to-day work.

Here's what's included:

• Day-to-day Neuroinclusive Practices
• Guide to Neuroinclusive Recruitment
• Communication Preferences
• Sensory Environment Checklist
• Suggested Reasonable Adjustments
• Adjustments Request Form
• Access to Work Information Sheet
• Access to Work Employer Letter

A clear, fair process for setting expectations, giving feedback and addressing under-performance. Includes templates for 1:1s, improvement plans and documents to support managers through the process.

Here's what's included:

• Performance Improvement Plan
• Performance Improvement Plan – Review Meeting Notes
• Top Tips for Managers Running a Performance Improvement Plan
• Performance Management Observation Note
• Performance Management Flowchart
• Performance Review – Invitation to Stage 1 Meeting (PM1)
• Performance Review – Stage 1 Outcome Letter (PM2)
• Performance Review – Invitation to Stage 2 Meeting (PM3)
• Performance Review – Stage 2 Outcome Letter (PM4)
• Performance Review – Invitation to Final Meeting (PM5)
• Performance Review – Final Outcome Letter (PM6)
• Letter to Employee Requesting Medical Report
• Letter to Employee's Doctor Requesting Medical Report
• Letter to Employee Requesting Occupational Health Report
• Letter to Occupational Health Requesting Medical Report
• List of Questions for Employee's Doctor/Occupational Health
• AMRA – Summary of Rights
• AMRA Consent Form
• AMRA Consent Form – Occupational Health

A structured, HSE-aligned pack to prevent and manage work-related stress. Includes a stress policy, risk assessment and manager checklists to reduce risk and support early intervention.

Here's what's included:

• Stress at Work Policy
• Stress Risk Assessment
• Employee Stress Self-Assessment Form
• Managers Guide to Spotting the Signs of Stress at Work
• Checklist: Spotting and Responding to Signs of Stress
• Stress Incident Log
• Stress Concern Notification Form