Toolkits

Our HR Toolkits turn complex people challenges into clear, actionable steps. Each one combines concise guidance with practical templates, checklists and manager materials, helping you assess risk, implement improvements and measure impact with confidence.

Written in plain English and aligned with good practice and legal obligations, they make it easy to hand resources straight to managers and get started without delay. Every toolkit is supplied as a fully editable Word document, so you can amend the content and add your own branding.

All toolkits are included as part of HR Inner Circle membership. If now isn't the right time to join, you can purchase them individually below.

Explore our Toolkits

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Select the toolkits you wish to purchase by amending the quantity alongside the relevant ones. Once you're ready, click next to checkout.

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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

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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.

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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.

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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.

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A practical set of tools to help you assess the efficacy of your wellbeing initiatives, target the right interventions and track impact. Includes a wellbeing assessment, KPIs, workplace audit and more...

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Practical guidance to support neurodivergent colleagues from recruitment through day-to-day work. Includes manager tools, adjustments request form, sensory checklist and more...
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