Checklist for departing staff

Use this checklist for departing staff to tick off the various tasks you need to undertake when a staff member leaves your business, and make sure you don’t forget anything important. This checklist covers practical matters for the security of your premises, like returning keys, and administrative matters, like dealing with final salary payments. It also includes measures to take to protect your business interests, such as removing the individual’s access to your internal systems. You can also purchase this checklist as part of the TUPE transfer toolkit for outgoing employer .

Career break arrangements letter

A career break is a period of unpaid leave taken by a staff member over and above their normal holiday leave allowance. A career break arrangements letter is a letter approving a request for a career break by an employee and setting out the terms applicable to it. Use this letter to agree to a career break request from a staff member who is an employee. It can be used whatever the reason for their request is and is intended to be used in conjunction with your business’ career break policy, if you have one. This letter includes an option to warn your staff member that the same role may not be available to them when they return.
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Holiday leave and career breaks
Dealing with annual leave
Q1:What are my obligations around staff going on annual leave?

All , and are entitled to take a minimum period of time off work each year as holiday leave. As an , you must organise the needs of your business so that are able to take their full entitlement and can use the time in order to take a complete break away from work.

Note that, for leave years beginning on or after 1 April 2024, you are permitted to pay 'rolled-up ' in each pay period instead of giving them paid time off. See Q&A 12 for further guidance on rolled-up .

Your key obligations are as follows:

  1. you must pay at least the same amount as you normally do whilst they are on (unless, in the case of , you choose to pay them 'rolled-up ' in each pay period instead of giving them paid time off) (see Q&A 9);

  2. are entitled to a minimum period of notice if you refuse to allow them time off when they request it, or if you will require them to take their leave at a specific time (see Q&A 17 and following);

  3. your will continue to accrue their full entitlement (or rolled-up , if applicable) whilst on sick leave and whilst on maternity, adoption or or and if this leave cannot be taken in the relevant because of the member of 's absence, you are required to allow them to roll it over so that it can be used in the subsequent year (see Q&A 22 and following);

  4. if a member leaves your employment part way through the having taken less than the proportion of leave they are entitled to by that point in the year, you must pay them for the proportion of leave that they have not taken (see Q&A 32); and

  5. you must provide all and with written information about their holiday entitlement and (including their bank and public holiday entitlement) on or before the day they start working for you. This information will typically be included in their employment or contract (see Employment contracts or Contracts for casual workers for more information).

For a basic policy that you can customise for your business, see Staff handbook and policies.


Q2:Which staff are entitled to annual leave?

All , and are entitled to a minimum period of each year, which must be paid at their normal rate. However, in the case of , for leave years beginning on or after 1 April 2024, you are permitted to pay them 'rolled-up ' in each pay period instead of giving them paid time off. See Q&A 12 for further guidance.


Q3:Is my agency worker entitled to annual leave?

Yes; are entitled to . This will usually be the responsibility of the agency that supplied them to you (since in most cases, your contract is with the agency rather than with the direct, and the is employed directly by the agency). You should liaise with the agency about how to deal with the absence and check your contract with the agency to see whether there is a requirement for the agency to provide you with a replacement.

Note that after have worked for you for 12 continuous weeks, they will be entitled to any additional entitlement that equivalent members of in your business are allowed; it is usually the responsibility of the agency that supplied the to ensure that they receive the leave they are entitled to, but the agency may need to ask you for information about your holiday policies in order to do this and you are required to cooperate.

See Agency workers for more information about the practicalities of using .


Q4:Are freelancers entitled to take paid annual leave?

No; self-employed are not entitled to paid , so any holiday arrangements will need to be agreed between you and the .

See Freelancers (self-employed staff) for more information about the practicalities of using .


Q5:How many days per year are staff allowed to take as annual leave?

Eligible are entitled to a minimum of 5.6 weeks paid holiday leave every year, which is equivalent to 28 days per year for a full-time member of . If you will require your to take bank holidays, the 28-day entitlement can include these days; see Q&A 20 for further information about this.

For part-time , this amount is pro-rated according to how many days per week the member works.

In the case of , for leave years beginning on or after 1 April 2024, you are permitted to pay them 'rolled-up ' in each pay period instead of giving them paid time off. See Q&A 12 for further guidance.

You can offer your more holiday than the legal minimum in their contracts, but you are not allowed to give them less than this amount. For a template policy that you can customise for your business, see Staff handbook and policies.


Q6:How much leave are part-time staff entitled to?

For part-time , you should take the entitlement of a full-time member (a minimum of 28 days per year) and pro-rate it according to how many days of the week they work.

The easiest way to calculate leave entitlement is to use the government's holiday leave calculator. This calculator covers all sorts of working patterns, such as full-time, part-time, shift work, and casual or irregular hours.


Q7:How much leave are shift-workers or those who work irregular hours entitled to?

The easiest way to calculate leave entitlement is to use the government's holiday leave calculator. This calculator covers all sorts of working patterns, such as full-time, part-time, shift work, and casual or irregular hours.

In the case of irregular hours (casual) , you may either:

  1. accrue their holiday entitlement at the rate of 12.07% of their actual hours worked in a pay period (rounded up or down to the nearest hour) on the assumption they are entitled to the statutory minimum of 5.6 weeks holiday per year;

  2. accrue their holiday entitlement at the rate of (total holiday entitlement ÷ remaining working weeks in the year) x 100, if they are entitled to more than 5.6 weeks holiday per year; or

  3. for leave years beginning on or after 1 April 2024, pay them 'rolled-up ' in each pay period, instead of giving them paid time off. See Q&A 12 for further guidance.


Q8:How do I calculate annual leave entitlement if a staff member joins or leaves my business part way through the holiday year?

If an joins or leaves your business part way through the , they will accrue leave for that year on the first day of each month they are working for you at the rate of one twelfth of their annual entitlement (rounded up to the nearest half day), which would equate to 2.5 days per month for someone who works full-time and gets the minimum 28 days' holiday per year.

In the case of irregular hours (casual) , you may either:

  1. accrue their holiday entitlement at the rate of 12.07% of their actual hours worked in a pay period (rounded up or down to the nearest hour) on the assumption they are entitled to the statutory minimum of 5.6 weeks holiday per year;

  2. accrue their holiday entitlement at the rate of (total holiday entitlement ÷ remaining working weeks in the year) x 100, if they are entitled to more than 5.6 weeks holiday per year; or

  3. for leave years beginning on or after 1 April 2024, pay them 'rolled-up ' in each pay period, instead of giving them paid time off. See Q&A 12 for further guidance.

The easiest way to calculate leave entitlement is to use the government's holiday leave calculator. This calculator covers all sorts of working patterns, such as full-time, part-time, shift work, and casual or irregular hours.


Q9:How much do I have to pay staff whilst they are on annual leave?

During , should earn at least the same amount as they do normally. This is simple if you pay a fixed amount (eg a monthly salary); they should be paid the same as they are usually paid when they are at work.

The situation is more complex for whose pay is variable, perhaps because it is partly made up of commission or overtime or because their hours are variable (eg because they are on zero-hours contracts or contracts); see Q&A 10 for how to make the calculation.

Note that in the case of casual and irregular hours , for leave years beginning on or after 1 April 2024, you are permitted to pay 'rolled-up ' in each pay period instead of giving them paid time off. See Q&A 12 for further guidance.

You should pay to your in the same way as usual eg on their usual payday via your payroll system.


Q10:How do I work out how much I need to pay staff on annual leave when their pay is variable?

If you use payroll software, it may be able to work out for your automatically.

If you need to calculate yourself, you must work out the member's average pay over the preceding 52 working weeks and base their on this. The steps are listed below, but note that you are only legally required to take account of overtime, bonus and commission payments in the first four weeks' . You can of course choose to include these extras in your calculations for all if you want.

To calculate :

  1. Find the correct 52-week period

    Use the 52 weeks in which your member has worked their contracted hours immediately before the first day of holiday. For these purposes, you should use the last whole week that was worked ending on or before the first day of leave, starting on a Sunday and ending on a Saturday (unless the member's pay is calculated weekly by a week ending on a day other than a Saturday, in which case the week ends on whichever day that is).

    Ignore any weeks in which your member has not worked and not been paid, or any weeks in which they have been off work on sick leave and use earlier weeks instead, so that you have 52 in total. You can count back across a maximum of 104 weeks in total to find 52 qualifying weeks.

    If you do not have 52 weeks of pay data to use, you should use the maximum number of whole weeks of pay information that you have available to you (excluding any weeks where your member was not paid).

  2. Calculate the member's normal pay over the 52-week period

    Add up the following sums paid during the 52 weeks:

    1. wages;

    2. payments, including commission payments, that are intrinsically linked to the performance of tasks which a is contractually obliged to carry out;

    3. payments relating to professional or personal status relating to length of service, seniority or professional qualifications;

    4. other payments regularly paid to a over the past 52 weeks, such as overtime payments;

    5. any regular bonuses, such as those that are paid monthly, but not discretionary bonuses (eg occasional performance-based bonuses) or, for example, a Christmas bonus (legally applicable to the first four weeks of leave only).

  3. Calculate the member's average pay

    To calculate average weekly pay, divide by 52 the normal pay figure you have arrived at by carrying out the steps above.

    To calculate average daily pay, divide the normal pay figure by the number of days actually worked over the 52-week period (ie excluding days off and weekends).

    To calculate average hourly pay, divide the normal pay by the number of hours actually worked over the 52-week period.

It is then a simple matter to multiply up the weekly, daily or hourly pay as appropriate for the period of leave.

If your member has not yet worked a full week before they take , instead of carrying out the calculation above, you must determine what amount fairly represents a week's pay. To do so, you must take into consideration their level of pay, any pay they have already received from you, and what other members of doing a comparable role for you are paid.


Q11:How do I work out how much to pay staff on annual leave if they have an annualised hours contract?

If you employ a permanent , their must be calculated by taking their average pay over the previous 52 weeks, ignoring any weeks not worked. See Q&A 10 for how to make the calculation.


Q12:What is rolled-up holiday pay?

Rolled-up means that you include an additional amount with every payslip to cover your 's , as opposed to giving them paid holiday leave. You are allowed to use this method for calculating for casual (irregular hours) and part-year only, for leave years beginning on or after 1 April 2024.

To calculate a 's rolled-up , add 12.07% of a 's total pay in each pay period (assuming your is entitled to the statutory minimum of 5.6 weeks annual holiday leave). This additional amount should be paid at the same time the is paid for the work done in that pay period.

If you intend to start using rolled-up , make sure you check your 's contract, in case you need to ask them to agree to a variation of contract. You should also make sure the rolled-up is shown as a separate item on each payslip, and make sure your is aware that this means they will not be paid when they take holiday time off.

If you do not want to use rolled-up for irregular hour and part-year , you can continue to use the 52-week reference period set out in Q&A 12 to calculate .


Q13:What happens if a worker who receives rolled-up holiday pay goes off sick or is on parental leave?

If a who receives rolled-up goes off sick or takes (if eligible) during a pay period, their rolled-up should be calculated according to the average amount of their total earnings in each pay period during the 52-week relevant period.


Q14:How much notice can I require a staff member to give me before taking annual leave?

You can specify how a leave request is to be made and how much notice is to be given in your contract with the member and it is common to use an online holiday leave service to manage this process. will then need to comply with your specified policy. For a template policy, see Staff handbook and policies.

If you have not specified how a request must be made, then must make requests twice the number of days in advance as the number of days they wish to take for holiday. For example, if a member wishes to take two days' holiday, they should make their request at least four days before they wish to go on holiday.


Q15:Can I refuse an annual leave request if a staff member doesn't give me sufficient notice?

If a member gives you less notice than is required (see Q&A 14), it is up to you whether or not you allow them to take the holiday, but you should try to balance the effect on morale in refusing late requests with any inconvenience to your business if your take time off at short notice (particularly for shorter periods of leave). However, it is legitimate to deny a request if the member gives short notice and you cannot arrange cover in time, for example, even if this means that the member loses some unused holiday at the end of the year (see Q&A 22 for further information about carrying holiday over into a subsequent year).

See Q&A 17 for further information about other situations in which you may refuse a member's leave request.


Q16:What can I do if a staff member takes annual leave without giving advanced notice?

If a member takes holiday without giving any notice at all or despite you having refused a request they previously made, your first step should be to attempt to contact them to hear their explanation. If they claim they are sick, see Dealing with sickness absence for information about how to deal with the matter.

However, if the member had no good reason for their unauthorised absence, then you can treat this as . You must ensure you follow a fair disciplinary procedure, particularly if the outcome could be the dismissal of the member; see Taking disciplinary action for further information about this and Staff handbook and policies for a template disciplinary procedure.


Q17:Can I refuse a staff member's annual leave request if it is inconvenient for my business?

Once you receive a holiday request, it is up to you whether you accept or deny it. However, you should always to act fairly and reasonably. You cannot consistently deny requests, given that are legally entitled to take holiday at some point in the year; if you repeatedly refuse a member's requests without good reason, you risk a complaint or formal (for further information on , see Handling grievances).

If you do deny a request, you must tell the member at least the same number of days in advance of the proposed leave as the member is proposing to take, but in practice you should do so as soon as possible.

You must be careful when considering holiday requests that have been made for religious events or reasons; see Q&A 21 for information about this.


Q18:How do I deal with multiple annual leave requests for the same period?

It is common for leave requests to increase around the summer/Christmas/bank holiday periods and over school holiday times. There are no legal rules governing how you should decide which members should be given priority, although you may wish to operate a first come, first policy, or for periods like Christmas, request that inform you of what days they wish to take off well in advance so that you can make the necessary operational plans for your business.

You may decide to shut the office for particular periods (such as Christmas) and require all to take leave during this time, or specify that nobody can take leave during a particular period; see Q&A 19 for information about this and Staff handbook and policies for a template policy providing for you to shut the office during certain periods.


Q19:Can I specify or restrict when staff may take their annual leave?

Yes; it is open to you to impose some restrictions around when leave is taken. For example, you may specify that cannot take leave in the week preceding the end of the financial year or at a specified peak time for your business. Conversely, you may require to take leave at a particular time during the year, such as when the office shuts down over the Christmas period or during a quiet point in the summer.

If you wish to impose a restriction, you may include this in the member's contract, or otherwise write to or email your in advance to tell them. It is best practice to communicate clearly with your to explain why you want to specify or restrict when they take their leave. You are required to give the following minimum amount of notice, although in practice you should tell as far in advance as possible in order to allow them to organise their leave across the year:

  1. If you wish to make take leave on specific days, you must inform them at least twice the number of days in advance as you wish for them to take. For example, if you wish to require all your who would otherwise be working to take 27-30 December (four days) as holiday, then you must tell them at least eight days in advance.

  2. If you wish to prevent taking holiday on particular days, then you need only inform them the same number of days in advance as you are preventing them from taking. For example, if you wish to prevent from taking holiday during the final fortnight of your financial year, you must give a fortnight's notice of this.

Note that where have been on sick leave or on during a period which you had designated as a compulsory leave period for your , you must allow them to take leave at another point instead or carry the leave over into the following if this is not possible; see Q&A 22 for further information about this.

See HR policies for further information about setting policies in relation to holiday entitlement and Staff handbook and policies for a template policy that you can customise for your business.


Q20:Do I have to let my staff take days off for bank or public holidays?

are not automatically entitled to take bank or public holidays off work, and you therefore do not have to allow to take these days in addition to their minimum holiday entitlement (the only exception to this is that some banking sector automatically get bank holidays as days off work). There is also no legal right for members to be paid extra for working a bank or public holiday.

The matter therefore comes down to what you have set out in your contract with the member; many of office-based will close the office on bank and public holidays and require to take these days as leave, and include the days within their allowance for the year.

For part-time , you cannot make them use leave to take a bank holiday off if it does not fall on a normal working day for them - you must treat it the same as any other non-working day for them.


Q21:Do I have to let my staff take days off for religious holidays or events?

No. You do not have to allow your time off work for religious reasons in addition to their normal holiday leave entitlement. It is perfectly acceptable to require to use their holiday leave to take time off for religious events. When doing so, will be subject to the usual notice requirements (see Q&A 14 for further information about this) and you have discretion about whether or not to allow the leave request, as usual.

However, when considering leave requests for religious reasons, you must be very careful not to treat less favourably than other as a result of their race, religion or beliefs, or introduce any sort of practice which results in those members being put at a disadvantage unless you have good reason for this; if you do, this could result in a claim. You should take a fair and consistent approach to all members' requests for time off work for religious purposes, carefully balancing the needs of running your business against the requests of your . You should never deny a member time off specifically because of their religion, or have any sort of a policy which leads to your always denying time off on particular days if you do not have good reason for doing so.

However, it can be legal and legitimate to deny a request for leave if there is a real business need for your member to work at that time, and there is no reasonable alternative means to satisfy that business need. For example, if your business requires on site on Sundays to carry out time-sensitive work and you need everyone present to complete that work, it would not amount to religious to deny a committed Christian time off to attend church.

It is important to note that members of the same religion or belief do not necessarily follow all the practices and observances of that religion. You should not assume that all followers of the same religion will have the same requirements or request time off for every religious event.

In addition to allowing your to take paid holiday leave for religious events where possible, you could also consider offering flexitime working arrangements, discretionary time off to be made up later, and/or unpaid leave in certain circumstances. For more information on , see Flexible working requests.


Q22:Do I have to allow my staff to carry over unused annual leave to the next holiday year?

No. Normally, at least four weeks of a full-time member's minimum entitlement must be used in the in which it falls due, unless the law requires otherwise. See Q&A 23 for guidance on when you may be required to allow carry over of leave.

You and your member can agree to carry over their remaining weeks of leave (although you do not have to allow this).

Previously, your could carry over four weeks' leave into the next 2 years if they could not take it because their work was affected by coronavirus. However, can no longer accrue COVID carryover leave. They must have used any leave they accrued prior to 1 January 2024 before or on 31 March 2024. If their employment terminated on or before 31 March 2024, they can claim pay in lieu for any outstanding carried over leave.

See Q&A 23 for further guidance on carrying over .


Q23:How much annual leave can I allow my staff to carry over to the next holiday year?

There are different rules about the first four weeks of and the weeks that remain beyond that:

  1. First four weeks

    At least four weeks of a full-time member's minimum entitlement must be used in the in which it falls due. You cannot agree with a member (in their contract or otherwise) to allow this leave to be carried over except where the member cannot take the leave because:

    1. they are sick (see Q&A 24);

    2. they are on following childbirth or adoption (see Q&A 25);

    3. your member was unable to take their minimum entitlement because you did not provide paid holiday, or they took their but it was unpaid. This might be the case if, for example, you treat a member as self-employed who is not eligible for paid , when they are in fact a . See Different types of staff for guidance on the rights of different types of .

    Furthermore, you must pro-actively encourage to book this minimum leave during the . If you do not, can carry over any part of the first four weeks that they have not taken into the next leave year, regardless of what their contracts say. You should encourage to book leave by writing to them so that you have a record of it. Simply relying on looking at a written policy is not likely to be enough.

  2. Remaining weeks

    The remaining weeks (which will be 1.6 weeks if you offer the statutory minimum and any additional days if you offer more) can be carried over to the next year if you agree this with the member (which you do not have to do). If you do agree to this, it is common to require that take any carried over holiday leave within three months of the start of the new . For a template policy that you can customise for your business, see Staff handbook and policies.


Q24:Can my staff carry over annual leave to the following year if they have been on sick leave?

Yes; if the member falls ill and takes sick leave until the end of the , you must allow unused holiday leave that they have been unable to take to be carried forward for up to 18 months; but you only have to allow only up to a maximum of four weeks' leave to be carried forward. Unless you have agreed otherwise in their employment contract, you do not need to allow them to carry over any entitlement over and above that amount.


Q25:Can my staff carry over annual leave to the following year if they have been on maternity, paternity, adoption or shared parental leave?

Yes; if the member is unable to take their full entitlement because they are already on leave following the birth or adoption of a child, you must allow any unused leave to be carried over into the following year.


Q26:Can my staff carry over annual leave due to the effects of COVID-19?

No. Previously, your could carry over four weeks' leave into the next 2 years if they could not take it because their work was affected by coronavirus. However, can no longer accrue COVID carryover leave. They must have used any leave they accrued prior to 1 January 2024 before or on 31 March 2024. If their employment terminated on or before 31 March 2024, they can claim pay in lieu for any outstanding carried-over leave.


Q27:Can I allow my staff to buy or sell holiday leave?

The rules about minimum holiday entitlement are there to ensure that get adequate periods of rest away from work. You are therefore not permitted to agree with your that part of their minimum entitlement can be sold back to you, perhaps in exchange for an additional day's pay, even if the member requests this. Holiday must be taken within the relevant or else it is lost, subject to a limited ability to carry over some holiday allowance into the following year (see Q&A 22 for further information about this).

The exception to this is where a member's employment terminates part way through a ; in that situation, you can pay them for any accrued leave that they have not been able to take; see Q&A 32 for further information about this.

If you decide to offer your more than the 28-day legal minimum, there is nothing to stop you operating a scheme whereby can buy or sell all or some of that additional entitlement (ie the element that is over 28 days), although it is common to limit this to buying or selling a set number of days (5 is common).

Note that in the case of casual or part-year , for leave years beginning on or after 1 April 2024, you are allowed to pay them rolled-up in each pay period, instead of offering paid time off. See Q&A 12 for further guidance.


Q28:Do my staff continue to accrue annual leave entitlement whilst they are on sick leave?

Yes; your will continue to accrue their full entitlement whilst on sick leave.

Where this leave cannot be taken in the relevant because of the member of 's absence, you must allow any outstanding allowance to take to be carried forward for up to 18 months. See Q&A 24 for more information.


Q29:Do my staff continue to accrue annual leave entitlement whilst they are on maternity, adoption or shared parental leave?

Yes; your will continue to accrue their full entitlement whilst on maternity, adoption or .

If the member is unable to take their full entitlement because they are already on leave following the birth or adoption of a child, you must allow any unused leave to be carried over into the following year.


Q30:What should I do if a staff member is sick during their annual leave?

If a member falls ill shortly before a planned holiday and remains so during that period, or if they fall ill during their period, they will automatically become entitled to sick leave instead and you must permit them to rearrange the remainder of their for later that year; you cannot force them to take instead of sick leave.

If this means they cannot take their full entitlement for that year, you must permit them to carry it over into the following year. See Q&A 24 for more information.

Despite this, a member may choose to take even when they are sick, particularly if you do not offer an enhanced policy and they are only entitled to . There is nothing to stop them doing this.


Q31:Can an employee take annual leave during maternity, paternity, adoption or shared parental leave?

who are on maternity, paternity, adoption or will continue to accrue their entitlement during their leave but cannot take it during their maternity, paternity, adoption or without bringing that leave to an end. will therefore need to take any for the year either before their maternity, paternity, adoption or shared parental period begins or after it ends. If it is not possible to take their full leave entitlement during the , you must allow the member to roll it over into the following year.

It is a good idea to discuss this with your members and agree any arrangement with them in writing. For more information about arranging family-related leave, see Maternity leave and pay, Adoption leave and pay, Paternity leave and pay and Shared parental leave and pay, and for template policies you can use, see Staff handbook and policies.


Q32:Do I have to pay staff for unused holiday when they leave?

Yes, in relation to their statutory allowance. If a member leaves your employment part way through the having taken less than the proportion of leave they are entitled to by that point in the year, you must pay them for the proportion of statutory leave that they have not taken.

For example, a member who has an allowance of 28 days and leaves 3 months into the will be entitled to 7 days' leave for that year. If they have only taken one day, you must pay them for 6. Your member will not lose their right to (or payment in lieu of ) simply because they did not apply to take it leave before they left your employment.

If you offer an enhanced leave policy over and above the legal minimum, whether or not your member is entitled to payment in lieu of the additional days is down to what your contract with the member says about this; you may require them to take the additional holiday before leaving, or else lose it. For a template policy, which you can customise for your business, see Staff handbook and policies.


Q33:If a staff member leaves having taken more annual leave than they are entitled to, can I make them pay for those days?

If a member has taken more than their entitlement, you are only allowed to make a deduction from their wages to cover this if you have explicitly provided for this in their contract.

For more information about what happens when leave your business, see Practical steps to take when a staff member leaves and use Checklist for departing staff to ensure that you do not miss anything important.


Career breaks and unpaid leave
Q34:Am I required to offer career breaks or unpaid leave to my staff?

Your may wish to take a long break from work, over and above their normal entitlement, for various reasons; most commonly to travel, spend time with family, get married or study.

There is no general right for to take a career break or other period of unpaid leave, although you should note that members of who are do have the right to unpaid leave in the following specific circumstances:

  1. who are parents are entitled to take up to 18 weeks' unpaid up until their child's eighteenth birthday for the purposes of caring for the child (eg to spend more time with the child, visit new schools, or settle the child into new care arrangements).

  2. are allowed to take unpaid time off to deal with emergencies involving their dependants, including their children but also their partner, parents or anybody else who depends upon them.

  3. are entitled to take two weeks' following the death of a child under the age of 18 or a stillbirth after 24 weeks' of pregnancy but they may not be entitled to statutory parental bereavement pay, in which case their leave will be unpaid.

  4. If you have over 250 , certain can request time off for training; detailed advice about this is beyond the scope of this service.

  5. who hold certain public positions can take unpaid time off to perform their public duties and all are entitled to take time off work for jury service.

See Time off for appointments, caring and public duties for information about these various types of leave and Staff handbook and policies for template policies that you can use.


Q35:How should I respond to a request for a career break or unpaid leave?

If you refuse a request for unpaid leave, you should ensure that you explain your reasons clearly to the member and keep a written record of the discussion. If the member is intent on taking the leave anyway, it is possible that they will resign as a result of your refusal; see What to do if a staff member resigns for further information about what to do if this happens.

If you accept the request, you should record the terms of the arrangement in writing. This will give you certainty as to what rights the member of is entitled to while they are away from work, the arrangements for their return and other conditions.

For an arrangements letter suitable for approving a career break of an , see Career Break Arrangements letter.


Q36:What should a career break policy say?

Other than in particular situations (see Q&A 34), it is up to you whether or not you agree to any request for a period of unpaid leave. If you do offer career breaks you should consider having a written policy setting out how the process works. See Staff handbook and policies for a template policy.

Having a policy like this can be a way to attract, incentivise and ultimately retain long-term, but you must bear in mind that you will need to stick to the terms of any policy you offer. As a result, you should usually allow yourself discretion when considering requests, based on business need.

There are no particular rules about what a policy must include; it is up to you whether you want to offer career breaks and on what terms. You may wish to include information about the following:

  1. the conditions for eligibility (such as a minimum of two years' );

  2. factors that will be considered when deciding an application (such as business need at the time and reasons for the break);

  3. whether there is a maximum duration that will be allowed; and

  4. whether the member is to be paid, part-paid or unpaid whilst on the break and whether they will continue to receive pension contributions and other contractual benefits (note that if the member remains a member of your during their career break, they will be legally entitled to continue to accrue statutory during the break.


Q37:If I offer a career break to one staff member, must I offer the same to others?

You must to treat consistently when considering requests for career breaks or unpaid leave, and not favour some over others. Your decision should be based on transparent and consistently applied criteria, such as length of service, performance record and the effect the absence will have on the business and other .

You must not favour requests from full-time over those from part-time in comparable roles, since it is illegal to treat part-time less favourably than their full-time counterparts. You must also be careful not to against any member of on the grounds of a .