TUPE transfer toolkit for incoming employer
- Easy to follow process
- Includes 10 key documents
- Avoid legal problems later
This TUPE transfer toolkit is everything you need if you are the incoming employer in a TUPE transfer (ie the new employer).
It includes all the documents and guidance to take you step by step through a simple TUPE process, ensuring the smooth transfer of employees to your business. The how-to guide gives a handy timeline to follow and the documents in this toolkit include:
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a due diligence questionnaire to help you prepare properly from the outset;
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a helpful checklist of practical pointers; and
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various template letters and notices that are legally required during the formal TUPE process.
It will help you follow a fair and proper process and limit the possibility of any legal problems further down the line.
Q&A
When should I use this toolkit?
Use this toolkit if you are the employer who is taking people on in a TUPE transfer. It is suitable for simple TUPE transfers of employees from one business to another which you can deal with yourself without specialist outside assistance.
What does this toolkit cover?
This toolkit for a TUPE transfer is aimed at the incoming employer and includes all the formal documentation needed. For example, letters and notices to your existing employees who will be affected by the transfer, documents to carry out a proper consultation process and a final confirmation once the transfer is complete.
It also includes additional documents designed to help you, including a handy checklist of practicalities to make sure that the process runs smoothly.
Why do I need this toolkit?
TUPE transfers can appear challenging, but there is no reason you cannot handle a simple one internally without spending a fortune on external advisers. This toolkit is designed to give you the confidence you need to deal with a TUPE transfer efficiently and legally.
Where can I find out more?
For more information about TUPE transfers, including detailed Q&A about every step of the process from both the incoming and outgoing employers' perspectives, see TUPE transfers.
Documents in Toolkit
Checklist - Practicalities to consider ahead of a TUPE transfer (incoming employer)- How to guide: TUPE transfer toolkit for incoming employer
- TUPE - Consultation meeting agenda
- TUPE - Due diligence questionnaire
- TUPE - Letter providing information for employees (incoming employer)
- TUPE - Letter requesting employee liability information
- TUPE - Notice of appointment of employee representatives
- TUPE - Notice of ballot
- TUPE – Confirmation of transfer of employment letter
- TUPE – Letter to staff regarding proposed transfer
- TUPE – Measures letter
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