
TUPE transfer toolkit for outgoing 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 outgoing employer in a TUPE transfer (ie the old employer).
It includes templates of the key legal documents and guidance on how to use them, taking you step-by-step through a straightforward TUPE process, ensuring the smooth transfer of employees from your business. The how-to guide gives a helpful timeline of steps to take and the documents in this toolkit include:
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helpful checklists full of practical pointers; and
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various legally required letters and notices that you need to send to the incoming employer and/or the employees affected.
It will guide you through a fair and proper process and limit the possibility of any legal problems further down the line.
If you are the incoming employer, you can use TUPE transfer toolkit for incoming employer instead.
Q&A
When should I use this toolkit?
Use this toolkit if you are the outgoing employer in a TUPE transfer, ie if you are the business that the employees are transferring away from. It is designed for simple TUPE transfers of employees from one business to another which you can carry out start to finish yourself without specialist outside assistance.
What does this toolkit cover?
This TUPE transfer toolkit is designed for the outgoing employer and includes all the formal documentation you will need for the process. For example, template letters to the employees who will be affected by the transfer, documents to carry out a proper consultation process and paperwork to deal with any employees who object to your intended course of action.
It also includes additional tools created to help you with the process, including a useful checklist of practicalities to make sure everything runs smoothly, and a general checklist that you can use any time a staff member leaves your business to make sure nothing is forgotten.
Why do I need this toolkit?
TUPE transfers can look difficult, but there is no reason you cannot handle a straightforward one internally without spending money on external consultants or advisers. This toolkit will give you the confidence you need to deal with a simple TUPE transfer efficiently and legally.
Where can I find out more?
For detailed Q&A about every step of the TUPE process from both the incoming and outgoing employers' point of view, see TUPE transfers.
Documents in Toolkit
Checklist - practicalities to consider ahead of a TUPE transfer (outgoing employer)
Checklist for departing staff
How-to guide: TUPE transfer toolkit for an outgoing employer
TUPE - Consultation meeting agenda
TUPE - Letter providing information for employees (outgoing employer)
TUPE - Letter requesting measures information
TUPE - Letter to employee who objects to transfer
TUPE - Notice of appointment of employee representatives
TUPE - Notice of ballot
TUPE – Employee liability information letter
TUPE – Letter to staff regarding proposed transfer
Related Toolkits
Redundancy toolkit
- How-to guide: Redundancy toolkit
Redundancy - Letter warning of proposed redundancies
Redundancy - Selection criteria form
Redundancy - Provisional selection for redundancy letter
Redundancy - First individual consultation meeting agenda
Redundancy - Outcome of individual consultation meeting
Redundancy - Invitation to final individual consultation meeting
Redundancy - Final individual consultation meeting agenda
Redundancy - Notice of termination of employment
Redundancy - Offer of alternative employment
Disciplinary toolkit
- How-to guide: Disciplinary toolkit
Suspension letter pending investigation
Disciplinary investigation template
Invitation to attend a disciplinary hearing
Invitation to attend meeting to discuss sickness absence
List of common disabilities
Note taking template for disciplinary proceedings
Basic script for conducting a disciplinary hearing
First written warning for capability
First written warning for misconduct
Final written warning for capability
Final written warning for misconduct
Sickness absence meeting - outcome letter
Dismissal letter
Invitation to attend a disciplinary appeal hearing
Basic script for conducting a disciplinary appeal hearing
Letter to confirm outcome of a disciplinary appeal
Pregnancy and maternity toolkit
Maternity arrangements letter
Maternity - Amended return date letter
Maternity - Letter confirming sickness absence during last four weeks before childbirth
Maternity - KIT Day Letter
Employee notice of return from maternity leave
Letter to employee confirming dates of return from maternity leave
Pregnancy - health and safety letter
- How-to guide: Pregnancy and maternity toolkit
Pregnancy and maternity risk assessment
Maternity - Employee notice of pregnancy and intention to take maternity leave
Pregnancy - suspension on health and safety grounds letter
Paternity toolkit
- How-to guide: Paternity toolkit
Declaration of eligibility for time off to attend antenatal appointments
Employee declaration of eligibility for time off to attend pre-adoption appointments
Employee declaration of eligibility for time off to attend antenatal appointments with surrogate
Paternity arrangements letter
Employee notice of date of childbirth
Notice of updated return date from paternity leave
Adoption - Employee notice of date of arrival