Documents (344)
Toolkits (23)
Reset filters
Showing (23 results)
  • Business Area

Grievance toolkit

This grievance toolkit guides you through the process of formally handling a staff grievance. It contains a how-to guide as well as a pack of template documents you are likely to need. Once you receive a grievance and have appointed someone to handle it, you will need appropriate documents to investigate the grievance and decide an outcome. This toolkit provides these template documents which can
Invitation to an initial grievance meeting
List of common disabilities
Invitation to an initial grievance meeting
List of common disabilities
Invitation to a grievance meeting following investigation
Grievance outcome letter

Paternity toolkit

Please note that this toolkit has recently been updated. It can be used for employees whose child is due after 6 April 2024, or whose expected date of adoption placement is on or after 6 April 2024. If your employee's child is due to be born or placed with them before this date, this toolkit will not apply. This paternity toolkit will take you through the key steps to take when a staff member
Paternity toolkit
Adoption - Employee notice of date of arrival
Paternity toolkit
Adoption - Employee notice of date of arrival
Declaration of eligibility for time off to attend antenatal appointments
Employee declaration of eligibility for time off to attend antenatal appointment...

TUPE transfer toolkit for incoming employer

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: a due diligence
TUPE transfer toolkit for an incoming employer
Checklist - Practicalities to consider ahead of a TUPE transfer (incoming employer)
TUPE transfer toolkit for an incoming employer
Checklist - Practicalities to consider ahead of a TUPE transfer (incoming employer)
How to guide: TUPE transfer toolkit for incoming employer
TUPE - Consultation meeting agenda

Recruitment toolkit

This toolkit covers everything you need to recruit permanent or fixed-term employees. It takes you from devising the specification for your ideal candidate to making an offer and creating a bespoke employment contract. Documents included in this toolkit are: job description; person specification; staff recruitment privacy notice; letters required to obtain a medical report about a candidate; offer
Recruitment toolkit
Employment contract
Recruitment toolkit
Employment contract
How to guide: Recruitment toolkit
Job description

Starting a company toolkit

This toolkit for setting up a company includes all the documentation and guidance you need to start a new company from scratch. It includes 14 documents designed to help you get started and take your first steps with your company, whilst making sure that you comply with the law from day one. The documents include: step-by-step guidance to help you fill in the form to create a new company; handy
Starting a company toolkit
Checklist for choosing your company's registered name
Starting a company toolkit
Checklist for choosing your company's registered name
Checklist for passing a board resolution
Checklist for passing a shareholder resolution at a general meeting

Adoption and surrogacy toolkit

This adoption and surrogacy toolkit guides you through the steps you need to take, from when a staff member announces that they are adopting or having a child via surrogacy, to when they return to work after adoption leave. It includes a how-to guide as well as a pack of 14 relevant documents, including template letters and notices to arrange your staff member's adoption leave, time off for
Adoption and surrogacy toolkit
Adoption - Amended return date letter
Adoption and surrogacy toolkit
Adoption - Amended return date letter
Adoption - Employee notice of date of arrival
Adoption - Employee notice of intention to take adoption leave for overseas adop...

Shared parental leave toolkit

This shared parental leave toolkit guides you through the steps to take if a staff member wishes to take shared parental leave, whether due to their partner giving birth or them adopting a child or having a child via surrogacy. It includes a how-to guide as well as a pack of 15 template documents to cover every situation where an employee wishes to take shared parental leave. By using this shared
Shared parental leave toolkit
How-to guide: Shared parental leave toolkit
Shared parental leave toolkit
How-to guide: Shared parental leave toolkit
Shared parental leave - Arrangements letter
Shared Parental Leave - Booking notice

Starting an online business toolkit

This toolkit to start an online business includes all the legal documentation and know-how you need to set up a website and change your business to online sales. It comprises 9 key documents, including: separate cookie and privacy policies, and terms of use for your website; a customisable set of terms and conditions to cover you for the supply or goods or services or both; template invoices (VAT
Starting an online business toolkit
Cancellation form
Starting an online business toolkit
Cancellation form
Checklist of information to include to ensure your website is legally compliant
Cookie policy

Shareholders' agreement toolkit

This toolkit contains all the legal documentation and know-how you need to enter a shareholders' agreement. The toolkit is suitable for existing shareholders entering a shareholders' agreement, or where a new investor is entering the company and a new shareholders' agreement is needed to regulate the relationship between shareholders. It comprises 9 key documents, as well as a how-to guide, all
Shareholders' agreement toolkit
Articles of association for shareholders' agreement
Shareholders' agreement toolkit
Articles of association for shareholders' agreement
Board minutes approving shareholders' agreement and new articles
Filing copy of shareholder resolution approving share issue and new articles

Flexible working toolkit

This flexible working toolkit takes you step-by-step through the process you need to follow if you receive a formal flexible working request from an employee. It contains a handy how-to guide as well as all the documents that you are likely to need. The toolkit includes template documents to cover each stage of the decision-making process, including: a clear flexible working policy for you to
Flexible working toolkit
Flexible working - Acceptance of request
Flexible working toolkit
Flexible working - Acceptance of request
Flexible working - Acknowledgement of request and invitation to a meeting
Flexible working - Appeal outcome letter

Redundancy toolkit

This redundancy toolkit guides you through the key steps you need to take to make an employee redundant, and provides a pack of the relevant template documents you are likely to need. You will find guidance and a pack of 9 supporting documents, including letters, notices and agendas, for each step of the redundancy process: Initial steps (considering alternatives and reasons for redundancies);
Redundancy toolkit
How-to guide: Redundancy toolkit
Redundancy toolkit
How-to guide: Redundancy toolkit
Redundancy - Final individual consultation meeting agenda
Redundancy - First individual consultation meeting agenda

Debt collection toolkit

This debt collection toolkit contains the documents and guidance you need to strengthen your business's approach to debt collection. It is important to have a clear and consistent process to get payments in. This toolkit will help you to remind and encourage late payers to deal with your bill, and gradually increase the pressure on them if appropriate. The essential documents in this toolkit
Debt collection toolkit
Debt collection timeline
Debt collection toolkit
Debt collection timeline
Final letter chasing payment
First letter chasing payment

Disciplinary toolkit

This disciplinary toolkit will guide you through the process of handling a disciplinary matter. It includes a how-to guide and a pack of 16 relevant documents you are likely to need. You will find template letters, agendas and other documents which can be used at each key step of the disciplinary process: Investigating the disciplinary matter (including suspension of your staff member if necessary
Disciplinary toolkit
Basic script for conducting a disciplinary appeal hearing
Disciplinary toolkit
Basic script for conducting a disciplinary appeal hearing
Basic script for conducting a disciplinary hearing
Disciplinary investigation template

Data protection policy toolkit

This data protection policy toolkit provides 8 data protection policy templates you are likely to need to comply with your data protection obligations. It also contains a how-to guide, which tells you how to use each policy. Data protection policies included in this pack can be customised for your business and include: Privacy policy Cookie policy Data protection policy Staff privacy notice Data
Data protection policy toolkit
Cookie policy
Data protection policy toolkit
Cookie policy
Data protection impact assessment policy
Data protection policy

Data subject request toolkit

This data subject request toolkit guides you through the process of dealing with data subject requests (individuals' requests for access to, changing or deletion of their personal data). This toolkit contains a how-to guide as well as a pack of 22 relevant documents to cover various types of requests. The template documents you will receive in this toolkit include: policies and forms for dealing
Data subject request toolkit
Data subject request policy
Data subject request toolkit
Data subject request policy
Data transfer request form
How-to guide: Data subject request toolkit

Small claims toolkit

This small claims toolkit guides you through the right process to follow if you want to make a straightforward small claim against someone, and contains a pack of all of the template documents you are likely to need. Use the small claims process to get back money you are owed for amounts less than £10,000 (for example, if a supplier has not sent you the right goods or you have not received payment
Small claims toolkit
How-to guide: Small claims toolkit
Small claims toolkit
How-to guide: Small claims toolkit
Letter before action
Letter of non-attendance for small claims hearing

Protecting IP and confidential information toolkit

This toolkit helps you to protect your intellectual property and confidential information, whether you are just starting a new business or you want to ensure you protect your existing business. The toolkit contains a pack of relevant documents, including an NDA template, cease and desist letter and step-by-step guides to registering trade marks and designs in the UK and EU. It also contains a how
Protecting IP and confidential information toolkit
Cease and desist letter
Protecting IP and confidential information toolkit
Cease and desist letter
How-to guide: Protecting IP and confidential information toolkit
Non-disclosure agreement (NDA)

Business collaborations toolkit

This toolkit takes you through the process of entering a collaboration with another business, to work together on a commercial project. When you are collaborating with another business, proper legal contracts will ensure you are both clear about what has been agreed and to provide your business with key legal protections. This will help to make sure your project runs smoothly and may help to avoid
Business collaboration toolkit
Business collaboration agreement
Business collaboration toolkit
Business collaboration agreement
Checklist - protecting business ideas before starting a collaboration
How-to guide: Business collaboration toolkit

Share transfer toolkit

This toolkit contains guidance on the process to follow in order to transfer shares, and copies of all the documents your company will need to properly approve the transfer of shares. The toolkit includes the stock transfer form necessary to make a transfer of shares, company resolutions to approve the transfer, and supporting guidance and documents to give legal effect to a share transfer. The
Share transfer toolkit
Blank stock transfer form
Share transfer toolkit
Blank stock transfer form
Board minutes approving a transfer of shares
How to guide: Share transfer toolkit

TUPE transfer toolkit for outgoing employer

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
TUPE transfer toolkit for an outgoing employer
Checklist - practicalities to consider ahead of a TUPE transfer (outgoing employer)
TUPE transfer toolkit for an outgoing employer
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
12
Next
logo-white
Find your way
  1. About
  2. Contact
  3. Insights
  4. Pricing
  5. Partners
  6. Press
All the legal stuff
  1. Referral Service T&Cs
  2. Privacy Policy
  3. T&Cs
  4. FAQs
  1. /social/facebook.png
  2. /social/twitter.png
  3. /social/linked-in.png