A Resource Management and Development Toolkit

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A Resource Management and Development Toolkit

  1. 1. HR Template Documents Description of Document Document Link To Project Name Required (Y/N) Document Type Cost Activities Inventory, Durations and Documents Used A form to help capture each individual task undertaken within the business, its duration and the documents used. Team Roles and Responsibilities Excel - Tool £ 7.50 Appeal Decision - Discipline Letter confirming the appeal decision - discipline Human Resources HR Template/Document 7.50£ Appeal Decision - Grievance Letter confirming the appeal decision - grievance Human Resources HR Template/Document 7.50£ Appeal Invitation Letter confirming appeal date Human Resources HR Template/Document 7.50£ Application for Employment Form for employees applying for a job within the Company Human Resources Recruitment Tool 7.50£ Approach to Performance Management Guide for Performance Management Implementation Human Resources Performance Management Tool 7.50£ Bonus Award Weighting Document Document describing bonus weighting Team Development Rewards and Recognition Template/Document 7.50£ Bonus Scheme Certificate Award certificate issued to employee with details of bonus Team Development Rewards and Recognition Template/Document 7.50£ Bonus Scheme Handbook Full handbook detailing policies and procedures for operating the Company Bonus Scheme Team Development Rewards and Recognition Policy/Guideline 37.50£ Bonus Scheme Structure Confirmation Details of how the bonus scheme works Team Development Rewards and Recognition Template/Document 7.50£ Code of Business Conduct Guidance on complying with laws, rules, and regulations applicable to the conduct of the business Human Resources HR Policy/Guideline 37.50£ Resource Management and Development Toolkit to the conduct of the business Resources Company Induction Programme New employee induction programme - what is to be covered and by whom when new employee joins the Company Human Resources Induction Tool £ 37.50 Confirmation of Resignation Letter to employee confirming details of their resignation Human Resources HR Template/Document 7.50£ Contract Appendix - FSA Obligations Sets out FSA obligations which staff must agree to adhere to Human Resources HR / Induction Template/Document 7.50£ Contract of Employment (full time) Legal document outlining terms and conditions of employment Human Resources Recruitment Template/Document 197.00£ Contract of Employment (part time) Legal document outlining terms and conditions of employment Human Resources Recruitment Template/Document 197.00£ Contractor Agreement Legal document outlining terms and conditions of agreement Human Resources Recruitment Template/Document 197.00£ CPD - Development Plan A detailed document for developing and recording CPD Team Development Training and Development Template/Document 37.50£ CPD - Record of Activity and summary A tool to help employees log their personal development and CPD activity Team Development Training and Development Tool 7.50£ CV Assessment Form Form to be completed and attached to the CV detailing strengths and weaknesses of a candidate Human Resources Recruitment Tool 7.50£ Dismissal - With Notice Letter to employee outlining the decision of a disciplinary hearing, with details of the reasons for dismissal with notice Human Resources HR Template/Document 7.50£ Dismissal - Without Notice Letter to employee outlining decision of disciplinary hearing, with details of reasons for dismissal without notice Human Resources HR Template/Document 7.50£ Resource Management and Development Toolkit Version 1.0 - 11/10 1
  2. 2. HR Template Documents Description of Document Document Link To Project Name Required (Y/N) Document Type Cost Emails to Support Performance and Development Email 1 - email to employee informing them of date, time and venue for performance appraisal and requesting completion of review document Email 2 - email to employee following performance appraisal with instructions as to next steps Team Development Performance Management Tool 37.50£ Employee File Item List Itemised list of documents to be held in employee HR file Human Resources HR Tool 7.50£ Employee Management System Document with details of how employees will be managed from pre-employment through to leaving the Company Human Resources HR Policy/Guideline £ 175.00 Extension to Probation Period Letter to confirm to the employee that their probation period is being extended Human Resources HR Template/Document 7.50£ Exit Interview Form Form to be completed with employee when leaving service Human Resources HR Template/Document 7.50£ Eye Test Form Form to be given to employee when they go for an eye test Human Resources HR Template/Document 7.50£ Final Warning Final written warning letter issued to employee following a disciplinary hearing Human Resources HR Template/Document 7.50£ Grievance Outcome Letter issued to employee containing result of a grievance meeting Human Resources HR Template/Document 7.50£ Health & Safety Annual Audit Guide to completing an annual Health & Safety audit Health & Safety HR Tool 37.50£ Health & Safety Declaration Health & Safety declaration for employees to sign Health & Safety HR Tool 7.50£ Health & Safety Risk Assessment Health & Safety Risk Assessment template Health & Safety HR Tool 37.50£ Health & Safety Statement & Declaration Health & Safety Policy statement and declaration Health & Safety HR Tool Declaration Health & Safety Policy statement and declaration Safety HR Tool 7.50£ Holiday and Sickness Tracker Document noting all employees' holiday and sickness absences for the current year Human Resources HR Tool 7.50£ Holiday Request Form Form for an employee to request holiday leave Human Resources HR Tool 7.50£ Induction and Handover Plan Detailed plan of the induction and handover agenda for a new employee Human Resources Induction Policy/Guideline 37.50£ Interview Assessment Form Form for use when interviewing prospective new employees Human Resources Recruitment Tool £ 7.50 Job Descriptions Roles and responsibilities for the following roles: Business Administrator, Compliance Administrator, Compliance Officer, Compliance Director, Finance Administrator, Finance Director, Financial Adviser/Planner, Marketing & PR Director, Mortgage Administrator, Mortgage Adviser, Operations Director, Personal Assistant, Practice Manager, Project Administrator, Project Manager, Shareholder Owner, Technical Administrator, Technical Analyst, Technical Manager, Technical Director Human Resources Recruitment Tool £7.50 each Leaver Process Checklist Checklist to confirm what it to be actioned when an employee is leaving the Company Human Resources HR Tool 7.50£ Maternity Leave Notification Form Form to be completed when employee notifies company of a maternity leave request Human Resources HR Template/Document 7.50£ Medical Report Consent Form Form for employee to consent to employer seeking medical information Human Resources HR Template/Document 7.50£ Medical Report Request Form Form for employer requesting an employee's medical information Human Resources HR Template/Document 7.50£ New Employee Creation Form Form to be completed to capture personal, job and benefits details when a new employee starts with the company Human Resources Induction Template/Document 7.50£ Resource Management and Development Toolkit Version 1.0 - 11/10 2
  3. 3. HR Template Documents Description of Document Document Link To Project Name Required (Y/N) Document Type Cost New Starter Induction and Training Feedback Form Internal new starter feedback form to be used to identify continual improvement opportunities within the Company Human Resources Induction Tool 7.50£ Nomination of Beneficiary Form Form nominating beneficiaries for any lump sum death benefit payable Human Resources Rewards and Recognition Template/Document 7.50£ Offer Letter Letter confirming offer of employment Human Resources Recruitment Template/Document £ 37.50 Organisational Chart Company structure chart Human Resources HR Policy/Guideline 37.50£ Paternity Leave Notification Form Form to be completed by employee when requesting paternity leave Human Resources HR Template/Document 7.50£ Pay Review Letter (detailed) Letter to accompany the Performance and Development Programme detailing any variation in salary Human Resources Rewards and Recognition Template/Document 7.50£ Performance Appraisal and Development Plan Document to be completed for performance appraisal and development Team Development Performance Management Template/Document 37.50£ Personal Details Amendment Form Form to notify company of a change of employee's personal details Human Resources HR Template/Document 7.50£ Personal Details Form Form to capture employee personal details Human Resources Induction Template/Document 7.50£ Poor Performance Dismissal Letter to employee outlining decision of poor performance hearing, with details of reasons for dismissal with notice. Human Resources HR Template/Document 7.50£ Recruitment - Candidate Overview A form for adding structure to tracking candidate progress during recruitment process Human Resources Recruitment Tool 7.50£ Recruitment - Candidate Tests and Answers Candidate worksheets and answers to test the skill set of a candidate Human Resources Recruitment Tool 175.00£ Recruitment - Table of Candidate Assessment Tests A detailed list of assessment tests Human Resources Recruitment Tool 97.00£ Recruitment Timeline Document to plot steps for successful completion of recruitment process Human Resources Recruitment Tool 7.50£ Request for Employment Reference - Employer Letter to current employer referee requesting reference Human Resources Recruitment Template/Document 7.50£ Request for Employment Reference - Personal Letter to personal referee requesting reference Human Resources Recruitment Template/Document 7.50£ Request for Employment Reference Details - Employee Letter to new employee requesting details of referees. Human Resources Recruitment Template/Document 7.50£ Responsibilities and Skills Matrix Overview of each employee's responsibilities within the business Team Development HR Policy/Guideline 97.00£ Salary Increase Letter Letter to notify the employee of salary increase Human Resources Rewards and Recognition Template/Document 7.50£ Self Sick Certificate Self sickness certificate to be completed by employee for absences of up to seven days. Human Resources HR Template/Document 7.50£ Staff Expenses Claim Form Form to complete when claiming expenses Human Resources HR Template/Document 7.50£ Staff Expenses Manual Manual detailing all relevant information required for staff expenses claims Human Resources HR Policy/Guideline £ 75.00 Staff Handbook Handbook setting out the Company’s policies and procedures relating to employment Human Resources HR Policy/Guideline 370.00£ Resource Management and Development Toolkit Version 1.0 - 11/10 3
  4. 4. HR Template Documents Description of Document Document Link To Project Name Required (Y/N) Document Type Cost Starter Process Checklist Checklist of tasks to be completed for new employee starting Human Resources Induction Template/Document 37.50£ Task Tracker A task tracking form which allows team members to record each individual key step in the task they complete Team Skills and Responsibilities / Roles and Responsibilities Tool £ 7.50 Termination Letter Letter to employee confirming termination of employment with details of reasons and notice period Human Resources HR Template/Document 7.50£ Total Rewards Statement Document to be given to employees which provides a personal yearly total of salary and any other benefits provided by the company Team Development Rewards and Recognition Tool 7.50£ Training Evaluation Form Form to be completed before and after attending a training course Team Development Training and Development Template/Document £ 7.50 Training Needs Analyses Analysis to establish training needs of a: Business Administrator, Financial Adviser/Planner, Practice Manager/Office Manager, Project Manager, Shareholder/Owner, Technical Team Development Training and Development Tool £ 27.50 Training Plan Outline of a training plan for a given period Team Development Training and Development Template/Document 7.50£ Tuition Repayment Agreement Agreement between the company and an employee when the company sponsors a training course Human Resources Training and Development Template/Document £ 37.50 Vacancy Personal Specification Forms Form specifying skills/personal attributes required for a Practice Manager to fill a vacancy within the Company: Business Administrator, Practice Manager, Technical Analyst/Paraplanner Human Resources Recruitment Tool 7.50£ Variation to Existing Terms and Conditions of Employment Letter Letter to employee confirming a non-requested variation to their existing terms and conditions of employment Human Resources HR Tool 7.50£ Verbal - First Warning Letter to employee outlining decision of disciplinary hearing, communicating a verbal/written warning Human Resources HR Template/Document 7.50£ Weekly Timesheet An internal staff time recorder Team Development HR Template/Document 7.50£ Welcome New Employee - Email to existing employees informing them of new employee's Human Recruitment Tool 7.50£ Welcome New Employee - Email Email to existing employees informing them of new employee's start date, job title, role details and reporting line, etc Human Resources Recruitment Tool 7.50£ Welcome Pack A new recruit welcome pack which includes all key company documents Human Resources HR / Induction Tool 175.00£ Policy/Guideline From £37.50 Total Charges £ Tool From £7.50 Template/Document From £7.50 Bulk Discounts Available Purchase 0 - 30 documents - from 5% discount Purchase 30 - 60 documents - from 10% discount Purchase 60 documents or more - from 15% discount Client Signature Type of Card Card Number Name on Card Expiry Date 3 Digit Security Number I wish to proceed with the purchase of the above templated Toolkit documentation Resource Management and Development Toolkit Version 1.0 - 11/10 4

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