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Welcome to HR templates hub, where small businesses can find everything they need to streamline their HR processes and ensure compliance with employment laws.
If you're a small business owner with no dedicated HR team, keeping your HR documents organised and up-to-date can be a daunting task. That's where we come in!
Our collection of HR templates, sample letters, contracts and HR forms is specifically tailored to meet the needs of small businesses like yours. Whether you need a well-drafted risk assessment template, a clear and concise redundancy letter, or any other HR-related form, our extensive library has got you covered.
Say goodbye to hours spent searching for reliable HR resources or struggling to draft documents from scratch – our Human Resources templates are designed to save you time and ensure your documents are accurate, compliant, and legally sound. By the way, the below HR templates are all crafted by our team of CIPD-qualified experts, so you know you are in good hands!
An excusal from jury service letter is a formal correspondence written by an employer to ask for exemption or release from jury duty for one of their team members, citing valid reasons that prevent them from fulfilling this civic obligation.
Discover what should be included in the letter
Learn what professions are automatically exempt from jury duty
Find out who is responsible for writing a jury duty exemption letter
A garden leave letter template is a pre-designed letter that employers can use to inform team members that they are required to stay away from work during their notice period while still remaining on the payroll, typically to protect company interests.
Learn in what circumstances you can use garden leave
Find out more about the pros and cons of using garden leave
Download a free letter template to standardise your garden leave process
A maternity leave letter is a formal written communication from an expectant mother to her employer, notifying them of her intention to take time off from work to care for her newborn child. The employer is expected to reply with a ‘confirmation of maternity leave’ letter to approve the parental leave period.
Learn how the process of requesting and approving maternity leave works
Find out what regulations you should follow as an employer
Download two simple letter templates and use them straight away
A phased return to work plan is a gradual and structured arrangement that allows a team member to transition back to their regular work schedule after an extended absence, typically due to illness, injury or maternity leave.
Check when to use return to work plans at your business
Learn how to structure your plan to support your team member and protect your business at the same time
Save our sample template for when you’ll need to put an employee on a phased return to work plan
A return to work interview template is a structured document you can use to conduct a meeting with a team member who is returning to work after a period of absence, to discuss the reasons for the absence and facilitate a smooth transition back into the workplace.
Find out in what circumstances you should conduct a return to work interview
Learn about what to ask your team members and how to structure your meeting
Get a ready-made template you can use every time you conduct return-to-work interviews
Charlie helps you banish manual and repetitive HR tasks, so you can focus on what really matters.
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A flexible working request template is a document that team members can use to formally apply for adjustments to their working hours, location or pattern in accordance with your flexible working policy.
Check what your team’s rights are when it comes to flexible working
Discover what the flexible working requesting/approval process looks like
Get a simple templates your employees can use to request flexible working adjustments
An investigation meeting template outlines the structure and key elements of a meeting held to conduct a formal inquiry into a workplace issue or complaint (for example, as part of a disciplinary process).
Find out in what circumstances you should have an investigation meeting
Learn how to structure you meeting to be in line with law requirements
Download a simple template to have at hand whenever you need
When faced with allegations of employee misconduct, finding the right balance between fairness and consistency, all while ensuring compliance with the law is a challenging task. This balancing act becomes even more complex in a small business setting, where personal relationships are intertwined, and the impact of decisions can resonate throughout the company culture.
Find out in this complete guide how this is possible by putting together the right procedure and download a free template.
Download a free disciplinary procedure template written by HR experts
Understand all the elements that need to go into your disciplinary procedure
Find out the challenges that may arise in a small business context and how to tackle them
A disciplinary appeal letter serves as a formal submission by an employee who disputes a disciplinary action taken by either yourself or management.
How you handle the disciplinary appeal process holds significance not only in terms of potential legal ramifications, but also in reflecting your business ethos, transparency, and commitment to fairness. Therefore, understanding how to address a disciplinary appeal letter is crucial.
Download a free disciplinary appeal letter to provide to your team members
Find out which information needs to be given in a disciplinary appeal letter to make it valid
Get the right advice to respond to the disciplinary appeal letter
Crafting written warning templates for disciplinary actions against employees can be quite challenging, but having a well-designed template can greatly impact the process.
So, how do you get it right? How do you strike the appropriate tone and choose the most effective delivery method? Find out in this blog post.
Download a written warning template that will protect you against any legal issues and communicate with your team members clearly
Understand how you will use this written warning template and in which circumstances
Get advice on how to handle disciplinary issues from HR experts
From onboarding to performance reviews, Charlie does the heavy lifting for you — so you can focus on building a great place to work.
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A work accident report template is a standardised form used to document and record details about workplace accidents, injuries, or other incidents involving your team members.
Find out what data you need to record
Learn how to describe the accident
Outline the corrective actions to be taken
A risk assessment template is a tool that helps you identify, evaluate and mitigate potential hazards and risks in various processes, activities or environments to make sure your workplace is safe.
Fully understand the legal requirements, so your company is protected from being taken to court
Get an overview of common workplace hazards, including when working from home and during pregnancy
Download two risk assessment templates compiled by qualified HR experts
A redundancy letter template is a document used by employers to formally notify employees of their job termination due to redundancy, outlining the reasons, entitlements and support available during the process.
Learn how redundancy letters fit in the wider redundancy process
Download a free at-risk-of-redundancy letter template written by qualified HR experts
Get a redundancy notice letter examples to adapt to your company’s context
An employment dismissal letter is a document issued by an employer to communicate the termination or dismissal of an employee from their position within the company. This letter outlines the reasons for termination, effective date of termination, and any relevant details regarding severance, final paycheck and return of company property.
Find out in what circumstances to send a letter of dismissal
Ensure you know what to include
Stay on the right side of the law throughout the dismissal process
A zero hour contract is an agreement where the employer is not obligated to provide a minimum number of work hours, and the employee is not required to accept any specific amount of work. It is typically used for flexible or casual employment arrangements.
Discover how to comply with employment law while using zero-hour contracts
Learn how to structure your contract to protect both your company and your team members
Get a ready-made contract template you can use for all your casual workers
Processes serve as the foundation of a robust business, and this principle applies equally to HR processes. This is where the significance of your HR compliance checklist becomes evident.
For small businesses in the UK, an HR compliance checklist is crucial for ensuring adherence to laws and regulations governing employees' rights and employer responsibilities.
If you're a small business owner or founder, managing HR matters is just one among numerous responsibilities, and errors in this domain can lead to significant consequences. Find out more in our guide and download our checklist.
Download a complete checklist to learn the steps to take to make your business compliant
Get a basic HR audit completed in a few steps without having to pay for a professional
Understand which documentation may be missing from your current HR processes
Welcoming a new employee to the team is a moment filled with anticipation and excitement.
Integrating a new team member signifies the beginning of a potentially fruitful professional relationship, one that aligns with their aspirations as well as yours. They're eager to make a positive impression and contribute their best efforts, while you're committed to facilitating their success for the benefit of the company.
However, before diving into the exciting prospects ahead, the initial step involves gathering employee details and incorporating them into your payroll system to initiate payment – so how do you do it without wasting any time to get the work done?
Download a free employee details form to collect your employee’s information
Find out what information you need to collect from your team members to stay compliant
Get timelines as to which and when information should be collected
A comprehensive employee database serves as a vital resource for businesses of all scales, housing crucial information about your workforce – these databases, also referred to as HR databases, are available in various formats, including paper records, Excel spreadsheets, or specialized employee database software.
For those considering an Excel-based solution, our complimentary employee database Excel template offers a convenient option. The template comes pre-filled with data columns, simplifying the process.
Download a CSV document for your free employee database – no complicated formulas
Understand what other solutions exist on the market
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A probation review template is a document you can use to assess and provide feedback on an employee's performance during their probationary period, usually to determine whether they meet the required standards for the work they’ve been hired to do.
Learn how to structure your probation period, from start to finish
Discover some top tips on how to support new hires during their probation
Get a simple template to make your probation process more consistent
Maintaining consistency throughout the interview process presents one of its greatest challenges. Ensuring that candidates are evaluated using identical criteria, guaranteeing that each question aligns with the role, eliminating bias, and conducting fair assessments all demand attention to detail and adherence to standardised procedures.
So, how can this be achieved? Through the use of checklists.
Download a complete interview preparation checklist for free
Find out what kind of steps you need to take before interview
Understand what really matters to candidates and to your business
Learning about a candidate is limited within a closed, one-on-one setting. Group interviews present an opportunity to observe their interactions with peers and colleagues, fostering objectivity and providing diverse perspectives that mitigate biases inherent in individual interviews.
Within a group interview, one can witness how candidates collaborate within a team, communicate effectively, and tackle real-world challenges typical of a professional environment. Additionally, it enables comparative assessment among candidates and evaluation of their compatibility for potential collaboration.
Download a free sample of our best group interview questions
Understand what you want to find out more from candidates from different perspectives
Facilitating the onboarding process is an integral responsibility for any HR professional, ensuring a seamless transition for new hires within the company. Yet, amidst numerous tasks and responsibilities, crucial steps in this process can inadvertently slip through the cracks.
This is where an onboarding checklist template proves invaluable, serving as a comprehensive guide to prevent oversight and effectively prepare new hires for success.
Download a complete onboarding checklist to go through your process for free
Find out more about each step of the onboarding process so you avoid making any mistake
Just do a quick check on our page with our clickable lists
360-degree reviews are gaining popularity in workplaces, and rightfully so. When executed effectively, they enhance performance management procedures and contribute positively to company culture. However, delving into research on feedback processes and best practices demands time, a resource often scarce for those in People and Operations roles.
In the process of developing Charlie's automated 360 review feature, we conducted extensive research on existing 360-degree feedback examples, methodologies, and tools, particularly catering to small businesses aiming to refine their performance management approaches.
Download a free template to conduct your 360-degree feedback reviews
Understand how to put together a 360-degree review process at your business
Get some of the questions we ask our team members at Charlie
With Charlie, you have everything you need to manage your team and craft your culture – no HR experience required.
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A salary increase letter template is a document you can use to communicate to an employee that their compensation will be raised, outlining the details of the salary adjustment and any associated changes.
Find out in what circumstances in good practice to write a salary increase letter (or email)
Discover how to structure your letter and what to include
Download a free template you can adapt to your company context
Appreciating the significance of investing in people is important in any kind of business environment. That’s why supporting and caring about your team members is crucial as well.
So, how can you translate this investment into actionable support for your personnel? Crafting letters of recommendation serves as a meaningful starting point.
Download a free letter of recommendation template written by our team
Find out what you can and cannot say in a letter of recommendation
The initial phases of a business can often prompt apprehension, particularly for small businesses and startups. At Charlie, we methodically constructed our HR processes, addressing each obstacle incrementally.
Use our very own HR checklist to help in crafting your processes from the ground up, ensuring no crucial elements are overlooked.
Download a free HR checklist to set up your business for success
Get more information about each point if you want to go deeper into it