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Model documents and policies

Downloadable and customisable documents relating to managing capability.

Letter confirming dismissal for capability issues
Letter confirming dismissal for capability issues
Last Modified
 
This letter template confirms that following a capability meeting the employee is being dismissed as the reasons given by the employee to explain their performance or respond to allegations are unacceptable. The letter confirms their last day of employment and payment arrangements and also outlines the employee’s right to appeal against the dismissal.
Letter inviting employee to a formal capability meeting
Letter inviting employee to a formal capability meeting
Last Modified
 
This letter template confirms the date, time and place of the capability meeting and outlines who will conduct the meeting and who will act as a witness and note-taker. The letter also outlines why the employee has been invited to a capability meeting and the purpose of the meeting.
Letter issuing a written warning about capability issues
Letter issuing a written warning about capability issues
Last Modified
 
This letter confirms the outcome of a capability meeting and that the employee is being issued with a written warning as the reasons given to explain their performance or respond to allegations are unacceptable. The letter confirms that the employee will be monitored with regards to the capability issues and that the warning will remain on their file for a specified period of time.
Policy and procedure on capability
Policy and procedure on capability
Last Modified
 
This policy covers performance management, assessment of capability, induction, responsibilities of the employee, responsibilities of the line manager, responsibilities of HR, succession planning, and promotion and monitoring of capability issues.
Performance management policy
Performance management policy
Last Modified
 
Use this document when an employee has completed 12 months' continuous service. It may be necessary when investigating the cause of an employee's poor performance.
Performance improvement plan
Performance improvement plan
Last Modified
 
This document can be used to outline expected performance improvement targets. It includes actions taken to get performance back on track, timescales and consequences.