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Model documents and policies

Downloadable and customisable documents relating to managing TUPE.

Letter confirming proposed measures and date of TUPE transfer out
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This letter can be sent to employees to confirm the measures the company intends to take and set the date for transfer.
Letter for initial transferor contact
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This letter initiates contact with the transferor. The letter should be sent along with a measure comparison chart (available on this page).
Letter to confirm the election of an employee representative for TUPE consultation
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Use this letter template to confirm to an employee that they have been elected as the representative for the purposes of consultation relating to a transfer of undertakings. It explains what the role involves and give details of any training that will be provided.

Letter to employee representatives inviting them to a final TUPE consultation meeting
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This letter can be used to arrange a final collective consultation meeting with elected representatives.

Letter to employee representatives inviting them to an interim TUPE consultation meeting
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This letter may be used to confirm that a transfer is taking place, and to invite employees to an interim consultation.

Letter to employee representatives regarding TUPE transfer and start of consultation
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This letter informs staff representatives of a proposed transfer of undertakings and invites them to arrange a consultation meeting at a mutually convenient date. The letter details the number of employees, their location and other key descriptive information and outlines the expected degree of change that these employees will experience.

Letter to employees confirming TUPE applies
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This letter may be used to confirm to employees that a TUPE transfer will take place, including the date of transfer and the name of transferee company. This letter should be sent alongside the FAQ TUPE In document which is available on this page.

Letter to make initial contact with the transferee company
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This letter can be sent to the transferee company to establish communication and invoke legal regulations.

Letter to staff not transferred under a TUPE transfer
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This is a standard letter you can use when a member of staff is not being transferred under TUPE. This includes reasons for the employee remaining with the company.

Letter to staff transferred under a TUPE transfer
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This letter may be used when a new employee joins your company as a result of a TUPE transfer.

Letter from transferor to staff transferring to confirm transfer
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This letter can be sent, once consultation has concluded, to confirm that the transfer will take place. It confirms the transfer date, and the new employer's name. It also confirms the status of the employee's terms and conditions, including their occupational pension scheme.

Letter to transferor explaining measures
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Use this letter to communicate your company's intended measures to the transferor including place of work, pay frequency, shift working and pensions

Announcement to employees affected by a TUPE transfer
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This document can be used as a prompt when announcing a TUPE transfer to employees. The document contains advice on the actions to take before and after the announcement and includes all of the essential information that needs to be communicated to employees.

Measures comparison chart for TUPE in
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This form compares your company's measures with those of the transferor in several key areas.

Record of TUPE final consultation meeting for employers
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Ensure all important details of a final TUPE consultation are recorded using this standard template.

FAQ TUPE In
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This document contains a number of commonly asked questions from employees at the start of a TUPE transfer, including whether the employees have a choice about transferring to the new employer and the impact on annual leave and pensions.

FAQ Tupe Out
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This document contains a number of commonly asked questions from employees at the start of a TUPE transfer, including an explanation of what the transfer means for the employees and what will happen if the employee decides not to transfer.

Due diligence information request cover sheet for TUPE in
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Use this form to request due diligence documents for TUPE transfer in, including whether any employees have been made redundant in the last three months and details of any outstanding or anticipated applications to Workplace Relations Commission.

Form to nominate a candidate for election as an employee representative for TUPE consultation
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This form can be used by employees to nominate a candidate for election as an employee representative for the purposes of consultation in relation to a transfer of undertaking. The form explains how the process works and what role the representatives will play.