Downloadable and customisable documents relating to managing capability.
Just to let you know... If you are an existing user before 18th September, you may notice the model documents have changed. This is to coincide with our website relaunch: we wanted to refresh the content too. Don't worry, these are not legally required changes so you can continue to use the previous version you have saved or downloaded. (We have kept the previous date as well to make it easy to reference.)
Letter confirming dismissal for capability issues
Letter confirming outcome of capability appeal hearing where the original decision is upheld
This letter to an employee confirms the outcome of a capability appeal hearing where the original decision has been upheld. You should ensure that you provide duplicate copies of this letter to the employee for them to sign and return.
Letter inviting employee to a formal capability meeting
Letter confirming outcome of informal capability discussion
This letter confirms to an employee what was agreed at an informal meeting over capability concerns, detailing what is expected of them in future and reminding the employee that future concerns will be addressed under the formal process.
Letter issuing a final written warning about capability issues
Letter following a capability meeting informing the employee that no formal penalty will be imposed
This letter informs an employee that, following a capability hearing, the company has decided not to impose a disciplinary penalty, but that they are required to improve their performance and this will be reviewed at a further meeting.
Letter issuing a written warning about capability issues
Letter inviting an employee to a formal capability review meeting
This letter sets out the process for inviting an employee to a capability review meeting, including information on the right to be accompanied and the potential outcomes of this meeting.
Letter inviting employee to a formal capability appeal meeting
This letter sets out the process for inviting an employee to a capability appeal hearing, including information on the right to be accompanied and the right to postpone the hearing.
Letter rescheduling a capability appeal hearing
This letter is to inform an employee of the new time and place of a capability appeal hearing that the employee failed to, or was unable to, attend.
Letter confirming outcome of capability appeal hearing where the original decision is overturned
This letter to an employee confirms the outcome of a capability appeal hearing where the original decision has been overturned. You should ensure that you provide duplicate copies of this letter to the employee for them to sign and return.
Capability policy - performance
Performance management review procedure
Policy and procedure on capability
Questions to ask when checking underperformance
Performance improvement plan
Form to record informal capability discussion
This template form can be used to record the discussions which take place at an informal meeting about the performance improvements required from the employee, including the proposed timeframe for these and confirming that formal capability action may be taken if the improvement is not achieved.