To see all content you need to log in or Subscribe now 

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.)

Don't show this again

Send to a friend
Model documents and policies

Downloadable and customisable documents relating to managing capability.

Letter

Letter inviting employee to a formal capability meeting
Letter inviting employee to a formal capability meeting
Last Modified
Previously 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 final written warning about capability issues
Letter issuing a final written warning about capability issues
Last Modified
Previously modified
This letter confirms the outcome of a capability meeting and that the employee is being issued with a final written warning as the reasons given to explain their performance or respond to allegations are unacceptable. The letter confirms that the employee has already a written warning and that they will be monitored with regards to the capability issues over a specified period of time.
Letter issuing a written warning about capability issues
Letter issuing a written warning about capability issues
Last Modified
Previously 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.
Letter confirming dismissal for capability issues
Letter confirming dismissal for capability issues
Last Modified
Previously 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.

Policy

Performance management review procedure
Performance management review procedure
Last Modified
Previously 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.
Policy and procedure on capability
Policy and procedure on capability
Last Modified
Previously modified
This policy outlines the approaches that may be taken where an employee is incapable of performing their role due to long-term illness or disability, including transfer to another role or dismissal.
Capability policy - performance
Capability policy - performance
Last Modified
Previously 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.

Questionnaire

Questions to ask when checking underperformance
Questions to ask when checking underperformance
Last Modified
Previously modified
This document, to be used when checking underperformance, lists what to check, probable reasons for the underperformance and the action required.

Template

Performance improvement plan
Performance improvement plan
Last Modified
Previously 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.