Resources & Checklists

Resources

Practical HR checklists for managers and employers.

These resources help employers bring structure to common workplace issues before deciding whether formal action, investigation or further support is needed.

Disciplinary promptsGrievance promptsAbsence prompts

Manager checklists

Use these as first-stage prompts. They are not a substitute for tailored advice, but they help managers slow down and collect the right information before acting.

Disciplinary preparation

  • What happened, and when?
  • What evidence exists?
  • What policy or standard applies?
  • Has the employee had a fair chance to respond?
  • What outcome range may be reasonable?

Grievance first review

  • What is the complaint?
  • Who is involved?
  • What outcome is requested?
  • Is any immediate action needed?
  • Who should investigate?

Absence meeting

  • What is the absence pattern?
  • What support has been offered?
  • Is medical advice needed?
  • Are adjustments relevant?
  • What follow-up is documented?

If the matter is sensitive, urgent or contested, ask for support before issuing letters or holding formal meetings.

Useful routes from here

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