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Every Thing RightHR
For employers and HR professionals · included in Full access

Performance pack

From an informal word to capability dismissal: improvement plans, review periods, warnings and appeals.
Included in Full access, £7.99 a monthGet it

For employers in England, Wales and Scotland managing poor performance (capability). Start informally, then use formal stages with an improvement plan and a review period, warnings, and dismissal only as a last resort. The pack dates every step and checks it against the Acas Code. If the employee is still on probation, use the probation pack. If it's mainly about sickness, use the absence pack. Northern Ireland isn't covered.

Are you the employee? This pack is for employers. Facing a performance process? See your rights ›

On your device. What you type and the files made from it aren't sent to us or saved by us.

Picking up a case? Choose your people case log and the form fills back in.

How would you like to start?

What you get

  • Timeline and checklistInvitation, meeting, outcome, midway check, review period end and warning expiry, dated from your answers, with checks before you decide.
  • Informal and stage lettersA record of an informal discussion, and invitations to stage 1, 2 and 3 meetings with the right to be accompanied.
  • Outcome lettersFirst and final written warnings with an improvement plan, a midway check, standard met, review period extended, dismissal on capability grounds, and a different role instead of dismissal.
  • Appeal lettersAppeal meeting invitation, and outcomes for upheld, not upheld and a lesser outcome.
  • Improvement plan and meeting noteA plan with targets, measures and support to track at each check-in, and a meeting note.
  • People case log (Excel)The case goes into your log with the next review and warning expiry. Open it later and the form fills back in.
Get Full access: £7.99 a month

Every employer pack, bulk costing and agreement, for £7.99 a month. Cancel any time. Start now or once you've answered: your answers stay in this browser tab either way. Still to answer before the files can be made: Organisation name, Address, HR contact for questions, Employee's full name….

Everything you type stays on this device. The files are made here and never sent to us. A starting point to check and adapt, not legal advice. All packs are included in Full access.

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