Check out our meeting/hearing checklists for HR/line managers
Our popular Policies and procedures tool includes a selection of checklists to assist HR and line managers when holding some common meetings or hearings related to a number of key workplace processes.
Remote meetings/hearings
To help employers that frequently hold meetings or hearings remotely, for example because they operate a hybrid working model, our checklists take account of the possibility that the meeting or hearing may be taking place remotely.
Disciplinaries
- Checklist for conducting investigatory meeting
- Checklist for conducting disciplinary meeting
- Checklist for conducting disciplinary appeal meeting
Grievances
Performance management
- Checklist for conducting stage 1 formal performance management meeting
- Checklist for conducting stage 3 formal performance management procedure
- Checklist for conducting performance appeal meeting
Short-term sickness absence
- Checklist for holding short-term sickness absence return-to-work meeting
- Checklist for holding stage 1 short-term sickness absence meeting
- Checklist for holding stage 2 short-term sickness absence meeting
- Checklist for holding stage 3 short-term sickness absence meeting
Long-term sickness absence
- Checklist for holding stage 1 long-term sickness absence meeting
- Checklist for holding stage 2 long-term sickness absence meeting
- Checklist for holding stage 3 long-term sickness absence meeting
- Checklist for making home visit to employee on long-term sickness absence
- Checklist for holding meeting to discuss phased return to work following long-term sickness absence
- Checklist for holding long-term sickness absence return-to-work meeting
Family-friendly leave
- Checklist for holding pre-maternity leave meeting
- Checklist for holding pre-adoption leave meeting
- Checklist for holding pre-shared parental leave meeting
Settlement discussions
- Checklist for having initial settlement discussion during performance improvement procedure
- Checklist for having initial settlement discussion during disciplinary procedure
- Checklist for having initial settlement discussion during redundancy procedure
