New suite of 18 model documents on managing underperformance

We have added 18 model documents for employers to use when managing underperforming employees, including a model performance management procedure and letters for every stage, from the first informal discussions with the employee to an appeal against a capability dismissal.

• Performance improvement procedure Use this model policy when an employee is underperforming and concerns about his or her performance have not been resolved through day-to-day line management and feedback.
• Letter inviting an employee to an informal meeting to discuss performance concerns Use this model letter where an employee is underperforming and he or she has not responded to day-to-day feedback.
• Letter confirming what has been agreed following an informal discussion of performance concerns Use this model letter to set out what has been agreed at an informal meeting to discuss performance concerns.
• Letter inviting an employee to attend a meeting where performance has not improved after initial feedback Use this model letter to invite an employee to a performance review meeting under stage 2 of the performance improvement procedure.
• Record of an underperforming employee's progress in improving his or her performance Use this model form to keep a record of the employee's progress during a performance improvement programme.
• Letter inviting an employee to attend a feedback session following performance concerns Use this model letter to invite an employee to a feedback session following performance concerns, to discuss his or her progress during a performance improvement programme.
• Letter inviting an employee to attend a follow-up meeting following performance concerns Use this model letter to invite an employee to a follow-up meeting following performance concerns.
• Letter inviting an employee to attend a formal performance management hearing Use this model letter to invite an employee to a formal performance management hearing.
• Order of proceedings for a formal performance management hearing Use this model order of proceedings to set out the process for conducting a performance management hearing.
• Letter giving an employee a written warning following a formal performance management hearing Use this model letter to issue a warning under stage 3 of the performance improvement procedure, where it has been decided that no further support should be given or adjustments made.
• Letter inviting an employee to attend a performance dismissal hearing Use this model letter to invite an employee to a performance dismissal hearing under stage 4 of the performance improvement procedure.
• Order of proceedings for a performance dismissal hearing Use this model order of proceedings to set out the process for conducting a performance dismissal hearing.
• Letter giving an employee a final written warning following a performance dismissal hearing Use this model letter where a performance dismissal hearing results in a final warning.
• Letter offering redeployment to an employee following a performance dismissal hearing Use this model letter under stage 4 of the performance improvement procedure where the employee has been unable to reach the required standard in his or her current job, but there is suitable alternative work available.
• Letter dismissing an employee who has refused to be redeployed Use this model letter to confirm a dismissal on the ground of unsatisfactory job performance under stage 4 of the performance improvement procedure, where the employee has refused an offer of redeployment.
• Letter dismissing an employee following a performance dismissal hearing Use this model letter under stage 4 of the performance improvement procedure to confirm a dismissal on the ground of unsatisfactory job performance.
• Letter inviting an employee to attend a performance dismissal appeal hearing Use this model letter where the employee has appealed against the decision to dismiss him or her for poor performance.
• Letter informing an employee of the outcome of a performance dismissal appeal hearing Use this model letter to inform the employee of the outcome of his or her appeal against dismissal.