Address workplace issues with confidence and maintain a sound, fair process: The Complete Disciplinary & Grievance HR Toolkit
What is it?
A comprehensive, editable toolkit of 25 templates designed to help UK employers manage and formalise the end-to-end statutory processes for:
Disciplinary Procedure: Handling issues of conduct, performance, and capability, up to and including dismissal (in line with the ACAS Code of Practice).
Formal Grievance Procedure:Managing employee complaints or concerns about their employment, colleagues, or the Company.
Who is it for?
✔ All UK Employers and HR professionals.
✔ Companies needing clear, compliant, and defensible procedures for employee conduct issues.
✔ Businesses seeking to formalise their internal complaints process.
✔ Managers and HR teams responsible for conducting investigations, hearings, and appeals.
What it helps you do:
Establish a Compliant Process:Provides a foundational policy to outline the legal steps for managing disciplinary action and formal grievances, including the right to accompaniment.
Manage the Investigation Stage:Supplies all documentation needed for the fact-finding phase, including meeting notes for interviews with the employee and witnesses.
Document Suspension: Includes forms to both consider and formally confirm a "neutral act" suspension for cases of suspected Gross Misconduct to allow a fair investigation.
Standardise Formal Hearings:Offers official templates for inviting employees to Disciplinary and Grievance hearings and for formally recording the meeting notes.
Confirm Outcomes: Delivers structured reports and formal letters to confirm final outcomes, whether issuing a formal warning, confirming a grievance finding (substantiated/unsubstantiated), or notifying dismissal.
Handle Appeals: Provides the necessary documentation for the final stage, including the invitation, appeal hearing notes, and final outcome letters/reports for both disciplinary and grievance appeals.
What’s included:
Disciplinary and Grievance Policy Template: Covers purpose, scope, principles, the formal disciplinary procedure (including Gross Misconduct), and the formal grievance procedure.
Investigation Meeting Invite Letter & Notes Templates: For fact-finding and evidence gathering.
Confirmation of Suspension Form Template: To formalise the terms of suspension (on full pay, neutral act).
Disciplinary Hearing Invite Letter & Notes Templates: For the formal decision-making hearing.
Grievance Hearing Invite Letter & Notes Templates: For the formal meeting to hear the employee's concerns.
Disciplinary Outcome Letter & Report Templates: To formally communicate the outcome (e.g., written warning, dismissal).
Grievance Outcome Letter & Report Templates: To formally communicate the findings (substantiated/unsubstantiated) and the required action.
Appeal Hearing Invite Letter & Outcome Letter/Report Templates:For managing the final appeal stage of both disciplinary and grievance matters.
Why choose U-HR templates?
Designed specifically for small businesses and everyday HR situations.
Simple, practical language with no legal jargon.
More affordable than solicitor-written policies.
Ready to download and customise instantly.
📎 Fully editable in Word
📎 Comprehensive toolkit
📎 Instant Download