Free HR templates (UK)

Copy-and-adapt documents written for UK employers - each with plain-English guidance on what to change and the legal caveats to know. No sign-up walls.

Templates · 45 templates · Updated 4 October 2026

Browse the templates

The full document lives on each page - copy it straight into your handbook, or download it. All 45 download free, with no email address asked for.

Data protection

Record of processing activities

Every Article 30 field as a CSV, pre-filled with the eight HR activities almost every employer has.

Get the record →
Data protection

Employee privacy notice

Every Article 13 item, including the right to complain to you that became compulsory on 19 June 2026.

Get the notice →
Policies & handbook

Equal opportunities policy

The nine protected characteristics, what is unlawful, who is responsible and how to raise a concern.

Get the policy →
Policies & handbook

Whistleblowing policy

Updated for 2026: sexual harassment is now a protected disclosure. Day-one protection, explained.

Get the policy →
Health & safety

DSE workstation checklist

A self-assessment for office, home and hybrid workers, with the rules on eye tests, breaks and records.

Get the checklist →
Managing people

Appraisal form

Self-assessment, objectives, manager review and a development plan, on a form that takes an hour.

Get the form →
Running the company

Supplier register

Sixteen columns for contracts, renewal dates, data processing and insurance, as a CSV.

Get the register →
Discipline & grievance

Disciplinary policy template

Ten clauses that follow the Acas Code in the order a case runs: investigation, hearing, companion, warnings and appeal.

Get the template →
Policies

Employee code of conduct

The standards your disciplinary procedure refers to: respect, honesty, conflicts, gifts, confidentiality and raising a concern.

Get the template →
Health & safety

Health and safety policy

The three parts HSE asks for - statement of intent, responsibilities and arrangements - required in writing at five employees.

Get the template →
Flexible working

Hybrid working policy

Office days, equipment, home workstation checks, data security and costs, with the flexible working rules kept in view.

Get the template →
Running the company

Company asset register

Fourteen columns to track laptops, phones and keys by person, plus the return clause that makes a deduction lawful.

Get the register →
Compliance

Right to work check checklist

The three check routes, what to copy and record, the 2-year retention rule and the follow-up dates that must not slip - gov.uk verified.

Get the checklist →
Choosing software

HR software requirements checklist

The buying checklist: core jobs, UK statutory must-haves, pricing questions in writing, and the exit questions that disqualify vendors.

Get the checklist →
Overtime & TOIL

TOIL policy template

A complete 11-clause time-off-in-lieu policy: accrual, prior approval, recording, a 3-month expiry, leaver payouts and NMW safeguards.

Get the template →
Sickness & absence

Sickness absence policy

Reporting, certification, sick pay, return-to-work and triggers in one policy - with the exclusions a trigger system needs to stay lawful.

Use the template →
Sickness & absence

Return-to-work interview questions

Ready-to-use question sets for any absence, longer absences and sensitive situations - plus how to structure the 10-minute conversation.

Get the questions →
Time off & leave

Carer's leave policy

The one-week statutory entitlement done properly: day-one eligibility, half-day flexibility, notice rules and postponement limits.

Get the template →
Time off & leave

Neonatal care leave policy

Up to 12 weeks' day-one leave for parents of babies in neonatal care - entitlement, pay rules and a compassionate process.

Get the template →
Time off & leave

Parental bereavement leave policy

A gentle, complete two-week entitlement policy with a compassion-first process - written for the hardest conversations.

Get the template →
Wellbeing

Stress risk assessment

An individual assessment built on the HSE Management Standards - Demands, Control, Support, Relationships, Role, Change.

Get the template →
Managing people

Performance improvement plan (PIP)

Fair objectives, real support, 2/4/8-week reviews and honest outcomes - aligned to the Acas Code and ready for the 2027 rules.

Get the template →
Onboarding

New starter checklist

Everything to collect before the first payday - and which two items actually carry statutory deadlines.

Get the checklist →
Flexible working

Flexible working response letters

Acknowledge, approve, refuse and answer an appeal - with guidance on the one paragraph you can't template.

Get the letters →
Time off & leave

Medical appointments policy

The everyday approach plus the four statutory exceptions - and why appointments should never be logged as sickness.

Get the policy →
Rotas & working time

Weekly rota template

A rota grid with the Working Time rest checks built in - download the CSV for Excel, Numbers or Sheets.

Download the rota →
Rotas & working time

4-week rolling rota

One repeating pattern, everyone offset by a week - built so a late shift never runs into an early one.

Download the pattern →
Rotas & working time

Weekly timesheet

Start, end, break and hours - plus the minimum wage check most timesheet templates leave out.

Download the timesheet →
Overtime & TOIL

TOIL tracker

Hours earned, approver, hours taken and a running balance - with the expiry column that keeps it honest.

Download the tracker →
Compliance

DBS check policy

Role-to-level mapping, the re-check cycle, fair handling of disclosures - plus a downloadable renewal tracker.

Get the policy →
Sickness & absence

Attendance warning letters

Invite, outcome and appeal for a formal attendance process - plus the four checks worth doing first.

Get the letters →
Sickness & absence

Occupational health referral letter

The job's real demands, the absence summary, consent wording - and questions that beat "please advise".

Get the letter →
Sickness & absence

Phased return to work plan

Week-by-week build-up, adjustments, check-ins, pay and the review point - with a worked four-week example.

Get the plan →
Time off & leave

Annual leave request form

Details, dates, half days, balance check and the manager decision - plus the statutory notice rules behind it.

Get the form →
Managing people

Exit interview form

Fifteen questions across role, management, culture, pay and the decision to leave - plus who should run it, and when.

Get the form →
More

Looking for something else?

More templates land every month. Meanwhile the guides cover holiday rules, SSP, TOIL, rotas and more - organised by topic.

Browse the guides →
Expenses & travel

Expenses policy template

Thirteen clauses covering mileage, subsistence, company cards, receipts, deadlines and approval limits - with the HMRC conditions written in.

Download the policy →
Benefits & pensions

Benefits policy template

Eleven clauses: pension, salary sacrifice, leave, sick pay, family leave, what happens to benefits during leave, and how a benefit can be changed.

Download the policy →
Employment law

Written statement template

Sixteen clauses covering every particular section 1 requires, in the order the section lists them - including probation and training.

Download the statement →
Compliance

Anti-harassment policy template

Eleven clauses written for the preventative duty - third-party harassment, a reporting route that bypasses the line manager, and the records that prove it.

Download the policy →
Rotas & working time

Working time opt-out agreement

A regulation 5 opt-out - individual, voluntary, cancellable on seven days' notice, and explicit that it covers the 48-hour average only.

Download the agreement →
Managing people

Grievance procedure template

Ten clauses, including the two most policies omit: the grievance about your own manager, and the overlap with a disciplinary.

Download the procedure →
Managing people

Job description template

Requirements split into essential and desirable, each one assessable - so the description doubles as your scoring criteria.

Download it →
Managing people

Interview scorecard

A 1-4 scale, criteria from the job description, and a sentence of evidence per score. Written on the assumption the candidate may read it.

Download it →
Managing people

Offer letter template

A conditional offer with the conditions written down - because an unconditional offer, once accepted, is a contract you cannot withdraw.

Download it →
Compliance

HR data retention schedule

The five HR retention periods genuinely fixed in law, with sources - and a defensible way to set the many that are not.

Download the schedule →

Also here: All free resources · 79 guides · 27 calculators · 15 comparisons

Policies are better as product features

A TOIL policy is a page in a handbook - in CoDash it's a workflow: overtime submitted, approved, accrued as TOIL days and booked as leave, all tracked automatically.