Managing capability

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Model documents and policies

Downloadable and customisable documents relating to managing capability.

Letters

Word

Letter confirming dismissal for capability issues

 (53 KB)
Last Modified: 12 May 2014
This letter template confirms that following a capability meeting the employee is being dismissed as the reasons given by the employee to explain their performance or respond to allegations are unacceptable. The letter confirms their last day of employment and payment arrangements and also outlines the employee’s right to appeal against the dismissal.
Word

Letter inviting employee to a formal capability meeting

 (53 KB)
Last Modified: 12 May 2014
This letter template confirms the date, time and place of the capability meeting and outlines who will conduct the meeting and who will act as a witness and note-taker. The letter also outlines why the employee has been invited to a capability meeting and the purpose of the meeting.
Word

Letter issuing a final written warning about capability issues

 (52 KB)
Last Modified: 14 May 2014
This letter confirms the outcome of a capability meeting and that the employee is being issued with a final written warning as the reasons given to explain their performance or respond to allegations are unacceptable. The letter confirms that the employee has already a written warning and that they will be monitored with regards to the capability issues over a specified period of time.
Word

Letter issuing a written warning about capability issues

 (52 KB)
Last Modified: 12 May 2014
This letter confirms the outcome of a capability meeting and that the employee is being issued with a written warning as the reasons given to explain their performance or respond to allegations are unacceptable. The letter confirms that the employee will be monitored with regards to the capability issues and that the warning will remain on their file for a specified period of time.

Policies

Word

Capability policy - performance

 (56 KB)
Last Modified: 01 Jun 2013
This policy covers performance management, assessment of capability, induction, responsibilities of the employee, responsibilities of the line manager, responsibilities of HR, succession planning, and promotion and monitoring of capability issues.
Word

Performance management review procedure

 (56 KB)
Last Modified: 01 Jun 2013
Use this document when an employee has completed 12 months' continuous service. It may be necessary when investigating the cause of an employee's poor performance.
Word

Policy and procedure on capability

 (54 KB)
Last Modified: 01 Jun 2013
This policy outlines the approaches that may be taken where an employee is incapable of performing their role due to long-term illness or disability, including transfer to another role or dismissal.

Questionnaires

Word

Questions to ask when checking underperformance

 (23 KB)
Last Modified: 01 Jun 2013
This document, to be used when checking underperformance, lists what to check, probable reasons for the underperformance and the action required.

Templates

Word

Performance improvement plan

 (53 KB)
Last Modified: 01 Jun 2013
This document can be used to outline expected performance improvement targets. It includes actions taken to get performance back on track, timescales and consequences.