Free HR & rota templates
Practical, professionally designed templates for retail managers — rotas and planners plus a full set of HR letters and forms aligned with the ACAS Code of Practice. Download them free, in editable and PDF formats. No account required.
Weekly Staff Rota
A clean, print-ready weekly rota with contracted vs. scheduled hours, totals and a simple key for leave and training.
Annual Holiday Planner
Plan and track holiday across the whole team and year at a glance — entitlement, days booked per month and days remaining.
Return-to-Work Interview
A short, supportive form to complete after any absence — confirm the employee is fit to return and spot patterns early.
Absence & Lateness Log
Keep an accurate, confidential record of absence and lateness to support fair, consistent decisions.
Investigation Meeting Invitation
Invite an employee to a fact-finding investigation meeting fairly and clearly, setting out the purpose and arrangements.
Investigation Report
A structured template to record the facts, evidence and findings of a workplace investigation before deciding next steps.
Disciplinary Hearing Invitation
Invite an employee to a disciplinary hearing, clearly stating the allegations, possible outcomes and the right to be accompanied.
Disciplinary Outcome Letter
Confirm the outcome of a disciplinary hearing in writing, including the decision, any sanction and the right to appeal.
Informal Discussion File Note
Record an informal chat about a minor concern before anything becomes formal — a simple management record.
Grievance Meeting Invitation
Invite an employee to a meeting to discuss a formal grievance, with the right to be accompanied.
Grievance Outcome Letter
Confirm the outcome of a grievance in writing, explaining your decision, any action to be taken and the right to appeal.
Job Offer Letter
Make a professional offer of employment, covering role, pay, hours, start date and the key conditions of the offer.
New Starter Induction Checklist
Give every new team member a great start with a clear checklist covering before they start, first day, first week and first month.
Probation Review Letter
Confirm the outcome of a probation review — passed, extended or not passed — with clear, honest feedback.
Probation Extension Letter
Extend a probationary period fairly, setting out what needs to improve, the support on offer and the new review date.
One-to-One & Coaching Planner
Prepare and record regular one-to-ones with a simple, two-way planner built around clear, fair SBI feedback.
A quick note on these templates
These templates are provided free by CoachScript and are designed to align with the principles of the ACAS Code of Practice on disciplinary and grievance procedures. They are general templates for guidance only and do not constitute legal advice. ACAS does not review or endorse third-party templates. Every situation is different, so please adapt each document to your own circumstances and, where appropriate, seek professional HR or legal advice before acting.
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