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Business Essentials

Business Essentials — the paperwork, sorted.

Forty ready-made templates covering the HR, employee and workplace paperwork every small business needs — new starters, employee records, absence and leave, performance conversations, health & safety and data protection. Buy them individually from £2.49, or pick a bundle and pay less. Each comes as an editable Word document plus a printable PDF, and is yours to keep and reuse.

40 templates from £2.49–£3.99 · 5 bundles · Word + PDF · Instant download

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45 products

Employee Records

Business · Employee Records

Employee Details Form

Capture the personal and employment details you need when someone joins.

WordPDF

Business · Employee Records

Emergency Contact Form

Collect emergency contact and medical details for every member of staff.

WordPDF

Business · Employee Records

New Starter Checklist

A complete checklist for bringing someone new into the business.

WordPDF

Business · Employee Records

Employee File Checklist

Make sure every personnel file has the right documents, from contract to ID checks.

WordPDF

Business · Employee Records

Employee Induction Record

Record each step of a new starter's induction and confirm it's complete.

WordPDF

Business · Employee Records

Written Employment Particulars Checklist

Check every contract includes the written particulars employees should receive.

WordPDF

Business · Employee Records

Contract Change Record

Record agreed changes to an employee's contract, signed by both sides.

WordPDF

Business · Employee Records

Leaver Checklist

Everything to cover when someone leaves — notice, pay, property and system access.

WordPDF

Business · Employee Records

Company Property Issue & Return Record

Log laptops, keys and equipment issued to staff — and record their return.

WordPDF

Business · Employee Records

Meeting Minutes & Action Record

Record what was discussed, what was decided and who's doing what by when.

WordPDF

Leave & Absence

Business · Leave & Absence

Sickness Self-Certification Form

The form employees complete for short periods of sickness absence.

WordPDF

Business · Leave & Absence

Sickness Absence Record

Track sickness absence, reasons and patterns for each employee.

WordPDF

Business · Leave & Absence

Return-to-Work Record

A short record for return-to-work conversations after sickness absence.

WordPDF

Business · Leave & Absence

Annual Leave Request Form

A clear form for employees to request time off, with space for dates and approval.

WordPDF

Business · Leave & Absence

Annual Leave & Holiday Pay Record

Track each employee's annual leave allowance, days taken and holiday pay in one place.

WordPDF

Business · Leave & Absence

Employee Timesheet

A straightforward timesheet for recording hours worked, breaks and totals.

WordPDF

Business · Leave & Absence

Overtime Record

Track overtime worked, agreed rates and time off in lieu.

WordPDF

Business · Leave & Absence

Payroll Change Form

Record pay changes clearly so payroll is always up to date.

WordPDF

Business · Leave & Absence

Expenses Claim Form

A tidy form for staff expense claims, with mileage and receipt details.

WordPDF

Recruitment

Business · Recruitment

Right to Work Check Record

Keep evidence that you've completed right to work checks for each employee.

WordPDF

Business · Recruitment

Recruitment Interview Score Sheet

Score candidates consistently with structured interview criteria.

WordPDF

Business · Recruitment

Recruitment & Vetting Checklist

Every check to complete before you hire, from references to right to work.

WordPDF

Business · Recruitment

Reference Check Record

Record reference checks with the questions asked and answers given.

WordPDF

Performance & ER

Business · Performance & ER

Probation Review Record

Review how new starters are getting on and record the outcome of probation.

WordPDF

Business · Performance & ER

1-to-1 Meeting Record

A simple record of one-to-one meetings — what was discussed, actions agreed and follow-ups.

WordPDF

Business · Performance & ER

Performance Review Record

A structured form for reviews — achievements, goals and development.

WordPDF

Business · Performance & ER

Flexible Working Request & Decision Record

Handle flexible working requests properly, from application to decision.

WordPDF

Business · Performance & ER

Disciplinary Meeting Record

A structured record of disciplinary meetings, outcomes and next steps.

WordPDF

Business · Performance & ER

Grievance Meeting Record

Record grievance meetings clearly — the concern raised, the discussion and the outcome.

WordPDF

Business · Performance & ER

Investigation Meeting Notes

Take clear, fair notes during workplace investigations.

WordPDF

Business · Performance & ER

Performance Improvement Action Plan

Set out concerns, targets and support when someone's performance needs to improve.

WordPDF

Training & Compliance

Business · Training & Compliance

Employee Training Record

Log the training each employee has completed, with dates and expiry reminders.

WordPDF

Business · Training & Compliance

Training Matrix

See at a glance who's trained in what, and when renewals are due.

WordPDF

Business · Training & Compliance

Personal Data Breach Incident Record

Record data breaches properly — what happened, who was affected and what you did.

WordPDF

Business · Training & Compliance

Employee Privacy & Record-Keeping Checklist

Check you're handling staff personal data properly, from storage to retention.

WordPDF

Health & Safety

Business · Health & Safety

Workplace Accident / Incident Record

Record accidents and incidents properly, with injuries, first aid and follow-up.

WordPDF

Business · Health & Safety

General Risk Assessment

A practical risk assessment template for everyday workplace hazards.

WordPDF

Business · Health & Safety

Health & Safety Policy – One Page

A simple one-page health and safety policy for small organisations.

WordPDF

Business · Health & Safety

Near Miss Record

Log near misses so you can fix hazards before someone gets hurt.

WordPDF

Business · Health & Safety

First Aid Needs Assessment

Work out what first aid cover your workplace needs, step by step.

WordPDF

Buy a bundle & save

Bundles

Related templates grouped together at a lower price than buying them one by one. Every template inside still comes as Word + PDF.

Business bundle

Employee Records & Lifecycle Pack

The essential paperwork for managing an employee from joining through to leaving.

WordPDF
12 templates included

£19.99

Saves £15.89 compared with buying individually

View details

Business bundle

Leave, Absence & Payroll Pack

Straightforward records for sickness, annual leave, hours, payroll changes and expenses.

WordPDF
9 templates included

£14.99

Saves £9.92 compared with buying individually

View details

Business bundle

Recruitment, Performance & Employee Relations Pack

Practical documents for recruitment, employee conversations, performance and workplace processes.

WordPDF
11 templates included

£19.99

Saves £15.90 compared with buying individually

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Business bundle

Training, Safety & Compliance Pack

Core records for workplace training, health and safety and basic compliance administration.

WordPDF
8 templates included

£16.99

Saves £10.43 compared with buying individually

View details

Business bundle

Complete Business Essentials

The complete Monday Morning Business Essentials collection containing all 40 HR, employee, recruitment, absence, payroll, training, safety and compliance templates.

WordPDF
40 templates included

£44.99

Saves £79.11 compared with buying individually

View details

Good to know

Every template is an instant download. Pay by card and your links arrive by email straight away. Each one includes an editable Word document and a printable PDF, and bundles include every template listed.

Templates are a starting point and should be adapted to your own setting or business. They don't replace professional or legal advice.