Free
Probation Date Planner
Calculate an organisation-defined probation timeline and useful planning dates.
No sign-up required
Use free tool
Practical help, free to use
Free tools for real manager tasks.
Useful workplace tools for managers and small employers in Great Britain. No account, email address or sign-up required.
Seven live interactive tools
One useful starting point for every toolkit.
Each tool tackles a focused management task and leads naturally to the matching complete workflow when you need more.
Free
SMART Objective Builder
Turn your own information into a clear, structured workplace objective record.
No sign-up required
Use free toolFree
Interview Scorecard Builder
Create a consistent, job-related scorecard and summarise the evidence recorded.
No sign-up required
Use free toolFree
PIP Review Planner
Build an organisation-defined PIP timetable with planned check-ins and review prompts.
No sign-up required
Use free toolFree
Absence Pattern Viewer
Record absence episodes and view neutral factual patterns without automated judgement.
No sign-up required
Use free toolFree
Investigation Plan Builder
Prepare an open-minded investigation plan covering scope, questions, people and evidence.
No sign-up required
Use free toolFree
Harassment Prevention Action Planner
Review practical prevention arrangements and create a focused action plan.
No sign-up required
Use free toolSeven free manager downloads
Practical resources, ready to use.
Choose an editable Word file or print-ready PDF. Downloads are direct, with no account or email address required.
All seven resources
Download the free Manager Starter PackManager Starter Pack
Download every free checklist and working resource together: seven editable Word files, seven print-ready PDFs and a concise START HERE guide.
Annual Performance Review — Preparation Checklist
Prepare an evidence-based, balanced annual review discussion.
Editable Word · Print-ready PDF
PIP — Preparation Checklist
Organise concerns, evidence, expectations, support and review arrangements.
Editable Word · Print-ready PDF
Probation Review — 1 Page Manager Checklist
Prepare and record a useful organisation-defined probation review.
Editable Word · Print-ready PDF
Return-to-Work Conversation — Manager Checklist
Hold a respectful, practical conversation following an employee absence.
Editable Word · Print-ready PDF
Workplace Investigation — Planning Checklist
Define an open-minded investigation plan before gathering evidence.
Editable Word · Print-ready PDF
Interview Scorecard Lite
Record evidence consistently against five job-related interview criteria.
Editable Word · Print-ready PDF
Harassment Prevention — Employer Readiness Checklist
Review practical prevention arrangements and identify follow-up actions.
Editable Word · Print-ready PDF
These downloads are provided directly. No email address, account or form submission is required.