Business Document Template Library

Finance and Accounting

Purchasing

Document – Payment Terms

Form – Purchase Order

Form – Receipt of Goods

Invoice – Deposit Taken – Including VAT

Invoice – Deposit Taken – No VAT

Invoice – Goods or Services – Including VAT

Invoice – Goods or Services – No VAT

Invoice – Goods with Delivery Charges – Including VAT

Invoice – Goods with Delivery Charges – No VAT

Invoice – Services Only – Including VAT

Invoice – Services Only – No VAT

Invoice Generator

Statement – Customer Account – Outstanding Balances

Credit and Returns

Email – Credit Control – First Reminder

Email – Credit Control – Second Reminder

Email – Credit Control – Final Reminder

Letter – Credit Control – First Reminder

Letter – Credit Control – Second Reminder

Letter – Credit Control – Final Reminder

Letter – Credit Note – Issuance

Employment and Consultants

Offer Letters

Letter – Offer of Employment – Full-Time

Letter – Offer of Employment – Minimum Wage

Letter – Offer of Employment – Night Shift

Letter – Offer of Employment – Office Administrator

Letter – Offer of Employment – Part-Time

Letter – Offer of Employment – Senior Executive

Letter – Offer of Employment – Shift-Based

Employment Agreements

Agreement – Employment Terms – Full-Time

Agreement – Employment Terms – Minimum Wage

Agreement – Employment Terms – Night Shift

Agreement – Employment Terms – Office Administrator

Agreement – Employment Terms – Part-Time

Agreement – Employment Terms – Senior Executive

Agreement – Employment Terms – Shift-Based

Checklist – Written Statement of Particulars

Letter – Employment Written Statement

Hiring and Onboarding

Checklist – Employee Induction

Checklist – Recruitment Process

Checklist – Right to Work – Verification

Disclaimer – Equal Opportunities – Recruitment Policy

Document – Job Description – Generic

Email – Interview – Invitation

Form – Exit – Interview

Form – Job Application Form

Form – Onboarding – Information Request

Letter – Probation Outcome – Extension

Letter – Probation Outcome – Passed

Letter – Reference Request – Candidate

Letter – Vacancy Outcome – No Offer

Resignation and Termination

Agreement – Settlement Agreement

Checklist – Redundancy – Process

Letter – Employment Reference – Issuance

Letter – End of Fixed Term Contract

Letter – Redundancy – Confirmation of Selection

Letter – Redundancy – Invitation to Consultation

Letter – Redundancy at Risk – Individual Consultation

Letter – Resignation Acceptance – Garden Leave

Letter – Resignation Acceptance – Payment in Lieu

Letter – Resignation Acceptance – Working Notice

Letter – Settlement Discussion Invitation – Following Disciplinary

Letter – Settlement Discussion Invitation – Not Following Disciplinary

Notice – Termination of Employment – Garden Leave

Notice – Termination of Employment – Payment in Lieu

Notice – Termination of Employment – Working Notice

Workplace Adjustments and Miscellaneous

Agreement – 48 Hour Week – Opt-Out

Checklist – Employee Doctor Report

Checklist – Office Facility Setup

Form – Doctor’s Report Consent – Employee

Form – Employee Reasonable Adjustments Review

Form – Expense Reimbursement – Employee

Form – Expense Reimbursement – General

Form – Expense Reimbursement – Mileage

Form – Training – Evaluation

Letter – Reasonable Adjustment – Approval

Letter – Request for Consent to Doctor Report

Letter – Request for Medical Report

Record – Return to Work – Meeting Notes

Flexible and Remote Working

Checklist – Flexible Working Overview

Form – Flexible Working Request

Letter – Flexible Working Request – Approval

Letter – Flexible Working Request – Rejection

Policy – Flexible Working

Disciplinary and Grievances

Document – Employee Disciplinary Record

Document – Investigation – Employer Plan

Document – Investigation – Final Report

Letter – Disciplinary Appeal – Acknowledgement

Letter – Disciplinary Hearing – Possible Dismissal

Letter – Disciplinary Outcome – Dismissal

Letter – Grievance – Acknowledgement

Letter – Grievance Appeal – Acknowledgement

Letter – Investigation – Employee Notification

Letter – Investigation – Invitation to Investigation Meeting

Letter – Investigation – Notice to Employee of Suspension During Investigation

Letter – Unauthorised Absence

Policy – Grievance Procedure

Consultant Documents

Agreement – Service Engagement – Consultant

Agreement – Service Engagement – Individual Consultant

Terms Changes

Email – Salary – Notification of Rise

Letter – Variation of Employment Terms

Letter – Variation of Employment Terms – Change of Role

Letter – Variation of Employment Terms – Change of Salary

Leave Entitlements

Email – Annual Leave – Approve Request

Email – Annual Leave – Decline Request

Form – Request Annual Leave

Letter – Adoption Leave – Confirmation

Letter – Maternity Leave – Confirmation

Letter – Paternity Leave – Confirmation

Letter – Shared Parental Leave – Confirmation of Booking

Letter – Shared Parental Leave – Confirmation of Entitlement

Letter – Shared Parental Leave – Refusal of a Discontinuous Leave Booking

Policy – Parental Leave

Appraisals and Performance

Form – Employee Appraisal – Manual Worker Performance Evaluation

Form – Employee Appraisal – Performance Review and Objectives

Form – Promotion Potential Assessment – Employee Career Evaluation

Form – Self-Appraisal – Employee Performance Review Preparation

Questionnaire – Appraisal Scheme Review – Employee Feedback

Company Policies

Leave and Working Hours

Policy – Adoption Leave

Policy – Bereavement

Policy – Holiday Entitlement

Policy – Hybrid Working

Policy – Maternity Leave

Policy – Paternity Leave

Wellbeing

Policy – Living Wage Commitment

Policy – Menopause Support

Environmental

Policy – Carbon Reduction

Policy – Carbon Reduction – Strategic Objectives and Implementation

Policy – Climate Risk & Resilience

Policy – Cycle to Work

Policy – Energy Management

Policy – Environmental – E-Commerce Business (Goods)

Policy – Environmental – General

Policy – EV Adoption

Policy – Paperless Operations

Policy – Recycling

Policy – Sustainable Procurement

Policy – Sustainable Transport

Policy – Waste Management – General

Policy – Waste Management – Home Workers

Policy – Water Usage & Conservation

Ethical Governance

Policy – Code of Conduct – Ethical Standards and Compliance

Policy – Ethical Governance

Policy – Fair Pay

Policy – Labour and Human Rights

Policy – Local Purchasing

Policy – Philanthropy and Charitable Giving

Policy – Political Contributions & Lobbying

Policy – Supply Chain Transparency

Policy – Whistleblowing

Statement – Corporate Social Responsibility

Health and Safety

Assessment – Display Screen Equipment – Risk Review

Form – Accident or Incident Report

Policy – Employee Health and Wellbeing

Policy – First Aid

Policy – Health and Safety Responsibility

Statement – Fire Safety Measures

Conduct and Appearance

Policy – Anti-Bribery and Corruption

Policy – Anti-Harassment & Anti-Bullying

Policy – Conflict of Interest

Policy – Disciplinary Procedure

Policy – Dress Code – Formal Wear

Policy – Grievance

Policy – No Smoking

Policy – Sexual Harassment

Technology and Media

Policy – Social Media – Company Use

Diversity and Inclusion

Form – Equality and Diversity Monitoring

Policy – Anti-Discrimination

Policy – Breastfeeding

Policy – Cultural Sensitivity & Awareness

Policy – Disability Inclusion & Accessibility

Policy – Diversity, Equity and Inclusion

Policy – Gender Identity

Asset Management

Register – Company Assets

Other

Policy – Internal Audit & Controls

Policy – Vulnerable Customer

Statement – Fairtrade Commitment – Hospitality Focus

Statement – Modern Slavery Prevention – Policies and Measures

Statement – Responsible Marketing

Non-Disclosure Agreements

One-Way NDAs

Agreement – Non-Disclosure – One-Way

Agreement – Non-Disclosure – One-Way with Non-Compete Clause

Mutual NDAs

Agreement – Non-Disclosure – Mutual

Agreement – Non-Disclosure – Mutual with Non-Compete Clause

Commercial Documents

Order Correspondence

Letter – Order Acceptance – Email Format

Letter – Order Dispatch – Email Format

Commercial Agreements

Agreement – Service Delivery – B2B

Statement – Scope of Work

Term Sheet Documents

Document – Business Plan – Outline

Document – Heads of Terms – Commercial Contract

Document – Term Sheet – Equity Investment

Document – Term Sheet – Loan Agreement

Explainer – Heads of Terms

Other Documents

Letter – Contract Enclosure – Signature Request

Contract Disputes and Termination

Contract Breaches and Recovery

Letter – Payment Request – Outstanding Debt

Notice – Breach of Contract

Termination Notices

Notice – Contract Termination – Breach of Terms

Notice – Contract Termination – Without Cause

Data Protection and Privacy

Data Protection Templates

Assessment – Data Protection Impact – Project Evaluation Form

Checklist – Cyber Security

Form – Data Sharing Request – Personal Data Exchange

Form – Personal Data Sharing Record – Decision

Record – DSAR Response – Data Subject Access

Record – Processing Activities – Data Protection

Statement – Privacy – Employees, Consultants and Contractors

Company Records and Governance

Written Director Resolutions

Resolution – Board Approval – Annual Accounts

Resolution – Board Approval – Appointment of Auditor

Resolution – Board Approval – Appointment of Director

Resolution – Board Approval – Appointment of Secretary

Resolution – Board Approval – Bank Mandate

Resolution – Board Approval – Change of Registered Office

Resolution – Board Approval – Circulation of Members’ Resolution

Resolution – Board Approval – Commercial Contract

Resolution – Board Approval – Director Resignation

Resolution – Board Approval – Dissolution Application

Resolution – Board Approval – Loan Facility Agreement Entry

Resolution – Board Approval – Secretary Resignation

Resolution – Board Approval – Share Allotment – Pre-emption Rights

Resolution – Board Approval – Share Transfer

Resolution – Board Approval – Standard Format

Members’ Resolutions

Resolution – Shareholders – Adoption of Articles of Association

Resolution – Shareholders – Authorisation of Director Interests

Resolution – Shareholders – Authority to Allot Shares

Resolution – Shareholders – Change of Company Name

Resolution – Shareholders – Director Appointment

Resolution – Shareholders – Disapplication of Pre-emption Rights

Resolution – Shareholders – Loan to Director

Resolution – Shareholders – Print of Special Resolution for Filing

Resolution – Shareholders – Standard Format

Shareholder Documents and Share Certificates

Certificate – Shares – Fully Paid – One Director and Witness

Certificate – Shares – Fully Paid – Two Officers

Certificate – Shares – Partly Paid – One Director and Witness

Certificate – Shares – Partly Paid – Two Officers

Certificate – Shares – Unpaid – One Director and Witness

Certificate – Shares – Unpaid – Two Officers

Form – Share Transfer – Paid Shares with Consideration

Form – Share Transfer – Unpaid Shares with Consideration

Letter – Share Subscription – Individual Subscriber

Share Certificate Generator

Other Corporate Documents

Agreement – Loan to Director – From Company

Checklist – Business Continuity

Form – Proxy Voting – Individual Shareholder

Letter – Annual Report – Copy to Recipient

Letter – Covering Letter to Companies House Enclosing Filings

Letter – Director Appointment – Confirmation

Notes – Members’ Resolutions – Attachments

Register – Members – Company Shareholders

Voucher – Dividend Payment – Shareholder

Board Minutes

Minutes – Board Approval – Annual Accounts

Minutes – Board Approval – Appointment of Auditor

Minutes – Board Approval – Appointment of Director

Minutes – Board Approval – Bank Mandate

Minutes – Board Approval – Change of Registered Office

Minutes – Board Approval – Circulation of Members’ Resolution

Minutes – Board Approval – Commercial Contract

Minutes – Board Approval – Director Resignation

Minutes – Board Approval – Interim Dividend Declaration

Minutes – Board Approval – Loan Facility Agreement

Minutes – Board Approval – Share Allotment

Minutes – Board Approval – Share Transfer

Minutes – General Board Meeting – Standard Format

Intellectual Property

Brand and Content

Document – Content Calendar – Planning Schedule

Guidelines – Brand Usage Standards

Statement – Copyright Ownership

Communications

Website Documents

Policy – Website Privacy – No International Transfers

Policy – Website Use – Complaints

Policy – Website Use – Cookies

Statement – Disclaimer – Website

Email Documents

Checklist – Email Marketing Campaign

Email – Account Manager – Customer Check In

Email – Account Manager – Introduce New Account Manager

Email – Brochure and Discount Offer – New Clients Promotion

Email – Disclaimer – Confidential Information

Email – Disclaimer – Confidential Information & Intellectual Property

Email – Disclaimer – Intellectual Property

Email – Follow-Up with Complimentary Offering – Customer Enhancement

Email – Inactive Customer – Re-engagement with Updated Services

Email – Meeting – Agenda

Email – Meeting – Apology for Missing and Request to Reschedule

Email – Meeting – Cancellation

Email – Meeting – Confirmation

Email – Meeting – Rescheduling

Email – Meeting Request – Potential Client Discussion

Email – New Customer Welcome – Service and Support Details

Email – Order – Cancellation Request

Email – Order – Referral to Agent

Email – Out of Stock – Alternative Options

Email – Partnerships – Business Collaboration Opportunity

Email – Presentation Agenda – Event Details

Email – Price Re-Quotation – Discount Offer

Email – Quote – Approval of Quote

Email – Quote – Follow-up to Unsuccessful Quote

Email – Quote – Non-Acceptance

Email – Quote – Request for Pricing and Delivery Details

Email – Quote or Proposal – Rejection

Email – Subscription – Automatic Annual Renewal Reminder

Email – Subscription – Automatic Monthly Renewal Reminder

Email – Supplier Enquiry – Requirements and Information Request

Email – Webinar – Reminder

Email – Webinar – Sign Up Confirmation

Email – Webinar – Thank You for Attending

Mobile Applications

App Terms

Policy – Mobile App – No International Transfers

Terms – Mobile Application Use