Documents

Setting up a charity or social enterprise

Policies

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    Data protection policy (GDPR-friendly for use after 25 May 2018)

    Short-form data protection policy (note, this is not a privacy policy) for organisations that wish to develop a simple policy setting out its internal rules to comply with the upcoming General Data Protection Regulation.

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    Serious Incident Reporting Policy

    Straightforward serious incident reporting policy that sets out what constitutes a serious incident as per the guidance issued by the Charity Commission.

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    Social media policy

    For organisations wanting a short-form policy setting out appropriate use of social media by employees.

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    Volunteer agreement

    For organisations wanting a simple volunteer agreement. This document sets out the hopes and expectations of the individual and the organisation, without placing contractual obligations on either party. You should refer to our articles on employee, worker, self-employment and volunteer status for a brief overview.

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    Anti-harassment and bullying policy

    For organisations wanting a simple anti-harassment and bullying policy confirming your commitment to preventing such behaviours in the workplace. This policy is not intended to set out the procedure for managing employees’ acts of discrimination, harassment and bullying.

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    Capability procedure

    For organisations wanting a simple capability policy confirming how unsatisfactory performance will be dealt with. This policy is not intended to be used to manage employees’ acts of misconduct. You can purchase our Disciplinary Policy for this purpose.

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    Conflicts of interest policy

    For charities wanting a simple conflicts of interest policy. This will not be suitable document for non-charities or a charity that is likely to have substantial complex conflicts of interest, such as a corporate foundation.

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    Disciplinary policy

    For organisations wanting a simple disciplinary policy confirming how acts of misconduct will be dealt with. This policy is not intended to be used to manage employees’ poor performance.

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    Equal opportunities policy

    For organisations wanting a simple equal policy confirming your commitment to promoting equal opportunities in employment. This policy is not intended to be used to manage employees’ acts of discrimination and harassment. You can purchase our disciplinary policy for this purpose. You may also want to purchase our grievance policy and our anti-harassment and bullying policy.

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    Expenses policy

    For organisations wanting an expenses policy with a section which applies to trustees and volunteers and a separate section which applies to employees. This policy is intended to follow HMRC’s guidelines relating to reimbursement of expenses for employees and volunteers. However, you should keep up to date with any changes to HMRC’s mileage limits or other aspects of their guidance which may be made from time to time.

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    Flexible working policy

    For organisations wanting a simple flexible working policy which explains employee’s rights to request changes to their working arrangements, incorporating both the statutory scheme and an optional procedure.

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    Grievance policy

    For organisations wanting a simple grievance policy confirming how complaints or concerns raised by employees will be dealt with. This policy is not intended to be used to deal with whistle blowing. 

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    Health and safety policy

    For organisations wanting a simple health and safety policy which sets out arrangements for ensuring health and safety obligations to staff, anyone visiting the organisation's premises or affected by its work are met. 

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    Letter of secondment

    For organisations wanting a simple letter of secondment to issue to an employee being seconded within your organisation’s group of companies or to an external organisation on a temporary basis. This document is not intended to be used for permanent arrangements

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    Staff Handbook of Policies

    A collection of standard staff policies, delivered in PDF. It includes a flexible working policy, a whistleblowing policy, a grievance policy, a home working policy, an equal oppotunities policy, a health and safety policy, a disciplinary policy, an expenses policy a capability procedure and a social media policy, which together will comprise a basic staff handbook for the organisation.

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    Trademarks and brands for charities

    Q&A about ways of protecting your brand, name and logo.