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Transfer of undertakings (TUPE) templates

Use the following links to view the resources as a web page. Alternatively, you can view, print or download the resource to use and edit as a Word document below.

For step by step guidance through a TUPE consultation process view our How to guides

For templates for use where Transferee is the employer click here

or

Templates for use where Transferor is the employer are listed below

LETTERS RELATING TO THE ELECTION OF EMPLOYEE REPRESENTATIVES (WHERE THERE IS NO TRADE UNION)

  1. Letter inviting nomination of employee representatives  
  2. Nomination form for employee representatives
  3. Letter advising of nominations and setting out voting procedure (with employee reps)
  4. Voting form for employee representatives
  5. Letter to elected employee representatives confirming role
  6. Confidentiality statement for election candidates to sign (with employee reps)
  7. Letter to affected employees with results of election (with employee reps)
  8. Letter to those standing for election who were not successful

LETTERS TO EMPLOYEE REPRESENTATIVES

  1. Letter to elected employee representatives providing information required under TUPE
  2. Employee consultation constitution
  3. Letter to the employee representatives confirming that the transfer will go ahead and giving dates
  4. Letter to employee representatives – transfer not going ahead

LETTERS TO TRADE UNION REPRESENTATIVES

  1. Letter to Trade Union representatives announcing proposed transfer
  2. Letter to Trade Union representatives providing information required under TUPE 
  3. Letter to the Trade Union confirming that the transfer will go ahead and giving dates
  4. Letter to Trade Union representatives – transfer not going ahead

COMMUNICATION BETWEEN INDIVIDUALS AND THE ORGANISATION

  1. Notice of objection to TUPE transfer
  2. Letter to send if no nominations for employee representatives received: individual consultation
  3. Individual consultation interview form
  4. Frequently asked questions on TUPE transfers

LETTERS BETWEEN THE TRANSFEROR AND TRANSFEREE

  1. Due diligence questionnaire
  2. Letter from transferee to transferor about measures it envisages in relation to TUPE transfer
  3. Letter providing employee liability information required in relation to TUPE transfer
  4. Letter from transferee to transferor requesting employee liability information in relation to TUPE transfer
  5. Letter from transferor to transferee requesting measures information

LETTERS FROM THE TRANSFEROR TO ITS EMPLOYEES

  1. Outsourcing at risk letter
  2. Letter announcing transfer to affected employees (with employee reps)
  3. Letter announcing transfer to affected employees (with trade union reps)
  4. Initial Letter to employees unaffected by the transfer
  5. Follow up letter to employees unaffected by the transfer – transfer not happening
  6. Follow up letter to employees unaffected by the transfer – transfer going ahead
  7. Follow up letter to employees affected by the transfer – transfer not happening
  8. Letter to affected employees confirming that the transfer will go ahead and giving dates

LETTERS FROM THE TRANSFEREE TO ITS EMPLOYEES

  1. Transferee's letter to transferred employees following transfer of undertaking

 

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