Appendices

1. Application Form

[The company] believes strongly in the promotion of equal opportunities and will consider all applicants by the same criteria with reference to experience, academic achievements and other relevant skills required for the job. No applicant will be discriminated against on the grounds of race, religion or belief, sex, age, gender reassignment, marriage or civil partnership, pregnancy or maternity, sexual orientation or disability.

Offers of employment are contingent upon proof of identity and authorisation to work in the United Kingdom. Continued employment will be contingent upon having permission to work in the United Kingdom under the immigration rules, if applicable. [The company] reserves the right to implement the disciplinary process if proof of such is not provided.

General information Name: Date: Home address: Home no: Mobile no: Position desired: Department: Desired annual salary: Earliest start date:
Employment authorisation
If your application is successful, can you verify that you have the right to work in the UK? YES / NO

References (Please provide details of three references, preferably business related. Please indicate any you would not like to be contacted unless you are employed)

Name, company and relationship Email Phone
1.
2.
3.

Education (Most recent first)

Name of establishment From-to Subjects Qualifications
1.
2.
3.

Employment record (Most recent first. Cover the past 10 years if possible)

Employer: From: To: Position held: Salary: Description of duties: Reason for leaving: Employer: From: To: Position held: Salary: Description of duties: Reason for leaving:

Professional memberships, registration, certification, etc:

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Community organisations and activities:

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Additional remarks:

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Verification: Please sign below to confirm the following: I confirm that I am able to perform all the essential functions of the job that I am applying for and I am able to meet the attendance requirements of this position. (If you are unable to do so, please describe any reasonable adjustments which could be made to enable you to perform this job.)

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I hereby certify the accuracy of the information provided here and on my accompanying curriculum vitae and I give my permission for my references, except as noted, to be contacted in connection with this application. I understand that providing false information may be grounds for termination of employment.

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OFFICE USE ONLY

Date of interview: Interviewed by:
Employed as: Annual salary: Start date:

2. Interview Form

This form serves as a record of the interview and enables interviewers to make an assessment of the candidate’s interview performance. It also provides a consistent approach to all candidates. Keep these records for at least two years.

During the interview score the candidate against each criterion. The total score can help to determine the candidate’s suitability compared with others. The candidate may feel nervous if they realise that they are being scored and so it is advisable to record scores directly after the interview takes place, not during. Please note: the bullet points in each criterion are intended as a guide only.

Under the Data Protection Act, candidates are allowed to see this information and this should be borne in mind when completing the form.

Name of interviewer(s): Date:
Name of interviewee: Job title and department
Criterion Comments Score Selection criteria examples Please remain factual and non-biased or non-discrim inatory 1 = poor 5 = excellent Past experience: Previous role's relevance Responsibilities Scope of work Pace of work Knowledge: Company Industry Career Procedures Suitability for role: Commitment Enthusiasm Education Skills Knowledge of role

Perceived ability to perform: Confidence Assertiveness Competence Determination Personality: Professionalism Clarity of thought Interaction Demeanour Body language Ambition: Long-term goals Strategic thinking Ultimate career direction Overall suitability Top score =

3. Interview Questions

ROLE: PROJECT MANAGER

Quality/ability sought Questions (using portfolio if appropriate) Experience Describe your role on this project. Problem solving What was your most difficult project experience? How did you approach it? Why this approach? What did you learn? What would you do differently next time? Motivation/drivers Tell me about your idea of success. (Meeting client needs? Winning an award?) Describe your most successful project. Why was it so successful? What did you enjoy most about this project? Knowledge of PM 'process' Why is the PM role important? Describe an ideal PM. Describe a poor one. Financial management What tools do you use to control projects? How do you manage the project schedule? how do you manage the fees? Can you show me any examples? How do you know if you are making a profit? What is a good profit? How does the company make money? How could it make more? If you could do one thing on a team to make it more profitable what would it be? Interpersonal skills How would your team describe you as a project manager? How would your client describe you as a project manager? How would senior management in your current company describe you as a project manager? Client relationships Tell me about the most difficult client you have ever had. Why so difficult? How did you deal with them? Teams Describe the best team you ever worked with. Why was it so successful?

ROLE: DESIGNER

Work preference and experience What type of work do you like to do? Why? How do you prefer to develop your design? How did you learn this way? Why do you prefer it? Finding truth in the portfolio What was your role on this project? What is the design concept? Pretend I am the client and sell it to me. Where were you when this design concept occurred to you? Sales/communication Pretend I am the clieritand I want to change this (granite to solid wood) - convince me otherwise. Define successful design. (Meeting budget? Meeting client's needs?) Verbal skills and resourcing How do you ascertain the client goals? Programme, aesthetic, budget... Technical proficiency Are these drawings yours? (Maybe too direct!) Were there any 'technical' issues with this design (roof leak, etc.)? What was the worst design you have ever seen? Why? How would you amend it? Passion/communication What would you change here (point to something)? Does the design work? Do you like it? Why? If fee were no object what would you have done differently on this? Why?

ROLE: INTERIOR DESIGNER

Space planning Ask about specific projects shown. Programming issues? Examples? Goal setting What were the goals in this project? Describe how you met the goals? What were the client goals?team goals?your goals? Knowledge of furniture/finishes What were the design challenges? How did you solve them? Budgets What was the budget on this project? How do you track it? Do you think the budget really matters if the client likes the project in the end? Specifications Did you specify this furniture? Why? What was the procurement process on this project? What is the worst specification error you've ever seen made? Presentation skills 'Present' your portfolio to me as a project. Pretend I am the client and I don't like what you just showed me - convince me that it is good. Creativity/articulation Describe a design to me that I can't see - using words only... Drawing/rendering/graphics What tools do you use to communicate design intent? What works best? Why?

ROLE: PROJECT ARCHITECT/ARCHITECTURAL TECHNICIAN/CAD PRODUCTION

CAD Which software packages do you know? Which do you prefer and why? Which software is most effective for design? Why? Which software is the easiest/most difficult to use? If you could change it what would you change or make easier? Would you mind taking a test? (What is their reaction?) How long have you used CAD? Can you show me any examples? Why have you chosen these examples? Site experience What is the most interesting challenge you've ever had on site? How did you resolve it? Most difficult experience? How did yoy resolve it? Why is your role important? If you saw a potentially dangerous site condition, would you tell the contractor how to resolve it? What would you do? Types of project Ask for specific information on projects shown. What were the challenges on this project? What was different about it? Problem solving Obstacles? On time? On budget? What is special about this project? What would you do differently next time? Best/favourite project? Why was it the best? What was your specific role? Consultant coordination Who did ... on this project? Relationships/communication Most difficult consultant and why (without mentioning name - merely checking communication and conflict resolution skills) - how did you deal with him/her?

4. Induction Checklist

Employee's name: Position:
Inductor's name: Position:
Organisation Check Finance Check Introduction to key staff and team Timesheet procedure Right to work in UK docs received Overtime procedure Induction pack issued Date and method of salary payment Handbook issued Holiday and sick pay entitlement Company history P45 received Mission statement Expenses procedure Company overview and structure Bank details received Telephone extension no. issued Business card issued Benefits Check Login details issued Pension scheme Training scheme Health and safety Check Health insurance Work area risk assessment Any other benefits Evacuation procedure Health and safety officer Housekeeping Check First aiders and fire wardens IT support Accident procedure Stationery procedure Company template location Company procedures Check Social functions (i.e. teambuilding) Appraisal procedure Dress code Training policy Smoking area Disciplinary and grievance policy Refreshment facilities Probationary pnd notice period Postal procedure Email and internet policy Key areas (canteen, toilets etc.) Sickness/absence policy Paper recycling Employee handbook Carbon emission awareness

Once all checked, please sign and date.

Employee’s signature: _____________________ Date: ___________

Inductor’s signature: ______________________

5. Personal Details Form

Please complete the following information and hand it to your inductor on your first day of employment.

This information is for administration purposes only. It will not be passed on to any third parties and will be used in accordance with the Data Protection Act (1998).

Personal information Full name: Start date: Job title: Department: Sex (please circle): Male Female Marital status: Date of birth: Email address: Home address: Home phone no: Mobile phone no: Doctor's details Doctor's name: Name of surgery: Address: Phone no: Emergency contacts Name: Name: Relationship: Relationship: Address: Address: Home phone no: Home phone no: Work phone no: Worte phone no: Mobile phone no: Mobile phone no: Medical details If you have any medical conditions which, left untreated, may lead you to feel unwell, please document here. You do not have to disclose this information if you do not wish but it is advisable to in the event of you feeling unwell while at works:

Bank/Tax details Name of bank or building society: Branch address: Name on account: Sort code: Account no: National Insurance no: Payroll no (office use only):
Ethnic monitoring Please circle one of the following. If you would rather not say, please leave blank: White British Black British African Indian other White Irish Black British Caribbean Chinese White other Black British other Japanese Black African Indian Oriental other Black Caribbean Pakistani Mixed Black other Bangladeshi Other ethnic background Office use only P45 obtained and filed? Proof of right to work in UK copied and filed? CV and signed contract filed?

6. Appraisal Form

Appraisee name: Position: Department:
Appraiser 1 name: Appraiser 2 name: Date:

Achievements since last review

Please list up to three achievements since your last review:

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Personal attributes

Please score yourself against the following criteria and comment on any or all areas if you desire:

1 = Improvement needed / 2 = Meets expectations

3 = Exceeds expectations / 4 = Exceptional ability

Criteria Your score Assessor's score Comments Planning, organising, initiativeHow goals are achieved, work planned, time managed, problem-solving abilities. MotivationWillingness to do the job, attitude to work, self motivation abilities. ConfidentialityRecognise when discretion and tact are necessary. Team workingPro-actively supports colleagues, flexibility to task in hand and works jointly towards team objectives. Dependability/reliabilityLevel of supervision required, attendance and punctuality record. Communication and interpersonal skillsPromote good work relationships, able to put across ideas in a positive manner to achieve agreement. Managing others (if applicable)Ability to motivate, delegate, mentor, make decisions, communicate with team.

Challenges faced over the last 12 months

Challenges If you managed to overcome these challenges, tell us how. If not, tell us how the situation could have been avoided/improved upon

Personal development plan

Appraisee's career aspirations
Short term Medium/long-term

Key training and objectives for the next 12 months

Agreed training Timescale 1 2 3 Agreed objectives Timescale 1 2 3
Additional comments:

Appraisee’s signature: _____________________________________

Appraiser 1 signature: ______________________________________

Appraiser 2 signature: ______________________________________

7. Smart Goals Worksheet

Category(taken from appraisal form or general topic) Task or action or objective(Be as specific as possible to ease clarity.) Success measures(How are you going to know if the goal is achieved?) Understood and clear (Are you sure that all parties are sure and agree about what is expected?) Realistic(Is the goal achievable? Does the person have the time and resources to do it?) Timeframe(What is the timeframe within which this goal will be actioned? Be specific.) Example: Finance Submit payroll report on time Payroll will be submitted by 28th of each month Submission means email sent and acknowledgement received from recipient Staff member to confirm receipt of leaves of absence report/holiday report by 15th of each month in order to process payroll Next payroll onwards 28 January 2016 Business development Develop networking skills and increase personal network connections Meet two new industry connections each month and add to personal CRM Engage two new connections in communication at an industry event and obtain their business cards Choose industry events that will be well represented and where meeting two new people is realistic Within 1 month/eachmonth

8. Invitation to Disciplinary Meeting

[Date]

[Employee name],

[Address]

Dear [Employee name]

We met on [date] as part of the investigation into [add details of incident or allegations]. You were unable to provide a satisfactory explanation for this and so you are required to attend a disciplinary hearing on [insert date] at [insert time] in [insert location], in accordance with the organisation’s disciplinary procedure. A copy of the disciplinary procedure is attached to this letter for your information.

I will chair the meeting and in attendance will be [name] and [name] in the capacity of note taker.

You will be given an opportunity to answer this allegation in full at the hearing and to put forward any mitigating circumstances that you feel should be taken into account. You are welcome to bring any supporting evidence which you feel may be relevant. You may also bring any witnesses to support your case.

You have the right to be accompanied in the meeting by a work colleague or trade union representative trained in the role of companion.

Please confirm that you are able to attend and whether you will be calling any witnesses. Please also let me know whether you wish to be accompanied by a colleague or trade union representative, so that the necessary arrangements can be made.

The outcome of this meeting may result in sanctions under the Company’s disciplinary procedure, up to and including termination of your employment.

If you are dissatisfied with any sanction that is imposed as a result of this meeting, you will have the right to appeal.

Please do not hesitate to contact me if you have any queries about the contents of this letter.

Yours sincerely

[Name]

[Job title]

9. Outcome of Disciplinary Meeting Letter

[Date]

[Employee name],

[Address]

Dear [Name]

I write to confirm the outcome of the disciplinary meeting held with you on [date]. The meeting was led by [name] and was also attended by [names of other attendees and their capacities].

[EITHER]

After carefully considering both the investigation evidence and your comments during the disciplinary meeting, it has been decided that:

You will be issued with a [state the sanction]. This warning will remain on your records for [number] months from the date of the disciplinary meeting.

As stated in the meeting, any further misconduct may result in further disciplinary action being taken and further sanctions being imposed, up to and including your dismissal from the company.

You are required to make the following improvements and your performance/conduct will be monitored over the coming months to ensure you meet these requirements: [list requirements]

[INCLUDE, IF TRAINING IS REQUIRED:] [Name] will arrange the necessary training as requested by you in the meeting.

[OR]

After carefully considering both the investigation evidence and your comments during the disciplinary meeting, it has been decided that:

No disciplinary sanction will be imposed.

[IF APPROPRIATE] However, due to the concerns discussed with you, you are required to improve your conduct and it is expected that you will [outline expectations].

Your conduct will be monitored and reviewed on an ongoing basis.

Please be advised that if there are any further incidents of misconduct, you may be subject to formal disciplinary action.

[ALL]

If you are not satisfied with this decision then you have the right to appeal. Please write to [name] within [number of days per company disciplinary policy] days of receiving this letter explaining why you are unhappy with this decision. A meeting will then be convened to hear your appeal. As with the disciplinary meeting, you have the right to be accompanied at any appeal meeting by a work colleague or a trade union official trained in the role of companion.

Yours sincerely

[Name]

[Job title]

10. Invitation to Appeal Meeting Letter

[Date]

[Employee name]

[Address]

Dear [Name]

I am in receipt of your letter dated [insert date] in which you confirmed your wish to appeal against the outcome reached in respect of your [disciplinary/grievance] matter dated [date of decision].

Your appeal meeting will take place on [date] at [time] in [location]. The meeting will be conducted by [name], and [name] will also be in attendance to act as a note taker.

You have the right to be accompanied to the appeal meeting by a work colleague or trade union official trained in the role of companion. If you wish to do so, please let me know the name of your companion in order that we may be assured that they are aware of the nature of their role.

Please note that the decision at the appeal meeting will be final and there is no further right of appeal.

I would be grateful if you could confirm receipt of this letter and your attendance to the meeting.

Yours sincerely

[Name]

[Job title]

11. Outcome of Appeal Meeting Letter

[Date]

[Employee name]

[Address]

Dear [Employee name]

This is to confirm the outcome of the appeal meeting held on [date] with regard to [outline details of warning imposed] issued to you on the [date].

At the meeting [you declined your right to be accompanied OR you were accompanied by [name]].

The reasons for your appeal were [insert reasons]. You also stated [detail mitigating factors offered].

I have given careful consideration to your submissions and have decided to [uphold the original decision OR reverse the decision OR change the decision]. My reasons for this are [insert reasons].

I would advise you that this decision is final and there is no further right of appeal.

Yours sincerely

[Name]

[Job title]

12. Invitation to Grievance Meeting

[Date]

[Employee Name]

[Address]

Dear [Name]

Further to your written grievance dated [date] of which I acknowledge receipt, I write to invite you to a meeting to discuss the matter. The meeting will be held on [date] at [location]. Hearing the meeting will be [name], and [name] will also be attending in the capacity of note taker. You have the right to be accompanied to the meeting by a work colleague or trade union representative trained in the role of companion. Please let me know as soon as possible the name of any companion you wish to bring to the meeting so that we can be assured of their understanding of the role.

The outcome of this meeting will be confirmed to you in writing.

If you are not satisfied with any decision awarded as an outcome of the meeting then you have the right to appeal. You have the right to be accompanied to an appeal meeting by a work colleague or trade union official trained in the role of companion. Please contact me if you wish to discuss any of the above or if you have any queries relating to the grievance procedure.

Yours sincerely

[Name]

[Job title]

13. Outcome of Grievance Meeting

[Date]

[Employee name]

[Address]

Dear [Name]

I write to confirm the outcome of the grievance meeting held with you on [date] by [name]. We have carefully considered the grievance you have raised and

[EITHER]

have decided to turn down your grievance for the following reasons [state reasons].

[OR]

have decided to uphold your grievance and suggest the following course of action to resolve the issue: [give details of the suggested course of action/persons responsible/timescales/conditions].

[ALL]

If you are unhappy with this decision you have the right to appeal. If you wish to do so, please refer your grievance in writing to [insert name, job title] within [insert number of days] working days of the date of this letter. Arrangements for a further hearing will then be made. You have the right to be accompanied to the appeal meeting by a colleague or trade union representative trained in the role of companion. Following the appeal, the decision will be communicated to you in writing and this decision will be final.

If you have any queries about this decision, please do not hesitate to contact me.

Yours sincerely

[Name]

[Job title]

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