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Invitation Letter to a Poor Performance Appeal Hearing Checklist

Make it Legal™ Checklist

Here are a few important steps to take to finish your document

Read the document to make sure it meets your needs and that you’ve provided all of the necessary information about the situation. Remember that, if you have any questions, you can Ask a lawyer for advice.

The employer should sign the Letter before you send it. If the employer is a company or a partnership, a representative (ie signatory) of the company or partnership must sign.

You can sign your Letter by either:

  • signing online using RocketSign, or

  • signing in print, by downloading, printing, and signing and dating the document

You should enclose a copy of the employer’s Disciplinary policy or procedure or another relevant performance policy with the Letter. Also include copies of any new written evidence relevant to the hearing, for example, investigation reports, witness statements, or other relevant documents and emails.

There is no need to enclose any documents that were provided for the first hearing. However, you should enclose copies of any new documents, new written evidence, and documents that the employee says they need further copies of.

An Invitation Letter to a Poor Performance Appeal Hearing is a formal notice which must be served (ie sent) properly.

You can usually serve an Invitation Letter to a Poor Performance Appeal Hearing in various ways, as long as you ensure your employee receives it. The safest way to send the Letter is usually to deliver it to the employee in person. Failing this, you may send your Letter by:

  • courier or post

    • use a tracked delivery service and keep a copy of the proof of posting and delivery

    • check you have the employee’s latest address

  • email

    • you can sign the Letter online and attach a copy of it to an email to the employee

    • request a ‘read receipt’ as proof of service

Always check an employee’s Employment contract before sending them an Invitation Letter to a Poor Performance Appeal Hearing. Employment contracts may specify that letters (or ‘notices’) regarding employment must be sent to the employee in a specific way (eg not via email). You must follow any such requirements to ensure that your Letter is valid.

A copy of your Invitation Letter to a Poor Performance Appeal Hearing will be stored automatically in your Rocket Lawyer account ‘Dashboard’. You should also download and securely store a copy of your Letter for your records.

You should also securely store:

  •  any proof of service, for example: 

    • Royal Mail receipts or courier receipts

    • signed and dated statements from witnesses that watched you hand deliver the Letter

    • emails or messages from employees acknowledging that they’ve received the Letter

    • email ‘read receipts’

  • copies of anything else (eg other documents) that were sent with the Letter

It’s also good to tell the employee in person before you deliver the Letter that they are being invited to a poor performance appeal hearing. If this is not practical, then you must make sure that the employee receives and reads the Letter.

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