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Transfer of Undertaking (TUPE) Checklist

Transfer Plan for Old Employer

This document can be used as a template for the transfer plan checklist (TUPE). It is to be used by the old employer (the employer transferring their organisation or service). It sets out the steps from preparation, execution and post-transfer periods. It is designed to contribute to a smooth and efficient transfer and to mitigate any risks during the transfer. 

How to Tailor the Document for Your Need?

01

Create Document

Click "Create Document" button and the document will be prepared with your account details automatically filled in.

02

Fill Information

Please fill in any additional information by following the step-by-step guide on the left hand side of the preview document and click the "Next" button.

03

Get Document

When you are done, click the "Get Document" button and you can download the document in Word or PDF format.

04

Review Document

Please review the document carefully and make any final modifications to ensure that the details are correct before publication / distribution.

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Document Description

This document can be used as a template for the transfer plan checklist (TUPE). It is to be used by the old employer (the employer transferring their organisation or service). It sets out the steps from preparation, execution and post-transfer periods. It is designed to contribute to a smooth and efficient transfer and to mitigate any risks during the transfer. 

 

How to use this document?

This document should be used by the employer who transferred their organisation or services.

This document could be adapted to meet the specific needs of a company, and some steps must be followed according to law. 

It is essential to have good and effective communication with the staff and representatives during the whole process. 

 

How to tailor this document for your needs?

  1. 1. Create Document: Click “Create Document” button and fill in any additional information by following the step-by-step guide on the left-hand side of the preview document and click the “Next” button.

  2. 2. When you are done, click the “Get Document” button and you can download the document in Word or PDF format.

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