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Transfer of Undertaking (TUPE) Checklist

Transfer of Undertaking (TUPE) Checklist

Transfer Plan for New Employer

This document can be used as a template for the transfer plan checklist (TUPE). It is to be used by the new employer (the employer who is taking on an organisation or service under TUPE). 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.

 
transfer, transfer of business, transfer of services, TUPE, employer, staff, transfer of staff, transfer of undertaking, employee protection

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