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Legal Design On-Demand Tutorials

Learn how to use the contracts that will legally protect and grow your business Includes ready-to-download template for FREE

Website T’s & C’s and Privacy Policy

R475

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Non-Disclosure Agreement (NDA)

R395

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Shareholder Agreements

R450

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Joint Venture Agreements

R450

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Residential Lease Agreement

An agreement regulating the terms and conditions of lease for a residential property, flat or apartment.

Ensure you have the following on hand before starting the process - checklist:

✓ Lessee details (e.g. full name, ID number and address)
✓ Leased property address
✓ Monthly Rental and Deposit amounts
✓ Commencement and Termination dates of the Agreement
✓ Lessor’s banking details
✓ Renewal date and the date on which the renewal notification expires

Purchase now for only R295

Will

A document that sets out what happens to your worldly possessions when you die. Should you have minor children or need to setup a testamentary trust, please contact us.

Ensure you have the following on hand before starting the process - checklist:

✓ Details of at least one heir and one alternative heir (e.g. full name, ID and address)
✓ Indicate burial or cremation (or neither)
✓ Details of at least one executor and one alternative executor (e.g. full name, ID or date of birth) 
✓ Place of signature of will

Purchase now for only R75

Loan Agreement

When lending or borrowing money this Agreement sets out the rights and obligations regarding repayment and interest on the loan. If you are doing this as a business or regularly (i.e. if this is not a once-off), please contact us.

Ensure you have the following on hand before starting the process - checklist:

✓ The borrower’s details (e.g. full name, ID or registration number and address)
✓ Amount of the loan
✓ Interest rate
✓ Loan period /term
✓ Date of first loan repayment
✓ Name of a surety (if any)

Purchase now for only R295

Terms & conditions of sale agreement

An Agreement detailing the terms and conditions applicable to the sale and delivery of goods and/or services.

Ready to proceed? If yes, click confirm

Purchase now for only R305

An Agreement is used when you are afraid information you intend to exchange may be unfairly distributed or used by the other party. It aims to protect your information or ideas.

Ensure you have the following on hand before starting the process - checklist:

✓ The party you will be negotiating with’ s details (e.g. full name, ID or registration number and address)

Purchase now for only R205

Supplier Agreement 

This agreement is used by businesses when engaging vendors who will be supplying them with goods or services. The Agreement aims to protect both parties in case of breach and set certain standards for the supply of the goods or services.

Ensure you have the following on hand before starting the process - checklist:

✓ Supplier’s details (e.g. full name, ID or registration number and address)
✓ Details of Goods or Services to be supplied

Purchase now for only R295

Offer to Purchase Fixed Property Sectional Title

An agreement regulating the terms and conditions of purchase for a fixed property (apartment or flat / sectional title).​

Ensure you have the following on hand before starting the process - checklist::

✓ Purchaser details (e.g. full name or business/company name, ID number or registration number, address and contact details)
✓ Seller details (e.g. full name or business/company name, ID number or registration number, address and contact details)
✓ Details of property on sale (e.g. Unit and Scheme number and physical address)
✓ Purchase price
✓ Payment details (of purchase price)
✓ Bond holder details and bond account number (i.e. details of bank/institution/person holding bond over property and bond account)
✓ Marriage details and marriage regime of both parties (i.e. marital status, date of marriage, country of marriage)
✓ Income tax number

Details of title deed (i.e. location of title deed)

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Offer to Purchase Fixed Property Freehold

An agreement regulating the terms and conditions of purchase for a fixed property (free standing house).

Ensure you have the following on hand before starting the process - checklist::

✓ Purchaser details (e.g. full name or business/company name, ID number or registration number, address and contact details)
✓ Seller details (e.g. full name or business/company name, ID number or registration number, address and contact details)
✓ Details of property on sale (e.g. Erf number and physical address)
✓ Purchase price
✓ Payment details (of purchase price)
✓ Bond holder details and bond account number (i.e. details of bank/institution/person holding bond over property and bond account)
✓ Marriage details and marriage regime of both parties (i.e. marital status, date of marriage, country of marriage)
✓ Income tax number
✓ Details of title deed (i.e. location of title deed)

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PAIA Manual

 

Purchase now for only R395

Commercial Lease Agreement

An agreement regulating the terms and conditions of lease for a business premises.

Ensure you have the following on hand before starting the process - checklist:

✓ Lessee’s details (e.g. full name, ID or registration number and address)
✓ Address of leased property (including the building name and street address)
✓ Floor area (building and premises as may be applicable)
✓ Occupation and commencement dates
✓ Monthly Rental and Deposit amounts
✓ Lessor banking details
✓ Detail the intended use of the property

Purchase now for only R305

Joint Venture Agreement

An Agreement that regulates and sets out obligations and duties where two or more businesses agree to work together for the purpose of making a profit or completing a project.

Ensure you have the following on hand before starting the process - checklist:

✓ The other Party / business’ details (e.g. full name, ID or registration number and address)
✓ Percentage ratio in which each party share and bear the profits and losses of the Joint Venture (“JV”)
✓ Name of the JV

Purchase now for only R305

Independent Contractor Agreement

An Agreement dealing with services being rendered by one person (“Contractor”) to another. Importantly, unlike an employment relationship, the services are task or time bound and the Contractor is free to work for multiple people or companies. Importantly aspects generally associated with employment such as leave and PAYE deductions should never be included in the Agreement.

Ensure you have the following on hand before starting the process - checklist:

✓ The Contractor’s details (e.g. full name, ID or registration number and address)
✓ Amount you will be paying the contractor per month
✓ Duration of the agreement (start date and end date) or specify the project / main agreement it is linked to

 

Purchase now for only R295

QSE BBBEE Affidavit

A confirmation of BBBEE status available to businesses with a turnover less than R50 million per annum and not subject to specific sector codes, provided that the business has 51% or more black ownership. The document enjoys the same recognition as a BBBEE certificate but takes the form of an affidavit.

Ensure you have the following on hand before starting the process - checklist:

✓ The person signing's position in the business eg director or member
✓ Industry of the business
✓ Type of business eg CC, Pty Ltd or Trust
✓ Percentage black and black female ownership in the business 
✓ Black designated group ownership (if applicable)
✓ Financial year on which the information is based

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Agency Agreement

An Agreement in terms of which one person, the agent, is able to on-sell certain goods on behalf of the principal. In return the agent earns a commission.​

Ensure you have the following on hand before starting the process - checklist:

✓ The Agent’s details (e.g. full name, ID or registration number and addresses)
✓ Commencement date
✓ Percentage remuneration / commission based on goods sold
✓ Agent’s banking details where the commission shall be paid

Purchase now for only R305

EME BBBEE Affidavit

A confirmation of BBBEE status available to businesses with a turnover less than R10 million per annum. The document enjoys the same recognition as a BBBEE certificate but takes the form of an affidavit.

Ensure you have the following on hand before starting the process - checklist:

✓ The person signing's position in the business eg director or member
✓ Percentage black and black female ownership in the business
✓ Financial year on which the information is based

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Acknowledgement of Debt

An Agreement whereby a debtor acknowledges it’s indebtedness toward a creditor (“AOD”). This is a very useful short-cut mechanism which secures the creditor’s rights and significantly cuts down on the court process – thereby saving costs and time. Should you need to enforce your AOD in court, please contact us.

Ensure you have the following on hand before starting the process - checklist:

✓ The Debtor’s details (e.g. full name, ID or registration number and 2 addresses eg residential and work physical address)
✓ Amount owing to you
✓ Number of instalments the debtor shall pay
✓ Date of first instalment
✓ Your banking details where the debtor shall pay

Purchase now for only R205

Referral Agreement

A referral agreement is an agreement outlining the terms under which one party (often referred to as an affiliate) receives compensation for referring clients, customers, or sales to another party.

Ensure you have the following on hand before starting the process - checklist:

✓ The Affiliate’s details (e.g. full name, ID or registration number and addresses)
✓ Commencement date
✓ Price for a referral or Percentage remuneration/commission based on sales made
✓ Affiliate’s banking details where the commission shall be paid

Purchase now for only R295

Letter demanding payment

A letter advising a client/customer or debtor that they owe you money for goods sold and delivered or services rendered. It also warns the debtor that should he/she/it nor pay, that they will be handed over to attorneys, listed as a bad payer on the credit bureaus, interest levied and legal costs incurred.

Ensure you have the following on hand before starting the process - checklist:

✓ Debtor’s details (full name, ID number and address)
✓ Reason for outstanding account (eg goods sold and delivered or services rendered)
✓ Amount outstanding
✓ Invoice indicating the outstanding amount to attach to the letter

Purchase now for only R75

Software License Agreement

A software license agreement is an agreement that grants users (a licensee) the right to use software under specified terms and conditions while protecting the intellectual property rights of the software owner (or licensor).

Ensure you have the following on hand before starting the process - checklist:

✓ The Licensee’s details (e.g. full name, ID or registration number and addresses)
✓ Commencement date
✓ License Fee

Purchase now for only R305

Software Reseller Agreement

A software reseller agreement authorises a reseller to market and sell software products and specifies the terms of distribution, pricing, and usage rights.

Ensure you have the following on hand before starting the process - checklist:

✓ The Resellers details (e.g. full name, ID or registration number and addresses)
✓ Commencement date
✓ Resellers Commission

Purchase now for R395.

Website Terms and Conditions and Privacy Policy

A legal document outlining privacy policies and terms of use for interactive websites. What is being collected, why and what are users’ rights.​

Ensure you have the following on hand before starting the process - checklist:

✓ Details of the Website (eg www.schoemanlaw.co.za) and Platform (eg the SchoemanLaw Platform) to which this policy relates
✓ Details of the User Information that will be collected

 

Purchase now for only R395

Directors Resolutions (Accepting resignation)

Director or shareholder resolutions are the decision-making mechanisms in large and small companies.

Ensure you have the following on hand before starting the process - checklist:

✓ Name(s) of the Director(s) taking this resolution
✓ Name of the Director resigning
✓ Date of resignation
✓ Place where the resolution will be taken

Purchase now for only R75

Shareholders’ Agreement

An Agreement entered into between the shareholders of a company. It is a vital document dealing with the value of the share investment and the procedures to be followed when a shareholder wishes to dispose of his/her shares in a company. This product only accommodates two shareholders, if you require an agreement accommodating more please contact us.

Ensure you have the following on hand before starting the process - checklist:

✓ Details of person (ie Director) signing on behalf of the company (i.e. full name)
✓ Your details as shareholder as well as the other shareholder(s) (e.g. full name, ID or registration number and address)

Purchase now for only R305

Director Service Level Agreement

An Agreement  the Company and Director outlining the terms and conditions of service of the office of Director.​

Ensure you have the following on hand before starting the process - checklist:

✓ The Director’s details (e.g. full name, ID number and address)
✓ Salary or Remuneration Amount
✓ Commencement and Termination dates for Non-Executive Directors

Purchase now for only R295

Governance Rules and Board Policy

A set of acceptable behavior guidelines and code of conduct for directors. It is a critical component of governance.

Ensure you have the following on hand before starting the process - checklist:

✓ Effective Date of the Policy
✓ Details of person signing on behalf of the company (i.e. full name)
✓ Your details as shareholder as well as the other shareholder(s) (e.g. full name, ID or registration number and address)

Purchase now for only R395

Directors Resolutions (approving distribution):

​Director or shareholder resolutions are the decision-making mechanisms in large and small companies.

Ensure you have the following on hand before starting the process - checklist:

✓ Name(s) of the Director(s) taking this resolution
✓ Details of distribution eg declaring a dividend
✓ Place where the resolution will be taken

Purchase now for only R75

Shareholders Resolutions (approving fees)

Director or shareholder resolutions are the decision-making mechanisms in large and small companies.​

Ensure you have the following on hand before starting the process - checklist:

✓ Name(s) of the Director(s) concerned
✓ Proposed Directors' fees
✓ Details of shareholder(s) (e.g. full name, ID or registration number and address)
✓ Place where the resolution will be taken

Purchase now for only R75

Shareholders' Resolutions (removing director):

Director or shareholder resolutions are the decision-making mechanisms in large and small companies.​

Ensure you have the following on hand before starting the process - checklist:

✓ Name(s) of the Director(s) concerned
✓ Details of shareholder(s) (e.g. full name, ID or registration number and address)
✓ Name of Director who will be signing on behalf of the company
✓ Place where the resolution will be taken

Purchase now for only R75

Memorandum of Incorporation (“MOI”)

A document required by law dealing with the relationship between shareholders themselves, shareholders and directors and between them and the company.

Ensure you have the following on hand before starting the process - checklist:

✓ Details of person signing on behalf of the company (i.e. full name)
✓ Your details as shareholder as well as the other shareholder(s) (e.g. full name, ID or registration number and address)

Purchase now for only R395

Disciplinary Hearing Pack 

Contents:

- Notice to Attend a Disciplinary Hearing
- Official Record of the Disciplinary Hearing and Chairperson’s Checklist 

The Notice is used to inform an Employee of the allegations of misconduct against him/her. It also invites the Employee to attend a Disciplinary Hearing. The Official Record of a Disciplinary Hearing details the outcome of the hearing.

Ensure you have the following on hand before starting the process - checklist: 

✓ The Employee’s details (e.g. full name, ID number and address)
✓ Place (venue), date and time the Disciplinary Hearing is to take place
✓ Details of alleged misconduct committed (i.e. date and information as to what the Employee did wrong - what transgression the Employee committed)

Purchase now for only R305

Retrenchment Pack

Contents:

- First Letter to the affected Employee in regards to anticipated Retrenchment
- Follow up Letter regarding the Meeting undertaking to communicate the outcome
- Notice of Retrenchment

Note that this Product only accommodates Employers with less than 50 Employees and 2 Employer representatives, if you require assistance with a business over 50 Employees or more than 2 representatives please contact us. This document pack must be completed for every affected Employee. The Letter of anticipated Retrenchment outlines the reasons for considering retrenchment. The Minutes are used to record the meeting between Employer and potentially affected Employees (although we recommend recording the proceedings). The final Letter advising the Employee that the outcome of the meeting is being considered. Finally, the Notice of Retrenchment is used when retrenchment is the decided outcome.

Ensure you have the following on hand before starting the process - checklist:

✓ The Employee’s details (e.g. full name, ID number, address and work position)
✓ Place (venue), date and time the Retrenchment Meeting to take place
✓ The Reason(s) for considering Retrenchment eg economic downturn or effects of Covid - 19
✓ Date on which the Employee (if retrenched) will work for the last day and the date on which retrenchment (if proceeding) will be effective
✓ The total Retrenchment Package (number of leave, accrued leave, retrenchment and notice)

Purchase now for only R149

Notice of Suspension (Paid)

A Notice to place the Employee on paid suspension pending the finalisation of the investigation into the serious misconduct allegedly committed by the Employee.  This is usually (but not always) followed by a Notice to attend a Disciplinary Hearing.

Ensure you have the following on hand before starting the process - checklist::

✓ Employee’s details (e.g. full name, ID number and address)
✓ Details of alleged / suspected misconduct committed (date and information as to what the Employee allegedly did wrong – what transgression the Employee committed)
✓ Date when Employee can make submissions as to why he/she should not be suspended
✓ Date when paid suspension will commence
✓ If they need to return anything to the Employer such as keys or laptops
✓ When they must leave the premises of the Employer

Purchase now for only R205

Employee Certificate of Service

The Certificate of Service is a legal requirement which all Employers must fulfill.  All Employees are entitled to request this. Employers should issue this when the employment relationship terminates (regardless of why or how).

Ensure you have the following on hand before starting the process - checklist: 

✓ The Employee’s details (e.g. full name and ID number)
✓ Employee’s employment commencement and termination dates

Purchase now for only R75

Desertion Diary and Desertion Notice 

Price: R305 (once-off users) 

Contents:

- Desertion Diary
- Notice of Desertion 

The Desertion Diary is used by the Employer to keep a schedule of when and how he/she tried to contact the Employee after he/she has absconded from work. The Notice of Desertion is used to inform an Employee that he/she has not reported for work or a scheduled Disciplinary Hearing. This should be used in conjunction with the Disciplinary Hearing Pack.

Ensure you have the following on hand before starting the process - checklist: 

✓ The Employee’s details (e.g. full name, ID number, email address and physical address)
✓ The number of days the Employee has been absent and the date since the Employee has been absent
✓ The date on which you scheduled a Disciplinary Hearing / took disciplinary action
✓ IMPORTANT: You would need to arrange for a hearing first (see Disciplinary Notice Pack) and once this has happened insert the date of the initial scheduled Disciplinary Hearing and the date of the rescheduled Disciplinary Hearing (as may apply)
✓ A full record of attempts to contact the Employee, including:

- telephone number(s)
- dates when personal contact was made with the Employee
- whether co-employees have been questioned on the Employee’s absence and on which date(s)
- details when correspondence such as emails or letters were sent to the Employee and on which date(s)

Purchase now for only R305

Written Warning 

This Document is used to discipline a misbehaving Employee. It also informs the Employee that his/her behaviour is unacceptable to the Employer. The Employee is warned that his/her behaviour must improve or further disciplinary action will be taken against the Employee. It is valid and will form part of the Employee’s record for a period of 6 months from date of issue.

Ensure you have the following on hand before starting the process - checklist:

✓ Employee’s details (e.g. full name, ID number and address)
✓ Details of misconduct committed (i.e. date and information as to what the Employee did wrong – what transgression the Employee committed)

Purchase now for only R75

Generic human resources policies

A set of acceptable behavior guidelines for staff. It also provides for company policy on issues such as recruitment, leave, security, health and safety, smoking and harassment to name a few.

Ready to proceed? If yes, click confirm

Purchase now for only R395

Employment Contract (FIXED OR INDEFINITE)

An Agreement required in terms of labour law which regulates the relationship between employer and employee.​

Ensure you have the following on hand before starting the process - checklist:

✓ The Employee’s details (e.g. full name, ID number and address)
✓ Job description / Position
✓ Salary Amount
✓ Commencement and Termination dates of the Fixed Term Agreement

Purchase now for only R295

Final Written Warning (6 or 12 months)

This Document is used to discipline an Employee that has repeatedly misbehaved, using a form and language that the Employee can understand. Depending on the seriousness of the situation the warning valid for 6 or 12 months may be issued.

Ensure you have the following on hand before starting the process - checklist::

✓ Employee’s details (e.g. full name, ID number and address)
✓ Details of previous misconduct committed (previous warnings for similar offences)
✓ Details of misconduct committed (i.e. date and information as to what the Employee did wrong – what transgression the Employee committed)

Purchase now for only R149

ADR Employment Dispute Arbitration Agreement

Alternative dispute resolution, or external dispute resolution, typically denotes a wide range of dispute resolution processes and techniques that parties can use to settle disputes with the help of a third party. They are used for disagreeing parties who cannot come to an agreement short of litigation.

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ADR Commercial Dispute Arbitration Agreement

Alternative dispute resolution, or external dispute resolution, typically denotes a wide range of dispute resolution processes and techniques that parties can use to settle disputes with the help of a third party. They are used for disagreeing parties who cannot come to an agreement short of litigation.

 

Download for FREE

Employment Contract (FIXED OR INDEFINITE)

An Agreement required in terms of labour law which regulates the relationship between employer and employee.​

Ensure you have the following on hand before starting the process - checklist:

✓ The Employee’s details (e.g. full name, ID number and address)
✓ Job description / Position
✓ Salary Amount
✓ Commencement and Termination dates of the Fixed Term Agreement

 

Purchase now for only R295

Human Resources Information Technology and Data Protection Policy

A set of acceptable behavior guidelines for staff. The aim of this policy is to ensure access to information within a controlled environment. The objective is also to prevent unauthorised access to information systems, to prevent access by unauthorised Users, and the compromise or theft of information and information processing facilities.

Ready to proceed? If yes, click confirm

Purchase now for only R395

Poor Work Performance Pack 

Contents:

- Notice to Attend Poor Work Performance Hearing
- Official Record of the Poor Work Performance Inquiry 

The Notice to Attend a Poor Work Performance Hearing is used to inform an Employee of the reasons why his/her work performance is not at an acceptable standard. It also invites the Employee to attend a Poor Work Performance Hearing. The Official Record of the Poor Work Performance Inquiry details the outcome of the.

Ensure you have the following on hand before starting the process - checklist: 

✓ The Employee’s details (e.g. full name, ID number, email address and physical address)
✓ The time, place and date for which the Poor Work Performance Hearing is schedule
✓ The reasons for requesting the Employee to attend a Poor Work Performance Hearing

Purchase now for only R305

Short Time Pack

Contents:

- First Letter to the affected Employee in regards to anticipated Short Time 
- Follow up Letter regarding the Meeting undertaking to communicate the outcome
- Notice to Implement Short Time

Note that this Product only accommodates Employers with less than 50 Employees and 2 Employer representatives, if you require assistance with a business over 50 Employees or more than 2 representatives please contact us. This document pack must be completed for every affected Employee. The Letter of anticipated Short Time outlines the reasons for considering short time. The Minutes are used to record the meeting between Employer and potentially affected Employees (although we recommend recording the proceedings). The final Letter advising the Employee that the outcome of the meeting is being considered. Finally, the Notice to Implement Short Time is used when short time. If Short Time as implemented does not resolve the operational challenges of the Employer and the Short Time staff must be retrenched the same process must be completed.

Ensure you have the following on hand before starting the process - checklist:

✓ The Employee’s details (e.g. full name and ID number)
✓ Place (venue), date and time the Short Time Meeting to take place
✓ The Reason(s) for considering Short Time eg economic downturn or effects of Covid - 19
✓ Date on which the Employee (if short time is implemented) will be effective
✓ The total remuneration amount

Purchase now for only R149

Staff Loan Agreement

An Agreement whereby an Employee borrows money from the Employer. It sets out the rights and obligations regarding repayment of the loan and interest thereon.

Ensure you have the following on hand before starting the process – checklist:

✓ The Employer (or lender) and Employee's (or the borrower) details (e.g. full name, ID or registration number and address
✓ Amount of the loan
✓ Interest rate
✓ Date of first (loan) repayment

Purchase now for only R295

​Human Resources Covid 19 Safety Policy

A set of acceptable behavior guidelines for staff (workplaces under 500 staff members). The aim of this policy is to ensure a safe working environment for all Employees and to stop the spread of the Coronavirus Disease known as COVID-19. The following adaptable annexures are included: Employee Declaration, Employee Self-Screening Form, Visitor Access register, Workplace Signage, Training Form, Health and Safety Compliance Officer Appointment Letter, Working/ Rotation Roster, Vulnerable Employee Form, Asset Needs Identification and Computing and Internet Device Agreement.

Ready to proceed? If yes, click confirm

Purchase now for only R395

Notice of Unpaid Suspension 

A Notice to place the Employee on unpaid suspension (for a week) after a Disciplinary Hearing has been conducted as an alternative to dismissal, to correct the Employee’s behaviour. As such, this should be used in conjunction with the Disciplinary Hearing Pack. It is valid and forms part of the Employee’s record for a period of 12 months from date of issue.​

Ensure you have the following on hand before starting the process - checklist::

✓ Employee’s details (e.g. full name, ID number and address)
✓ Details of previous misconduct committed (i.e. previous Final Written Warnings issued for the similar offence, dates of Disciplinary Hearings)
✓ Details of recent misconduct committed (date and information as to what the Employee did wrong - what transgression the Employee committed))
✓ Date of recent Disciplinary Hearing whereby it was decided that the Employee will be given unpaid suspension as an alternative to dismissal
✓ Date when unpaid suspension will commence
✓ Date when suspension will end
✓ If they need to return anything to the Employer such as keys or laptops
✓ Date when they must leave the premises of the Employer and the date when Employee can resume his/her duties and return to the Workplace

Purchase now for only R205

Notice of Summary Dismissal

This Document is used after a Disciplinary Hearing was held for an Employee that has repeatedly misbehaved. This should be used in conjunction with the Disciplinary Hearing Pack. The Employee’s misconduct should be of a serious nature.

Ensure you have the following on hand before starting the process - checklist:

✓ Employee’s details (e.g. full name, ID number and address)
✓ IMPORTANT: You would need to arrange for a hearing first (see Disciplinary Notice Pack) and once this has happened insert the date of the initial scheduled Disciplinary Hearing and the date of the rescheduled Disciplinary Hearing (as may apply)
✓ Date and time when the Disciplinary Hearing was held
✓ Details of misconduct committed (i.e. date and information as to what the Employee did wrong – what transgressions the Employee committed that led to his/her dismissal) and as it applies details of previous misconduct committed (previous warnings for similar offences and/or previous Disciplinary Hearings that were held)
✓ Details of last payment / salary (date and amount)

Purchase now for only R149

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