Terms and Conditions of Employment Checklist

The following checklist should help you to decide on your terms and conditions of employment.

1	Introduction
2	Employee and other information
3	Terms and conditions
4	Responsibilities
5	Salary
6	Subsistence and travelling allowances
7	Expenses
8	Commencement of employment
9	Probationary period
10	Location
11	Hours of work
12	Overtime
13	Restrictions on outside interests
14	Confidentiality
15	Independence and objectivity
16	Staff appraisal
17	Courtesy and personal appearance
18	Study leave
19	Internal procedures manual
20	Procedures manual for conduct of investment business
21	Holidays
22	Absence due to sickness
23	Notice of termination of employment
24	Dismissal
25	Restrictive covenant
26	Return of property
27	Disclosure of information
28	Fees and clients
29	Copyright
30	Mail
31	Miscellaneous
32	Wastage
33	Employees and lost property
34	Liability
35	Office manuals
36	Ethical guidelines
37	Membership fees
38	Time sheets
39	Continuing professional development (CPD)
40	Equal opportunity
41	Six monthly review
42	Further examinations
43	Examination certificates
44	Job references
45	Change of name/address
46	Health and safety
47	Email, internet and software policy
48	Other policies
49	Mobile phones
50	Matters of concern
51	Further legislation
52	Waiver of breach
53	Legal action
54	Notices
55	Agency
56	Changes
57	Assignment