Recent content by rlellie14

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    Recommendations for reviewers of Business Rates

    Hi all, anyone had much success getting their rates reduced? Who would you recommend as a consultant to do this on our behalf? Preferably covering entire Midlands area, East and West. Thanks
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    Sage 50 Accounts - Report Designer. How show credits/account payments as negative on chaser letters

    Hi, I'm trying to redesign the ICHASETERMS1 letter so that it includes unallocated payments and outstanding credit notes, regardless of their date. I've changed the criteria of the report so that it shows it but I need to change it to a negative value. Currently the Expression is this: Due...
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    Sending out Customer Account forms for completion - Docusign or alternative

    Hi, our business would like to send out credit account forms to potential customers in the most convenient/efficient way, enabling us to monitor the progress and make it as easy as poss at both ends. I've been sent documents via Docusign before but only to sign paperwork: 1) Would Docusign...
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    EMI Options - what do we need to file?

    many thanks for the advice, much appreciated!
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    EMI Options - what do we need to file?

    Hi. Our business has issued EMI Share options to 3 employees. There was a similar issue a few years ago but the employee left 2 years ago. A few questions: 1) Do I need to register a new EMI scheme with HMRC? (I don't know if that fact that this is an issue in a new tax year to means it is...
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    7 bank holidays in our holiday year!

    Blimey I've started something here!! Thanks for all the replies!
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    7 bank holidays in our holiday year!

    Hi, our holiday year runs from April to March. Unless I'm mistaken, because Easter falls later next year, there are only 7 bank hols in the year. Contracts state basic hols are 20 plus 8 bank holidays. Am I obliged to give them an extra days holiday? Am I entitled to reduced their basic holidays...
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    Protected conversation (appreciate any prompt responses as directors want to act today!!)

    many thanks for the advice, really appreciate that. Yes it came out of a review of what happened over a recent v busy period - many temps we had in performed far better than these 3. Changes of management have meant unwillingness to tolerate it hence the desire to act now (all accept this should...
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    Protected conversation (appreciate any prompt responses as directors want to act today!!)

    thanks. Just the point about sticking to the disciplinary process - if they refuse any offers made in the protected conversation then yes obviously disciplinary process is an option, but are you saying we need to have gone down the disciplinary route before the protected conversation?
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    Protected conversation (appreciate any prompt responses as directors want to act today!!)

    Hi, we have 3 long term employees who are underperforming, have bad attitude and are dragging performance of the department down. Considering their personality we don't feel there would be much hope of turning them around. Ideally we would like to wave goodbye to them without any long and...
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    Employee contract change - 3 days to 5 days

    thanks for the replies, got a few other issues related to this to mull over as well
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    Employee contract change - 3 days to 5 days

    Hi. We have a couple of employees currently on a 3 day week contract, they have both worked more than 2 years. We want them to do 5 day weeks. Appreciate your help on these questions: 1) what is the process for moving them onto 5 days? Presumably we need consultation meetings etc. how many, who...
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    Starting disciplinary proceedings

    thanks for the replies to this. turns out not sufficient evidence for disciplinary but a 'Letter of Concern' will be issued.
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    Starting disciplinary proceedings

    Thanks. So can I start an investigation based on remarks made to me by this manager in our normal weekly meeting then. I don't need anything more formal than that to kick things off?
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    Starting disciplinary proceedings

    Hi. One of our employees was aggressive towards his manager, swearing etc. Clearly a disciplinary offense and one that the manager in question should not be investigating/deciding on as she wouldn't be seen as being independent in the situation. Question - To start the disciplinary process, does...
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