Manage and facilitate employees’ release

URN: INSHR006
Business Sectors (Suites): Human Resources
Developed by: Instructus
Approved on: 2025

Overview

This standard is about managing and facilitating employees’ release, such as retirement, redundancy, resignation, ill health, poor performance or conduct-related dismissal, transfers. It includes developing and agreeing release processes, implementing these in accordance with the values of the organisation and relevant legislation and providing both individuals and managers with appropriate support.

This standard is for HR professionals who are involved in managing and facilitating employees’ release.


Performance criteria

You must be able to:

  1. develop and agree release processes that meet the needs of the organisation
  2. follow release processes in accordance with employment legislation and code of practice
  3. implement release processes in line with organisational values
  4. maintain respect and confidentiality when communicating action plan in relation to people release
  5. support managers in implementing release processes
  6. monitor managers’ competence in legal basis of the release processes
  7. conduct exit administration in accordance with the release processes and procedures
  8. maintain complete and accurate records of employees’ release
  9. identify legislative changes that may impact release processes
  10. review and evaluate release processes on a regular basis and recommend relevant revisions and improvements

Knowledge and Understanding

You need to know and understand:

  1. your organisational strategies, values, goals and objectives
  2. the sectors in which your organisation operates and the market factors impacting on its performance
  3. the sources of specialist information and expertise and how to access it
  4. how human resource levers drive organisational performance
  5. the relevant legislation applicable to employees’ release and how to implement it in accordance with organisational values
  6. how to identify and mitigate the risks
  7. the release processes and how to develop these to meet organisational needs and legal requirements
  8. the methods of communication in employees’ release situations
  9. the range of support to employees for release processes, action plans and other options
  10. the range of factors for consideration as part of employees’ release
  11. the range of support for managers in implementing employees’ release processes
  12. the legal basis of the processes and the requirements for employees’ release
  13. how to calculate termination entitlements
  14. the importance of prevention reviews to avoid any unnecessary exits in the future
  15. how to complete exit administration related to employees’ release
  16. the sources of relevant support and information about release processes, next steps and other options
  17. the post-release support and services
  18. the records for release and how long these should be kept
  19. how to identify legislative changes that may impact employees’ release processes how to review and evaluate release processes
  20. the principles of agility, continuous improvement and business partnering needs
  21. the Equality, Diversity and Inclusion (EDI) practices
  22. the relevant data protection regulation

Scope/range


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

1

Indicative Review Date

2030

Validity

Current

Status

Original

Originating Organisation

Instructus

Original URN

CFAHR8

Relevant Occupations

Personnel, Training and Industrial Relations Managers , Personnel and industrial relations officers

SOC Code

4136

Keywords

Human resources; HR; manage people; retirement; redundancy; resignation; ill health; performance or conduct-related dismissal; transfers