MAKE YOUR FREE Flexible Working Policy
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What we'll cover
What is a Flexible Working Policy?
A Flexible Working Policy sets out the flexible working arrangements that are available within a workplace. Flexible Working Policies inform staff members and managers about the types of flexible working available and explain how to make Flexible working requests.
This document is GDPR compliant.
When should I use a Flexible Working Policy?
Use this Flexible Working Policy:
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to explain the statutory flexible working rules to staff and managers
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to clarify how the employer will treat flexible working requests reasonably, in accordance with the law
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for staff located in England, Wales, or Scotland
This Flexible Working Policy is updated to cover the changes to flexible working law introduced on 6 April 2024.
Sample Flexible Working Policy
The terms in your document will update based on the information you provide
FLEXIBLE WORKING POLICY
Statement and Purpose of Policy
- (the Employer) is committed to an equal opportunities workplace and recognises the importance of supporting our employees in maintaining a healthy balance between work and their outside lives.
- The purpose of this Policy is to help us achieve our equal opportunities and work life balance aims by ensuring that:
- qualifying staff have a structured opportunity formally to request a change to their working pattern and are clear about how to make such a request;
- managers are clear about the process that should be followed if they receive a request for flexible working and the terms that apply to flexible working arrangements. Managers have a specific responsibility to support colleagues and ensure this Policy is a success by trying to accommodate flexible working requests where operationally possible.
- Employees who do not meet the qualifying criteria to request flexible working through the formal process may still make an informal request. This is also dealt with in this Policy in the "Informal Requests" section.
- This is a statement of policy only and does not form part of your contract of employment. We may amend this Policy at any time, in our absolute discretion.
- This Policy is intended to summarise your statutory rights (save for the section dealing with "Informal Requests"). If there is a contradiction between this Policy and the statutory flexible working request arrangements that apply at any time, this Policy shall be deemed to be amended, as necessary, to comply with legislative requirements.
- No one will be subjected to a detriment for exercising their right to request flexible working in accordance with this Policy.
What is Flexible Working?
- Flexible working means any change to the normal working arrangements, including:
- working fewer or different hours;
- working fewer days; and/or
- working from a different place.
Who Can Make a Formal Request for Flexible Working?
- To be eligible to make a formal request for flexible working you must:
- be an employee (not a contractor or consultant);
- have at least 26 weeks of continuous service;
- not have made a formal flexible working request in the previous 12 months.
- If your request for flexible working is accepted then this results in a permanent change to your employment contract. If you don't want to permanently change your employment contract then you can follow the informal process instead.
Process for Making a Formal Flexible Working Request
- We encourage you to first have an informal discussion about your intention to make your request with the , to discuss eligibility and different ways to achieve your objective. This often helps both sides identify a proposal that can be accepted.
Written Application
- To start the formal process, you should submit a written and dated application to the . This should ideally be submitted at least two months before you wish the changes to take effect and should include:
- a clear indication that it is a formal flexible working request that you are making;
- confirmation that you meet the eligibility requirements explained above;
- as much information as possible about your current and desired working arrangements;
- the date when you want the new arrangement to take effect;
- the date of any previous formal request for flexible working you have made; and
- your thoughts on the impact of your requested changes on your work and your colleagues and our business as well as any suggestions that you have for addressing any adverse impact.
Meeting/Discussion
- In most cases, we will arrange to discuss your application with you as soon as possible after receiving it. If there is going to be a delay before the discussion for some reason then we will let you know. In some cases, we may decide not to hold a meeting at all, for example, if we can agree to your request without any further discussion.
- As well as the person who is considering your application, will be present. You may also have a companion present during the discussion.
- The discussion may take the form of a meeting but, if both you and we agree, may alternatively be conducted by phone or videolink or some other method. We will try to arrange the discussion at a place and time convenient to you.
- During the discussion, we will together talk about and consider your request. We will ask you to explain how the impact of the requested changes on your work and colleagues can be managed. If you wish to, you can explain the reason why you are making the request but this is not compulsory. If it appears that we cannot accommodate your original request, we will also discuss alternative options.
- Managers with responsibility to decide flexible working requests are encouraged to facilitate requests unless business or operational factors prevent acceptance and may in their discretion offer you a trial period of the proposed working arrangements to see if these meet your needs and work for the business.
Formal Flexible Working Request Decision
- After the discussion (or if we decide that a discussion is not necessary), we will write to you to confirm our decision on your request as soon as possible and will keep you informed as to any likely delay.
- If we agree to your request or propose an alternative arrangement, or trial period then the letter will explain the new or proposed arrangements and the resulting changes to your employment contract and start date for the new arrangements. We will ask you to sign the letter confirming your agreement to the change of your contractual terms, which will be kept on your personnel file as a record of the permanent change to your terms and you will not be able to make another formal flexible working request for 12 months from the date you made that request.
- If business and operational requirements mean that we are not able to agree to your request then we will confirm this in writing, explaining the business reason for the refusal, how it applies to your case and explaining how you can appeal our decision.
- We may reject your request because of:
- the burden of additional costs;
- detrimental effect on our ability to meet customer demand;
- inability to reorganise work among existing staff;
- inability to recruit additional staff;
- detrimental impact on quality;
- detrimental impact on performance;
- insufficiency of work during the periods that you propose to work; or
- planned changes.
Formal Procedure: Appeal
- If we reject your request then you can appeal our decision by sending your written and dated grounds of appeal to the . Please submit your appeal within 14 days of receiving our written decision.
- We will then arrange for a further discussion with you about your appeal. We will try to make sure the arrangements for the discussion are convenient for everyone and will conduct the appeal in a reasonable way. You may bring a companion to the appeal discussion, as for the first discussion. The manager hearing the appeal will be independent and not have been involved with your flexible working request until the appeal stage and where possible, will be more senior than the manager who made the initial decision.
- We will write to you to inform you as soon as practicable of the outcome of your appeal.
- If your appeal is upheld, and we agree to your request or propose an alternative arrangement, or trial period then the letter will explain the new or proposed arrangements and the resulting changes to your employment contract and start date for the new arrangements. We will ask you to sign the letter confirming your agreement to the change of your contractual terms, which will be kept on your personnel file as a record of the permanent change to your terms and you will not be able to make another formal flexible working request for 12 months from the date you made that request.
- If your appeal is rejected then we will confirm this in writing, explaining the business reason for the decision and how it applies to your case. You will have to wait at least 12 months after the date of your original request before making another formal request for flexible working.
Timing
- We will try to complete the whole process from receiving your request for flexible working to completing any appeal within three months. If it is not possible for us to do that then we will ask you to agree to an extension of time (particularly if you lodge an appeal and there is not much time for us to consider it before the end of the three month period). We will try to keep you informed about the progress of your application and any likely delays.
Companions
- At the first meeting or discussion between us concerning your formal request and any appeal meeting or discussion, you may have a companion present. The companion must be a colleague or Trade Union Representative and may speak during the discussion to put forward your case but may not answer questions on your behalf. You can confer privately with your companion during the meeting or discussion. We may allow you to bring a different companion with you if this will help you overcome a disability or with your understanding of English, in our absolute discretion.
Withdrawal of Your Formal Flexible Working Application
- If you notify us after making a formal flexible working request, but before a decision is made, that you wish to withdraw the request, you will not be eligible to make another request for 12 months from the date of the withdrawn request. If you fail twice to attend any meeting or discussion scheduled under this process, without reasonable cause, then we may treat your request as withdrawn and will confirm this to you in writing.
Making an Informal Flexible Working Request
- If you are ineligible to request flexible working under the formal process or for some other reason wish to make an informal request then you should contact the who will consider our operational requirements and see whether your request can be granted.
- It will help us to deal with your request if you set out your request in writing, explaining as much as you can about:
- the change you would like to make and why;
- when you would like it to start and whether you would like it to be temporary or permanent; and
- what the impact on the business is likely to be and how the consequences of the change on our business and your colleagues can be managed.
- We will designate someone to consider your request and will confirm to you if we would like to arrange a meeting or discussion with you before reaching our decision.
Data Protection
- The Employer processes personal data collected when managing flexible working requests in accordance with its Data Protection Policy.
- In particular, data collected as part of managing employees' flexible working requests is held securely and accessed by, and disclosed to, individuals only for the purposes of responding to flexible working requests and managing flexible working arrangements.
- Inappropriate access or disclosure of employee data constitutes a data breach and should be reported in accordance with the Employer's Data Protection Policy immediately. It may also constitute a disciplinary offence, which will be dealt with under the Employer's disciplinary procedure.
Attribution
- This Flexible Working Policy was created using a document from Rocket Lawyer (https://www.rocketlawyer.com/gb/en).
About Flexible Working Policies
Learn more about Flexible Working Policies
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How to make a Flexible Working Policy
Making your Flexible Working Policy online is simple. Just answer a few questions and Rocket Lawyer will build your document for you. When you have all the information prepared in advance, creating your document is a quick and easy process.
You’ll need the following information:
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What is the employer’s name (ie the business’ name)?
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Who should employees contact about matters related to flexible working? You’ll need their job title.
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Common terms in a Flexible Working Policy
Flexible Working Policies set out how a business will handle flexible working and flexible working requests, and how these can be made. To do this, this Policy template includes sections headed:
Statement and purpose of Policy
The Policy starts by identifying the business subject to its provisions. It then sets out the reasons why the business is creating the Policy and highlights its commitment to promoting equal opportunities and a work-life balance for employees.
The section explains that the Policy is primarily intended to communicate employees’ statutory rights regarding flexible working, although the Policy itself (eg the section on informal requests) may be changed by the employer at any time.
What is flexible working?
This section provides a definition of flexible working and provides examples of flexible working arrangements.
Who can make a formal request for flexible working?
The eligibility requirements for making flexible working requests are set out in this section. This section also notes that any approved requests will result in changes to an employee’s Employment contract.
Process for making a flexible working request
This section sets out the recommended procedure, including the recommendation that employees speak to the person responsible for flexible working matters about their intentions before making a request.
Written application
Next, the Policy explains that employees should make a written request, ideally at least 2 months before the date they want the changes to take effect. It sets out what should be included in the request, for example, information about the desired working arrangements and how the changes are likely to impact the business and other workers.
Meeting/discussion
This section explains that the employer will usually arrange a meeting to discuss a request with the employee. It explains how the meeting should be organised and what will occur during it. It also notes that managers are encouraged to consider whether they can facilitate requests.
Formal flexible working request decision
This section sets out how a decision about a request will be communicated once made. It notes the option of the employer agreeing to a request on a trial basis, and the requirement that the employee signs a formal letter confirming that they agree to their employment contract changing (ie to accommodate the new working arrangement).
It’s explained that refusals should only be made on the basis of one of the permissible reasons set out in the Flexible Working Regulations 2014 and sets out these reasons. Refusals should include the reason for the refusal and an explanation of how this reason applies, as well as information about appeals.
Formal procedure: appeal
Employees’ right to appeal refusals is set out here. The section explains when and how employees can make appeals and what the procedure is for dealing with them.
Timing
This section sets out the employer’s intention to, where reasonable, handle requests within 2 months.
Companions
The employee’s right to bring a companion to meetings is explained in this section, along with who may be chosen as a companion.
Withdrawal of your formal flexible working application
This section explains that, if an employee withdraws a request after its made, this request will still count as one of the 2 formal requests that they may make within any 12 month period.
Making an informal flexible working request
This section sets out the procedures the employer will follow if a worker wishes to make an informal flexible working request. It also sets out a list of what an informal request should ideally include.
Note that this section is not a summary of statutory rights, as the sections above on formal requests are.
Data protection
This section makes statements about the employer’s compliance with data protection laws whilst handling flexible working requests. For example, it explains that staff members’ personal data will be held securely and dealt with in line with various data protection policies.
If you want your Flexible Working Policy to include further or more detailed provisions, you can edit your document. However, if you do this, you may want a lawyer to review the document for you (or to make the changes for you) to make sure that your modified Flexible Working Policy complies with all relevant laws and meets your specific needs. Use Rocket Lawyer’s Ask a lawyer service for assistance.
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Legal tips for employers
Make sure everybody complies with the law when handling flexible working requests
Having this Policy in place helps ensure that managers and other relevant people know how to properly handle any flexible working requests that they receive. However, just having the Policy in place is not enough. For example, the employer must make sure that all formal requests are truly considered and only refused for permitted reasons.
In particular, ensure that any managers or other staff who handle flexible working requests are informed of the changes to flexible working law that were introduced on 6 April 2024.
For more information, read Flexible working.
Take into account the benefits of flexible working
Flexible working doesn’t just benefit employees. Letting employees work in a way that works with their other commitments, or even just their preferred working styles, can help improve their wellbeing and, consequently, productivity at work. Offering flexible working arrangements can also help employers to attract and retain talented employees who may otherwise seek alternative employment to meet their needs. Therefore, when you receive flexible working requests, encourage managers to truly consider whether the requested arrangements may be accommodated.
Consider having other relevant policies in place
Allowing flexible working is only one of the ways employers can make their workplaces forward-thinking, considerate and pragmatic. You could also create other workplace policies, for example:
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a Working from home policy - to explain your approach to employees working from home and how requests for working from home arrangements may be made
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a Working time directive opt out letter - to help workers work more hours across multiple jobs, if they desire
For information about more policies you may want to put in place as an employer, read HR Policies and procedures.
Understand when to seek advice from a lawyer
In some circumstances, it’s good practice to Ask a lawyer for advice to ensure that you’re complying with the law and that you are well protected from risks. You should consider asking for advice if:
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you want to change an existing Flexible Working Policy that is contractually binding
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you need assistance with allegations of discrimination made in connection with a flexible working request
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Flexible Working Policy FAQs
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What is included in a Flexible Working Policy?
This Flexible Working Policy template covers:
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types of flexible working
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who is eligible to make a statutory flexible working request
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how flexible working requests must be considered
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legitimate reasons for refusing a request
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the effect of a successful request on an Employment contract
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how to make an informal flexible working request (ie a request outside of the statutory regime)
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Why do I need a Flexible Working Policy?
Having a Flexible Working Policy isn’t a legal requirement, but creating one does ensure that staff are informed about the types of flexible working they can request and how to do so. It helps them understand the processes for dealing with requests.
Having a Policy also helps your business to comply with the law (eg the Employment Rights Act 1996) and shows that your business is pragmatic and eager to offer staff a good work-life balance.
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What is Flexible Working?
Flexible working is any working arrangement that is different to a workplace’s default arrangement (eg 9-5, Monday-Friday). Agreeing on flexible working arrangements with an employee lets them perform their work in a way that accommodates their personal needs, which can help them to perform at their best.
Examples of flexible working arrangements, which are covered in this Policy, include:
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working part-time
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working annualised or compressed hours
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term-time working
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job-sharing
For more information, read Flexible working.
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What are the qualifying criteria for making a statutory flexible working request?
To be eligible to make a formal (ie statutory) request for flexible working, a staff member must:
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be an employee (ie not a worker or a consultant)
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not be an agency worker (unless they have employee status and are returning from parental leave)
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not have already made 2 requests to the employer within the preceding 12 months, and
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not have an outstanding (ie not yet decided) formal flexible working request with the employer (eg they’re not waiting on the outcome of an appeal)
If a worker is not eligible to request flexible working under this formal process, they can always make an informal request outside the statutory regime.
For more information, read Flexible working.
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What is the process for making a formal flexible working request?
The process of making a flexible working request should start with an informal discussion with a line manager. This should be followed by the employee submitting a Flexible working request in writing, setting out the proposed new working pattern. The request should ideally be submitted at least 2 months before the employee wants the changes to take effect.
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