HR and Compliance
Use the HR knowledge base, PAYE calculator, compliance tasks, HR updates and the disciplinary register — and see who can view what
On this page
HR & Compliance brings your club's HR guidance, compliance tasks, a PAYE calculator, HR notices and the disciplinary register together in one place in the Staff module.
Premium
HR & Compliance and disciplinary records are part of Premium. On Core you'll see them with a lock.
Where do I find it?
Click Team & kit in the top bar, then Staff › People › HR & Compliance. The page has its own row of tabs under the header (they're also listed in the menu):
- Reference — the HR knowledge base
- Tasks — compliance tasks (managers and admins)
- PAYE — the tax and NI calculator
- Admin — an HR overview (managers and admins)
- Updates — HR notices
- Disciplinary — the disciplinary register (managers and admins)
- Calendar — a shortcut to the team calendar
You'll only see Tasks and Admin if your role allows it.
Who can see what?
HR information is sensitive, so what you see depends on your role.
- Crew can read published knowledge-base articles and HR updates, and use the PAYE calculator. They can't see disciplinary records, manager's notes or other people's pay.
- Managers can also write and edit knowledge-base articles, work through compliance tasks, see pay, write manager's notes, and open and manage disciplinary cases.
- Admins can do all of that, and publish knowledge-base articles.
Disciplinary records are managers only
Crew accounts can't open the disciplinary register at all — not even their own record. If a crew member asks to see theirs, a manager needs to share it with them.
How do I use the HR knowledge base?
The Reference tab is a searchable library of HR guidance — statutory topics like annual leave entitlement, plus your club's own policies.
- Type in Search HR knowledge base… or pick a category to narrow the list.
- Click any card to read it in full. You'll see its category, the legal reference, when it takes effect and when it's due for review, and a status such as Current, Needs review or Outdated.
- Click Back to list to return.
Adding your own policy
If you're a manager, click New Article. Give it a Title, pick a category, add the legal reference and a one-line summary, then write the content (Markdown is supported). Click Create article.
To change an article, open it and click Edit, or click Archive when it's no longer needed. Admins can Publish a draft so the whole team can see it.
What are compliance tasks?
The Tasks tab is your list of HR compliance jobs, each with a priority and due date. Filter by Pending, Overdue or Completed, and click Complete when a task is done. Recurring tasks are marked Recurring.
The Admin tab gives managers a quick overview: how many knowledge-base categories you have, cards that need action, overdue tasks and upcoming tasks.
How does the PAYE calculator work?
The PAYE tab gives you a quick estimate of take-home pay — useful when you're talking pay with a new starter or thinking about a pay rise.
Pick the region
Choose England, Wales & NI or Scotland.
Enter the pay
Type the salary and choose whether it's per year, per month, per week, per day or per hour (add hours per week for hourly pay).
Add student loan and pension
Pick a student loan plan if they have one, and enter their pension contribution.
Read the breakdown
You'll see Take Home (Net), Total Tax, Total Deductions, National Insurance and Employers NI, plus effective and marginal tax rates.
It's an estimate
The calculator gives estimates based on UK tax rates. For exact figures, check with HMRC or your accountant.
What are HR updates?
The Updates tab lists HR notices and employment-law updates — changes to pay and wages, sick pay, working time, contracts and so on. Everyone can read published updates.
Updates are posted by the TurfWise team — club accounts can read them but can't add their own. For your club's own policies and notices, use the knowledge base (see above).
How does the disciplinary register work?
Open HR & Compliance › Disciplinary. A number on the Disciplinary tab shows how many dates need action within a week, overdue ones included. The green card at the top answers Is anything waiting on you? — how many cases are open, what's due within a week, any live warnings and informal notes from the last 12 months. Under it, Due next lists the dates a fair process depends on, and the Register folds every case into Open, Live warnings, Informal notes and Closed.
Only people with disciplinary access see any of it, and nobody is told a case exists — that's for you to do, in person or by letter.
Old links still work
The old /disciplinary page now opens this tab.
Note a conversation first
Many matters are best settled with a quiet word. Click Note a conversation, choose who you spoke to, what it was about, what was said and what you agreed. You can set a date to check in again — it appears under Due next that day. A note is not a warning, but it stays on file so you can refer to it if it happens again.
Open a formal case
Start a case
Click New case. Or open the person's profile, go to the Disciplinary tab and click New case — they'll be picked for you.
Say who and what
Add the person (or several people — each gets their own case file). Pick what it's about, such as Timekeeping, Conduct or Health & safety. Anything already on file for them is shown.
Say how serious it looks
Minor, Misconduct or Possible gross misconduct. This sets the steps the case needs — not the outcome. You choose the outcome after the hearing.
Write down the facts
When and where it happened, and what was done or not done — at least 20 characters. Add witnesses, evidence and files if you have them. Under Add TurfWise records you can tick their clock-ins and absences for a date range (four weeks up to the incident to start with). Then click Open the case.
Work the case through
A formal case runs in five stages, in the order the ACAS Code of Practice expects: Report → Investigate → Invite → Hearing → Outcome. The case file always shows the next fair step and the button to take it:
- Investigate — name who is investigating, then record what they found and whether a hearing is needed. If it isn't, the case closes.
- Invite — set the hearing date. TurfWise works out the last day the written invite can go and still give 2 clear working days' notice, and drafts the letter for you. Mark it as sent when you've handed it over.
- Hearing — record who came with them (a colleague or union rep) and what they said.
- Outcome — choose No action, Informal word, First written warning, Final written warning or Dismissal. Outcomes stay locked until the hearing is recorded. A final warning with no live warning asks for a reason, and dismissal needs a live final warning or gross misconduct. Warnings stay live for the months you choose and then drop off the live list.
- Appeal — give them the outcome letter and mark it as given. The appeal-by date is set from your club's rule. Record an appeal if one is made, then close the case.
The Fair-process check beside the case ticks off each ACAS step and flags anything missing, such as short notice. Every step is dated on the Case trail, with who did it.
Letters are drafts
TurfWise never sends a letter. Edit the draft, print it or save it as PDF, hand it over yourself, then record how and when on the case.
Use Print the case record to print or save the whole case, with its trail, as a PDF.
TurfWise records as evidence
On the case, Evidence and documents › Add TurfWise records takes the person's clock-ins and/or absences for the days you choose (up to three months) and saves them as a dated PDF on the case — every clock-in and clock-out with hours and any manager edits, and every absence in the period. It's a copy of the records as they stood that day, so the evidence can't change later even if the timesheet does.
Working days and bank holidays
Notice and appeal dates count working days: weekends and your club's bank holidays are skipped — England & Wales, Scotland or Northern Ireland, from the region set for your club. The pages say which.
Club rules
At the foot of the register, Club rules sets how many working days people have to appeal an outcome (5 unless you change it) and, if you like, who hears appeals. Managers can change them.
Stick to the facts
Write down what happened, when and who saw it — not opinions. A clear, dated record protects both the club and the employee if the case is ever looked at again.
What about manager's notes?
Each person's profile has a Manager's notes tab — a private diary for observations, one-to-one notes and context you want to keep. Type a note and click Add note. Notes are dated and show who wrote them, and only managers and admins can see them.