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Template · Staff
Homeworking Policy Template (UK, Free Download)
Establish clear guidelines for staff working from home.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A homeworking policy sets out the expectations, security requirements, and support for employees working remotely, ensuring productivity and data protection.
Who is this sent to, and when?
- Sent to
- Staff
- When to send it
- On implementation of remote or hybrid working
What areas should the policy cover?
It should address security, health and safety, and communication.
- Eligibility for homeworking
- Data security and IT requirements
- Health and safety (HSE) compliance
- Communication and reporting
- Equipment and expenses
Preview the template
Template only. Review with a solicitor or your professional body before use.
Homeworking Policy Template
Homeworking Policy
[Firm Name] is committed to flexible working where appropriate.
1. Eligibility
Homeworking is available for [Role/Team] subject to management approval.
2. Data Security
Staff must ensure a secure home environment and follow all GDPR requirements.
3. Health & Safety
Staff must complete a home workspace assessment to ensure it meets health and safety standards.
Preview shows the opening and key sections. The full editable file is free to download below.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering.
What are the common mistakes?
- Vague communication requirements
- Neglecting H&S at home
- Inadequate data security measures
- Unclear equipment ownership
“Automation saves time and no follow-up is missed.”
Frequently asked questions
Can I mandate office days?
Yes, if clearly stated in the policy or contract.
Who pays for home energy?
Usually the employee, unless agreed otherwise.
Do I need to inspect the home?
A self-assessment form is typically sufficient.
Is remote work a legal right?
There is a right to request flexible working, not a right to homeworking.
What if they move house?
They should inform the firm to ensure the workspace remains suitable.
Can I monitor their work?
Monitoring must be proportionate and respect privacy.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
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“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
