[{"data":1,"prerenderedAt":515},["ShallowReactive",2],{"document-may-i-introduce-our-new-employee-to-you-D1437":3},{"document":4,"label":23,"preview":11,"thumb":24,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":25,"breadcrumb":29,"related":37,"customDescModule":178,"customdescription":6,"mdFm":179,"mdProseHtml":514},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: May i introduce our new employee Dear [Contact name], I would like to introduce [Name of new employee] to you. [Name of new employee] replaces [Name of former employee], who has been given the role of [Job title]. This change was in part due to [Reasons]. I'm certain you will like [Name of new employee]. [HE/SHE] is a graduate of [University/College], in [City], majoring in [Domain of study] in [Year]",null,"May I Introduce our New Employee to You","1",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/may-i-introduce-our-new-employee-to-you-D1437.png","https://templates.business-in-a-box.com/imgs/250px/1437.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#1437.xml",{"title":15,"description":6},"may i introduce our new employee to you",[17,20],{"label":18,"url":19},"Sales & Marketing","/templates/sales-marketing/",{"label":21,"url":22},"Sales Letters","/templates/sales-letters/","May I Introduce our New Employee to You Template","https://templates.business-in-a-box.com/imgs/400px/1437.png",[26,17,20],{"label":27,"url":28},"Templates","/templates/",[30,31,34],{"label":27,"url":28},{"label":32,"url":33},"Administration","/templates/business-administration/",{"label":35,"url":36},"Stakeholder Correspondence","/templates/stakeholder-correspondence/",[38,42,46,50,54,58,62,66,70,74,78,82,86,101,117,133,149,164],{"label":39,"url":40,"thumb":41,"extension":10},"Visit our New Website!","/template/visit-our-new-website-D1452","https://templates.business-in-a-box.com/imgs/250px/1452.png",{"label":43,"url":44,"thumb":45,"extension":10},"May We Reprint Your Article for our Conference","/template/may-we-reprint-your-article-for-our-conference-D1373","https://templates.business-in-a-box.com/imgs/250px/1373.png",{"label":47,"url":48,"thumb":49,"extension":10},"New Employee Survey","/template/new-employee-survey-D692","https://templates.business-in-a-box.com/imgs/250px/692.png",{"label":51,"url":52,"thumb":53,"extension":10},"I Must Reschedule our Meeting","/template/i-must-reschedule-our-meeting-D1431","https://templates.business-in-a-box.com/imgs/250px/1431.png",{"label":55,"url":56,"thumb":57,"extension":10},"Would You Be our Keynote Speaker","/template/would-you-be-our-keynote-speaker-D1375","https://templates.business-in-a-box.com/imgs/250px/1375.png",{"label":59,"url":60,"thumb":61,"extension":10},"Please Welcome New Employee","/template/please-welcome-new-employee-D646","https://templates.business-in-a-box.com/imgs/250px/646.png",{"label":63,"url":64,"thumb":65,"extension":10},"New Employee Welcome Letter","/template/new-employee-welcome-letter-D591","https://templates.business-in-a-box.com/imgs/250px/591.png",{"label":67,"url":68,"thumb":69,"extension":10},"I Look Forward to Meeting with You","/template/i-look-forward-to-meeting-with-you-D1430","https://templates.business-in-a-box.com/imgs/250px/1430.png",{"label":71,"url":72,"thumb":73,"extension":10},"You Are Highly Recommended as a Speaker for our Banquet","/template/you-are-highly-recommended-as-a-speaker-for-our-banquet-D1376","https://templates.business-in-a-box.com/imgs/250px/1376.png",{"label":75,"url":76,"thumb":77,"extension":10},"Let Me Introduce Myself as Your New Sales Rep","/template/let-me-introduce-myself-as-your-new-sales-rep-D1434","https://templates.business-in-a-box.com/imgs/250px/1434.png",{"label":79,"url":80,"thumb":81,"extension":10},"Checklist New Employee Onboarding","/template/checklist-new-employee-onboarding-D13617","https://templates.business-in-a-box.com/imgs/250px/13617.png",{"label":83,"url":84,"thumb":85,"extension":10},"A Mutual Friend Suggested I Contact you","/template/a-mutual-friend-suggested-i-contact-you-D1422","https://templates.business-in-a-box.com/imgs/250px/1422.png",{"description":87,"descriptionCustom":6,"label":88,"pages":89,"size":9,"extension":10,"preview":90,"thumb":91,"svgFrame":92,"seoMetadata":93,"parents":95,"keywords":94,"url":100},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: What [Your company] can do for [Your client] Dear [Contact name], [Your company] has been developing [Your products/services] since [Year] and has thus acquired an extensive expertise in [Your specialities]. Having based ourselves on the features demanded by large companies, we have created innovative, user-friendly applications that are now available to small and medium-sized companies. Our keen knowledge of the [SPECIFY] industry has helped us develop solutions that answer the needs of today's clients. These solutions allow you to: Increase productivity Reduce operating costs Increase customer satisfaction Moreover, we have recently received the [Award] from [Organization], publishers of such magazines as [Publications]. Further to our phone conversation, please take a few minutes to read the enclosed documents. See how [Your company]'s [Your products/services] can optimize your [Departments/processes]. I invite you to contact us today so that we can discuss in details how we can help you. Thank you for the interest you have shown in [Your company]. Sincerely, ","Introduction Letter","2","https://templates.business-in-a-box.com/imgs/1000px/introduction-letter-D1432.png","https://templates.business-in-a-box.com/imgs/250px/1432.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#1432.xml",{"title":94,"description":6},"introduction letter",[96,98],{"label":18,"url":97},"sales-marketing",{"label":21,"url":99},"sales-letters","/template/introduction-letter-D1432",{"description":102,"descriptionCustom":6,"label":103,"pages":8,"size":9,"extension":10,"preview":104,"thumb":105,"svgFrame":106,"seoMetadata":107,"parents":109,"keywords":108,"url":116},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: JOB OFFER FOR [DESCRIBE] Dear [CANDIDATE NAME]: Congratulations! [Company name] is excited to offer you the position of [job title] with an expected start date of [day, month, year] at a starting salary of [dollar amount] per [hour, year, etc.]. You can expect to receive payment [weekly, biweekly, monthly, etc.], starting on [date of first pay period]. We must wrap up a few more formalities, including the successful completion of your [background check, drug screening, reference check, etc.]. As the [job title], you will report to [manager/supervisor name and title] at [workplace location] from [hours of day, days of week]","Job Offer Letter Long","https://templates.business-in-a-box.com/imgs/1000px/job-offer-letter-long-D12769.png","https://templates.business-in-a-box.com/imgs/250px/12769.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12769.xml",{"title":108,"description":6},"job offer letter long",[110,113],{"label":111,"url":112},"Human Resources","human-resources",{"label":114,"url":115},"Hire an Employee","hire-employee","/template/job-offer-letter-long-D12769",{"description":118,"descriptionCustom":6,"label":119,"pages":120,"size":9,"extension":10,"preview":121,"thumb":122,"svgFrame":123,"seoMetadata":124,"parents":126,"keywords":125,"url":132},"EMPLOYMENT AGREEMENT - AT WILL EMPLOYEE This Employment Agreement for \"At Will\" Employee (the \"Agreement\") is made and effective this [DATE], BETWEEN: [EMPLOYEE NAME] (the \"Employee\"), an individual with his main address at: [COMPLETE ADDRESS] AND: [YOUR COMPANY NAME] (the \"Corporation\"), an entity organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] RECITALS In consideration of the covenants and agreements herein contained and the moneys to be paid hereunder, the Corporation hereby employs the Employee and the Employee hereby agrees to perform services as an employee of the Corporation, on an \"at will\" basis, upon the following terms and conditions: APPOINTMENT The Employee is hereby employed by the Corporation to render such services and to perform such tasks as may be assigned by the Corporation. The Corporation may, in its sole discretion, increase or reduce the duties, or modify the title and job description, of the Employee from time to time, and any such increase, reduction or modification shall not be deemed a termination of this Agreement. ACCEPTANCE OF EMPLOYMENT Employee accepts employment with the Corporation upon the terms set forth above and agrees to devote all Employee's time, energy and ability to the interests of the Corporation, and to perform Employee's duties in an efficient, trustworthy and business-like manner. DEVOTION OF TIME TO EMPLOYMENT The Employee shall devote the Employee's best efforts and substantially all of the Employee's working time to performing the duties on behalf of the Corporation. The Employee shall provide services during the hours that are scheduled by the Corporation management. The Employee shall be prompt in reporting to work at the assigned time. NO CONFLICT OF INTEREST Employee shall not engage in any other business while employed by the Corporation. Employee shall not engage in any activity that conflicts with the Employees duties to the Corporation. Employee shall not provide any service or lend any aid or assistance to any party that competes with the services offered by the Corporation. Employee shall not provide any services to clients or prospective clients of the Corporation outside of the provision of services for the Corporation, whether such services are provided with or without compensation or remuneration. CORPORATION PROPERTY Employee acknowledges and agrees that while employed by the Corporation the Employee may be provided with use of computer equipment and other property of the Corporation. The use and possession of the such items shall be subject to any policies, requirements or restrictions established by the Corporation. Such items may only be used in performance of the Employee's duties for the corporation. On request of the Corporation, the Employee shall immediately deliver any such items to the Corporation. Upon termination of employment, Employee shall have the affirmative duty to return any such item to the Corporation whether a request is made or not. The obligation to return Corporation property shall extend and include any and all work product, client property, proprietary rights, intangible property, and all other property of the corporation regardless of the form or medium. COMPENSATION The Corporation shall pay the Employee such hourly compensation as determined by the Corporation. Payment shall be at the same time as the Corporations usual payroll to other employees. BONUS & BENEFITS Payment of any bonuses shall be at the complete discretion of the Corporation. No guarantee or representation that any bonuses will be paid has been made to the Employee. Standard benefits that are provided to other non-management employees shall be offered to the Employee, subject to the Corporation's policies and the terms and conditions of such benefits. WITHHOLDING All sums payable to Employee under this Agreement will be reduced by all federal, state, local, and other withholdings and similar taxes and payments required by applicable law. QUALIFICATIONS OF EMPLOYEE The employee shall satisfy all of the qualification that are established by the Corporation. TERM OF AGREEMENT There shall be no guaranteed term of employment. Employer acknowledges and agrees that Employee shall be an \"At Will\" Employee and that Employee's employment may be terminated at any time by the Corporation, with or without cause. FEES FROM EMPLOYEE'S WORK The Corporation shall have exclusive authority to determine the fees, or a procedure for establishing the fees, to be charged to clients by the Corporation for services that are provided by the Employee. All sums paid to the Employee or the Corporation in the way of fees, in cash or in kind, or otherwise for services of the Employee, shall, except as otherwise specifically agreed by the Corporation, be and remain the property of the Corporation and shall be included in the Corporation's name in such checking account or accounts as the Corporation may from time to time designate. CLIENTS AND CLIENT RECORDS The Corporation shall have the authority to determine who will be accepted as clients of the Corporation, and the Employee recognizes that such clients accepted are clients of the Corporation and not the Employee. All client records and files of any type concerning clients of the Corporation shall belong to and remain the property of the Corporation, notwithstanding the subsequent termination of the employment. POLICIES AND PROCEDURES The Corporation shall have the authority to establish from time to time the policies and procedures to be followed by the Employee in performing services for the Corporation. This may include, but is not necessarily limited to, employment policies, computer use policies, Internet access policies, email policies, and all other policies, procedures, directives, and mandates established by the Corporation, whether or not in written form or formally adopted. Employee shall abide by the provisions of any contract entered into by the Corporation under which the Employee provides services. Employee shall comply with the terms and conditions of any and all contracts entered by the Corporation. TERMINATION Employee acknowledges and agrees that Employee is an \"at will\" employee of the Corporation. As such, no term of employment is created hereby and employee may be terminated at any time in the sole discretion of the Corporation, whether there exists any cause for termination or not. CREATIONS AND INVENTIONS Employee acknowledges and agrees that any and all work product of the Employee that is conceived or created during the Employee's employment with the Corporation is the exclusive property of the Corporation. This shall include any and all copyrights, trade secrets, confidential information, patents, trademarks, trade dress, ideas, concepts, plans, business plans, business concepts, techniques, inventions, drawings, artwork, logos, graphics, web pages, databases, software, programs, CGI's, plug ins, applications, brochures, inventions, marketing plans and concepts, and all other ideas and work product of the Employee. The Employee acknowledges and agrees that all creations shall be \"works made for hire\" as defined in the [ACT OR CODE]. Notwithstanding the fact that this material may be considered to be a work made for hire, Employee agrees, during Employee's employment and thereafter, which covenant shall survive any termination of the employment relationship, to execute any and all documents requested by the Corporation to confirm the Corporation's ownership and control of all such material, including but not limited to assignments of copyright, confirmations of work for hire status, waivers of proprietary rights, copyright application, and any other documents requested by Corporation. RESTRICTIVE COVENANTS","Employment Agreement_At Will Employee","7","https://templates.business-in-a-box.com/imgs/1000px/employment-agreement_at-will-employee-D541.png","https://templates.business-in-a-box.com/imgs/250px/541.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#541.xml",{"title":125,"description":6},"employment agreement_at will employee",[127,128,129],{"label":111,"url":112},{"label":114,"url":115},{"label":130,"url":131},"Legal Agreements","business-legal-agreements","/template/employment-agreement_at-will-employee-D541",{"description":134,"descriptionCustom":6,"label":135,"pages":136,"size":137,"extension":10,"preview":138,"thumb":139,"svgFrame":140,"seoMetadata":141,"parents":142,"keywords":147,"url":148},"Employee Handbook Understanding employment at [YOUR COMPANY NAME] Revised on [DATE] Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Table of Content Table of Content 2 Welcome to [YOUR COMPANY NAME]! 5 1. Organization Description 6 1.1 Introductory Statement 6 1.2 Customer Relations 6 1.3 Products and Services Provided 7 1.4 Facilities and Location(s) 7 1.5 The History of [YOUR COMPANY NAME] 7 1.6 Management Philosophy 7 1.7 Goals 8 2. The Employment 9 2.1 Nature of Employment 9 2.2 Employee Relations 9 2.3 Equal Employment Opportunity 10 2.4 Diversity 10 2.5 Business Ethics and Conduct 12 2.6 Personal Relationships in the Workplace 13 2.7 Conflicts of Interest 13 2.8 Outside Employment 14 2.9 Non-Disclosure 15 2.10 Disability Accommodation 16 2.11 Job Posting and Employee Referrals 17 2.12 Whistleblower Policy 18 2.13 Accident and First Aid 20 3. Employment Status and Records 21 3.1 Employment Categories 21 3.2 Access to Personnel Files 22 3.3 Personnel Data Changes 23 3.4 Probation Period 23 3.5 Employment Applications 24 3.6 Performance Evaluation 24 3.7 Job Descriptions 25 3.8 Salary Administration 25 3.9 Professional Development 26 4. Employee Benefit Programs 27 4.1 Employee Benefits 27 4.2 Vacation Benefits 27 4.3 Military Service Leave 29 4.4 Religious Observance 29 4.5 Holidays 29 4.6 Workers Insurance 30 4.7 Sick Leave Benefits 31 4.8 Bereavement Leave 32 4.9 Relocation Benefits 33 4.10 Educational Assistance 33 4.11 Health Insurance 34 4.12 Life Insurance 35 4.13 Long Term Disability 35 4.14 Marriage, Maternity and Parental Leave 36 5. Timekeeping / Payroll 40 5.1 Timekeeping 40 5.2 Paydays 40 5.3 Employment Termination 41 5.4 Administrative Pay Corrections 42 6. Work Conditions and Hours 43 6.1 Work Schedules 43 6.2 Absences 43 6.3 Jury Duty 45 6.4 Use of Phone and Mail Systems 45 6.5 Smoking 46 6.6 Meal Periods 46 6.7 Overtime 46 6.8 Use of Equipment 47 6.9 Telecommuting 47 6.10 Emergency Closing 48 6.11 Business Travel Expenses 49 6.12 Visitors in the Workplace 51 6.13 Computer and Email Usage 51 6.14 Internet Usage 52 6.15 Workplace Monitoring 54 6.16 Workplace Violence Prevention 55 7. Employee Conduct & Disciplinary Action 57 7.1 Employee Conduct and Work Rules 57 7.2 Sexual and Other Unlawful Harassment 58 7.3 Attendance and Punctuality 60 7.4 Personal Appearance 60 7.5 Return of Property 61 7.6 Resignation and Retirement 61 7.7 Security Inspections 62 7.8 Progressive Discipline 62 7.9 Problem Resolution 64 7.10 Workplace Etiquette 65 7.11 Suggestion Program 67 Acknowledgement of Receipt 68 Welcome to [YOUR COMPANY NAME]! On behalf of your colleagues, we welcome you to [YOUR COMPANY NAME] and wish you every success here. At [YOUR COMPANY NAME], we believe that each employee contributes directly to the growth and success of the company, and we hope you will take pride in being a member of our team. This handbook was developed to describe some of the expectations of our employees and to outline the policies, programs, and benefits available to eligible employees. Employees should become familiar with the contents of the employee handbook as soon as possible, for it will answer many questions about employment with [YOUR COMPANY NAME]. We believe that professional relationships are easier when all employees are aware of the culture and values of the organization. This guide will help you to better understand our vision for the future of our business and the challenges that are ahead. We hope that your experience here will be challenging, enjoyable, and rewarding. Again, welcome! [PRESIDENT NAME] President & CEO 1. Organization Description 1.1 Introductory Statement This handbook is designed to acquaint you with [YOUR COMPANY NAME] and provide you with information about working conditions, employee benefits, and some of the policies affecting your employment. You should read, understand, and comply with all provisions of the handbook. It describes many of your responsibilities as an employee and outlines the programs developed by [YOUR COMPANY NAME] to benefit employees. One of our objectives is to provide a work environment that is conducive to both personal and professional growth. No employee handbook can anticipate every circumstance or question about policy. As [YOUR COMPANY NAME] continues to grow, the need may arise and [YOUR COMPANY NAME] reserves the right to revise, supplement, or rescind any policies or portion of the handbook from time to time as it deems appropriate, in its sole and absolute discretion. Employees will be notified of such changes to the handbook as they occur. 1.2 Customer Relations Customers are among our organization's most valuable assets. Every employee represents [YOUR COMPANY NAME] to our customers and the public. The way we do our jobs presents an image of our entire organization. Customers judge all of us by how they are treated with each employee contact. Therefore, one of our first business priorities is to assist any customer or potential customer. Nothing is more important than being courteous, friendly, helpful, and prompt in the attention you give to customers. [YOUR COMPANY NAME] will provide customer relations and services training to all employees with extensive customer contact. Customers who wish to lodge specific comments or complaints should be directed to the [TITLE AND NAME OF THE PERSON RESPONSIBLE] for appropriate action. Our personal contact with the public, our manners on the telephone, and the communications we send to customers are a reflection not only of ourselves, but also of the professionalism of [YOUR COMPANY NAME]. Positive customer relations not only enhance the public's perception or image of [YOUR COMPANY NAME], but also pay off in greater customer loyalty and increased sales and profit. 1.3 Products and Services Provided You will find more information about our products and services by reading the [YOUR COMPANY NAME] Corporate Brochures. 1.4 Facilities and Location(s) Head Office: [ADDRESS] [CITY], [STATE] [ZIP/POSTAL CODE] [COUNTRY] 1.5 The History of [YOUR COMPANY NAME] [DESCRIBE THE HISTORY OF YOUR COMPANY HERE] 1.6 Management Philosophy [YOUR COMPANY NAME] management philosophy is based on responsibility and mutual respect. Our wishes are to maintain a work environment that fosters on personal and professional growth for all employees. Maintaining such an environment is the responsibility of every staff person. Because of their role, managers and supervisors have the additional responsibility to lead in a manner which fosters an environment of respect for each person. People who come to [YOUR COMPANY NAME] want to work here because we have created an environment that encourages creativity and achievement. [YOUR COMPANY NAME] aims to become a leader in [DESCRIBE YOUR COMPANY'S FIELD OF EXPERTISE]. The mainstay of our strategy will be to offer a level of client focus that is superior to that offered by our competitors. To help achieve this objective, [YOUR COMPANY NAME] seeks to attract highly motivated individuals that want to work as a team and share in the commitment, responsibility, risk taking, and discipline required to achieve our vision. Part of attracting these special individuals will be to build a culture that promotes both uniqueness and a bias for action. While we will be realistic in setting goals and expectations, [YOUR COMPANY NAME] will also be aggressive in reaching its objectives. This success will in turn enable [YOUR COMPANY NAME] to give its employees above average compensation and innovative benefits or rewards, key elements in helping us maintain our leadership position in the worldwide marketplace. 1.7 Goals [DESCRIBE YOUR COMPANY'S GOALS HERE] 2. The Employment 2","Employee Handbook","34",280,"https://templates.business-in-a-box.com/imgs/1000px/employee-handbook-D712.png","https://templates.business-in-a-box.com/imgs/250px/712.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#712.xml",{"title":6,"description":6},[143,144],{"label":111,"url":112},{"label":145,"url":146},"Company Policies","company-policies","employee handbook","/template/employee-handbook-D712",{"description":150,"descriptionCustom":6,"label":151,"pages":152,"size":9,"extension":10,"preview":153,"thumb":154,"svgFrame":155,"seoMetadata":156,"parents":158,"keywords":157,"url":163},"NON-DISCLOSURE AGREEMENT (NDA) This Non-Disclosure Agreement (the \"Agreement\") is made and effective [DATE], BETWEEN: [YOUR COMPANY NAME] (the \"Disclosing Party\"), a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [YOUR COMPLETE ADDRESS] AND: [RECEIVING PARTY NAME] (the \"Receiving Party\"), an individual with his main address located at OR a corporation organized and existing under the laws of the [State/Province] of [STATE/PROVINCE], with its head office located at: [COMPLETE ADDRESS] WHEREAS, Receiving Party has been or will be engaged in the performance of work on [DESCRIBE]; and in connection therewith will be given access to certain confidential and proprietary information; and WHEREAS, Receiving Party and Disclosing Party wish to evidence by this Agreement the manner in which said confidential and proprietary material will be treated. NOW, THEREFORE, it is agreed as follows: NON-DISCLOSURE OF CONFIDENTIAL INFORMATION Both Parties understand and agree that each Party may have access to the confidential information of the other party. For the purposes of this Agreement, \"Confidential Information\" means proprietary and confidential information about the Disclosing Party's (or it's suppliers') business or activities. Such information includes all business, financial, technical, and other information marked or designated by such Party as \"confidential\" or \"proprietary.\" Confidential Information also includes information which, by the nature of the circumstances surrounding the disclosure, ought in good faith to be treated as confidential. For the purposes of this Agreement, Confidential Information does not include: Information that is currently in the public domain or that enters the public domain after the signing of this Agreement. Information a Party lawfully receives from a third Party without restriction on disclosure and without breach of a non-disclosure obligation. Information that the Receiving Party knew prior to receiving any Confidential Information from the Disclosing Party. Information that the Receiving Party independently develops without reliance on any Confidential Information from the Disclosing Party. Each Party agrees that it will not disclose to any third Party or use any Confidential Information disclosed to it by the other Party except when expressly permitted in writing by the other Party. Each Party also agrees that it will take all reasonable measures to maintain the confidentiality of all Confidential Information of the other Party in its possession or control. TERM The term of this Agreement is [number] of [years/months] from the date of execution by both Parties. TITLE The Receiving Party agrees that all Confidential Information furnished by the Disclosing Party shall remain the sole property of the Disclosing Party. DISCLAIMER","Non Disclosure Agreement Nda","3","https://templates.business-in-a-box.com/imgs/1000px/non-disclosure-agreement-nda-D12692.png","https://templates.business-in-a-box.com/imgs/250px/12692.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12692.xml",{"title":157,"description":6},"non disclosure agreement nda",[159,160],{"label":130,"url":131},{"label":161,"url":162},"Confidentiality Agreements","confidentiality-agreement","/template/non-disclosure-agreement-nda-D12692",{"description":165,"descriptionCustom":6,"label":166,"pages":89,"size":9,"extension":10,"preview":167,"thumb":168,"svgFrame":169,"seoMetadata":170,"parents":172,"keywords":171,"url":177},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: Termination of your employment Dear [Contact name], We regret to inform you that your employment with [YOUR COMPANY NAME] is terminated effective upon receipt of this letter for the following reason(s): [DETAIL REASONS] [DETAIL REASONS] [DETAIL REASONS] Please vacate the premises immediately with your personal possessions. We will forward your salary earned to date in due course together with any vacation pay to which you are entitled. Within [NUMBER] days of termination we shall issue you a statement of accrued benefits. Any insurance benefits shall continue in accordance with applicable law and/or provisions of our personnel policy. Please contact [Name], at your earliest convenience, who will explain each of these items and arrange with you for the return of any company property. Sincerely, [YOUR NAME] [YOUR TITLE] [YOUR PHONE NUMBER] [YOUREMAIL@YOURCOMPANY.COM] [IF SENT BY EMAIL YOU MAY INCLUDE THIS NOTICE]","Employee Dismissal Letter","https://templates.business-in-a-box.com/imgs/1000px/employee-dismissal-letter-D508.png","https://templates.business-in-a-box.com/imgs/250px/508.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#508.xml",{"title":171,"description":6},"employee dismissal letter",[173,174],{"label":111,"url":112},{"label":175,"url":176},"Employee Termination","employee-termination","/template/employee-dismissal-letter-D508",false,{"seo":180,"reviewer":192,"quick_facts":196,"at_a_glance":199,"personas":203,"variants":228,"glossary":256,"clauses":287,"how_to_fill":328,"common_mistakes":369,"faqs":394,"industries":422,"comparisons":439,"diy_vs_lawyer":456,"jurisdictions":469,"related_template_ids_curated":490,"schema":500,"classification":501},{"meta_title":181,"meta_description":182,"primary_keyword":183,"secondary_keywords":184},"New Employee Introduction Letter Template | BIB","Free new employee introduction letter template to announce hires to clients and partners. Professional, editable Word download — ready in minutes.","new employee introduction letter template",[185,186,187,188,189,190,191],"introduce new employee to clients template","new employee announcement letter","new staff introduction letter template","employee introduction email template","new hire announcement template word","welcome new employee letter to clients","business introduction letter new employee",{"name":193,"credential":194,"reviewed_date":195},"Bruno Goulet","CEO, Business in a Box","2026-05-02",{"difficulty":197,"legal_review_recommended":198,"signature_required":198},"medium",true,{"what_it_is":200,"when_you_need_it":201,"whats_inside":202},"A \"May I Introduce Our New Employee To You\" letter is a formal business communication sent by a company to its clients, customers, or partners to announce the arrival of a new staff member and facilitate a warm handover of the relationship. This free Word download gives you a professionally structured template you can edit online and export as PDF or send directly by email or post.\n","Use it whenever a new employee takes over an existing client relationship, joins a client-facing role, or when you want to formally introduce a new hire to your external network. It is especially important when a previous point of contact is departing and a smooth transition is needed to preserve client confidence.\n","Company letterhead block, formal salutation, introduction of the new employee with role and background, context for any relationship handover, contact details for the new employee, a call to action encouraging the recipient to reach out, and a closing sign-off from a senior representative.\n",[204,208,212,216,220,224],{"title":205,"use_case":206,"icon_asset_id":207},"Account managers","Introducing a successor to existing client accounts during a handover","persona-account-manager",{"title":209,"use_case":210,"icon_asset_id":211},"Small business owners","Announcing a key new hire to long-standing customers and suppliers","persona-small-business-owner",{"title":213,"use_case":214,"icon_asset_id":215},"HR managers","Coordinating formal external announcements as part of onboarding workflows","persona-hr-manager",{"title":217,"use_case":218,"icon_asset_id":219},"Operations directors","Standardizing how new client-facing hires are introduced across the organization","persona-operations-director",{"title":221,"use_case":222,"icon_asset_id":223},"Agency principals","Introducing a new account executive to retainer clients to maintain trust","persona-agency",{"title":225,"use_case":226,"icon_asset_id":227},"Professional services partners","Formally notifying clients of a new associate or junior partner joining the firm","persona-professional-services",[229,233,237,241,245,249,253],{"situation":230,"recommended_template":231,"slug":232},"Introducing a new employee to existing clients with a departing predecessor","New Employee Introduction Letter (Client Handover)","may-i-introduce-our-new-employee-to-you-D1437",{"situation":234,"recommended_template":235,"slug":236},"Announcing a new hire internally to staff and teams","New Employee Announcement (Internal)","announcement-of-new-pricing-policy-D1383",{"situation":238,"recommended_template":239,"slug":240},"Welcoming a new employee with a letter directed to the employee themselves","Welcome Letter to New Employee","new-employee-welcome-letter-D591",{"situation":242,"recommended_template":243,"slug":244},"Introducing a new senior executive or C-suite hire to stakeholders","Executive Announcement Letter","announcement-of-business-merger-D1377",{"situation":246,"recommended_template":247,"slug":248},"Notifying clients of a change in their primary contact due to restructuring","Change of Contact Letter","collection-letter-requesting-contact-and-proposal-D189",{"situation":250,"recommended_template":251,"slug":252},"Introducing the company itself and a key representative to a new prospect","Business Introduction Letter","introduction-letter-D1432",{"situation":254,"recommended_template":255,"slug":236},"Sending a mass announcement to a broad contact list via email","New Employee Announcement Email",[257,260,263,266,269,272,275,278,281,284],{"term":258,"definition":259},"Relationship Handover","The formal transfer of responsibility for a client or partner relationship from one employee to another, typically documented to maintain continuity and trust.",{"term":261,"definition":262},"Point of Contact","The named individual within a company whom a client or partner contacts for day-to-day queries, support, or account management.",{"term":264,"definition":265},"Warm Introduction","An introduction facilitated by a mutual or existing contact, which carries an implicit endorsement and is more likely to be well-received than a cold outreach.",{"term":267,"definition":268},"Salutation","The opening greeting of a formal letter, addressing the recipient by name and title — for example, 'Dear Ms. [SURNAME]'.",{"term":270,"definition":271},"Company Letterhead","The printed or digital header on formal correspondence showing the company's name, logo, address, and contact details, establishing the official source of the communication.",{"term":273,"definition":274},"Call to Action","A sentence or phrase in a letter that directs the recipient to take a specific next step, such as contacting the new employee or scheduling an introductory call.",{"term":276,"definition":277},"Sign-Off Authority","The seniority level of the person who closes and signs the letter — typically a manager, director, or partner — which signals the importance the company places on the relationship.",{"term":279,"definition":280},"Transition Period","A defined window during which both the outgoing and incoming employees are available to support the client, reducing the risk of service disruption.",{"term":282,"definition":283},"Professional Profile","A brief summary of the new employee's relevant qualifications, experience, and background included in the letter to build credibility with the recipient.",{"term":285,"definition":286},"Confidential Information","Client data, account history, or commercial terms that may be referenced internally during a handover but should not be disclosed in external introduction letters.",[288,293,298,303,308,313,318,323],{"name":289,"plain_english":290,"sample_language":291,"common_mistake":292},"Letterhead and date","Identifies the sending organization and establishes the formal date of communication, anchoring the letter in time for record-keeping purposes.","[COMPANY NAME] | [ADDRESS LINE 1] | [CITY, STATE/PROVINCE, ZIP/POSTAL CODE] | [PHONE] | [EMAIL] | [DATE]","Using a personal email address or informal header instead of official company letterhead — this undermines the professionalism of the introduction and may cause the letter to be disregarded.",{"name":294,"plain_english":295,"sample_language":296,"common_mistake":297},"Recipient address and salutation","Addresses the letter to the specific client or partner contact by full name and title, establishing a personal and respectful tone from the outset.","[RECIPIENT FULL NAME] | [RECIPIENT TITLE] | [COMPANY NAME] | [ADDRESS] | Dear [TITLE] [SURNAME],","Using a generic salutation such as 'To Whom It May Concern' instead of the recipient's name — this signals that the relationship is not valued and reduces the letter's impact.",{"name":299,"plain_english":300,"sample_language":301,"common_mistake":302},"Opening — purpose statement","States clearly and directly why the letter is being sent, naming the new employee and their role without burying the lead.","I am pleased to introduce [NEW EMPLOYEE FULL NAME], who has recently joined [COMPANY NAME] as our new [JOB TITLE] effective [START DATE].","Opening with lengthy company background before naming the new employee — recipients lose interest quickly and the core message is delayed unnecessarily.",{"name":304,"plain_english":305,"sample_language":306,"common_mistake":307},"New employee profile","Provides a concise professional background for the new employee, highlighting credentials and experience most relevant to the recipient's industry or needs.","[NEW EMPLOYEE FIRST NAME] brings [X] years of experience in [FIELD/INDUSTRY], most recently serving as [PREVIOUS ROLE] at [PREVIOUS COMPANY], where [he/she/they] [KEY ACHIEVEMENT]. [He/She/They] holds [QUALIFICATION] from [INSTITUTION].","Including irrelevant personal details or a full career history — one or two targeted accomplishments build more credibility than a comprehensive resume summary.",{"name":309,"plain_english":310,"sample_language":311,"common_mistake":312},"Relationship context and handover statement","Explains how the new employee fits into the recipient's existing relationship with the company, including any handover from a predecessor if applicable.","[NEW EMPLOYEE FIRST NAME] will be your primary point of contact going forward, taking over from [PREDECESSOR NAME] who [reason for transition — e.g., has moved to a new role / has left the company]. [PREDECESSOR NAME] and [NEW EMPLOYEE FIRST NAME] will work together during a transition period until [DATE] to ensure continuity.","Omitting the handover context entirely when a predecessor is departing — clients who discover the change without explanation feel blindsided and may question the stability of the relationship.",{"name":314,"plain_english":315,"sample_language":316,"common_mistake":317},"New employee contact details","Provides the recipient with the new employee's direct contact information so they can reach out immediately without having to search for it.","[NEW EMPLOYEE FIRST NAME] can be reached directly at [EMAIL ADDRESS] or [DIRECT PHONE NUMBER]. [He/She/They] is available [HOURS / TIME ZONE] and looks forward to connecting with you.","Providing only a general company phone number or switchboard email — this creates friction and delays the first contact, undermining the purpose of the introduction.",{"name":319,"plain_english":320,"sample_language":321,"common_mistake":322},"Call to action","Invites the recipient to take a specific next step — typically to reach out to or schedule a call with the new employee — to move the relationship forward actively.","We encourage you to reach out to [NEW EMPLOYEE FIRST NAME] at your earliest convenience. [He/She/They] would welcome the opportunity to introduce [himself/herself/themselves] personally and discuss how we can continue to support [RECIPIENT COMPANY NAME]'s needs.","Ending the letter without any call to action — passive closings such as 'we hope this finds you well' leave the recipient with no prompt to engage and the relationship stalls.",{"name":324,"plain_english":325,"sample_language":326,"common_mistake":327},"Closing and sign-off","Closes the letter formally with the signature of a senior representative who carries sufficient authority to convey the importance the company places on the relationship.","Yours sincerely, | [SENDER FULL NAME] | [SENDER TITLE] | [COMPANY NAME] | [SIGNATURE]","Having the new employee sign their own introduction letter — the endorsement loses credibility when it comes from the person being introduced rather than an established senior contact.",[329,334,339,344,349,354,359,364],{"step":330,"title":331,"description":332,"tip":333},1,"Add your company letterhead and the letter date","Insert your company's official name, address, phone number, and email in the header block. Enter the date the letter will be sent — use the full format (e.g., May 2, 2026) for professional correspondence.","If your company uses a branded Word template with a pre-set header, paste the letter body into that file rather than recreating the letterhead from scratch.",{"step":335,"title":336,"description":337,"tip":338},2,"Enter the recipient's full name, title, and address","Look up the correct spelling and current title of the client or partner contact before filling in the recipient block. An incorrectly spelled name or outdated title starts the introduction on the wrong foot.","For bulk sends to multiple clients, create a mail-merge list in Excel so each letter is personalized without manual re-entry.",{"step":340,"title":341,"description":342,"tip":343},3,"Write the opening purpose statement","State the new employee's full name, job title, and start date in the first paragraph. Keep this sentence direct — one sentence is sufficient to open the letter.","Confirm the employee's official job title with HR before sending — titles on introduction letters are sometimes referenced in future correspondence and should match the employment contract.",{"step":345,"title":346,"description":347,"tip":348},4,"Complete the new employee profile section","Include two to three sentences on the new employee's relevant background — previous role, industry experience, and one quantified achievement. Source this content directly from the employee to ensure accuracy.","Ask the new employee to draft their own profile paragraph and then edit for tone — they know their background best and will feel more represented in the letter.",{"step":350,"title":351,"description":352,"tip":353},5,"Insert the handover and relationship context","If the new employee is replacing an existing point of contact, name the predecessor, give a brief and neutral reason for the transition, and specify the overlap period if one exists.","Keep the reason for the predecessor's departure positive and brief — 'has moved to a new role within the organization' or 'has left to pursue new opportunities' is sufficient and professional.",{"step":355,"title":356,"description":357,"tip":358},6,"Add the new employee's direct contact details","Enter the new employee's direct email address and phone number. Confirm these are active and monitored before the letter goes out — sending clients contact details that don't work damages credibility immediately.","Include the new employee's time zone and availability if your clients are in different regions — this prevents missed calls and sets realistic response expectations.",{"step":360,"title":361,"description":362,"tip":363},7,"Finalize the call to action and senior sign-off","Write a specific invitation for the recipient to contact the new employee and close with the signature of a director, manager, or partner — not the new employee themselves.","If the outgoing point of contact is still with the company, consider co-signing the letter with both their name and the new employee's name to reinforce continuity.",{"step":365,"title":366,"description":367,"tip":368},8,"Proofread and send via the appropriate channel","Check names, titles, contact details, and dates carefully before sending. Send by email as a PDF attachment or by post on company letterhead depending on the formality expected by each client.","For your most important accounts, follow up the letter with a personal phone call from the new employee within 48 hours of the letter being received.",[370,374,378,382,386,390],{"mistake":371,"why_it_matters":372,"fix":373},"Sending a generic, non-personalized letter","A letter addressed to 'Dear Client' or using identical content for every recipient signals that the client is not individually valued, eroding the trust the introduction is meant to build.","Personalize at minimum the salutation, the recipient's company name, and the relationship context paragraph for each recipient. Mail merge handles this at scale without manual rewriting.",{"mistake":375,"why_it_matters":376,"fix":377},"Delaying the introduction until after the new employee has already contacted clients","Clients who receive a call from an unknown person before receiving a formal introduction feel caught off guard and may question whether the change was planned or reactive.","Send the introduction letter at least two to three business days before the new employee makes first contact, so recipients have context when the call or email arrives.",{"mistake":379,"why_it_matters":380,"fix":381},"Having the new employee sign and send their own introduction letter","An introduction letter signed by the person being introduced carries no third-party endorsement and reads more like a cold sales email than a trusted handover.","Have a senior leader — the new employee's manager, a director, or a partner — sign the letter. This signals organizational backing and gives the recipient confidence in the new relationship.",{"mistake":383,"why_it_matters":384,"fix":385},"Omitting the predecessor's name when a handover is occurring","Clients who had a close working relationship with the previous point of contact feel the relationship is being discarded if their name disappears from communications without acknowledgment.","Name the outgoing contact, briefly explain the transition, and if possible, have the outgoing employee co-sign or add a personal postscript to the letter to reinforce continuity.",{"mistake":387,"why_it_matters":388,"fix":389},"Providing vague or incomplete contact details for the new employee","A letter that says 'please contact our team' without a direct name, email, or number forces the client to do extra work and signals disorganization.","Include the new employee's direct email address, direct phone number, and working hours or time zone so the client can act on the introduction immediately.",{"mistake":391,"why_it_matters":392,"fix":393},"Using informal language or a casual tone","An introduction letter that reads like an internal email or a social media post undermines the professional standing of both the new employee and the company in the eyes of the client.","Follow standard business letter conventions — full sentences, formal salutation, professional closing — regardless of how informally you communicate with the client day-to-day.",[395,398,401,404,407,410,413,416,419],{"question":396,"answer":397},"What is a new employee introduction letter to clients?","A new employee introduction letter to clients is a formal business letter sent by a company to notify existing clients, customers, or partners that a new staff member has joined and will be their point of contact. It provides the new employee's professional background, direct contact details, and any relevant handover context, helping to maintain client confidence during a transition and giving the new employee a credible first impression.\n",{"question":399,"answer":400},"When should I send a new employee introduction letter?","Send the letter on or just before the new employee's first day, or within the first week of their start date. If the new employee is replacing a departing contact, send the letter before the predecessor's last day so the handover feels planned and organized. For senior hires or key account transitions, a letter sent two to three business days before the new employee's first client contact gives recipients enough lead time to prepare.\n",{"question":402,"answer":403},"Who should sign a new employee introduction letter?","The letter should be signed by a senior representative of the company — typically the new employee's direct manager, a department director, or a partner — rather than the new employee themselves. The senior signature carries an implicit endorsement and signals to the client that the company stands behind the new hire. For your most important accounts, consider co-signing the letter with both the outgoing and incoming contact to reinforce continuity.\n",{"question":405,"answer":406},"Is a new employee introduction letter legally binding?","A standard introduction letter is not a legally binding contract — it does not create obligations or rights between the parties. However, if the letter makes representations about service levels, pricing, or ongoing commitments to a client, those statements could potentially be relied upon in a contractual dispute. For this reason, it is advisable to avoid making specific commercial promises in an introduction letter without legal review, particularly for high-value client relationships.\n",{"question":408,"answer":409},"What is the difference between a new employee introduction letter and an offer letter?","An offer letter is sent by the employer to the prospective employee, outlining the terms of employment before the hire begins. An introduction letter is sent by the employer to external clients or partners to announce the new hire after they have joined. They serve entirely different audiences and purposes — one is an internal HR document, the other is an external relationship-management communication.\n",{"question":411,"answer":412},"Should I send the introduction letter by email or post?","For most modern business relationships, email is the accepted and fastest channel — send the letter as a professionally formatted PDF attachment rather than pasting it into the email body, which preserves the letterhead and formal structure. For clients in industries where formal correspondence is standard — legal, financial services, government — a printed letter on company letterhead sent by post is more appropriate and often expected.\n",{"question":414,"answer":415},"Can I use one template for all clients, or do I need to personalize each letter?","A single template provides the structure, but each letter should be personalized at minimum with the recipient's name and title, the client's company name, and any relationship-specific context such as the name of the outgoing contact or the account history. Mail-merge functionality in Word makes it straightforward to personalize at scale without rewriting each letter manually.\n",{"question":417,"answer":418},"What should I include in the new employee's profile section?","Two to three sentences is sufficient. Include the new employee's most recent role and company, the number of years of relevant experience, and one or two specific achievements or credentials that are most relevant to the recipient's industry or needs. Avoid a full resume summary — targeted, relevant details build more credibility than a comprehensive career history.\n",{"question":420,"answer":421},"Do I need a lawyer to draft a new employee introduction letter?","For standard client introductions, a high-quality template is sufficient without legal review. Consider consulting a lawyer if the letter will be sent to clients governed by strict communication regulations (financial services, healthcare), if the letter references specific commercial commitments or service-level changes, or if the transition involves a sensitive departure that could trigger non-solicitation or confidentiality concerns under existing employment contracts.\n",[423,427,431,435],{"industry":424,"icon_asset_id":425,"specifics":426},"Professional Services","industry-professional-services","Law firms, accounting firms, and consultancies use introduction letters to maintain client confidence when an associate or partner transitions accounts, where personal relationships are a core part of service delivery.",{"industry":428,"icon_asset_id":429,"specifics":430},"Financial Services","industry-fintech","Regulated financial advisors and wealth managers must often notify clients of advisor changes in writing under FCA, SEC, or IIROC guidelines, making a formal introduction letter both best practice and a compliance requirement.",{"industry":432,"icon_asset_id":433,"specifics":434},"Healthcare","industry-healthtech","Clinics and healthcare practices introduce new practitioners to patients through formal letters to satisfy duty-of-care obligations and maintain trust during a provider transition, particularly for ongoing treatment relationships.",{"industry":436,"icon_asset_id":437,"specifics":438},"Retail / E-commerce","industry-retail","B2B retailers and wholesale suppliers use introduction letters to notify trade buyers of new account managers, ensuring that purchasing relationships are maintained and order continuity is not disrupted.",[440,444,448,452],{"vs":441,"vs_template_id":442,"summary":443},"Welcome letter to new employee","welcome-letter-to-new-employee-D1408","A welcome letter to a new employee is sent by the employer to the new hire, expressing enthusiasm for their arrival and outlining what to expect in the first days. A new employee introduction letter is sent by the employer to external clients or partners to introduce the hire. They serve opposite audiences — one is inward-facing HR communication, the other is outward-facing client relationship management.",{"vs":445,"vs_template_id":446,"summary":447},"Business introduction letter","business-introduction-letter-D1369","A business introduction letter introduces the company itself — its services, capabilities, and value proposition — to a new prospect or partner. A new employee introduction letter assumes the recipient already has a relationship with the company and focuses specifically on introducing a named individual within it. Use the business introduction letter to open new relationships; use this template to manage transitions within existing ones.",{"vs":449,"vs_template_id":450,"summary":451},"Change of contact letter","D{CHANGE_OF_CONTACT_ID}","A change of contact letter focuses narrowly on notifying the recipient that their point of contact has changed and providing the new contact's details — it typically does not introduce the new employee in depth. A new employee introduction letter goes further by profiling the incoming person, providing background and credentials, and actively positioning the transition as positive. Use the change of contact letter for administrative updates; use this template for relationship-critical handovers.",{"vs":453,"vs_template_id":454,"summary":455},"Job offer letter","job-offer-letter-long-D12769","A job offer letter is an internal HR document sent from the employer to the prospective employee, setting out the terms of employment before the hire begins. A new employee introduction letter is an external-facing communication sent to clients after the employee has already joined. The two documents serve entirely different audiences at entirely different points in the employment lifecycle.",{"use_template":457,"template_plus_review":461,"custom_drafted":465},{"best_for":458,"cost":459,"time":460},"Standard client introductions for new hires in non-regulated industries","Free","10–20 minutes per letter",{"best_for":462,"cost":463,"time":464},"Regulated industries (financial services, healthcare) or letters referencing service-level commitments","$150–$400 for a brief legal or compliance review","1–2 business days",{"best_for":466,"cost":467,"time":468},"High-value client transitions involving non-solicitation concerns, sensitive departures, or complex contractual obligations","$500–$1,500","3–5 business days",[470,475,480,485],{"code":471,"name":472,"flag_asset_id":473,"note":474},"us","United States","flag-us","No federal law mandates client introduction letters, but regulated industries such as broker-dealers and registered investment advisors may be required by FINRA or SEC rules to notify clients of advisor changes in writing. Non-solicitation clauses in the departing employee's contract may limit what can be said about the outgoing contact's new employer — review existing employment agreements before drafting.",{"code":476,"name":477,"flag_asset_id":478,"note":479},"ca","Canada","flag-ca","In Canada, regulated financial advisors and insurance professionals are typically required by provincial securities commissions (such as the OSC or AMF in Quebec) to notify clients of representative changes. For Quebec clients, formal correspondence from provincially regulated entities may need to be provided in French under the Charter of the French Language. Review any non-solicitation provisions in the outgoing employee's employment contract under the applicable provincial Employment Standards Act.",{"code":481,"name":482,"flag_asset_id":483,"note":484},"uk","United Kingdom","flag-uk","FCA-regulated firms are required to notify clients of material changes to their advisory or account management relationships in accordance with COBS (Conduct of Business Sourcebook) rules. Introduction letters sent to clients should not contain misleading statements about the outgoing employee's departure, as this could trigger liability under the Misrepresentation Act 1967. Garden leave provisions in the outgoing employee's contract may affect how their departure is described.",{"code":486,"name":487,"flag_asset_id":488,"note":489},"eu","European Union","flag-eu","EU financial services firms regulated under MiFID II have client notification obligations when there are material changes to the individual responsible for managing a client relationship. GDPR applies when the letter references the new employee's personal data or the client's personal relationship history — ensure the data processing basis for sending the letter is documented. Member states vary in their specific requirements, so local counsel should be consulted for cross-border client bases.",[240,252,454,491,492,493,494,495,496,497,498,499],"employment-agreement_at-will-employee-D541","employee-handbook-D712","non-disclosure-agreement-nda-D12692","employee-dismissal-letter-D508","independent-contractor-agreement-D160","offer-of-letter-of-recommendation-D493","reference-check-letter-D601","announcement-of-change-of-address-D1379","thank-you-for-payment-after-phone-call-D1316",{"emit_how_to":198,"emit_defined_term":198},{"primary_folder":502,"secondary_folder":503,"document_type":504,"industry":505,"business_stage":506,"tags":507,"confidence":513},"business-administration","stakeholder-correspondence","letter","general","all-stages",[508,509,510,511,512],"onboarding","new-employee","introduction-letter","customer-communication","business-correspondence",0.92,"\u003Ch2>What is a "May I Introduce Our New Employee To You" Letter?\u003C/h2>\n\u003Cp>A \u003Cstrong>"May I Introduce Our New Employee To You"\u003C/strong> letter is a formal business communication sent by a company to its existing clients, customers, or partners to announce the arrival of a new employee and establish them as the recipient's new or additional point of contact. Signed by a senior representative rather than the new hire themselves, the letter provides a concise professional profile of the incoming employee, explains any relationship handover from a predecessor, and gives the recipient direct contact details so they can engage without friction. It functions as both a relationship-management tool and, in regulated industries, a compliance communication — creating a documented record that clients were formally notified of a personnel change.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Without a formal introduction letter, client relationships are left to chance during one of their most vulnerable moments — a personnel transition. Clients who discover a change in their point of contact through an unexpected phone call, a bounce-back email, or word of mouth feel the change was not planned or managed, and that instability reflects on your entire organization. In regulated sectors such as financial services, healthcare, and legal services, failure to formally notify clients of advisor or representative changes can trigger compliance breaches with material consequences. A well-structured introduction letter sent before the new employee makes first contact preserves trust, gives the incoming employee instant credibility, and creates a paper trail that protects the company if the transition is later disputed. This template gives you a professionally formatted, immediately editable starting point that takes under 20 minutes to complete and sends the right signal to every client on the list.\u003C/p>\n",1778773556754]