A to Z List of HR Forms

We’ve reviewed and updated our HR and finance forms in preparation for the launch of new finance services in People and Money. The forms have been changed with effect from 31st August so you can start to use them when the new services are live.

For any people-related changes you need to make, the full list of HR forms is available below. This page holds the most up to date versions and will continue to be updated whenever there are changes.  Please do not download and save copies locally.

The majority of the forms must be submitted through People and Money for processing. The instructions on the form will explain if you should submit the form through the system or to your manager.

How to complete and submit HR Forms

  1. Open the form and complete the required information on-screen. There is no need to physically sign the form.
  2. Follow the instructions on the form - if the form needs to be sent to your manager for information or approval, email it to them from your UoE email address. Your manager will then complete their part of the form and submit to HR via People and Money.
  3. If you are required to submit a form and any relevant attachments via the system, go to Help Desk within People and Money and click on the Service Requests app. From here, you can select the appropriate form for submission from the drop down list.
  4. Any HR Forms that require a signature, e.g. Ad-Hoc Payment (Form 100) will be accepted with an electronic signature.

Additional guidance on submitting forms through People and Money can be found with the Service Request User Guide

Service Request User Guide

Alternatively, you can search My Knowledge within People and Money for details on how to submit a specific form.

A

Ad-Hoc Payment (Form 100) (245.76 KB Word)

Add Amend End Allowance Form (116.18 KB Word)

Agency Worker Request Form (AWRF) Admin, Manual, Domestic & Catering Staff’ (113.27 KB Word)

Agency Worker Request Form (AWRF) Interim Professional and IT Staff (117.33 KB Word)

Agreement for Intermediary Workers (Form 111) (381.97 KB Word)

Annual Leave Calculator 2024 (101.48 KB Excel)

Annual Leave Calculator 2025 (102.0 KB Excel) 

Annual Review Form (98.79 KB Word)

Appointee Information Form (99.9 KB Word)

 Academic Promotions

Academic Promotion Application Form - Clinical Reader and Personal Chair (250.23 KB Word)

Academic Promotion Full CV guidance notes (99.08 KB Word)

Academic Promotion CV Summary Form (246.9 KB Word)

Academic Promotions Assessor Report Request Form (241.59 KB Word)

Academic Promotions Assessor Nomination Form UE09 UE10 (250.55 KB Word)

Academic Promotion Appeal Form (97.56 KB Word)

Academic Promotion Application Form UE07 - UE10 (252.57 KB Word)

Academic Promotion Application Form Vet Clinical UE8 - UE10 (254.56 KB Word)

Reward and Promotion FAQs (495.68 KB PDF)

B

Bank Account Request Form (101.23 KB Word)

C

Candidate Record Form (69.74 KB Word)

D

E

F

G

Global Talent Appointment Route Request Form (109.19 KB Word)

Global Talent Appointment Route Request Form Guidance (99.83 KB Word)

Global Talent Endorsed Funder Request Form (112.51 KB Word)

Global Talent Endorsed Funder Request Form Guidance (109.21 KB Word)

G10 Review Professional Services Staff Review Form (101.45 KB Word)

G10 Review Professorial Staff Review Form (102.02 KB Word)

Grading Request Form (242.09 KB Word)

Regrading Appeal form (97.43 KB Word)

Regrading Request Form (Professional Services Jobs) (96.8 KB Word)

Grievance Form (106.63 KB Word)

Grievance Appeal Form (101.35 KB Word)

H

I

Immigration Fee Loan Request Form (134.82 KB Word)

Immigration Fee Loan Request Form - Guidance Notes (108.7 KB Word)

Immigration Fee Reimbursement Request Form (131.44 KB Word)

Immigration Fee Reimbursement Request Form - Guidance Notes (112.79 KB Word)

Increment Nomination Form (100.86 KB Word)

Interview Notes Template (89.56 KB Word)

Interview Expenses Claim Form (Non Staff/Student Expense Claim Form) (118.35 KB Word)

J

Job Advert Template (31.93 KB Word)

Job Advert Template – ISG Only (30.96 KB Word)

Job Description Template (90.72 KB Word)

Job Description - Guidance for Writing (234.4 KB PDF)

Job Level Change Form (92.84 KB Excel)

Job Requisition Business Case (276.11 KB Word)

L

Lump Sum Nomination Form (104.05 KB Word)

M

Managed Quarantine Loan Request Form (123.44 KB Word)

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P

P&DR - MVM

Partner Career Support Application Form (92.08 KB Word)

People and Money Access Application Form (206.82 KB Excel)

People and Money Staff Protocol (274.84 KB PDF)

Performance Improvement Plan (96.22 KB Word)

Pre-Support Referral Information Form (29.08 KB Word)

R

Redeployment Register Template (51.5 KB Excel)

Regrading Appeal form (97.43 KB Word)

Regrading Request Form (Professional Services Jobs) (96.8 KB Word)

Relationship - Disclosure of Intimate Relationship Form for Staff - Staff (85.15 KB Word)

Relationship - Disclosure of Intimate Relationship Form for Staff - Student (85.49 KB Word)

Request for additional qualification, licence or certificate (103.76 KB Word)

Request to Advertise on Jobtrain (242.36 KB Word)

Requesting a Transfer, Additional Post or Secondment (260.09 KB Word)

Retirement - Flexible Retirement Request Form (100.78 KB Word)

Return from Secondment Form (134.37 KB Word)

Return to Work Form (96.74 KB Word)

 

Right to Work Community Request Form 

Right to Work Checklist (119.77 KB Word)

Right to Work Guidance (111.95 KB Word)

 When the Right to Work check is complete please upload to Document Records in People and Money.  To do this see ‘Uploading Employee Data’ in the following guidance

S

Scholarship Notification of Change Form (110.94 KB Word)

Scholarships/Studentships (Form 98) (182 KB Word)

Skilled Worker CoS application form (77.04 KB Word)

Skilled Worker CoS Application Form Guidance (119.18 KB Word)

Skilled Worker CoS extension application form (64.68 KB Word)

Skilled Worker cos extension application form guidance document (111.59 KB Word)

SPL Form 1 Curtailment and Entitlement Form (110.45 KB Word)

SPL Form 1A Curtailment Cancellation (96.24 KB Word)

SPL Form 3A Continuous Booking Notice Mother Lead Adopter (111.52 KB Word)

SPL Form 3B Continuous Booking Notice Partner (106.45 KB Word)

SPL Form 4A Discontinuous Booking Notice Mother Lead Adopter (112.24 KB Word)

SPL Form 4B Discontinuous Booking Notice Partner (111.96 KB Word)

SPL Form 5 Varying Cancelling (94.66 KB Word)

T

U

 

V

VISA Loans Terms and Conditions (110.86 KB Word)

Voucher Reward Spreadsheet (34.67 KB Excel)

W

Work Schedule Calculator (22.93 KB Excel)

Work Schedule Change Form (No Hours Change) (106.66 KB Word)