A to Z List of HR Forms

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

Document
Appointee Information Form (99.9 KB / DOCX)
Document
Annual Review Form (98.79 KB / DOCX)
Document
Annual Leave Calculator 2025 (101.48 KB / XLSX)
Document
Document
Annual Leave Calculator 2024 (101.48 KB / XLSX)
Document
Ad-Hoc Payment (Form 100) (245.76 KB / DOCX)
Document
Add Amend End Allowance Form (116.18 KB / DOCX)

Academic Promotions

B

Document
Bank Account Request Form (101.23 KB / DOCX)

C

Document
Candidate Record Form (69.74 KB / DOCX)
Document
Document
Document

D

Document
Disclosure & PVG Request Form (263.37 KB / DOCX)

E

Document
Document

F

Document
Flexible Working Change Form (250.72 KB / DOCX)
Document
Flexible Working Request Form (258.69 KB / DOCX)

G

Document
Grievance Appeal Form (101.35 KB / DOCX)
Document
Grievance Form (106.63 KB / DOCX)
Document
Document
Regrading Appeal Form (97.43 KB / DOCX)
Document
Document
Grading Request Form (242.09 KB / DOCX)
Document

I

Document
Document
Document
Increment Nomination Form (100.86 KB / DOCX)
Document
Interview Notes Template (89.56 KB / DOCX)

J

Document
Document
Job Advert Template (31.93 KB / DOCX)
Document
Job Description Template (90.72 KB / DOCX)
Document
Document
Job Level Change Form (92.84 KB / XLSX)
Document
Job Requisition Business Case (276.11 KB / DOCX)

L

Document
Lump Sum Nomination Form (104.05 KB / DOCX)

M

Document
Document
Document
Document
Document
Performance Improvement Plan (96.22 KB / DOCX)
Document

R

Document
Right to Work Checklist (119.77 KB / DOCX)
Document
Right to Work Guidance (111.95 KB / DOCX)

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

T

V

Document
Visa Loans Terms and Conditions (110.86 KB / DOCX)
Document
Voucher Reward Spreadsheet (34.67 KB / XLSX)

W

Document
Document
Work Schedule Calculator (22.93 KB / XLSX)