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Employee Status Change Sample

Employee Status Change Form

Employee Name: ___________________________________________________ Social Security #: __________________________________

Address: ______________________________________________________________________________________________________________

DT #: ___________ Location Name: _________________________________ Position: ____________________________________________

Effective Date: ______/______/______

Date of Birth: ______/______/______ E-mail: ________________________________________

 

 

 

 

 

Employee Status

 

 

 

 

Type of Change:

New Hire

 

Rehire

Employee Status Change

Regular Full Time

(30 hours or more)

 

Hours per week: _________

Regular Part Time

(29 hours or less)

 

Hours per week: _________

Temporary

(Less than 6 months)

Hours per week: _________

On Call

(As Needed)

 

 

 

 

 

 

 

 

Salary Establishment/Change

 

 

 

 

 

 

 

 

 

Type of Change:

 

New Hire

 

Merit Increase

Promotion

Cost of Living

Other _______________________

New Pay Rate:

$__________________

per hour

 

Bi-weekly salary amount

Annual Salary $______________________

 

 

 

 

(Non-Exempt)

(Exempt)

 

 

(If Exempt)

IF SCHOOL EMPLOYEE: ( If contracted teacher, please attach a copy of the contract)

 

 

 

# of Pays: _____________

First Check Date: ______/______/______

Final Check Date: ______/______/______

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Status Change

 

 

 

 

 

 

 

 

 

 

Location Change (Transfer)

 

 

From_______________________________ To ________________________________

Position Change

 

 

From_______________________________ To ________________________________

Leave of Absence

 

 

From_______________________________ To ________________________________

Other

 

 

 

_______________________________________________________________________

 

 

 

 

 

 

 

 

 

 

Termination of Employment

 

 

 

 

 

 

 

 

 

Last Working Day: ______/______/______

 

 

 

 

 

 

 

Eligible for rehire?

Yes

No (if no, list reason) _______________________________________________________________

Select ONE reason for separation:

 

 

 

 

 

 

 

 

Voluntary:

 

 

 

 

 

 

 

 

 

 

Dissatisfied w/ job or company

Retirement

School

No Call/No Show

 

Better job/pay/benefits/hours

Medical-self or family

 

Relocating

Family issues

Other________________________________________________

Involuntary:

 

 

 

 

 

 

 

 

 

 

Poor performance

 

 

Gross Misconduct

Contract Ended

 

Unqualified for job

Violation of company policy/procedure

 

Unprofessional conduct

Other________________________________________________

 

 

 

 

 

 

 

 

 

 

 

Remarks:______________________________________________________________________________________________________________

_____________________________________________________________________________________________________________________

Parish/School/Agency Signature:______________________________________________________________ Date:_______________________

Instructions on Utilizing Employee Status Change

Once you have the Employee Status Change form in hand, it’s time to begin the process of filling it out. This form is essential for documenting any changes in an employee's status, whether it’s a promotion, transfer, or other relevant updates. Follow these steps carefully to ensure that all necessary information is provided accurately.

  1. Start by entering the employee’s full name in the designated field.
  2. Next, provide the employee's identification number, if applicable.
  3. Indicate the current position of the employee. Be specific about the title.
  4. In the next section, write down the new position or status the employee will be transitioning to.
  5. Fill in the effective date of the change. This is the date when the new status will take effect.
  6. Provide any relevant comments or notes that might clarify the change. This could include reasons for the change or additional instructions.
  7. Finally, ensure that you sign and date the form at the bottom to validate the information provided.

After completing the form, it should be submitted to the appropriate department for processing. Make sure to keep a copy for your records, as this will help track the changes made to the employee's status in the future.

Misconceptions

Understanding the Employee Status Change form is crucial for both employees and employers. However, several misconceptions can lead to confusion. Here are five common misconceptions:

  • It is only for terminations. Many believe that the Employee Status Change form is solely used when an employee is leaving the company. In reality, it also covers promotions, transfers, and changes in job responsibilities.
  • Only HR can submit the form. Some employees think that only Human Resources has the authority to fill out and submit this form. In fact, managers and supervisors can initiate the process as well, ensuring that necessary changes are documented promptly.
  • Changes are effective immediately. Another misconception is that once the form is submitted, the changes take effect right away. However, there may be a review process that could delay the implementation of the changes.
  • It is a one-time requirement. Some employees assume that submitting the form is a one-time task. In truth, any significant change in employment status may require a new form to be filled out, ensuring that records remain accurate and up to date.
  • It is not important. Lastly, many underestimate the importance of this form. Accurate and timely completion of the Employee Status Change form is essential for maintaining proper records, ensuring compliance with company policies, and facilitating payroll adjustments.

Being aware of these misconceptions can help streamline the process and ensure that all changes in employee status are handled efficiently and correctly.

Documents used along the form

When managing employee transitions within an organization, several forms and documents are commonly utilized alongside the Employee Status Change form. Each of these documents serves a specific purpose and helps ensure a smooth process during changes in employment status.

  • New Hire Form: This document collects essential information about a new employee, including personal details, tax information, and emergency contacts. It is crucial for onboarding and payroll purposes.
  • Termination Notice: This form is used to formally document the end of an employee's tenure with the organization. It outlines the reasons for termination and ensures compliance with company policies and legal requirements.
  • Promotion Letter: This letter communicates the details of an employee's promotion, including new job title, responsibilities, and salary adjustments. It serves to officially recognize the employee's advancement within the company.
  • Transfer Request Form: Employees use this form to request a transfer to a different department or location within the organization. It helps management assess the request and make informed decisions about staffing.
  • Leave of Absence Form: This document is necessary for employees seeking to take time off from work for personal or medical reasons. It outlines the duration and reason for the leave, ensuring proper documentation.
  • Performance Review Form: This form is utilized during employee evaluations to assess performance, set goals, and provide feedback. It is important for career development and can influence promotions or raises.
  • Benefits Enrollment Form: New employees or those experiencing status changes may need to complete this form to enroll in or change their benefits. It ensures that employees receive the appropriate health, retirement, and other benefits.
  • Motor Vehicle Bill of Sale: This form is essential for documenting the sale of a motor vehicle, capturing details such as make, model, and identification number, ensuring a smooth transfer of ownership. For more information, visit https://nypdfforms.com/motor-vehicle-bill-of-sale-form/.
  • Confidentiality Agreement: This document is often signed by employees to protect sensitive company information. It establishes the legal obligations of employees regarding confidentiality during and after their employment.

These documents, when used in conjunction with the Employee Status Change form, help create a comprehensive framework for managing employee transitions. Ensuring that all necessary paperwork is completed accurately can facilitate smoother processes and compliance with company policies.