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The Employee Status Change form plays a crucial role in the lifecycle of an employee within an organization. It serves as an official document that captures significant changes in an employee's status, such as promotions, demotions, transfers, or changes in job titles. This form not only ensures that the necessary updates are made in the company’s records but also facilitates communication between various departments, such as Human Resources and Payroll. By accurately documenting these changes, the form helps maintain clarity regarding an employee's role and responsibilities, which is essential for both the individual and the organization. Additionally, it often includes sections for essential details such as the employee's name, identification number, current position, and the effective date of the change. Properly filling out and submitting this form can prevent potential misunderstandings and ensure a smooth transition for the employee, ultimately contributing to a harmonious workplace environment.

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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:_______________________

Common mistakes

  1. Failing to provide accurate personal information. This includes name, address, and contact details. Any discrepancies can lead to delays in processing.

  2. Not indicating the reason for the status change. Whether it's a promotion, transfer, or termination, this information is crucial for record-keeping.

  3. Leaving out the effective date of the change. This date is essential for payroll and benefits adjustments.

  4. Neglecting to obtain necessary signatures. Ensure that all required parties sign the form to validate the changes.

  5. Using inconsistent terminology. Stick to the terms used by the organization to avoid confusion.

  6. Submitting the form without reviewing it for errors. A quick review can catch mistakes that may delay processing.

  7. Forgetting to update benefits information. Changes in employment status may affect eligibility for benefits.

  8. Not keeping a copy of the submitted form. Retaining a copy can help in future reference or disputes.

  9. Ignoring deadlines for submission. Timely submission is often crucial for ensuring that changes take effect as intended.

Dos and Don'ts

When filling out the Employee Status Change form, it’s essential to follow specific guidelines to ensure accuracy and compliance. Here are seven things you should and shouldn't do:

  • Do read the form instructions carefully before starting.
  • Don't leave any required fields blank.
  • Do provide accurate and up-to-date information.
  • Don't use abbreviations or shorthand that may cause confusion.
  • Do double-check your entries for spelling and numerical accuracy.
  • Don't submit the form without reviewing it for completeness.
  • Do keep a copy of the completed form for your records.

Misconceptions

Understanding the Employee Status Change form is crucial for both employees and employers. However, several misconceptions often lead to confusion. Here are ten common misunderstandings about this important document:

  1. Only HR can fill out the form.

    While HR typically manages the process, employees can initiate the form to request changes to their status.

  2. The form is only for terminations.

    This form is versatile and can be used for various changes, including promotions, transfers, and changes in work hours.

  3. Submitting the form guarantees immediate changes.

    Submission does not automatically result in changes. Approval from management or HR is often required.

  4. All changes require a new form.

    Not every change necessitates a new form. Some updates can be made through internal systems or existing documentation.

  5. Only full-time employees need to submit the form.

    Part-time and temporary employees may also need to submit the form for changes in their status.

  6. The form is not important.

    In reality, this form helps maintain accurate records and ensures compliance with company policies.

  7. Once submitted, the form cannot be modified.

    If changes are necessary after submission, employees can often communicate with HR to make adjustments.

  8. There is no deadline for submitting the form.

    Timely submission is important, especially for changes related to payroll or benefits, which may have specific deadlines.

  9. All changes are confidential.

    While some information may be kept private, certain changes may be communicated to relevant departments.

  10. Only one person can submit the form for an employee.

    In some cases, a supervisor or manager may submit the form on behalf of an employee, especially for promotions or transfers.

By clarifying these misconceptions, employees can navigate the Employee Status Change process more effectively and ensure that their requests are handled smoothly.

Detailed Guide for Using Employee Status Change

After completing the Employee Status Change form, it will be submitted to your HR department for processing. Ensure all information is accurate to avoid delays. Follow these steps to fill out the form correctly.

  1. Begin by entering your employee ID in the designated field.
  2. Provide your full name as it appears on your employment records.
  3. Fill in your current job title and department.
  4. Select the type of change you are reporting from the provided options.
  5. Include the effective date of the change.
  6. Provide any necessary additional information that supports your status change.
  7. Review all entries for accuracy.
  8. Sign and date the form at the bottom.

Once completed, submit the form to your HR representative for further action.