Get the free Personnel Action Form - The Kirlin Group

Personnel Action Form / / Social Security #: 401K Notified: / / Benefits Notified: / / I. Complete this section for every change Effective Date: New Hire Address Change Exempt Div / Dept: Rehire Transfer

How to fill out personnel action form

How to fill out a personnel action form:

1. Obtain the personnel action form from the designated source, whether it's the HR department, your supervisor, or an online portal.
2. Begin by providing your personal information, including your full name, employee ID number, department or division, and position title.
3. Fill out the date section, indicating the date of the personnel action or any relevant effective dates.
4. Identify the type of action being requested on the form, such as a new hire, promotion, transfer, termination, salary change, or any other personnel changes.
5. Clearly state the reason or justification for the requested action, ensuring that it aligns with company policies and procedures.
6. If applicable, include any supporting documents required for the action, such as a resume or job description for a new hire, or documentation of previous performance evaluations for a promotion.
7. Provide detailed information about any changes in compensation, including salary, benefits, or allowances. This may involve specifying the desired salary or explaining the basis for a salary increase.
8. If the personnel action form involves a transfer or relocation, include details about the new work location, department, or supervisor.
9. Seek the necessary approvals and signatures as per the company's hierarchy or the specific form's instructions. Obtain the signature of your supervisor, HR representative, or any other authorized personnel.
10. Submit the completed personnel action form to the appropriate department or individual within the organization. Retain a copy for your records if necessary.

Who needs a personnel action form:

1. Employees who are starting a new job and need to provide their personal and professional details to HR.
2. Employees who are being promoted or transferring to a different department or location within the organization.
3. Managers or supervisors who are initiating any personnel changes, such as terminating an employee, adjusting salary, or updating job titles.
4. HR personnel who handle employee records and maintain accurate documentation of all personnel actions within the company.
5. Any individual involved in the decision-making and approval process for personnel actions, ensuring compliance with company policies and regulations.

Remember, the proper completion of a personnel action form is essential for maintaining accurate employee records and ensuring smooth and efficient HR processes within an organization.

For pdfFiller’s FAQs

What is personnel action form?

Personnel action form is a document used to make changes to an employee's information, such as promotions, transfers, or salary adjustments.

Who is required to file personnel action form?

Supervisors or HR personnel are typically required to file personnel action forms for employees.

How to fill out personnel action form?

Personnel action forms can be filled out manually or electronically, following the instructions provided by the organization.

What is the purpose of personnel action form?

The purpose of personnel action form is to keep an accurate record of changes in employee status and to ensure that all necessary updates are made.

What information must be reported on personnel action form?

Information such as employee name, employee ID, effective date of change, type of action, and reason for the action must be reported on personnel action form.

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