55kb download)
, 115kb)
Policies
Read the full guidance and rules behind these forms.
HR forms and templates
Parental leave
Performance and Development Review (PDR)
Research and teaching staff
- PDR form for academic, research and teaching staff (MS Word
, 60kb) - PDR form for academic, research and teaching staff (Google Doc)
Heads of Department
Support staff
Pay and grading
- Apply for a Temporary Responsibility Allowance (TRA)
- ART staff retention form (MS Word , 35kb)
- Casual workers: new job request
Use this form to request a new casual worker job title. - Form for consideration of recruitment and market pay premiums (MS Word , 57kb)
- New role evaluation
- Overtime recharge form (Payroll web pages)
- Professorial pay review: application form
- Rewarding Excellence nomination form
The Rewarding Excellence awards are intended to provide recognition. - Role review of an existing role
- Role review approval form (Google Doc)
Recruitment
- Advert template (Google Doc)
- Direct appointment form
- Named researchers monitoring form (MS Word , 33kb)
- Set up a vacancy for recruitment
Shortlisting
Interviews
- Interview assessment form for panel members (Google Doc)
Use to record individual thoughts and observations during the interview. - Interview assessment summary (Google Doc)
Appointment
- Offer of appointment form
- Offer of appointment form (MS Word , 39kb)
- Verbal/telephone reference form (MS Word , 56kb)
Verbal or telephone references can be used to speed the appointment process. This form should be used to record details of the conversation.
Expenses
Induction and probation
Appointments, contracts and leavers
- Visa application fee and IHS reimbursement form
- Contract acceptance
- Contract variation form
- Direct appointment form
- FTE calculator for part-time teaching and GTA appointments (MS Excel
, 19kb) - Head of Department/Deputy HoD/Director of Centre appointment form (MS Word , 52kb)
This form should be completed to record the terms of appointing a new Head or Deputy Head of Department or a Centre Director. - Leaver checklist (Google Doc)
A useful list for managers or staff leaving the University. - Leaver notification
Complete a leaver notification at least two weeks before an employee's leave date. - Leaver questionnaire
As part of the University's commitment to being an employer of choice, we are interested to know why colleagues leave the University of York. - Named researchers monitoring form (MS Word , 33kb)
- Secondment and restructuring form
Use this to inform us of a secondment or appointment arising from a restructure.
Fixed-term contracts
Casual workers
- Casual worker Help Centre Help Centre
Help and support for casual workers.
Registration
- Register as a casual worker
All casual workers need to register on our Dashboard system.
Bookings
- Make a booking for casual work in Dashboard
All casual work MUST be pre-arranged through Dashboard. - What is Dashboard?
Dashboard is the University's system for registering, booking and paying casual workers.
Claims
- Claim payment for casual work
Claims for work done on or after 1 September 2019 must be made through Dashboard. - Expenses claim form for casual workers
Claim expenses relating to work done on or after 1 September 2019.
Documents
Occupational health
- Health declaration form
Basic health checklist sent to new appointees. - Health questionnaire - direct appointment
Health checklist sent to direct appointees. - Health screening questionnaire
For use by Occupational Health when more detailed information is required. - Health screening requirements
To be completed by the recruiting manager. - Refer a member of your staff to Occupational Health (MS Word , 55kb)