Unlock hundreds more features
Save your Form to the Dashboard
View and Export Results
Use AI to Create Forms and Analyse Results

Forgot Password?
Get Started
OR
Sign UpLogin With Facebook
Sign UpLogin With Google

Personnel Action Notice Form Template

Streamline employee updates and notifications with ease

Managing employee changes can be overwhelming, especially with new hires or status adjustments. This Personnel Action Notice Form Template helps you effortlessly document and communicate essential updates while ensuring compliance and clarity. With this customizable form, you can simplify onboarding processes, manage salary changes, and track job status modifications, all while maintaining accurate records securely. Discover how easy it is to enhance your HR operations with this live template.

Use this Template (FREE) Live Preview
Employee full name
Employee ID or number
Job title
Department
Work location
Company email
Phone number
Personnel action type(s)
Please Specify:
Effective date of action
Primary reason for action
Last day worked (if applicable)
Notes on reason or additional context
Eligible for rehire (if applicable)
Yes
No
Not applicable
New job title
New department
Supervisor change
Yes
No
Not applicable
Current supervisor name
New supervisor name
Location change
Yes
No
Not applicable
New work location
Work arrangement
Onsite
Hybrid
Remote
Pay type
Hourly
Salary
Commission
Stipend
Contractor
Other
Please Specify:
Old rate of pay (include currency and unit)
New rate of pay (include currency and unit)
Pay frequency
Weekly
Biweekly
Semimonthly
Monthly
Other
Please Specify:
Hours/FTE change
Increase
Decrease
No change
Standard hours per week
Cost center or GL code
Effective date for pay change (if applicable)
Exempt status
Exempt
Non-exempt
Not applicable
Employment type
Full-time
Part-time
Temporary
Intern
Seasonal
Contractor
Casual
Other
Please Specify:
Probationary status
In probation
Completed probation
Not applicable
Work authorization verified
Yes
No
Background check completed
Yes
No
Benefits eligibility change
Yes
No
Not applicable
Summary of benefits changes
Benefits change effective date
Equipment to be issued/returned or related notes
Equipment return required
Yes
No
Not applicable
Employee has been notified of these changes
Yes
No
Date of employee notification
I confirm the information provided is accurate and complete
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Requested by (name)
Requester title
Requester email
Manager approver name
Manager signature
Manager approval date
HR approver name
HR signature
HR approval date
{"name":"Employee full name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Employee full name, Employee ID or number, Job title","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration featuring a personnel action notice form template for FormCreatorAI article

When to use this form

Use this form whenever you change an employee's status, pay, or role. It suits HR, payroll, and managers who need a clear record. Examples: hire a new team member, convert a temp to full-time, approve a promotion, move someone to a new department, or process a termination. For onboarding, pair it with the Worker registration form, and route pay details with the New hire payroll form. For merit or market adjustments, note the increase here and attach the Employee raise form. The result is one signed request that triggers updates to systems, pay, and files, so you avoid email trails and missed steps.

Must Ask Personnel Action Notice Questions

  1. What is the effective date of the action?

    This locks in when changes apply in HR and payroll. It prevents retro pay issues and benefits gaps.

  2. What type of action is requested (hire, promotion, transfer, pay change, termination, leave)?

    Categorizing the request routes it to the right approvals and checklist. It also drives which fields your team must complete.

  3. What are the employee's new position title, department, location, and manager?

    These details update org charts and access. They also signal IT, facilities, and security to adjust tools and permissions.

  4. What are the new compensation details (pay rate, salary grade, FTE, and pay schedule)?

    Clear pay data ensures accurate checks and compliance. It reduces rework by giving payroll all numbers in one place.

  5. Are there payroll deductions, allowances, or one-time payouts to start or stop?

    Capturing these items avoids manual follow-up and incorrect net pay. You can outline recurring changes with the Payroll deduction form.

More Forms

Copy/Edit Form Send to Recipients Make a Form w/AI Form Builder Must Ask Questions
  • 100% Free - No Catches
  • Collect Responses Today
  • Tailor to your Look & Feel