Overtime company employees are either promoted, demoted, benefits adjusted or undergo a change marital status and dependents. Regardless of the reason of change, it is the task of employers or the human resource to initiate the change and update a employee’s file or profile. This is then recorded in a what we call employee status change worksheet. To know more about this, do continue to read this article for more information and don’t forget to check out our free employee status change worksheet samples below:
10+ Employee Status Change Worksheet Samples
1. Employee Status Review Change Worksheet
2. New Employee Status Change Worksheet
3. Employee Benefits Enrollment Change Worksheet
4. Employee Marital Status Change Worksheet
5. Employee Termination Status Change Worksheet
6. Employee Information Status Change Worksheet
7. Employee Salary Adjustment Request Worksheet
8. Employee Benefits Enrollment Information Worksheet
9. Employee Withholding Status Worksheet
10. Employee Setup Status Change Worksheet
11. Contractor Employee Status Change Worksheet
What Is an Employee Status Change Worksheet?
An Employee Status Change covers a lot of areas, but generally it is any change in employee status including promotions, leaves, separations, or change in line number, salary, budget and/or local title, grade, funding source, department, etc. And it is initiated in an employee status change form or worksheet. It imperative to record these changes for future references should any legal or workplace incident happen, the HR department can just pull out these forms in their file.
How to Fill Up an Employee Change Status Worksheet?
Depending on what particular status must be changed in regards to an employees file, filling up an employee change status worksheet must be done with supporting documents, an employee’s consent to do so and then verified by the department manager or HR manager. Changes in status are performed whenever there is a directive coming from top management. An employee change status is a professional way to collect old information from employee as well as to indicate new information after status changed by the company or HR department. The changes are often subjected to approval as employers also want to ensure that the details are correct and authentic. An employee change status form is one of the important HR forms and used by almost all types of businesses. So, to get started here a some tips to consider while filling up an employee change status worksheet.
1. Authenticity of Information
It is important to ensure that information that you are about to update are authentic and true. Falsification of data is subject to disciplinary action or worst case scenario could be legally accountable.
2. Level of Confidentiality
Those tasked to conduct an employee change status must be limited to those who are directly involved with the change plan. For instances if the employee has to undergo an adjustment with his or her salary or employee promotion or downgrade. Initiating such action is a sensitive matter and must be shared only with the employee’s direct head and the HR department.
3. Reason for Status Change
In the status change portion of the worksheet, this may come in a form of a checklist or is narratively written. Don’t forget to add any comments and justification of the revision. Details such as effectivity of the change and employee compensation (if applicable).
4. Approval / Review
No change is ever finalized without the approval of an employee’s manager or supervisor. That is why it is imperative that from the start of the worksheet that all details are complete and concise. At times it would take several levels in the organization to review and approve of an employee change status document. Once approved there are instances that a new employee contract is devised soon after.
What Is an Employee Record?
Employee record or employee files are records kept by an employer that track an employee’s relationship with the company. Information such as pertaining to employment, including benefits, eligibility, training history, performance reviews, disciplinary actions, job skills and etc.
What Is the Use of a Personnel Action?
A personnel action is used to report appointments, terminations, changes in status, reassignment, reinstatement, evaluation of performance or compensation of an individual employee.
What Are Some Changes in the Workplace?
Some of the changes that can occur in a workplace are new management, restructuring, physical movement, employee retrenchment and acquisition to name a few.
Change of employee status could be beneficial for the company if you are promoting employees due to their unforgettable efforts and hard work made for the company. Not only that, it shows how a company is dedicated to enhancing the well-being of its workforce, how it adheres to the proper documentation and commitment of its business ethics. A business with a good sense of moral values can increase employee retention and build up its reputation.
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