FREE 5+ Personnel Transaction Request Forms in PDF | MS Word

In a company, tons of different forms and documents are used every day that involves the employees and their supervising leaders. One of the most commonly used forms is known as a personnel transaction request form is suitable to be completed by a supervisor or the manager of an employee.

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Personnel Transaction Request Form

Basic Personnel Transaction Request Form

What Is a Personnel Transaction Request Form?

A personnel transaction request form is a type of document that can be used for any type of action to be done by a company that is related in employment matters. The form can either be used for requesting a new job position to be filled in by an employee, demanding to change the job description of an employee’s job to meet industry requirements, and even for adjusting or updating the payroll information of an employee due to an approved merit increase recommendation provided by the employee’s supervising manager.

Civil Service Personnel Transaction Request Form in DOC

HR Personnel Transaction Request Form

Significant Sections Found in a Personnel Transaction Request Form

Personnel transaction request forms must have sections that will aid the user of the form to define and describe his demands. Below are some of the sections that are essential to be incorporated into any type of personnel transaction request form:

1. Employee information

Specifically, this section of the employee information form is for identifying the subject of the request through disclosing the employee’s general information. This section must include the employee’s full legal name, department, identification number, supervisor name, hire and end date, as well as the employee’s job title and current base pay. Some companies will also include an area for determining the citizenship of the employee along with his job location if he is providing services outside the company’s main office and branches.

2. Transaction specification

This section will be where the supervisor or the requester will indicate what the intention and goal of his request are. If the requesting supervisor aims to change the job title of the employee, then he must indicate what his suggestion for the new job title will be. Another goal is to change the full-time service hours of the employee or his schedule for the week. With this, the requesting supervisor must state what the ideal time for the employee’s new schedule will be along with the specific days of the week wherein the employee will be reporting for his duty. Additionally, other changes must also be accompanied by the reasons and suggestions of the requesting supervisor in order to help the management in determining a decision of whether or not to approve the request.

3. Approval signature block

The signatures of the management’s head officials and the requesting supervisor will be stated in this section to certify that the request has been submitted, verified, finalized, and approved to be mandated immediately on the date written on the form. you may also see Signature Verification Form.

Student Employment Personnel Transaction Request Form

University Personnel Transaction Request Form

Documents to Be Enclosed with a Personnel Transaction Request Form

Even though a completed personnel transaction request form has all the information and details of an employee who is the target beneficiary or subject of the request, documents and forms that are related to the transaction request should also be enclosed with the form. One of the most commonly attached document is a grant proposal or a grant form that indicates that the payment for the new job of the employee will be acquired from the company’s sponsors and grant providers. However, the request will have a greater chance for an approval if the grant review form is already signed and has been acknowledged by the grantor.

Another essential document is the employee’s schedule forms or job schedule reports. These forms will be for proving the need for the employee to change his shift if the goal of the requesting supervisor is to improve the employee’s performance and omit to deal with the employee’s tardiness issues.