People and Payroll: How do I raise forms for employee changes?

Juniper People and Payroll

Overview

This article explains how to raise a change for staff. It also explains how to find a draft and check where a submitted form has got to.

Choose how to raise a change

There's more than one way to change something for an employee. Pick whichever suits what you're doing.

  • From their record: open the employee's record and select the pencil icon on the panel you want to change. You can also use the Action button to select a form for an individual. 
  • From the Forms catalogue: select Forms, the Action button, then the form you need and the employee. This is the right place when you want to save a draft, or check its status and history afterwards.
  • From the People list: find the employee and select the ••• icon at the end of their row. Then choose the form you need. It's the quickest way in for most forms, but it doesn't cover every category. Pensions, Personal details, Job roles, and Cohorts forms aren't on this shortcut. Use the record or the Forms catalogue for those instead.

Start a new form from the forms catalogue

  • Select Forms in the left-hand menu.
  • Select the Action button, top right, to see the form catalogue.
  • Select the form you need, for example Book holiday.
  • Choose which school (payroll) it's for.
  • Choose the employee it's for.
  • Fill in the form fields.
  • Select Save for later to keep it as a draft, or Submit to send it.

What's in the catalogue

Forms are grouped by category. The groups are:

  • Absence: unpaid leave (days or part of a day), amend or cancel leave dates, confirm unpaid leave has started, and return from unpaid leave
  • Allowances: first aid, fringe, SEN, and TLR allowances (including TLR at a percentage and fixed-term TLR3), plus changing or ending a regular pay item
  • Benefits: company car, company van, and medical insurance
  • Deductions: childcare vouchers, cycle to work, employee loan, and union subscription
  • Holiday: Book holiday, cancel holiday, holiday opening balance, and change of holiday scheme
  • Parental leave: maternity, paternity, adoption, and shared parental leave. These cover booking, confirming they've started, KIT and SPLIT days, and returning from leave
  • Pay and expenses: accommodation, back pay, business mileage, hours worked, overtime, request an advance, and sundry expense
  • Pensions: add or change a pension, change membership or reference, opt out, postpone auto-enrolment, and end an enrolment
  • Personal details: change of contact, bank, tax, and NI details, change of personal details, change of absence schemes, emergency contacts, equality monitoring, and right to work
  • Job roles: add, change, or end a role, change role details, change role position or salary, and suggest a pay increase
  • Probation: set, extend, or pass probation
  • Sickness: sickness notification, confirm sickness has started, and return from sickness
  • Starters and leavers: new starter, confirm a new starter, mark as leaver, change payroll, and record a death in service
  • Cohorts: change cohort membership

Fill in a form someone else started for you

  1. Select Forms in the left-hand menu.
  2. Check Asked of you, at the top of the page. Anything handed to you by name and still owed sits here.
  3. Select it to open and complete it.

Get back to a draft

  1. Select Forms in the left-hand menu.
  2. Find your form under Drafts.
  3. Select it to carry on filling it in.

Check where a submitted form has got to

  1. Select Forms in the left-hand menu.
  2. Look under Forms you've entered.
  3. Select With approvers, Scheduled, Rejected, Applied, or Stopped to filter by status.
  4. Type a form, person, or payroll name into the search bar to find a specific one.

Updated