Other forms in this section

If you need assistance in completing this form, please read our completions notes.

New Starter Form - Agenda for Change

Reference
1. Personal Details
New Employee Details
2. Emergency Contact Details
3. Bank/Building Society Details
4. P45/Employee Statement
If you have a P45 from your previous employer, please send it to Payroll.
5. Student Loan
Student Loan Plans

You will have a Plan 1 Student Loan if:
- You lived in Scotland or Northern Ireland when you started your course, or
- You lived in England or Wales and started your course before September 2012

You will have a Plan 2 Student Loan if :
- You lived in England or Wales and started your course on or after 1 September 2012.

You will have a Plan 4 Student Loan if :
- A Scottish student who started an undergraduate or postgraduate course anywhere in the UK on or after 1 September 1998
- An EU student who started an undergraduate or postgraduate course in Scotland on or after 1 September 1998
6. Previous Employment Sector
7. Previous NHS Employer
Additional fields if needed
8. New Employee Questionnaire
As part of the recruitment process, all new employees, staff transferring in from another NHS employer and existing NHS employees must complete this questionnaire as fully as possible.

The NHS Pension Scheme legislation requires employers to contractually enrol all new eligible employees into the NHS Pension Scheme on commencement of their employment. The Pensions Act 2008 requires those employees who cannot join the NHS Pension Scheme to be automatically enrolled into an alternative pension scheme. In order to ensure that you are correctly enrolled your employer needs to establish your current NHS pension status.

Please note that the information provided will only be used for local and central pensions/payroll administration purposes to determine your eligibility criteria to join the NHS Pension Scheme.
Please use the completion notes whilst completing the form
Part 1 - Pensions (To be Completed by All)
Please contact your NHS MPAVC provider if you wish to continue to pay your additional contributions. You will need to advise them of your new employer so they can provide details for payroll deductions to continue. (Go to Q8)
If your answer is “yes” please provide us with a copy of your contract. (Go to Q9)
If you did not have previous mental health officer status then your new post will not qualify for this status. (Go to Q10)
If your answer is ‘Yes’, you should download the Transfer In Guide and application pack from our website at: www.nhsbsa.nhs.uk/pensions. However, it is important to note that this can only be done in the first 12 months of joining the Scheme for members of the 1995 Section, or within the first 12 months of becoming eligible to join the 2008 Section or 2015 Scheme.
9. Flexible Workforce Contract
You have the option of having a Flexible Workforce (Bank only) contract in addition to your primary assignment. This bank assignment will mirror your primary assignment and enable you to work additional shifts for the Trust above your contract hours.

Bank assignments are contracted through separate terms and conditions which would be issued to you on confirmation of opting in. These assignments are paid weekly and not monthly until confirmed below. With this being a separate contract you will also receive a separate payslip for any work completed until this assignment.
Please note: Having a bank assignment does not mean you have to do additional shifts, but the assignment would be removed if no work was conducted during a 6 month period. It is possible to request a bank assignment at a later date if you are currently undecided.
10. Working Time Hours regulation Opt-Out
I agree to opt-out of the 48 hour average weekly limit specified in the working Time Regulation 1998. I understand that it remains my responsibility to ensure I do not work excessively long hours (for the Trust and/or another employer). Should I wish to end this agreement I will provide my employee with 4 weeks written notice.
11. DBS Update Service Consent
In accordance with the terms and conditions of the on line DBS update service; I hereby give my consent for Calderdale and Huddersfield NHS Foundation Trust to check and receive up-to-date information in relation to my criminal record DBS Certificate and authorise the Trust to make regular checks using the update service as necessary.

I understand that if I let my Update Service registration lapse, a further DBS check will be required and I will be expected to meet the cost of this.

I also understand that if I change my name whilst employed by Calderdale and Huddersfield NHS Foundation Trust, a further DBS check will be required and added to the DBS Registration, and I will be expected to meet the cost of this.
12. Consent
I confirm that I have completed the above form to the best of my ability and knowledge and undertake to advise my payroll team in the event that I should alter the position stated above in respect of employment with any other NHS organisations.

Please select 'Submit' to send this form to ask.recruitment@cht.nhs.uk.

New Employee Completion Notes

These completion notes are provided to assist you in completing the new joiner questionnaire.

Please complete the questionnaire as fully as possible so that the correct assessment can be made.

Part 1

Q1 – This question is to establish if you have any previous NHS Pension Scheme membership at the date of starting this new employment.

Q2 – This is to establish whether you will have any other NHS employments at the same time as your new role. 

Q3 – You can only be pensionable in this Scheme up to whole time, therefore it is important that your employer knows how many hours you work in your other employment(s).  Please make sure that you keep your employer/payroll informed if the situation changes.

Q4 – If you are continuing to work in another NHS post we need to know who your other NHS employment is with. This is important as there are reasons why you may not be eligible for the NHS Pension Scheme in two employments. The name of your other employer may be the same as the one you are starting with. Please note that if you are working for an NHS organisation through an employment agency, this does not count as NHS employment.

Q5 – If you are in receipt of any NHS pension benefits then you may not be eligible to rejoin the NHS Pension Scheme. However, by providing the information requested we will be able to make the correct assessment. We ask you to identify which Section or Scheme you were in (1995 Section, 2008 Section or 2015 Scheme) but if you are unsure then please tick the ‘Not known’.

Q6 – NHS service that has been counted in the calculation of a redundancy payment needs to be declared to ensure the correct assessment of your service. If you are in receipt of an NHS Pension as the result of redundancy, this will impact the assessment.

Q7 – If you have Additional Voluntary Contribution (AVC) arrangements with either Equitable life, Prudential or Standard Life through the NHS Pension Scheme then you need to inform the AVC provider that you are changing employer to ensure continuity can be considered.

Q8 – If you have either Added Years, Additional Pension purchase or Early Retirement Reduction Buy Out (ERRBO) through the NHS Pension Scheme it is essential that you confirm the details and provide a copy of the contract that was provided to you when you commenced the arrangement to ensure continuity of the arrangement.

Q9 – Please note that Mental Health Officer (MHO) status no longer applies to any post commenced after 6 March 1995. However, if you have previously held a post (in the last five years) that attracted MHO status and you believe the new post also qualifies for MHO status then you need to indicate this by ticking ‘Yes’ and completing the details of the previous employment.

Q10 – You may be able to transfer other pensions into the NHS Pension Scheme, however it is important to note that this can only be done:

  • in the first 12 months of joining the Scheme if you are member of the 1995 Section
  • within the first 12 months of becoming eligible to join the 2008 Section
  • within the first 12 months of becoming eligible to join the 2015 Scheme.

If you would like to consider your option to transfer benefits, please tick the ‘Yes’ box and download the Transfer In Guide and application pack. If you say no but decide at a later date that you wish to consider a transfer (within the 12 month deadline) then you can obtain the Transfer In Guide and application pack from your employer or the NHS Pensions website (<link http: www.nhsbsa.nhs.uk pensions>www.nhsbsa.nhs.uk/pensions). If you have previous NHS pension membership within England and Wales this will be automatically added to any new membership in the NHS Pension Scheme. If you have previous membership of the NHS Pension Scheme in Scotland or Northern Ireland, this will not be automatically linked.  You must apply to transfer these benefits if you would like your membership to be added to your new membership in the NHS Pension Scheme (England and Wales).

If you wish to transfer from a scheme that participates in the Public Sector Transfer Club, please note that you must 'elect to proceed' with this transfer within 12 months of becoming eligible to join the NHS Pension Scheme (an election to proceed is not a request for an estimate, it is the signed option form requesting payment of the transfer value).

Once the assessment has been made, you will be notified by your employer by the first pay day which Scheme you have been enrolled in, what the Scheme features are, the contribution rates and your options.

Assessment is not possible until your first payment is made.