Follow the steps to complete the form with confidence.

1. Click ‘Get Form’ button to access the form and open it in the online editor.
2. Enter the date the request is being made in the 'Date Requested' field.
3. Indicate the proposed start date for the new position in the 'Position Date' field.
4. In the 'Requestor Name' and 'Title' fields, fill in your full name and job title.
5. Clearly state the reason why the new position is needed in the 'Reason position is needed' field.
6. Fill in the 'Position Title', ensuring it is descriptive and appropriate for the role being requested.
7. Provide the 'Proc Level Nbr & Desc' that corresponds to the position.
8. Specify the 'Dept Code and Name' related to the new position.
9. Indicate the 'Payroll Loc & Desc' for correct payroll processing.
10. Enter the 'Job Code and Desc' that matches the position title.
11. Complete the 'Timesheet Location' field with relevant information.
12. Clarify if the position is within a union or follows union guidelines by completing 'Union or follows Union' section.
13. Provide any necessary details in the 'Bargaining Unit' field.
14. Outline the expected 'Work Schedule' for the new position.
15. Input the total 'Annual Hours' expected from the position.
16. Specify the 'Salary Class' that applies to the position.
17. Select the 'Pay Frequency' (e.g., weekly, bi-weekly, monthly).
18. Indicate whether the position is 'Exempt from Overtime' by selecting Yes or No.
19. Complete the 'Pay Plan' section with details about the compensation plan.
20. Detail the 'Schedule' expected for the new position.
21. Input the number associated with the 'Step' in the pay scale.
22. Specify the 'Grade' associated with the new position.
23. Indicate the 'Classification' of the new position.
24. Define the 'Employment Status' for the position (full-time, part-time, etc.).
25. State whether benefits are provided (answer Yes or No) in the 'Benefits?' field.
26. Complete the 'EEO4 Classification' and 'EEO5 Classification' fields for equal employment opportunity tracking.
27. Enter the CT State Assign # if applicable for state tracking purposes.
28. Provide the 'Expense Account' associated with the position.
29. Indicate the 'Activity' related to the new position.
30. In the 'FOR HRIS OFFICE' section, the 'Date Created' should be filled out as per the requirements.
31. Complete the 'APPROVALS' section, including signatures and dates from the Principal/Administrator and the School Business Administrator.
32. If grant funded, include the approval date from the Grants Manager.
33. Ending with the completion of the 'Approved by Education Personnel Administrator' section for final approval.
34. Once all fields are completed, save the changes, and utilize options to download, print, or share the form as needed.

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