New Starter Form – Oakmans Forms

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– Step 1 of 9

Section 1: Personal & Contact Details

Name *

First

Last

Gender *

Date of Birth *

Phone *

Email *

Confirm Email

Home Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Emergency Contact Details: Name, Telephone Number and Relationship *

Section 2: Employment Details

What branch will you be working at? *

Department *

Job Title – Accounts *

Job Title – Admin *

Job Title – Financial Services *

Job Title – Marketing *

Job Title – Property Management *

Job Title – Sales & Lettings *

Job Title – Sales Progression *

Start Date *

Salary/Wage *

Please specify your wage per annum unless a daily rate has been agreed instead.

Was Any Guarantee Included in the Job Offer? *

How Much is the Guaranteed Salary? *

Please specify the guaranteed salary per annum.

And For How Long? *

Section 3: HMRC Starter Checklist

We need this information to make sure we report your details to HMRC correctly and apply the right tax code from the start. It’s important that you select the correct tax statement, as this will help avoid paying too much or too little tax. If you’re unsure which option applies to you, you can watch a short video guide from HMRC at: www.youtube.com/hmrcgovuk

Employee Statement

Choose the statement that applies to you, either A, B or C, and tick the appropriate box.

Statement A – Do not choose this statement if you’re in receipt of a State, Works or Private Pension. Choose this statement if the following applies. This is my first job since 6 April and since the 6 April I’ve not received payments from any of the following: • Jobseeker’s Allowance • Employment and Support Allowance • Incapacity Benefit

This applies to me

Statement B – Do not choose this statement if you’re in receipt of a State, Works or Private Pension. Choose this statement if the following applies. Since 6 April I have had another jobbut I do not have a P45. And/or since the 6 April I have received payments from any of the following: • Jobseeker’s Allowance • Employment and Support Allowance • Incapacity Benefit

This applies to me

Statement C – Choose this statement if: • you have another job and/or • you’re in receipt of a State, Works or Private Pension

This applies to me

Student Loan

For more guidance about repaying, go to www.gov.uk/repaying-your-student-loan

Do you have one of the Student Loan Plans described below which is not fully repaid? *

Did you complete or leave your studies before 6th April? *

Are you repaying your Student Loan directly to the Student Loans Company by direct debit? *

What type of Student Loan do you have? *

Plan 1
Plan 2
Both

Student Loan Plans

You’ll have a Plan 1 Student Loan if:

• you lived in Scotland or Northern Ireland when you started your course (undergraduate or postgraduate)

• you lived in England or Wales and started your undergraduate course before 1 September 2012

You’ll have a Plan 2 Student Loan if:

• you lived in England or Wales and started your undergraduate course on or after 1 September 2012

• your loan is a Part Time Maintenance Loan

• your loan is an Advanced Learner Loan

• your loan is a Postgraduate Healthcare Loan

Postgraduate Loan

For more guidance about funding and repaying, go to www.gov.uk/funding-for-postgraduate-study

For more guidance for employers, go to www.gov.uk/guidance/special-rules-for-student-loans

Do you have a Postgraduate Loan which is not fully repaid? *

You’ll have a Postgraduate Loan if:

• you lived in England and started your Postgraduate Master’s course on or after 1 August 2016

• you lived in Wales and started your Postgraduate Master’s course on or after 1 August 2017

Did you complete or leave your Postgraduate studies before 6th April? *

Are you repaying your Postgraduate Loan direct to the Student Loans Company by direct debit? *

have Title have

Section 4: Salary Details

National Insurance Number *

Name and Address of Bank/Building Society *

Account Number *

Sort Code *

Section 5: Right to Work

Do you have a British/Irish Passport? *

Please Upload a Copy of Your British Passport *

Drag & Drop Files, Choose Files to Upload

Please Upload a Copy of Your Passport and Biometric Residence Permit – if Non EEA or Swiss Worker *

Drag & Drop Files, Choose Files to Upload You can upload up to 2 files.

If You Have Pre-Settled/Settled Status under the EU Settlement Scheme Please Enter Your Share Code

Do You Have a Valid UK Drivers License? *

Driving License Number *

Please Upload a Copy of Your Drivers License (Front) *

Drag & Drop Files, Choose Files to Upload

Please Upload a Copy of Your Drivers License (Back) *

Drag & Drop Files, Choose Files to Upload

Does Your Job Require You to Travel for Business Purposes? E.G. – Between offices/sites/to appointments/viewings, etc. *

If your role requires you to drive to appointments, it’s important that you have valid business insurance in place to ensure you’re properly covered in the event of an accident. If you don’t already have this, please make sure you arrange it before continuing with this form. The company will reimburse you for fuel expenses at the HMRC-approved rate: • 45p per mile for personal vehicles (up to the first 10,000 business miles) • 25p per mile for any additional miles beyond 10,000 • 19p per mile for company vehicles These rates are intended to cover both your fuel and the general wear and tear associated with business travel.

Please Upload a Copy of Your Business Car Insurance *

Drag & Drop Files, Choose Files to Upload

Please Upload Any Other Relevent Documentation: eg. P45, P60, Relevant Qualifications – if requested

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Section 6: References

Please provide the details of two referees from your previous employer that we can contact. Please notify your referees so that they are aware of our incoming request.

Reference One:

Name *

Company *

Position in Company *

Email *

Phone Number *

Reference Two:

Name *

Company *

Position in Company *

Email *

Phone Number *

Background Check Consent

Oakmans Estate Agents Limited is required to carry out certain background checks for individuals who will have access to sensitive company information and financial systems. As part of this process, Oakmans Estate Agents may carry out the following checks: • A Basic Disclosure and Barring Service (DBS) check • Reference checks from previous employers or clients • Identity verification and right to work checks These checks are conducted to ensure the protection of the business, its clients, and its financial operations. Consent I confirm that I give my consent for Oakmans Estate Agents Limited to: • Request and obtain a Basic DBS check relating to my criminal record history (where applicable). • Contact the referees provided by me for the purpose of obtaining employment or professional references. • Verify my identity and right to work documentation. I understand that the outcome of these checks may be taken into consideration before confirming or continuing my engagement with Oakmans Estate Agents Limited. I also confirm that the information I have provided to Oakmans Estate Agents during the onboarding process is accurate and complete to the best of my knowledge.

I confirm that Oakmans Estate Agents may contact my referees and carry out a DBS for the purpose of employment checks. *

Section 7: Declaration

I confirm that the information I’ve given on this form is correct.

Name *

First

Last

Date *

Signature *

Clear Signature