Drawing up a Registration Agreement for the University Bank Template - Checklist for Departments

Having determined that a Bank Agreement is applicable the department will need to undertake the following activities:

ACTION / DONE
For regularised workers only: Head of department to communicate the new arrangement to the individual(s). This includes advising them of the appeals process.
Advise that agreements will be issued within 4 weeks along with details of the appeals process.
Download the 'Registration Agreement for the University Bank' template from the following area of the management toolkit::

Complete the Agreement. This will require the department to incorporate the name of the Bank, name of any nominee in place of the Head of Department where appropriate, identification as to whether any enhanced rates will be provided for Public/Bank Holidays, and signatory details at the end of the Agreement. Do not seek to amend any other aspect of the Agreement without prior agreement with your customary HR Adviser.
Issue the Agreement, retaining a copy for departmental records. Record the date the agreement was issued on an individual’s Engagement Record – this can be downloaded at:

Attach a copy of the Appeals Guidance and Appeals Form[n.b. this is only applicable for individuals becoming workers through the regularisation process]. Can be downloaded at:

Complete a Registration Form for Payment of Workers and send this to the Payroll Office. The Registration Form can be downloaded from:

Ongoing administration and management of individuals on a Bank Agreement lies with departments (this includes the maintenance of records of engagements relating to individuals and processing of annual leave entitlements etc). See the ‘Engagement Record’, a downloadable spreadsheet, which should be used to record this information, and can be found at:

For each separate engagement, you will need to determine the hourly rate of pay and total number of hours required to undertake the work. Details on this can be found at:

Each time a worker undertakes an engagement for the department, they will need to complete and submit a claim form, which can be downloaded at:

Don’t forget to make arrangements for paid annual leave with each engagement. See guidance on this at:

Regularly review such relationships to ensure the correct status continues to apply, seeking advice where necessary from your customary HR Adviser.