Contents Welcome from the Chief Executive Officer Essential Documentation: 1. DBS List of Documentation 2. Right to Work List of acceptable documents 3. Employee Information Questionnaire 4. Health Declaration Form 5. Bank, Tax and Essential Information Form Dear Colleague, Congratulations, and welcome to the Omega Multi Academy Trust! We are delighted to confirm your appointment and look forward to working with you. Please find enclosed all the relevant documentation you will need to complete prior to starting your new role at Alsop High School. Please refer to your offer letter for details on how to provide documents and your named HR Officer contact for this appointment. If you have any questions, please contact them in the first instance. I wish you every success in your new role with us here at the Trust. Yours sincerely, Jon Wright Chief Executive Officer Omega Multi-Academy Trust Essential Documentation The documents enclosed are as follows: 1. DBS List of Documentation – This is a list of all the acceptable documentation that you can provide to complete your DBS check. As a Trust we aim to follow the DBS Route one, so please can you try and provide documents from this route. If for any reason you are unable to do this then please contact your named HR Officer for further advice. 2. Right to Work List of acceptable documents – This is a list of all the acceptable documentation that you can provide to complete this check. If for any reason you are unable to do this then please contact your named HR Officer for further advice. 3. Employee Personal Information Questionnaire – Please complete all this information. 4. Health Declaration Form – Please complete this form and provide as much information as you can if you have a medical condition you need to inform us about. 5. Bank, Tax and Essential Information Form – Please complete this form. There must be an original signature on this document, electronic signatures cannot be accepted. 1. DBS List of Documentation In order to undertake this essential pre-employment check, it is necessary to see 3 original documents which prove your identity and current home address. The documents required depend on the route the application takes. You must always try to provide documents from Route 1 first. Route 1 You MUST be able to show: 1 document from Group 1, below 2 further documents from either Group 1, or Group2a, or 2b, below At least one of the documents must show your FULL name and current address. Where any documents are in a different name to your current name i.e. due to marriage, then a marriage certificate or proof of name change deed MUST also be provided. Route 2 If you don’t have any of the documents in Group 1, then you must be able to show: 1 document from Group 2a PLUS 2 further documents from either Group 2a or Group 2b At least one of the documents must show the applicant's current address You MUST inform the HR Officer ASAP if you are unable to provide the necessary documentation to fulfil Route 1 or Route 2, prior to moving to Route 3. Route 3 This Route will only be used in circumstances once it has been fully explored with you why your identity has not been validated following either Route 1 or Route 2. This will include holding a probing discussion with you about the likely reasons why your identity has not been validated. For Route 3 you must be able to show: - A certified copy of a UK birth certificate; PLUS 4 further documents from Group 2 comprising of: 1 document from Group 2a; and 3 further documents from Group 2a or 2b; one of which must verify your current address GROUP 1 – Primary Trusted Identity Credentials Valid Passport Valid Current UK Photocard * Driving Licence (Full or Provisional) UK or Channel Islands Birth Certificate (issued up to 12 months after birth) Biometric Residence Permit (UK) GROUP 2a – Trusted Government/State Issued Documents Valid Current UK Driving Licence, Old Paper Style Current Non UK Photo Driving Licence (can be used up to 12 months from the date the applicant entered the UK. Please note - This document may still be used to verify the identity for individuals prior to arriving in the UK) UK or Channel Islands Birth Certificate (Issued 12 months or more after the Birth) by the General Register Office/relevant authority, i.e. Registrars Marriage / Civil Partnership Certificate (UK & Channel Islands) Adoption Certificate (UK & Channel Islands) HM Forces ID Card (UK) Fire Arms Licence (UK & Channel Islands) GROUP 2b – Financial/Social History Documents (Following documentation should be less than 3 months old) Bank/Building Society Statement Credit Card Statement Utility Bill – electricity, gas, water & telephone (mobile telephone bill not included) Benefit Statement – e.g. Child Allowance, Pension A document from Central/ Local Government/Government Agency/ Local Authority giving entitlement (UK) e.g. from the Department for Work and Pensions, the Employment Service, Customs & Revenue, Job Centre, Job Centre Plus, Social Security (Following documentation should be issued within the past 12 months) Mortgage Statement Financial Statement e.g. pension, endowment P45/P60 (UK & Channel Islands) Council Tax Statement (UK & Channel Islands) Following documentation can be more than 12 months old bust MUST still be valid EU National ID Card Cards carrying the PASS accreditation logo (UK & Channel Islands) Letter of Sponsorship from the future employment provider (Non-UK/Non-EEA only – valid only for applicants residing outside of the UK at time of application) Letter from the Head Teacher or College Principal (16/19 year olds in full time education) – only used in exceptional circumstances when all other documents have been exhausted) must be UK only. 2. Right to Work List of Acceptable Documents In order to undertake this essential pre-employment check, you must provide one of the documents or combinations of documents in List A or List B below as proof that you are allowed to work in the UK. Please note, we can only accept original documents, unless told otherwise in your offer letter. Acceptable Documents List A These documents show that the holder is not subject to immigration control, or has no restrictions on their stay, so they have an ongoing right to work in the UK. A passport showing the holder is a British citizen or a citizen of the UK and colonies having the right of abode in the UK. A passport or national identity card showing that the holder is a national of an EEA country or Switzerland. A residence permit, registration certificate or document certifying or indicating permanent residence issued by the Home Office to a national of an EEA country or Switzerland. A permanent residence card issued by the Home Office to a family member of a national of an EEA country or Switzerland. A Biometric Residence Permit issued by the Home Office to the holder indicating that they are allowed to stay indefinitely in the UK or have no time limit on their stay in the UK. A passport or other travel document endorsed to show that the holder is exempt from immigration control, is allowed to stay indefinitely in the UK, has the right of abode in the UK, or have no time limit on their stay in the UK. If you do not have one of the above documents, one of the documents below can be accepted provided that it is produced in combination with an official document issued by a government agency or a previous employer giving your name and permanent national insurance number. An Immigration Status Document issued by the Home Office to the holder with an endorsement indicating that the person named in it is allowed to stay indefinitely in the UK or has no time limit on their stay in the UK. A full birth or adoption certificate issued in the UK stating the name(s) of at least one of the holder’s parents. A birth or adoption certificate issued in the Channel Islands, the Isle of Man or Ireland. Certificate of registration or naturalisation as a British Citizen. A letter issued to the holder by the Home Office indicating that the person is allowed to stay indefinitely in the UK. If you do not have any of the above documents, we can accept one of the documents from the list below. Acceptable Documents List B These documents show that the holder has been granted leave or to enter or to remain in the UK from a limited period of time and, or, has restrictions on their right to work. A passport or travel document endorsed to show that the holder is allowed to stay in the UK and is allowed to do the work in question. A Biometric Residence Permit issued by the Home Office to the holder indicating that they can stay in the UK and are allowed to do the work offered. A residence card or document issued by the Home Office to a family member of a national of an EEA country or Switzerland. A work permit or other approval to work issued by the Home Office together with either a passport or travel document showing the holder is allowed to stay in the UK and to do work or a letter issued by the Home Office confirming the same. A Certificate of Application less than 6 months old issued by the Home Office to or for the family member of a national of an EEA country or Switzerland stating that they are allowed to work together with a positive verification letter from the Home Office’s Employer Checking Service. An Application Registration Card issued by the Home Office indicating that they are allowed to work, together with a positive verification letter from the Home Office’s Employer Checking Service. An Immigration Status Document issued by the Home Office indicating that they can stay in the UK and are allowed to do the type of work together with an official document issued by a previous employer or Government agency with the name and National Insurance number. 3. Employee Personal Information Questionnaire If you consider any question to be not applicable or inappropriate to you then simply leave it blank. Your name Forename: Middle Name(s): Surname: SAM RORY GRAHAM RICHMOND If you use a preferred name (a name by which you are normally known that is not shown above) then please write this here. Preferred Name: If you have ever changed your name either by marriage or for another reason, then please write your maiden name or previous name(s) here. Previous name(s): Your Address Please write your full, correct postal address here: 11 Poplar street SK4 3DG Stockport Your Phone Numbers Home Phone Number: Mobile Number: N/A 07419311220 Personal Email Address Your personal email address will only be used in exceptional circumstances, when all other methods of contact have been exhausted. Personal Email Address: samrichmond11061997@gmail.com Equality Information The Equality Information supplied on this form will be processed in accordance with the requirements of the Data Protection Act 2018. Under the Trust’s commitment to promote equality of opportunity the information you provide us with, including your identity where necessary, may be linked to other data we collect in order for the results to be analysed. At all times, it will be treated as confidential and used only for the purpose of Equality Monitoring. What is your Gender? Male What is your ethnic group? Please put a cross next to the correct selection form the list below. White, British White, Irish Asian or Asian British, Bangladeshi Asian or Asian British, Any other Asian background Chinese Asian or Asian British, Indian White, any other White Background Asian or Asian British, Pakistani Black or Black British, African Black or Black British, Caribbean Mixed White and Asian Mixed, White and Black African Mixed, White and Black Caribbean Mixed, any other mixed background Any other ethnic background Your Next of Kin / Emergency Contact Forename: Harriet Surname: Challis Address: 11 Poplar street SK43DG What is their relationship to you? Partner Home Phone number: Work Phone number: Mobile Phone number: 07703354604 Membership of Professional Bodies If you are a member of a Professional Body or organisation that is related to your trade or profession then please complete this section. Such an organisation might, for example, set, promote, and maintain professional standards within a particular industry or profession. Generally, you will have completed training or obtained a formal qualification in order to become a member of such an organisation. Name of the Professional Body or Trade Organisation and level of membership: Declaration The information which you have supplied will be processed in accordance with the relevant provisions of the Data Protection Act 2018 to enable the Trust to fulfill its lawful/statutory functions and for pursuing the legitimate interests of the Trust for the purposes of employment related matters and the provision of workforce monitoring statistics. Please sign and date below to confirm. I acknowledge that the information which I have provided to the School will be used for the purposes stated and give my consent to such use. Signed: Sam Richmond Date: 17/04/2021 4. Health Declaration Form The purpose of this form is to see whether you have any health problems that could affect your ability to undertake the duties of the post you have been offered, or place you at any risk in the workplace. The company’s occupational health advice (OHS) can then advise management how to adjust your work and/or work environment accordingly. Please put a cross next to the statement A or B that you think applies to you and sign and date the declaration. Either: A. I am not aware of any health condition or disability, which might impair my ability to undertake effectively the essential functions of the position which I have been offered. Xx Or: xx xx B. I do have a health condition or disability, which might affect my work and which might require special adjustments to my work and/or my work environment. Declaration: I consent to providing this information and declare to the best of my knowledge and belief that the answers to the questions above are complete and accurate. Signed: Date: Sam Richmond 17/04/2021 If you ticked A HR will keep this form on file and no referral to Occupational Health will be necessary. If you ticked B You may be referred to Occupational Health for a consultation so that HR can establish if any adjustments need to be made to your work and/or working environment. A member of HR will be in contact with you with regards to this. 5. Bank, Tax and Essential Information Please complete in Block Capitals. This must be printed and signed, electronic signatures will not be accepted. This is to be detached by HR and passed onto payroll for payment. Part 1 – Personal Details Surname RICHMOND Forename SAM NI Number PC095680A Job Title LUNCH DUTY Date of birth 11/06/1997 School GREAT SANKEY HIGH SCHOOL Part 2 – Bank/Building Society Details Branch Sort Code (6 digits) Account Number (8 digits) Building Society Roll Number (max. 18 digits) Bank/Building Society Name 0 6 1 1 0 6 9 8 6 1 9 2 6 9 Natwest Please pay my net pay into my bank/building society account as detailed above. Signed: Date: All salaries are paid via BACS transfer. Failure to provide valid bank details will delay payment of your salary. Part 3 – Student Loans Please tick the appropriate box if you left a course of Higher Education before last 6 April and received your first Student Loan instalment on or after September 1998 and you have not fully repaid your Student Loan. If you are required to repay your Student Loan through your bank or building society, do not tick any box. Loan taken out before September 2012 Loan taken out after September 2012 Continued overleaf X Part 4 – P45/46 Details This section must be completed in order for you to be taxed correctly. Question 1 Are you in receipt of a P45 from your previous employer? Yes No If ‘Yes’, attach Parts 2 and 3 of the P45 to this form. DO NOT answer Questions 2 or 3. X If ‘No’, please answer both Question 2 and 3 Question 2 Will you be providing a P45 within the next few weeks? Yes No If ‘Yes’, send Parts 2 and 3 of the P45 to HR upon receipt. Answer Question 3. X If ‘No’, please Question 3 Question 3 Of the 3 statements below, please tick the ONE that applies to you This is my first job since 6 April and I have not received taxable Jobseeker's Allowance, Employment and Support Allowance, Incapacity Benefit, or a State Pension or workplace pension. X X Or X X This is now my only job, but since 6 April I have had another job, or I have received taxable Jobseeker's Allowance, Employment and Support Allowance or Incapacity Benefit. I do not receive a State Pension or workplace pension. Or I have another job or receive a State Pension or workplace pension. Part 5 – Emergency Contact Forename: Harriet Surname: Address: Challis 11 Poplar street SK4 3DG What is their relationship to you? Partner Home Phone number: Work Phone number: Mobile Phone number: 07703354604 Part 6 – Additional Information Gender (Please tick as appropriate) Male Female x Other Prefer not to say Marital Status (Please tick as appropriate) Single x Separated Married Widowed Divorced Civil Partnership Prefer not to say Sexual Orientation (Please tick as appropriate) Heterosexual/straight x Bisexual Gay woman/lesbian Other Gay man Prefer not to say Ethnicity (Please tick as appropriate) White British x White Gypsy White/Black African White Irish White/Back Asian African Pakistani Caribbean Other White Background Other Mixed Background Other Black Background Prefer not to say Nationality (Please tick as appropriate) British x Indian Chinese Iranian Georgian Irish White/Black Caribbean Bangladeshi Chinese Indian Other Asian Background Pakistani Polish Other Religion (Please tick as appropriate) Christian Hindu Muslim Buddhist Jewish Sikh Other No Religion Employee Services use only Form actioned by: Date: Tax code applied: Bank details confirmed and added: x