Employee Allocation Change Request Form

Employee Allocation Change Request Form

(Accounting → HR Notification)
This form is used by the Accounting team to notify HR of employee allocation changes due to property assignments, percentage updates, or organizational changes.

Please submit this form as soon as allocation changes are known to ensure accurate payroll, reporting, and system updates.
Section 1: Request Details
Submitted by*

First NameLast Name
Date*

MonthDayYear
Date
Title: *
Email*
example@example.com
Section 2: Employee Information
Employee Name*

First NameLast Name
Department/Location*
Position*
Section 3: Allocation Change Details
Property reassignmentPercentage adjustmentNew property addedProperty removedOrganizational restructureNew Hire AllocationOther explain below
Notes:
Section 4: Allocation Breakdown
Effective Date: *

MonthDayYear
Date
Please upload the completed allocation spreadsheet reflecting all current allocations for this employee, including property names and percentages.

This spreadsheet should represent the full 100% allocation and will replace any prior allocation on file.
Upload Allocation Spreadsheet

Cancelof
Allocation Details (Paragraph Entry – Spreadsheet Not Available) (Conditional / Required)

This field may be used only if a completed allocation spreadsheet is not available.

Please list each property/location and its corresponding allocation percentage. All allocations must be included and must total 100%.

Example:
Castle Hills – 50%
Seville – 30%
Summit – 20%
Allocation Details (examples above)
Approved By: *

First NameLast Name
Approvers Email Address: *
example@example.com
I confirm the above allocation information is accurate and approved.
Signature*

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Employee Allocation Change Request Form

Section 1: Request Details

Section 2: Employee Information

Section 3: Allocation Change Details

Section 4: Allocation Breakdown