Workforce planning application guidance and support
Updated on: 13 June 2025
Where to find help with completing the application form and preparing your case.
This guide brings together the key resources and support available to help you complete a Workforce Planning application.
Download the full guidance
The University has published detailed step-by-step instructions to support line managers and delegates using the Workforce Planning Group (WPG) application form. This includes:
- which types of staffing changes require approval
- how to access and use the online form
- what to include in your business case
- guidance on post numbers and attachments
- frequently asked questions
You can download the full Workforce Planning Application guidance (PDF) from the Governance Zone.
Get technical help with the form
If you experience any issues using the online application form or dashboard, contact itservicedesk@st-andrews.ac.uk.
Get advice on your application
For help deciding which form to use or what to include in your business case, contact workforce@st-andrews.ac.uk.
You can also speak to your HR Business Partner for support with planning staffing changes or understanding policy requirements.
Related forms and policies
You may also need to refer to the following forms and policies, depending on the nature of your application:
- Flexible working application form (Word)
- Flexible working policy (PDF)
- Grading review policy (PDF)
- Retirement policy (fixed retirement age) (PDF)
- Request to work beyond retirement form
For advice on when to use these, contact your HR Business Partner or the Workforce Planning Group (WPG).