University of St Andrews

The group comprises:

• Quaestor & Factor (Chair)
• Master
• Vice-Principal Education (Proctor) 
• Vice-Principal (Research & Innovation)
• Vice-Principal (Strategy, Policy and Planning)
• Vice-Principal (People and Diversity)
• Finance Director
• Director of Human Resources

The Workforce Planning Group (WPG) reviews and approves requests for new posts or significant changes to centrally funded posts and considers requests for grading reviews for professional services posts. The purpose of the group is to analyse each request, review alternative considerations and assess the strategic need for the post (or changes to the post) to ensure that the staffing profile of Schools/Units matches and responds to University needs.

The group currently meets fortnightly.

The application submission and meeting dates for forthcoming meetings are listed below.  Please note, any applications submitted after the deadline date will be carried forward to the next scheduled meeting of the group

Applications can only be submitted by the Head of School/Unit or an authorised delegate of the Head of School/Unit. Please use the online portal also found on this webpage under Workforce Planning documents to submit your application. You can also find guidance on using the portal in this section of our webpage. 

In order to submit an application, you must either be a Head of School or Unit or have delegated authority from the Head to submit applications on the School/Unit’s behalf. Please contact your Head of School/Unit directly to request delegation rights. If you have already received an email telling you that you have been added as a delegate but continue to receive error messages, please raise a call with itservicedesk@st-andrews.ac.uk.

As a Head of School/Unit, you may delegate authority to key managers to submit applications on the School/Unit’s behalf.  To check, add or delete a delegate, click on the ‘Manage your delegates’ button on the left hand of the dashboard page and follow the instructions. 

We would advise you to review your delegates at least annually to ensure that the list remains up to date.  Please note that if a member of staff leaves the University or moves to a different role within the University, they will be automatically removed as a delegate from your list.  Staff moving posts will also no longer have access to historic applications for your School/Unit. 

The workforce planning application form should be used when seeking approval for any new or replacement posts or for making any long term or significant contractual changes to existing posts which are centrally funded or partially centrally funded. It is essential that Further Particulars and an up to date organisation chart are included with applications for new posts. 

Contractual changes include making posts permanent, increasing hours, extending fixed term posts etc.

Please refer to the WPG_approval_routes (PDF, 529 KB) for details on what paperwork is required for full WPG consideration.

Notification of application outcomes will, where possible, be given within 48 hours of the Workforce Planning Group meeting.  Approval is normally valid for 3 months from the date of the meeting. If posts have not been advertised or changes to posts have not been enacted within 3 months of approval, it is expected that a further application will be put forward to the group.

A minimum of four members of the group must be in attendance before any decisions can be made.

Under the new flexible financial framework, some applications do not need to go to the full WPG for consideration but can be assessed more quickly via Human Resources (for staffing complement management) and Finance (for budget management).

You must still complete the appropriate workforce planning application form, but this will be a shortened version and the form will guide you as to what can be omitted. These applications will be checked against budgets and if everything is in order, contractual changes and advertising of posts will be actioned within 3-4 days of receiving the application. 

Full guidance on staffing requests including applications and how to use the online Workforce Planning Application form can be found in the Workforce Planning Application Guidance.

If you have any questions not covered by this guidance, please contact the Workforce Planning Administrator or your HR Business Partner. 

Temporary Staff Reassignments (TSR): A simple, flexible approach that enables the University to reassign staff from their normal duties for up to 12 weeks to support other Schools or Units who have a temporary shortfall in resource or a short term skills deficit.  See the TSR page for full details and how to advertise assignments.  Enquiries can also be sent to the TSR team.