Managers' checklist
External secondments
- Am I happy that the secondment supports our business needs? Does it support the secondee's personal development needs?
- How long is the secondment for? Do I think it is likely to be extended? If it’s going to go over two years should it really be a secondment or is it a fixed term or open-ended post?
- Is there a post which needs to be backfilled? If so, does the length of it mean that a replacement will accrue any rights? Do I need to do an SR1 for approval?
- Who is going to line manage the secondee? Have I spoken to them yet?
- Have I outlined to the host line manager the expectations of the UoE?
- Have I agreed how the secondee and I are going to maintain contact during the secondment? Do I have full contact details for the secondee during this time?
- How will I do the secondee's PDR and keep them informed of any changes in the dept etc?
- Have I let my Human Resources Business Partner/Manager know about the secondment?
- Will the secondee need any re-training before they come back to their substantive post?
- Has a PD10 Application for Sabbatical, Study Leave, Secondment or Leave of Absence for Research been completed?
- Whose secondment agreement are we going to use?
- Is the secondment agreement in place and signed by all 3 parties?
- If we’ve used a non-standard secondment agreement has it been run past Legal Services?
- Have I provided Human Resources with the details of the secondment so they can issue a change in contract letter?
- Have I thought about the Health and Safety aspects of the secondment?
- Have I done a risk assessment?
- Is this a group appointment – so I need to do all of the above for each of the secondees?
- Is the secondee currently working for the University of Exeter under a Certificate of Sponsorship? Have the implications of the secondment been investigated?
- Do we have Intellectual Property Rights covered?
Internal secondments
- Am I happy that the secondment supports our business needs? Does it support the secondee's personal development needs?
- How long is the secondment for? Do I think it is likely to be extended? If it’s going to go over two years should it really be a secondment or is it a fixed term or open-ended post?
- Do I need to do an eSR1?
- Is there a post which needs to be backfilled? If so, does the length of it mean that a replacement will accrue any rights? Do I need to do an eSR1 for approval?
- Who is going to line manage the secondee? Have I spoken to them yet?
- Have I agreed how the secondee and I are going to maintain contact during the secondment? Do I have full contact details for the secondee during this time?
- How will I do the secondee's PDR and keep them informed of any changes in the dept etc?
- Have I let my Human Resources Business Partner/Manager know about the secondment?
- Will the secondee need any retraining before they come back to their substantive post?
- Has a PD10 Application for Sabbatical, Study Leave, Secondment or Leave of Absence for Research been completed?
- Have I completed a PD02 (or PD02C for Clinical Secondments) and submitted it to Human Resources?
- Has a change of contract letter been signed by the secondee and returned to Human Resources?
- Have I thought about the Health and Safety aspects of the secondment?
- Is the secondee currently working for the University of Exeter under a Certificate of Sponsorship? Have the implications of the secondment been investigated?
Incoming secondments
- Am I happy that the secondment supports our business needs?
- How long is the secondment for? Do I think it is likely to be extended? If it’s going to go over two years should it really be a secondment or is it a fixed term or open-ended post?
- Do I need to do an eSR1 for approval?
- Who is going to line manage the secondee?
- Have I outlined to the substantive line manager the expectations of the University of Exeter?
- Have I let my Human Resources Business Partner/Manager know about the secondment?
- Whose secondment agreement are we going to use?
- Is the secondment agreement in place and signed by all 3 parties?
- If we’ve used a non-standard secondment agreement has it been run past Legal Services?
- Have I completed a PD02 (or PD02C for Clinical Secondments) and submitted it to HR?
- Have I thought about the Health and Safety aspects of the secondment?
- Have I done a risk assessment?
- Is this a group appointment – so I need to do all of the above for each of the secondees?
- Is the secondee currently working for their substantive employer under a Certificate of Sponsorship? Have the implications of the secondment been investigated?
- Do we have Intellectual Property Rights covered?
- Are the invoicing arrangements for the secondee's costs arranged? How often will we be invoiced?
- Has an acceptable notice period been agreed with the substantive employer?