New starter personal details form template

£9.99
UK-specific Editable Instant download 12 months' updates

A new starter personal details form for collecting the key personal, contact, emergency contact, payroll and other information an employer needs when setting up a new employee's employment records and completing their initial HR and payroll administration.

Use this template to:

  • Collect the employee's personal and contact details
  • Record emergency contact information
  • Gather information needed for payroll and employment administration
  • Record bank and payment details where required
  • Capture relevant information needed to support the employee's onboarding
  • Create a clear and consistent new starter record for HR and payroll purposes
New starter personal details form template
2026 Reviewed
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What's included in this template?

This template brings together the key information, sections and considerations you need to create a clear, comprehensive and professional HR document. Preview the document below.

  • Employee personal details
  • Home and contact information
  • Emergency contact details
  • Employment and payroll information
  • Bank details
  • New starter declaration
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New starter personal details

Please complete this form accurately and return it to [HR / Manager / Payroll] by [date]. The information provided will be used for appropriate employment, HR and payroll administration and will be handled in accordance with the organisation's privacy arrangements.

Personal details

Full name:  
Preferred name:  
Date of birth:  
Home address:  
 
 
Postcode:  
Personal telephone number:  
Personal email address:  

Employment details

Job title:  
Department / team:  
Manager:  
Start date:  
Employment type: Permanent / Fixed-term / Temporary /

PREVIEW ENDS HERE

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You've seen 40% of how the New starter personal details form template is structured. Get the complete editable template instantly and customise it for your organisation.

£9.99
Specifications
Access 12 months, with updates
Length 2 pages • 365 words
Jurisdiction England, Wales, Scotland
Based on UK law, ACAS guidance
Last review 13/09/2026
Next review 13/03/2027
Delivery Instant digital delivery
Formats .doc · .xls · .txt · email

What is a new starter personal details form?

New starter personal details form template preview

This new starter personal details form provides a structured way to collect the information an employer needs when setting up a new employee. It helps HR and payroll obtain key details consistently and provides a clear record that can be checked during the onboarding process.

Collecting personal and contact details

The form captures the employee's core personal information and contact details, providing HR with the information needed to maintain the employee's employment record and communicate with them appropriately. Employees should be asked to provide accurate and up-to-date information and should notify the employer when relevant details change.

Recording emergency contacts

The form provides space for an employee to nominate an emergency contact and provide relevant contact details. This information can be useful if the organisation needs to contact someone in an emergency, although employees should understand how their information will be used and should provide appropriate details.

Supporting payroll administration

The form can collect information needed to set up payroll, including bank details and other relevant administrative information. Payroll information should be handled securely and only accessed by people who need it for legitimate employment or payroll purposes.

Creating a consistent onboarding record

Using a standard form helps ensure that important information is not overlooked when a new employee joins. The completed form can be used alongside other onboarding documentation, such as right to work checks, tax information, contracts and role-specific records, rather than replacing those separate requirements.

Example

A new employee is due to start with the organisation next month. As part of the onboarding process, HR sends the employee a new starter personal details form so that the organisation can collect the information needed to create their employee and payroll records before their first day.

The employee completes their personal and contact details, provides an emergency contact and enters the bank information required for salary payments. They are also reminded to check the information carefully and to notify HR if any of their details change during employment.

HR reviews the completed form and identifies that the employee has entered an incomplete emergency contact telephone number. HR contacts the employee to confirm the missing information rather than making assumptions or entering information on their behalf.

Once checked, the relevant information is passed to the appropriate HR and payroll systems and the completed form is stored securely. The form is used alongside the other required onboarding documentation rather than being treated as a substitute for separate checks or statutory employment records.

Implementation guidance

Use these best practice actions, recommended timescales and process stages to understand when and how the New starter personal details form should be used, helping ensure each step is handled consistently and appropriately documented.

Step Description Responsibility Timing
1 Provide the new starter with the form and explain what information is required and how their information will be used. HR / Manager Before or at start
2 Ask the employee to complete their personal, contact, emergency contact and relevant payroll information accurately. Employee Before start / promptly
3 Check the completed information for obvious omissions or inconsistencies and clarify any information that needs correcting. HR / Payroll During onboarding
4 Use the information for the appropriate employment, HR and payroll administration and ensure it is stored securely. HR / Payroll After completion
5 Review and update the employee's details when relevant information changes during their employment. Employee / HR As required
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Common mistakes

Understand the common mistakes to avoid when using this HR template, helping you reduce risk, prevent unnecessary costs and ensure the process is handled correctly.

  • Collecting information without explaining its purpose – employees should understand why their information is being requested and how it will be used.
  • Allowing incomplete information through the process – check important details and follow up where information is missing or unclear.
  • Using the form as a substitute for statutory checks – separate processes such as right to work checks and tax information requirements should still be completed where applicable.
  • Leaving payroll information unsecured – bank and personal information should be handled and stored securely.
  • Failing to keep information up to date – employees should be encouraged to notify HR when relevant personal or contact details change.
  • Collecting unnecessary information – only request information that has a legitimate purpose and is appropriate for the employment process.
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HR considerations

UK employment law and best practice

This template is designed to support the process, but the document should be used alongside the relevant HR procedure and applied to the circumstances of the individual case.

Data protection

Employers will generally need to collect and process personal information about employees for legitimate employment and administrative purposes. Personal data should be processed lawfully, fairly and transparently and handled in accordance with the UK GDPR and Data Protection Act 2018. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/

Data minimisation

Employers should only collect personal information that is adequate, relevant and limited to what is necessary for the purpose for which it is being processed. A new starter form should therefore focus on information genuinely needed for employment, HR, payroll, emergency contact or other legitimate purposes rather than collecting unnecessary personal details. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/guide-to-data-protection/principle-1-lawfulness-fairness-and-transparency/data-minimisation/

Privacy information

Employees should be given appropriate privacy information explaining how their personal data is collected and used, including relevant information about purposes, retention and individual rights. The form should therefore sit alongside the employer's wider employee privacy notice rather than attempting to provide all privacy information itself. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/transparency-and-privacy-notices/

Payroll information

Employers need appropriate information to operate payroll and meet their obligations to HMRC. New starter processes should therefore ensure that relevant tax and payroll information is obtained through the appropriate process and submitted or recorded as required. https://www.gov.uk/paye-for-employers

Emergency contact information

Emergency contact details should be collected for a clear and appropriate purpose and handled securely. Employers should explain how the information may be used and should avoid collecting more information about the emergency contact than is reasonably necessary for the purpose.

Security and access

Personal and financial information should be protected against unauthorised access, loss or disclosure. Employers should consider appropriate access controls, secure storage and retention arrangements for completed new starter forms and should ensure that information is only accessible to people who need it for legitimate employment purposes. https://ico.org.uk/for-organisations/uk-gdpr-guidance-and-resources/security/

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FAQs

When should a new starter complete a personal details form?

It is normally best completed as part of the pre-employment or onboarding process so that HR and payroll have the information they need before or shortly after the employee starts. The employer should allow sufficient time to check and resolve any missing information.

What information should a new starter provide?

The form can collect core personal and contact details, emergency contact information and relevant payroll information. The exact information required will depend on the employer's processes, and employers should avoid collecting information that is not needed for a legitimate purpose.

Does this form replace a right to work check?

No. A personal details form does not replace the employer's obligation to carry out an appropriate right to work check where required. Right to work evidence should be obtained and checked through the appropriate process.

How should completed forms be stored?

Completed forms contain personal information and should be stored securely with appropriate access controls. Employers should also have suitable retention arrangements and ensure information is not kept indefinitely without a legitimate reason.

Why use HRDocBox rather than AI?

AI can generate a generic new starter form, but HRDocBox provides structured, UK-focused HR documentation designed around practical employment processes. This form helps employers collect the core information needed for onboarding in a consistent format while keeping it alongside, rather than replacing, the employer's other HR and statutory processes.

How this content is developed and reviewed

The New starter personal details form template is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates and supporting information are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing induction and onboarding HR processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

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"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

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