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Free form template · Word

New Position Request Form

A new position request form is used when a manager wants to create a role that does not exist in the current organisation chart. Unlike a routine requisition, it focuses on the business case, the role's purpose and the full annual cost so that leadership can approve an increase in headcount.

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  • 11 fill-in fields highlighted
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Preview of the form

[Highlighted] = fill in
[Company Logo][Company Name]

NEW POSITION REQUEST FORM

Request No.:
[Reference Number]
Date:
[Date]
Company:
[Company Name]

1. Proposed Position

Proposed Designation
Department / Function
Proposed Grade / Level
Reports To (Designation)
Direct Reports (if any)
Work Location
Number of Positions

2. Role Purpose

Describe in 2–3 lines why this role must exist and what it will own:
[Role Purpose]

3. Business Case

  1. Problem or opportunity this role addresses: [Details]
  2. Key outcomes expected in the first 12 months: [Outcomes]
  3. Alternatives considered (redistribution, outsourcing, automation) and why rejected: [Details]
  4. Risk if the role is not created: [Details]

4. Annual Cost Estimate

Cost ItemAmount (₹ per annum)
Proposed CTC (mid-point)[Amount]
Employer PF / ESI / gratuity provision[Amount]
Laptop, tools and seat cost[Amount]
Travel / other[Amount]
Total[Amount]

5. Impact on Organisation

Existing roles whose duties will change
Change in reporting lines
Budgeted in current year plan (Yes/No)

6. Approvals

ApproverNameDecisionSignature & Date
Department Head[Name]
HR Head[HR Name]
Finance Head[Name]
CEO / Director[Name]

Declaration: The information above is accurate to the best of my knowledge. I understand that hiring may start only after final approval and the role grading by HR.

Proposed by
[Name]
[Designation]
Date: [Date]
Final approval
[Authorised Signatory]
[Designation]

What this template includes

  • Proposed designation and where it sits in the org chart
  • Role purpose in two or three lines, so leadership sees why it must exist
  • Business case with expected outcomes and alternatives considered
  • Full annual cost including CTC, statutory contributions and equipment
  • Impact on existing roles and reporting lines
  • Approval from Finance and top management

When to use it

  • Creating a role that is not in the approved organisation structure
  • Splitting an overloaded job into two separate positions
  • Setting up a new function such as compliance, data or e-commerce
  • Opening a new branch, warehouse or plant line that needs fresh roles

How to customise this template

  1. 1Add your org-chart level codes (L1–L8 or grade bands)
  2. 2Include a link or annexure for the draft job description
  3. 3Adjust the cost table to include laptop, seat, travel or vehicle costs
  4. 4Add a review date if new roles must be re-justified after 12 months

HR tips

  • Ask managers to list alternatives they tried, such as automation or redistribution, before requesting a new role
  • Include employer PF, ESI (if applicable) and gratuity provision in the cost so the budget is realistic
  • Get the grade benchmarked by HR before approval to avoid internal pay disparity
  • Once approved, raise a normal manpower requisition to start hiring

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Frequently asked questions

When is a new position request needed instead of an MRF?+

Use a new position request when the role does not exist in the approved structure or budget. Once it is approved, the regular requisition form is used to start hiring.

What should a business case for a new position include?+

State the problem the role solves, measurable outcomes expected, the annual cost and what happens if the role is not created.

Who approves a new position?+

Typically the department head, HR Head, Finance and the CEO or business head, depending on your delegation of authority.