EdPay and forms

Find the right way to complete your payroll request

Use this page to check if your payroll request should be completed in EdPay, the forms portal or by PDF form.




4.  Back-up forms - use only if EdPay or the forms portal is unavailable

1. Tasks you should complete in EdPay

Name  for
Annualisation employees whose jobs are currently annualised and who are continuing in the same job in the new school year.

See the Annualisation page for more information.

For new employees, current employees with new jobs, and current term-time-only or timesheet-only employees whose jobs are not currently annualised, please send an EP23nt from the forms portal instead.

Deferring automatic salary increments (for support staff)
support staff who are eligible to receive annual automatic salary increments within the next 90 days will now appear on the Auto increments screen under the heading for their collective agreement.

See Deferring automatic salary increments for non-teachers

Teachers, and non-teachers who are not eligible to receive annual auto increments, will still have to be reviewed on the Attestation report and confirmed or deferred manually
Employee details change
  • name
  • email address
  • phone number
  • address
See Change personal details 
Funding/department code change
  • add a new funding or department code
  • change or check the description of an existing code
See Change or add funding/department codes

Changes to funding code 11340 and 11320 – submit an EP21 from the forms portal
Financial details changes
  • main bank account
  • tax code
  • KiwiSaver
See Change financial details

Submit an EP29 in the forms portal for KiwiSaver enrolment and savings suspensions 
Leave bookings
See Booking leave

For ACC leave bookings submit an EP12acc from the forms portal 
For timesheet-only employees and secondary principals submit an EP12 from the forms portal 

Leave reversal some employees' leave can be reversed in EdPay, if so you will see a minus next to the name in the Leave dashboard in EdPay.

See Reverse leave

To reverse or change non-eligible bookings, use an EP12r in the forms portal
Maori Immersion Teacher Allowance teachers employed under the area, primary or secondary school teachers' collective agreements

See Maori Immersion Teacher Allowance

For principals, please send an EP37t from the forms portal
New appointments for teachers and non-teachers all new teaching and non-teaching appointments

See Add an employee
Pacific Bilingual Immersion Teaching Allowance teachers under the area, primary or secondary school teachers' or principals' collective agreements

See Pacific Bilingual Teaching Allowance

For principals, please send an EP37p from the forms portal
Pay details change for teachers and non-teachers
  • teachers changing hours employed
  • support staff changing hours employed
  • permanent and fixed-term allowances
  • retrospective date changes
  • fixed-term employees changing contract end dates
  • tenure changes
See Change pay details

For advising higher duties, Communities of Learning, Maori immersion, tutor teacher, service increment allowances, see tasks that require a form from the list below
Termination / end of employment

when an employee:

  • resigns from, leaves or ends a job
  • transfers to another school
  • leaves the education service

For terminating annualised employees – submit an EP6 from the forms portal

Timesheets for
  • caretakers/ cleaners/ canteen workers/ ground staff
  • individual relief teachers
  • non-teachers
  • adult/community education staff
  • out of hours music and art staff
  • advising casual & fortnightly timesheet hours or allowances or additional fortnightly hours worked by staff not on timesheet 
  • advising timesheet hours (in part days) worked by relief teaching staff for the week
  • advising weekly, casual & fortnightly timesheet hours worked by, or allowances due to, non-teachers on timesheet and additional fortnightly hours worked by, or additional allowances due to, non-teachers not on timesheet
See Submitting timesheets

2. Tasks you should complete in the forms portal

These tasks can be completed online in the forms portal.

Name Used for Forms portal
Termination/ end of employment for annualised employees

EP6
Termination reversal
requesting a cancellation of an employment termination
EP6r
ACC leave & ACC partial duties bookings

Note:  Advise us of all other leave using EdPay or an EP12
  • booking all ACC leave, including future-dated ACC leave
  • advising changes to a leave period
  • advising any hours worked while on ACC
EP12acc

Teacher or principal at a communities of learning role

Note:  submit the confirmation letter from the New Appointment National Panel for all leadership and across community and between schools teacher role appointments

From 28 January 2026, funding for this allowance will no longer be available except for employees

  • identified by the Ministry as an exception, or
  • whose appointment extends beyond the start of the school year and whose employment agreement has salary protection provisions.
We have removed the EP16c form from our website. However, if you need to apply for this allowance retrospectively, please ask your payroll advisor to send you the form.
EP16c
Allowance changes for teachers and principals
adding, removing or changing units, payments and allowances for teachers or principals.
You can change allowances for up to eight employees on each form.
EP16t
Additional hours/allowances for teachers
advising additional fortnightly hours worked by part-time teaching staff who are not relievers; and additional one-off allowances to teaching staff, if you're unable to enter the details in EdPay 
EP20t      
Individual employment agreement (IEA) change 
staff who have signed the latest IEA following a newly ratified collective agreement.

The EP22 replaces the NOVO22t and NOVO22nt forms
EP22
Annualisation for 2026 has closed

2026 Annualisation agreement for support staff
permanent and fixed-term, term-time only support staff to have their projected earning for a 12-month period spread across the whole year
EP23nt - 2026
Paid parental leave grant
advising that an employee is entitled to receive an ex-gratia parental payment 
EP27
Higher duties allowance for teachers
advising of a teacher acting in a higher position 
EP28t
Higher duties allowance for teachers or principal acting in a communities of learning role

From 28 January 2026, funding for this allowance will no longer be available except for employees:

  • identified by the Ministry as an exception, or
  • whose appointment extends beyond the start of the school year and whose employment agreement has salary protection provisions.

We have removed the EP28a and EP28b forms from our website. However, if you need to apply for these allowances retrospectively, please ask your payroll advisor to send you the form.


EP28a
EP28b
KiwiSaver enrolment and changes

EP29
SUE report corrections / Advice of changes

General enquiries
  • requesting a SUE adjustment or out of cycle payment
  • advising of an overpayment
  • request service information for the purposes of leave checks/balances, retirement or redundancy checks
  • all other enquiries
EP31
Annual leave cash-up
non-teachers, and secondary principals who are employed as 52-week employees
EP35
Tutor teacher allowance form


Mentor allowance form
teachers employed under the Area School Teachers' Collective Agreement

for teachers employed under the Primary School Teachers' Collective Agreement and U1 and U2 principals
EP36t


EP36m
Maori immersion teacher allowance (MITA) form
(area, primary, and secondary)
teachers and principals employed under the area, primary or secondary school teachers' or principals' collective agreements 

MITA can be added in EdPay for teachers on the latest employment agreements.  Go to the MITA EdPay instructions

Please use the form for all principals or for teachers on older agreements
EP37t
Pacific bilingual immersion teaching allowance (PBITA)
teachers employed under the area, primary or secondary school collective agreements and principals on the primary or area schools collective agreements

PBITA can be added in EdPay for teachers on the latest employment agreements Go to the EdPay PBITA instructions

Please use the form for all principals
EP37p
Maori immersion teacher –additional allowance form (area and primary)
teachers employed under the area and primary teachers' and principals' collective agreements 
EP38t
Bus controllers' allowances claim

EP39t
Reimbursement of professional fees
to request reimbursement of the cost of professional fees for employees covered by the Therapists' Pay Equity settlement
EP40

3. Tasks that need a PDF in the forms portal

These requests need a signature, authorisation or supporting information from someone who is not an authorised user (eg an employee or board presiding member). 

Please complete the PDF form and attach it to your forms portal submission.  

Name Use for Attach this PDF
EdPay service authorisation / changes to details
  • authorising an employee to administer schools' payroll through EdPay, including employees not paid by EPL
  • changing an authorised employee's details
Use EdPay to on-board any new staff member who will also complete your school's payroll work
EP5

Cancel EdPay authorisation
removing an employee's authorisation to access the payroll system EP5c                       

Salary assessment for teachers

teachers, speech language therapists and teaching guidance counsellors who are new to teaching in a state or state-integrated school, or are returning after an absence (they have not taught in a state or state integrated school for two years).


EP7t

See instructions on the on the Salary Assessment page

Statement of service request for teachers  

requests for:

  • a statement of service
  • pay history
  • salary cards for teaching staff
  • the last 5 years' service for registration or certification purposes

NOTE: for leave, retirement, or redundancy checks use an EP31

EP9t
EP9t instructions
New/ improved/ additional qualifications for teachers
when a teacher has received new, additional or improved qualifications that payroll has not yet assessed EP17t

See instructions on the 

Salary Assessment page 
Service increment for teachers
requesting application of a service increment for an employee EP18t

See instructions on the 

Salary Assessment page 
Childcare credit for teachers
a permanent or fixed-term teacher who has previously resigned, or taken leave from a permanent teaching position, to care for their own child EP19t

See instructions on the Salary Assessment page 

Annualisation agreement change of hours/pay rate for non-teachers

Note: please use the correct form for the appropriate year


advising that you have changed an annualised non-teacher's regular hours of work or pay rate

We currently have two EP24nt forms for 2026. This is because the TIAKI allowance rate is different for employees on the VTE and the IEA/CA
  • EP24nt v4.1 VTE
    This form is for employees on the VTE - TIAKI = $3.028 per hour

  • EP24nt v4.2 IEA/CA
    This form is for employees on the IEA or CA - TIAKI = $3.034 per hour
EP24nt - 2026:

EP24nt v4.1 VTE *
EP24nt v4.2 IEA/CA *

EP24nt – instructions


EP24nt - 2025
EP24nt – 2024
Earlier years are available on request

The EP25nt is no longer required when cancelling an annualisation.

Details can now be provided on the EP2nt (pay details change for non-teachers) and on the EP6 (termination/end of employment).

EP25nt
Collective agreement arrears request
claiming backdated arrears to previous employees 
EP26
EP26 instructions
Deduction by school
all event-based deductions made to an employee's pay by your school
EP33

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4. Back-up forms if EdPay or the forms portal is unavailable

 
Name Form
New appointment for non-teachers EP1nt
EP1nt instructions
New appointment for teachers
EP1t
EP1t instructions
Pay details change for non-teachers
EP2nt
Pay details change for teachers EP2t
Employee details change
EP3

EP3 instructions

Tax details change EP4

EP4 instructions

Termination / end of employment
EP6

EP6 instructions

Termination reversal
EP6r
EP6r instructions
Timesheet for caretakers/cleaners/canteen workers/ground staff EP11nt
EP11nt instructions

Leave bookings (other than ACC leave bookings)

Note: to advise ACC leave bookings use an EP12acc Smart Form

EP12
EP12 instructions
Leave booking reversal
EP12r
ACC leave and ACC partial duties bookings

Note:  Advise us of all other leave using EdPay or an EP12
EP12acc

EP12acc instructions
Timesheet for non-teachers
EP13nt
EP13nt instructions
Timesheet for adult / community education staff (including OHMA).  EP14nt 
EP14nt instructions
Timesheet for individual relief teachers EP15t
EP15t instructions
Teacher or principal at a communities of learning role.  Request through your Payroll Advisor
EP16c
Allowance changes for teachers and principals
EP16t
Complex examples
Additional hours/allowances for teachers
EP20t          
EP20t instructions
Funding/department code change
EP21
Individual employment agreement (IEA) change 
EP22
EP22 instructions
Annualisation for 2026 has closed
EP23nt - 2026
Paid parental leave grant
EP27
EP27 instructions
Higher duties allowance for teachers
EP28t
EP28t instructions
Higher duties allowance for teachers or principal acting in a communities of learning role. 
Request through your Payroll Advisor
EP28a
EP28b
KiwiSaver enrolment and changes
EP29
SUE report corrections / Advice of changes
General enquiries
EP31
EP31 instructions
Annual leave cash-up
EP35
EP35 instructions
Tutor teacher allowance form

Mentor allowance form
EP36t

EP36m
EP36m instructions
Maori immersion teacher allowance (MITA) form 
(area, primary, and secondary)
EP37t
Pacific bilingual immersion teaching allowance (PBITA)
EP37p
Maori immersion teacher –additional allowance form (area and primary)
EP38t
Bus controllers' allowances claim
EP39t
Reimbursement of professional fees
EP40
EP40 instructions

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