Office of Administration
and Finance
p: 617-287-5100
af@umb.edu

Forms

Budget Office


Bursars Office


Contracts & Compliance (Purchasing)

  • Account Codes(.pdf )
  • Contract for Services Long Form (.pdf) Need Adobe Pro 7.0 or greater
    Instructions to the Contract for Services Form
  • Employment Status Form (.pdf)
  • Intellectual Property Rights (.pdf)
  • Disbursement Voucher (.xls)
  • Equipment Transfer Form (.xls)
  • Justification for Sole Source and Sole/Acceptable Source/Brand (.pdf) (.doc)
  • Labor and Material Contract (.pdf) (.doc)
  • Property Pass (.xls)
  • Purchase Requisition Form (.pdf) (.doc)
  • Sole Source Justification Form for Consultant/Professional Services and Operational Services (.pdf) (.doc)
  • Surplus Form (.xls)
  • University Tax ID Information (.pdf)
  • Vendor Add/Update Information Form (.pdf)
  • W-9 form (.pdf)

Contracts & Compliance (Procard)

Controllers Office

Human Resources

2008 Tax Reporting 2008 Tax Reporting
2008 Pay Calendar 2008 Pay Calendar
2009 Pay Calendar 2009 Pay Calendar
Additional Compensation & Bonus Payments Form All additional compensation for faculty, classified, and professional staff is processed using the Additional Compensation & Bonus Payments Form.
Additional Compensation & Bonus Payments Instructions Instructions for additional compensation & bonus payments form for faculty, classified and professional staff.
Additional Compensation Pre-Approval

Required for all non-instructional additional compensation. Additional compensation must be approved before such services can be performed.
Affiliate/Non-Employee Affiliate/Non-Employee (Contingent Worker/Persons of Interest) Instructions for ID number and University Services
Affiliate/Non-Employee Release of Liability Form Affiliate/Non-Employee (Contingent Worker/Persons of Interest) Release of Liability Form
Affirmative Action Data Selection To be filed at the conclusion of a search
Affirmative Action Hiring Report To be filed with Affirmative Action Office
Agreement Between the Board of Trustees and the Faculty Staff Union/MTA/NEA Agreement Between the Board of Trustees and the Faculty Staff Union/MTA/NEA
Appeal of Position Level Salary Administration- Appeal of Position Level Form
Application for Professional Improvement Leave (by Applicant) Application for Professional Improvement Leave form to be filled in by Applicant.
Application for Professional Improvement Leave (by Supervisor) Application for Professional Improvement Leave form to be filled in by Applicant's Supervisor.
Audit Guide Position Audit Guide
Change of Personal Data Change of Personal Data Form that should be used to submit changes in name, contact information, and address
Classified Hourly Position Classification Standards
Classified Non Benefitted, Salaried Position Classification Standards
Classified Non-Unit Clerical Position Classification Standards
Classified SEIU Local 888, Clerical Position Classification Standards
Classified SEIU Local 888 Sup-Main Position Classification Standards
Classified Staff Evaluation Form Form used by managers for evaluation of classified Staff
Classified Staff Union Sick Leave Bank Application ClasClassified Staff Union ( CSU )Sick Leave Bank Application
Classified Staff Union Sick Leave Bank Policy and Guidelines Classified Staff Union (CSU ) Sick Leave Bank Policy and Guidelines
Direct Deposit Direct Deposit Form
Employee Exit and Transfer Form The electronic Employee Exit and Tranfer form must be completed before the employee leaves the University or transfers to another on campus department.
Employee Exit and Transfer Policy Employee Exit and Transfer Policy
Employment Application for Classified Positions Employment Application for Classified Positions
Equal Opportunity/Affirmative Action Information Request Equal Opportunity/Affirmative Action Information Request
Faculty Administrators Position Classification Standards
Faculty Full Time Position Classification Standards
Faculty Part Time Non-Benefitted Position Classification Standards
Faculty Part-Time Benefitted Position Classification Standards
Faculty Sick Leave Bank The form is used to opt out of the program or to assign additional accrued days to the sick leave bank.
Graduate Assistant Hiring Guidelines Graduate Assistant Hiring Guidelines
Graduate Assistant Position Description Form for posting a graduate assistant position. Graduate Assistant Position Description Form
Graduate Assistant Position Offer Letter Form This document contains three offer letters, from which you may choose: offer letter for new students, offer letter for continuing students, offer letter for new or continuing students.
Graduate Student Classification Standards Graduate Student Classification Standards
Hiring Authorization University of Massachusetts Boston Department of Human Resources CC/03 Hiring Authorization
Hiring Guide The Department of Human Resources has reorganized and streamlined the procedures utilized for the recruitment and hiring of Professional and Classified staff. This information package contains all the information and instructions that you will need to complete the hiring of staff.
Hourly (Positive) Employee Timesheet The "Weekly Time Sheet - Hourly Employees - Late Pay Form" is used to report hours for an hourly employee that was hired before the current pay period, or had time entered in error in a prior period.
Hourly (Positive Employee Timesheet Instructions Instructions
Internal Application Form Formerly known as the Position Interest Form, the Internal Application Form should be filled out by internal candidates seeking classified positions on campus.
Job Description Form Job Description Form for describing campus positions
Librarians Position Classification Standards
Long Term Adjustments The "Long Term Adjustments" form is used to capture all funding splits and funding changes for an extended period of time. Use TL004a for Student Employees
Long Term Adjustments Instructions Instructions
Long-Term Adjustments for Students Form Making long-term adjustments to Student Employee account information
Long-Term Adjustments for Students Instructions Instructions
Offer and Acceptance Form Offer and Acceptance Form
Offer and Acceptance Instructions MS Word Instructions for Offer and Acceptance Form
People Soft Access Form For requesting access to the HR Information Systems
Personnel Action Form The majority of employee transactions are processed using the Personnel Action Form.
Personnel Action Instructions Instructions
Personnel Data Questionnaire Personnel Data Questionnaire
Police Position Classification Standards
Position Release and Recruitment Form Used at the begining of filling a vacancy. A completed Position Description Form should accompany this form.
Position Release and Recruitment Instructions Instructions for completing the Position Release Recruitment Form
Post Retirees Professional Hourly Position Classification Standards
Post Retirees Professional Salaried Position Classification Standards
Pre-Approval for Payment of Additional Compensation Requests for Additional Compensation payments must be submitted and authorized before performance of those services. Requests will not be approved retroactively. Fill out this form, submit to your director/dept head, who then must forward this to your respective vice chancellor.
Professional HH Consultants Hourly Position Classification Standards
Professional Hourly Position Classification Standards
Professional Non-Benefitted Salaried Position Classification Standards
Professional Non-Unit Position Classification Standards
Professional Performance Evaluation - Handbook Performance Management Program - Professional Staff Performance Review Handbook
Professional Performance Evaluation - Interim Review Performance Management Program - Professional Staff Interim Review Form
Professional Performance Evaluation - Performance Planning Worksheet Performance Management Program - Professional Staff Performance Planning Worksheet
Professional Performance Evaluation - Priority Worksheet Performance Management Program - Priority Development Worksheet
Professional Performance Evaluation - Section 1 Performance Management Program - Section 1: Employee Information
Professional Performance Evaluation - Section 10 Performance Management Program - Section 10: Signatures
Professional Performance Evaluation - Section 2 Performance Management Program - Section 2: Performance Planning
Professional Performance Evaluation - Section 3 Performance Management Program - Section 3: Employee Annual Self Review
Professional Performance Evaluation - Section 4 Performance Management Program - Section 4: Performance Categories and Criteria
Professional Performance Evaluation - Section 5 Performance Management Program - Section 5: Overall Performance Review
Professional Performance Evaluation - Section 6 Performance Management Program - Section 6: Professional Development and/or Performance Improvement Plan
Professional Performance Evaluation - Section 7 Performance Management Program - Section 7: Future Goals and/or Work Priorities
Professional Performance Evaluation - Section 8 Performance Management Program - Section 9: Comments of Intermediate Supervisor
Professional Performance Evaluation - Section 9 Performance Management Program - Section 9: Employee Comments
Professional SEIU Local 888 Position Classification Standards
Recommendation for Appointment for Graduate Assistants Describes position, funding source, pay, etc. for position. (25 KB Rich Text Format)
Request for Equity Review Salary Administration- Request for Equity Review Form
Request for Off-Cycle Review Salary Administration- Request for Off-Cycle Review Form
Skills Sheet For Classified positions only
Student Personnel Action Form The majority of student employee transactions are processed using the Personnel Action Form.
Student Personnel Action Instructions Instructions for Student PA Form
Student (Positive) Timesheet The "Weekly Time Sheet - Student Employees - Late Pay Form" is used to report hours for a student employee that was hired before the current pay period, or had time entered in error in a prior period.
Student (Positive) Timesheet Instructions Instructions
Temporary Non-Benefited Employee Req Form (Form Only) Form for requesting temporary staff
Time Reporting Codes Common Time Reporting Codes
UMass Boston Hiring Guide Hiring Guide
Voluntary Release to Contact References Form for candidates to authorize the contact of references
Weekly Time & Attendance Exception Reporting Form The "Weekly Time & Attendance Report - Exception Reporting Employees" is used to capture those hours that are worked outside the scope of exception time reporting employees default schedules and shifts.
Weekly Time & Attendance Exception Instructions Instructions
Work Schedule Form The "Work Schedule Form" allows department employees to request a change to an employee's default work schedule and shift or establish a new default schedule or shift for an employee
Work Schedule Form Instructions Instructions
Work Study and Institutional Funds Classification Standards Work Study and Institutional Funds Classification Standards
 
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   

 


Marine Operations

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