Human Resources Forms
| Form Name | Description |
| 2005 TAX REPORTING | 2005 TAX REPORTING |
| 2006 W-2 Employee Information | 2006 W-2 Information for Employees as of January 5 2007 |
| 2007 Pay Calendar | 2007 Pay Calendar |
| 2008 Pay Calendar | 2008 Pay Calendar |
| Additional Compensation Form | All additional compensation for faculty and professional staff is processed using the Additional Compensation Form. PY001 |
| Additional Compensation Instructions | Instructions for PY001 additional compensation form for faculty and professional staff. |
Affiliate/Non-Employee Instructions for ID number and Business Cards |
The Department of Human Resources has established a protocol for granting affiliate/non-employee access to specific university services. |
| 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 |
| Audit Guide | Position Audit Guide |
| Change of Personal Data | Change of Personal Data Form is a Word document that should be used to submit change in name or contact information for Human Resources. |
| 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 |
| CPR sign up | UNIVERSITY OF MASSACHUSETTS Boston CPR TRAINING: HEARTSAVER/AED COURSE |
| Direct Deposit | Direct Deposit Form |
| Employment Application for Classified Positions | Employment Application for Classified Positions |
| Equal Opportunity/Affirmative Action Information Request | Equal Opportunity/Affirmative Action Information Request |
| Employee Exit Check Out Form as of July 2008 | The exit check-out sheet must be completed by each department head or designee |
| Exit Check Out (Retired form no longer in use) | The exit check-out sheet must be signed off by each department head or designee before the final paycheck will be released. |
| 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. |
| GIC Memo | GIC Memo |
| Graduate Assistant Contract | Contract for Graduate Assistant Bargaining Unit |
| Graduate Assistant Hiring Guidelines | Graduate Assistant Hiring Guidelines |
| Graduate Assistant Position Description | Form for posting a graduate assistant position. Graduate Assistant Position Description Form (Rich Text Format, 26 KB) |
| 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 Employee Late Pay | 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. TL009b |
| Hourly Employee Late Pay Instructions | TL009b 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 |
| Local 25 Contract | AGREEMENT between the Board of Trustees of the University of Massachusetts and Union Local 25, International Brotherhood of Teamsters, January 1, 2001 – December 31, 2003 |
| Local 25 Teamsters (Public Safety) Contract | Contract for Public Safety Officers |
| Local 888 Contract | AGREEMENT Between the BOARD OF TRUSTEES of the UNIVERSITY OF MASSACHUSETTS and LOCAL 888 SERVICE EMPLOYEES INTERNATIONAL UNION, AFL-CIO/CLC, July 1, 2001 through June 30, 2004 |
| 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 for the TL004 |
| Long-Term Adjustments for Students Form | TL004a for making long-term adjustments to Student Employee account information |
| Long-Term Adjustments for Students Instructions | Instructions for the TL004a |
| Offer and Acceptance Form | HR010 Offer and Acceptance Form |
| Offer and Acceptance Instructions | MS Word Instructions for HR010 Offer and Acceptance Form |
| People Soft Access Form | For requesting access to the HR Information Systems |
| Personal Data Change Form | To change personal information in HR system. |
| Personnel Action Form | HR003 The majority of employee transactions are processed using the Personnel Action Form. |
| Personnel Action Instructions | HR03 Instructions |
| 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 | In response to the CURE recommendations, 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. If additional compensation is being requested for instructional purposes, this process and form are not necessary. |
| 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 |
| Professional Staff Contract | Professional Staff Contract 2001-2004 |
| 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 |
| Request for Release from Hiring Freeze Form | For state- and trust-funded positions |
| Skills Sheet | For Classified positions only |
| Student Personnel Action Form | HR004 Student Personnel Action Form for handling most issues of pay for student employees |
| Student Personnel Action Instructions | Instructions for HR004 Student PA Form |
| Student Time Sheet Late Pay | 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. TL009a |
| Student Time Sheet Late Pay Instructions | TL009a Instructions |
| Temporary Staffing Request | Form for requesting temporary staff |
| Time Reporting Codes | Common Time Reporting Codes (.xls) |
| Time Sheet for Hourly Employees | The “Weekly Time Sheet - Hourly Employees” is used to capture multiple hourly employees’ reported time for a specific time period.TL006b |
| Time Sheet for Hourly Employees Instructions | TL006b Instructions |
| Time Sheet for Student Employees | The “Weekly Time Sheet - Student Employees” is used to capture multiple student employees’ reported time for a specific time period. |
| Time Sheet for Students Instructions | TL006a Instructions |
| UMass Boston Hiring Guide | Hiring Guide (176 KB, MS Word) |
| Voluntary Release to Contact References | Form for candidates to authorize the contact of references |
| Weekly Time & Attendance Correction | The "Weekly Time & Attendance - Exception Reporting Employees - Correction Form" is used to capture exception reporting employee time that was entered in error. |
| Weekly Time & Attendance Correction Instructions | TL005 Instructions |
| Weekly Time & Attendance Exception Instructions | Instructions for TL002 |
| Weekly Time & Attendance Exception Reporting | 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. |
| 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. TL007 |
| Work Schedule Form Instructions | TL007 Instructions |
| Work Study and Institutional Funds Classification Standards | Work Study and Institutional Funds Classification Standards |
| Benifiet Forms | |
| 403b Form Plan Salary Reduction Agreement | |
| Corbra Application | |
| Dependent Age 19 or Over Application | |
| Dependent Care Claim Form | |
| Form 1 Insurance Enrollment and Change | |
| Health Care Dependent Care Enrollment Form 2008 | |
| Health Care Spending Claim Form | |
| Hyatt Legal Plan Form | |
| Insurance Data Form | |
| MBTA Pre Tax Form | |
| Faculty Dental Enrollment Form (.tiff) | |
| Faculty Dental Information | |
| Faculty Dental Student Vericication | |
| Non-Unit Dental Enrollment Form | |
| Non-Unit Dental Student Verification | |
| Non-Unit Dental Group Information | |
| Parking Pass Information 2008 (.doc) | |
| Parking Pass Form 2008 (.doc) | |
| SERS Withdrawal Form | |
| Pre-Employment - Benifieted Employees | |
| Download all forms from section one with the 2007 Federal Tax Form-W4 (PDF 424KB) | |
| Download the I-9 Form as required for all preemployment paperwork | |
| (Download all forms from section two PDF 504KB) | |
| Download all forms from section three PDF 248KB) | |
| Pre-Employment - Benifieted Employees | |
| Download all forms from section one with the 2008 Federal Tax Form-W4 (PDF 438KB) | |
| Download the I-9 Form as required for all preemployment paperwork | |
| (Download all forms from section two PDF 418KB) | |
| (Download all forms from section one PDF 130KB) | |