Human Resources
Quinn Administration, 03, 00076
p. 617-287-5150
f. 617-287-5179
Non-Benefited Employees
PRE-EMPLOYMENT PAPERWORK CHECKLIST INSTRUCTIONS
All new employees appointed to the University must complete Pre-Employment paperwork in order to be placed on the University’s payroll system.
Please click this link to download non-benefited pre-employment paperwork
Download the I-9 Form as required for all pre-employment paperwork
SECTION ONE
1. Personal Data Questionnaire (PDQ)
The appointee must complete, sign and date the bottom of the form.
2. State Tax Form (M-4)
The appointee must complete, sign and date the bottom of the form.
Note: The appointee can change his/her tax exemptions as often as he/she needs.
3. Federal Tax Form (W-4)
Same instructions as above.
The majority of the form is really a worksheet for determining the appropriate number of exemptions. Only the bottom half of the front page needs to be completed.
**Federal law mandates that Non-Resident Aliens adhere to specific requirements when completing the W-4 and/or Form 8233 (Tax treaties), please contact Human Resources for additional information.
4. Form I-9, Employment Eligibility Verification***Please read instructions thoroughly ***
An appointee must provide documents within three days of employment that will verify identity as well as employment eligibility when completing the I-9 Form. Any one document that establishes both identity and employment eligibility (List A: e.g., U.S. Passport, Permanent Resident Card) would satisfy the requirements for I-9 identity and Employment Eligibility. Otherwise, a combination of documents are required. One type of document needs to establish identity (List B: e.g., Driver’s license, School ID card with a photograph, voter’s registration card) while the other needs to establish employment eligibility (List C: e.g., U.S. social security card, original birth certificate, un-expired employment authorization document issued by the Department of Homeland Security).
5. University of Massachusetts Boston, Self Identification Form
It is the policy of the University of Massachusetts to collect, maintain, and report certain ethnicity, race, disability, and Vietnam Era Veteran status information as required by the Office of Federal Contract Compliance Programs (OFCCP), the Equal Employment Commission (EEOC), the Institute of Educational Sciences, United States Department of Education (DOE), and other required Federal and state entities. Any data collected as part of this process will not be used to make employment-related decisions. For a complete copy of the University’s policy on the collection, maintenance, and reporting of ethnicity, race, disability, and Veteran status information, please contact the Department of Human Resources or visit: www.umb.edu/hr
SECTION TWO
1. Guide to the Conflict of Interest Law
The appointee will check off the appropriate box to acknowledge receipt of the guide and the responsibility of understanding its contents.
2. Guide to Political Activity (Public Employees and Fundraising)
The appointee will check off the appropriate box to acknowledge receipt of the guide and the responsibility of understanding its contents.
3. Sexual Harassment Policy
The appointee will check off the appropriate box to acknowledge receipt of the policy and the responsibility of understanding its contents.
4. Drug-Free Workplace Policy
The appointee will check off the appropriate box to acknowledge receipt of the policy and the responsibility of understanding its contents.
5. University of Massachusetts Policy on Fraudulent Financial Activities
The appointee will check off the appropriate box to acknowledge receipt of the policy and the responsibility of understanding its contents.
6. University of Massachusetts Principles of Employee Conduct
The appointee will check off the appropriate box to acknowledge receipt of the policy and the responsibility of understanding its contents.
SECTION THREE
1. Retirement Savings Plan:
Massachusetts Deferred Compensation SMART Plan
The federal government requires that every employee contribute to some form of retirement savings plan. Types of Employees who are NOT required to contribute to the SMART Plan are: participating members of the State Board of Retirement; employees retired from State service; employees age 70 or older who have elected to stop contributions to the State Retirement System; and active UMass Boston students enrolled in and regularly attending six or more credit courses.
**Employees who participate in the Massachusetts Teachers’ Retirement System are NOT exempt from paying into this plan.
2. Commonwealth Health Care Connector
The University of Massachusetts (UMASS) and The Commonwealth of Massachusetts have established a Section 125 ("cafeteria") plan for the state's employees who are not eligible to receive state-subsidized health insurance through the Group Insurance Commission (GIC)—for example, contract employees and most employees who work fewer than the required hours for GIC coverage in order to purchase health insurance on a pre-tax basis from the Commonwealth Choice Program available through the Commonwealth Health Connector. This plan offers two significant benefits. First, through Commonwealth Choice, you can choose from an array of health insurance carriers that offer three different benefit levels, co-payments, and premiums. Commonwealth Choice plans are offered by major Massachusetts health insurance companies. All Commonwealth Choice plans carry a Seal of Approval from the state's Health Connector.
This Seal of Approval ensures high quality and good value. Second, after you choose a plan, UMass will arrange for you to pay for this health insurance coverage by making pre-tax payroll deductions from your bi-weekly paycheck. This means that you will not have to pay state or federal income taxes on the cost of your health insurance premiums. While UMASS will not contribute to the cost of the plan you choose, purchasing plans on a pre-tax basis can make health coverage more affordable. We encourage you to take advantage of this program!
3. Direct Deposit ***NOTE: Direct Deposit will take effect in 2 pay cycles.
Your payroll check will be deposited directly into your account: checking, savings, credit union, etc. The University now offers the ability to have your check deposited into a combination of up to four accounts. On the bottom of your personnel check, to the left side, you will locate a nine-digit Bank ID number (transit routing number) alongside these series of numbers will be your account number, WRITE CLEARLY and place these EXACT numbers on the direct deposit form. If the appointee wishes to have his/her check deposited into a savings account, he/she should contact the bank to get the Bank ID number (transit routing number) and account number.