A-Z Forms Finder
A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
A
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Additional/One-time Payment Request Form shr-2040.doc
This form is a data collection tool to assist Staff HR in making a one-time payment for payroll purposes to a staff or student employee. Prior to using this form or making agreements on payments please consult Staff HR. -
Alien (Resident & Non-Resident) Forms (Link)
Links to an index page that provides links to several payroll-related forms for resident and non-resident alien employees, including associated instructions and guidelines. -
Applicant Screening Matrix shr-1440.xls
Used for evaluation of applicants based upon review of application materials or interview dialog. For more information contact a Recruitment Specialist. -
Applicant Selection Log (ASL) shr-1450.doc
Used to document interviewees and alternates, and reasons for non-selection of all other applicants under consideration. For more information, see Recruitment.
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Background Investigation No Longer Interested (NLI) Form shr-1490.pdf
Used to notify the Department Of Justice that subsequent conviction information is no longer required for an employee/volunteer who previously completed a criminal history background check. -
Background Investigation Request (BIR) shr-1480.pdf
One of the two forms required when initiating a criminal history background check on a potential or current employee who has accepted a critical position. Must be used in conjunction with the Live Scan Service Request. -
Benefits Bridge Insurance Continuation - Unit 18 shr-1060.pdf
UCSC Insurance Continuation Election Form, instructions, and rates for Unit 18 employees on Benefits Bridge.
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Catastrophic Leave Donation Flyer Sample shr-1110.doc
Sample flyer used to call for donations of leave for an employee participating as a recepient in the catastrophic leave program. Also requires use of forms: Catastrophic Leave Recipient Application, Catastrophic Leave Donor Form, Catastrophic Leave Donor Roster, Catastrophic Leave Service Center Worksheet. Also see Catastrophic Leave Donation Program Guidelines and Procedures. -
Catastrophic Leave Donor Form shr-1100.pdf
For use by an employee to donate vacation leave to another employee. Also requires use of forms: Catastrophic Leave Recipient Application, Catastrophic Leave Donation Flyer Sample, Catastrophic Leave Donor Roster, Catastrophic Leave Service Center Worksheet. Also see Catastrophic Leave Donation Program Guidelines and Procedures. -
Catastrophic Leave Donor Roster shr-1120.xls
Roster for Catastrophic Leave Donations. Also requires use of forms: Catastrophic Leave Recipient Application, Catastrophic Leave Donor Form, Catastrophic Leave Donation Flyer Sample, Catastrophic Leave Service Center Worksheet. Also see Catastrophic Leave Donation Program Guidelines and Procedures. -
Catastrophic Leave Recipient Application shr-1090.pdf
For use by a staff employee to request participation as a recipient in the UCSC Catastrophic Leave Donation Program. Also requires use of forms: Catastrophic Leave Donor Form, Catastrophic Leave Donation Flyer Sample, Catastrophic Leave Donor Roster, Catastrophic Leave Service Center Worksheet. Also see Catastrophic Leave Donation Program Guidelines and Procedures. -
Catastrophic Leave Service Center Worksheet shr-1130.doc
Worksheet for Recipient's Service Center Administrator. Also requires use of forms: Catastrophic Leave Recipient Application, Catastrophic Leave Donor Form, Catastrophic Leave Donation Flyer Sample, Catastrophic Leave Donor Roster. Also see Catastrophic Leave Donation Program Guidelines and Procedures. -
Classification Review Questionnaire shr-1260.doc
Completed by supervisor as part of the classification review package. -
COBRA Rates (Link)
COBRA insurance continuation rates. -
Complaint Form - Non-Represented Staff (99) shr-1800.pdf
Complaint for for staff employees not covered by a collective bargaining agreement. -
Contract Samples - MSP and PSS shr-1290.doc
Sample contracts for MSP and PSS employees. -
Corrective Action - PSS Letter of Warning shri-9041.doc
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Corrective Action - PSS Notice of Intent to Suspend shri-9042.doc
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Corrective Action - PSS Notice of Suspension After Employee Response shri-9043.doc
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Corrective Action - PSS Notice of Suspension No Employee Response shri-9044.doc
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Data Collection Documents for PPS (Link)
Links to an index page that provides links to several PPS Data Collection Documents designed for use by UCSC Service Centers. -
Discrimination Complaint Form (Link)
For employee use when reporting a complaint to the Office for Diversity, Equity, and Inclusion (EEO/AA). Also see Filing a Complaint.
E
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Employee Action Request (EAR) Form shr-1250.pdf
For use by Departments when requesting a personnel action (i.e. reclassification review, salary increase, or other action). -
Employment Opportunities Flyer Template shr-1920.doc
Used to create Employment Opportunities Flyer. Also see additional information regarding Recruitment Advertising Resources. -
Exit Interview E-mail Template shri-9028.doc
UCSC Staff Exit Interview E-mail Template for use by Employee & Labor Relations Analysts only.
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Family Medical Leave (FML) Guidelines, Notices, Certifications, & Forms (Link)
UC resources for administering and requesting Family Medical Leave (FML). -
FLSA Exemption Status Sample Letter shr-2016.doc
To be used in conjunction with Staff HR FLSA Exemption Status Process. -
FLSA/RX Exemption Status Review Questionnaire shr-2017.doc
To be used in conjunction with Staff HR FLSA Exemption Status Process. -
Furlough or Temporary Layoff Insurance Continuation shr-1010.pdf
UCSC Insurance Continuation Election Form, instructions, and rates for employees on furlough or temporary layoff. -
Furlough Notice shr-1070.doc
Template for notice of furlough.
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Grievance Form - Academic Student Employees (BX) (Link)
Grievance form for Academic Student Employees. -
Grievance Form - Clerical Employes (CX) (Link)
Grievance form for clerical employees. -
Grievance Form - Fire Fighters (F7) (Link)
Grievance form for fire fighters. -
Grievance Form - Non-Represented Academic Employees (99) shr-1800.pdf
Grievance form for non-senate academic employees not covered by a collective bargaining agreement. -
Grievance Form - Non-Senate Instructional Appointees (Lecturers) (IX) shr-1880.pdf
Grievance form for non-senate instructional appointees (Lecturers). -
Grievance Form- Research Professionals (FX) shr-1800.pdf
Grievance form for Research Professionals. -
Grievance Form - Research Support Professionals (RX) (Link)
Grievance form for Research Support Professionals. -
Grievance Form - Residual Health Care Professionals (HX) (Link)
Grievance form for residual health care employees. -
Grievance Form - Skilled Crafts (K7) shr-1820.pdf
Grievance form for Skilled Crafts employees. -
Grievance Form - Technical Employees (TX) (Link)
Grievance form for technical employees.
H
I
- Investigatory Leave- Sample Staff Notice Letter shr-2042.doc
Sample notice of an investigatory leave of absence to investigate an allegation.
J
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Job Description Addendum shr-1270.doc
Complete and attach to ER's and EAR's to classify positions with supervisory, managerial and confidential designations. -
Job Description Template shr-1272.doc
Use when creating or reclassifying any position. For instructions, please refer to the Guide to Writing Job Descriptions.
K
L
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Layoff - Change in Layoff Unit Form shr-1505.xls
To be used by unit heads for a Change in Layoff Unit. -
Layoff Justification Template for Policy-Covered Employees shr-1507.doc
To be used by unit heads as part of Business Plan for Layoff of Policy-Covered employees. -
Layoff Notice Template - Indefinite (99) shr-1520.doc
To inform an employee not covered under a collective bargaining agreement of their layoff. -
Layoff Notice Template - Indefinite (CX) shr-1528.doc
To inform an employee of an indefinite layoff or reduction in time. -
Layoff Notice Template - Indefinite (EX) shr-1544.doc
To inform an employee of an indefinite layoff or reduction in time. -
Layoff Notice Template - Indefinite (HX) shr-1536.doc
To inform an employee of an indefinite layoff or reduction in time. -
Layoff Notice Template - Indefinite (K7) shr-1548.doc
To inform an employee of an indefinite layoff or reduction in time. -
Layoff Notice Template - Indefinite (NX) shr-1552.doc
To inform an employee of an indefinite layoff or reduction in time. -
Layoff Notice Template - Indefinite (PA) shr-1556.doc
To inform an employee of an indefinite layoff or reduction in time. -
Layoff Notice Template- Indefinite (RX/TX) shr-1532.doc
To inform an employee of an indefinite layoff or reduction in time. -
Layoff Notice Template - Indefinite (SX) shr-1540.doc
To inform an employee of an indefinite layoff or reduction in time. -
Layoff Notice Template - Probationary (99, CX, NX, and HX) shr-1524.doc
To inform a probationary employee (99, CX, NX, and HX) of an indefinate layoff. -
Layoff Notice Template - Temporary Layoff (all staff) shr-1522.doc
To inform employees of their temporary layoff. -
Layoff Notice Template - Temporary Layoff (limited) shr-1526.doc
To inform a limited appointment employee not covered under a collective bargaining unit of their temporary layoff. -
Layoff Notice Template - Temporary Reduction in Time (all staff) shr-1523.doc
To inform employees of their temporary reduction in time. -
Layoff Proposal: Business Plan for Policy-Covered Employees shr-1508.doc
Layoff Proposal: Business Plan for Policy-Covered Employees. -
Layoff Rescission Notice Template shr-2036.doc
To notice the employee of layoff rescission. -
Layoff Revision Notice Template shr-2037.doc
To notice the employee of layoff revision. -
Layoff Worksheet: Represented Employees shr-1506.doc
Layoff Worksheet for Represented Employees. -
Leave of Absence Request Form (Link)
Form to request Leave of Absence. Also see Leave of Absence Guidelines and Procedures. -
Leave With Pay Benefits Checklist (Link)
This checklist explains how benefits are affected when on an approved leave of absence with pay (paid leave). -
Leave Without Pay Benefits Checklist (Link)
This checklist explains how benefits are affected when on an approved leave of absence without pay. -
Leave Without Pay Insurance Continuation shr-1030.pdf
UCSC Insurance Continuation Election Form, instructions, and rates for employees on leave without pay. -
Live Scan Service Request shr-1470.pdf
One of the two forms required when initiating a criminal history background check on a potential or current employee who has accepted a critical position. Must be used in conjunction with the Background Investigation Request (BIR).
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Maximum Vacation Template- Accrual Extension Expired- Vacation Suspended shr-1224.doc
Used by service team to notify employee that accrual extension has expired. See Vacation for more information. -
Maximum Vacation Template- Accrual Extension Provided shr-1222.doc
Used by service team to notify employee that accrual extension has been provided. See Vacation for more information. -
Maximum Vacation Template- Accrual Extension Suspended shr-1226.doc
Used by service team to notify employee that accrual extension has been suspended. See Vacation for more information. -
Maximum Vacation Template- Accrual Reaching Maximum shr-1220.doc
Used by service team to notify employee that they will reach their maximum vacation accrual. See Vacation for more information. -
Monthly Working Hours monthly-work-hours.pdf
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New Employee Information shr-1950.pdf
This document contains general employment information for new employees. -
New Employee Staff HR Checklist shr-1960.pdf
A tool for Service Teams for the On-Boarding process. -
New Employee- Supervisor Checklist shr-1962.pdf
This document is being provided to the supervisor and/or designee to assist in the orientation process of a new employee. -
New Student Employee Information shr-1990.pdf
This document contains important information for student employees and their supervisors
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On-Boarding Forms
On-Boarding provides employees with the necessary tools, resources, and support, so that they may have confidence in the University, and their own ability to achieve success. -
Overtime Election Forms
A list of overtime election forms and additional information regarding the Compensatory Time Off.
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Performance Appraisal and Development Forms
There are several Performance Appraisal and Development Form options available at the link above. For more information on how to use and access these forms, see Performance Appraisal Instructions for Supervisors. -
Personnel File Access Request Form shr-1360.pdf
Used by current and former staff employees to request access to their personnel file from Staff Human Resources. Requests for files from service centers must be made directly to the service center. Academic employees should contact Academic Personnel. -
Post Authorization Notification (PAN) Routing Forms (Link)
Links to an index page that provides links to several Post Authorization Notification (PAN) Routing Forms, as well as their associated guidelines. -
Proof of Service Form shr-1370.pdf
Fill out and attach with original and copies when proof of service or statement of delivery or mailing is required. Copies to appropriate files. (e.g., Notice of Intent)
Q
R
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Recruitment Ad Template shr-1970.doc
Contains standard ad copy used to create UCSC employment ads. Ads placed by Employment will utilize this format unless otherwise requested. For more information, see Recruitment Advertising Resources. -
Reduced Fee Application Form shr-1380.pdf
Application to receive reduced training fees for participating training programs. For career staff employees who have worked 6 months or more and completed probation, faculty and non-senate academic appointeeswho have worked at least 50% time for 6 months or more, and retirees. [Guidelines] -
Regular Rate & Premium Overtime Pay Calculations shr-1700.xls
Contains calculations for the "regular" rate of pay required when paying out overtime to employees who have stipends in addition to their normal appointments and shift differentials. SeeOvertime Recording and Compensationfor full instructions. -
RMS Account Application Form shr-2039.pdf
Completion of this form is required before access to the Recruitment Management System (RMS) will be granted. Note: All applicants are also required to complete a user specific training before being issued an account. -
RMS Worksheet: Job Offer - Open/Campus-Only Recruitments shr-2002.doc
Used by the hiring unit to document the terms and conditions of the offer to the selected candidate and the reasons why other interviewed candidates were not selected. For more information see Recruitment. -
RMS Worksheet: Non-Recruitment shr-2003.doc
Used by the hiring unit to to fill a temporary staff vacancy through non-recruitment. For more information, see Non-Recruitment. -
RMS Worksheet: Open/Campus-Only - all types except Straight Replacement shr-2000.doc
Used by the hiring unit to initiate a request to fill a staff vacancy through Open or Campus-Only Recruitment. If you are requesting a straight replacement previously recruited for in RMS use RMS Worksheet: Open/Campus-Only - Straight Replacement. For more information, see Recruitment. -
RMS Worksheet: Open/Campus-Only - Straight Replacement shr-2001.doc
Used by the hiring unit to initiate a request to fill a staff vacancy through Open or Campus-Only Recruitment that has previously been recruited in RMS, and no changes were made to the job description. Use RMS Worksheet: Open/Campus-Only - all types except Straight Replacementfor all other recruitment requests. For more information, see Recruitment. -
RMS Worksheet: Supplemental Job Offers - Non-Recruitment or Waiver of Recruitment shr-2005.doc
Used by the hiring unit when requesting more than one hire from a Non-Recruitment or Waiver of Recruitment. This form should be used in conjunction with the RMS Worksheet: Non-Recruitment or the RMS Worksheet: Waiver of Recruitment. -
RMS Worksheet: Waiver of Recruitment shr-2004.doc
Used by the hiring unit to fill a vacancy through a waver of recruitment. For more information, see Waiver of Recruitment.
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Separation - Job Abandonment Notice of Failure to Return from Leave Template shri-9016.doc
This template is to be used by supervisors and managers to draft Notice of Failure to Return from Leave letter -
Separation - Job Abandonment Notice of Final Decision Template shri-9014.doc
This template is to be used by supervisors and managers to draft Final Job Abandonment Notice Letter. -
Separation - Job Abandonment Notice of Intent to Separate Template shri-9013.doc
This template is to be used by supervisors and managers to draft an initial Job Abandonment Notice Letter. -
Separation - Job Abandonment Notice of Unexcused Absenteeism Template shri-9015.doc
This template is to be used by supervisors and managers to draft Notice of Unexcused Absenteeism letter -
Separation - Job Abandonment Template shri-9010.doc
This template is to be used as a cover letter when mailing separation documents to employees that have separated due to job abandonment. -
Separation: Notice of Intent to Medically Separate Template (Non-Represented Employee) shri-9020.doc
This template is to be used by the Service Teams to draft the Notice of Intent to Medically Separate letter for a Non-Represented employee. -
Separation: Notice of Intent to Medically Separate Template (Represented Employee) shri-9021.doc
This template is to be used by the Service Teams to draft the Notice of Intent to Medically Separate letter for a Represented employee. -
Separation: Notice of Intent to Medically Separate Template (Non-Represented Employee, UCRP Disability) shri-9022.doc
This template is to be used by the Service Teams to draft the Notice of Intent to Medically Separate letter for a Non-Represented employee approved for UCRP Disability Income. -
Separation: Notice of Intent to Medically Separate Template (Represented Employee, UCRP Disability) shri-9023.doc
This template is to be used by the Service Teams to draft the Notice of Intent to Medically Separate letter for a Represented employee approved for UCRP Disability Income. -
Separation: Notice of Medical Separation Template (Non-Represented Employee) shri-9024.doc
This template is to be used by the Service Teams to draft the Notice of Medical Separation letter for a Non-Represented employee. -
Separation: Notice of Medical Separation Template (Represented Employee) shri-9025.doc
This template is to be used by the Service Teams to draft the Notice of Medical Separation letter for a Represented employee. -
Separation: Notice of Medical Separation Template (Non-Represented Employee, UCRP Disability) shri-9026.doc
This template is to be used by the Service Teams to draft the Notice of Medical Separation letter for a Non-Represented employee approved for UCRP Disability Income. -
Separation: Notice of Medical Separation Template (Represented Employee, UCRP Disability) shri-9027.doc
This template is to be used by the Service Teams to draft the Notice of Medical Separation letter for a Represented employee approved for UCRP Disability Income. -
Separation- Notice of Release During Probation: Policy-Covered Employees shri-9040.doc
See Staff HR Procedures - Probationary Period. -
Separation - Resignation or Indefinite Layoff Template shri-9011.doc
This template is to be used as a cover letter when mailing separation documents to employees that have separated due to Resignation or Indefinite Layoff. -
Separation - Retirement Template shri-9012.doc
This template is to be used as a cover letter when mailing separation documents to employees that have separated due to Retirement. -
Service Credit Verification Request shr-1650.pdf
Used by UCSC employees to request verification of previous employment with another UC campus or California state agency. -
Staff Appreciation and Recognition Plan (STAR) Award Nomination Spreadsheet STAR_Spreadsheet_2012-2013.xls
To be used in conjuction with the STAR Plan Guidelines. -
Student Employee Merit Recommendation Sample Form shr-1670.doc
To be used if service team/department has adopted merit/performance related salary adjustments for student employees. See Student Compensation Program and Student Employment Policies and Procedures for more information. -
Student Employee Performance Rating Sample Form shr-1680.doc
To be used if service team/department has adopted merit/performance related salary adjustments for student employees. See Student Compensation Program and Student Employment Policies and Procedures for more information. -
Student Employee Performance Rating Sample Form - Narrative shr-1690.doc
To be used if service team/department has adopted merit/performance related salary adjustments for student employees. See Student Compensation Program and Student Employment Policies and Procedures for more information. -
Supplement to Military Pay Worksheet (Link)
Required when employees are called to active military duty while employed by the University; form helps determine if employee is eligible for military pay according to University policy and implementing guidelines. For more information, see Supplement to Military Pay Policies (UCOP).
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Telecommuting Sample Agreement shr-1280.doc
Sample telecommuting agreement for UCSC employees. -
Termination - MSP Notice of Intent to Terminate shri-9030.doc
See Staff HR Procedures - Termination of Career Employees - MSP -
Termination - MSP Notice of Termination After Employee Response shri-9031.doc
See Staff HR Procedures - Termination of Career Employees - MSP -
Termination - MSP Notice of Termination No Employee Response shri-9032.doc
See Staff HR Procedures - Termination of Career Employees - MSP -
Termination - MSP Request for Severance Conditioned on Separation Agreement Form shri-9033.doc
See Staff HR Procedures - Termination of Career Employees - MSP -
Termination - PSS Notice of Intent to Terminate shri-9050.doc
See Staff HR Procedures - Termination of Career Employees - PSS -
Termination - PSS Notice of Termination After Employee Response shri-9051.doc
See Staff HR Procedures - Termination of Career Employees - PSS -
Termination - PSS Notice of Termination No Employee Response shri-9052.doc
See Staff HR Procedures - Termination of Career Employees - PSS - Timesheet - Biweekly shr-1240A.pdf
Is an official internal record used by biweekly employees to record hours worked, overtime/CTO accrual, and other information needed to support compensation. See Attendance, Leave Use and Accrual Records for more information. -
Timesheet - Monthly Non-Exempt shr-1240.xls
Is an official internal record used by non-exempt employees to record hours worked, overtime/CTO accrual, and other information needed to support compensation. See Attendance, Leave Use and Accrual Records for more information. - Timesheet - Monthly Exempt shr-1230.xls
Is an official internal record used by exempt employees to record absences of more than a day and to track leave balances. See Attendance, Leave Use and Accrual Recordsfor more information. -
Timesheet - Non-Exempt (Multiple Fund Sources) shr-1988.xls
This time record is to be used for employees who are paid on multiple fund sources as directed by your timekeeper. -
Timesheet - Student Employee shr-1989.xls
Student Time Record for both work-study and non work-study student employees. -
Trial Employment Sample Letter - Non-Represented shr-1300.doc
Template letter used when placing a preferential rehire candidate into a Professional and Support Staff (PSS) career position. -
Trial Employment Sample Letter - Represented shr-1310.doc
Template letter used when placing a preferential rehire candidate into a career position covered by a collective bargaining agreement.
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UC Benefits Forms (Link)
University of California At Your Service provides benefits forms & publications. -
Unemployment Insurance Termination Report (Link)
Unemployment Insurance Termination Report to be completed by the department(s) for all separating employees. -
University of California Retirement Plan (UCRP) Waiver and Factsheet (Link)
UCRP Waiver and Release Form, including guidelines for reemployment after retirement.
V
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Volunteer Agreement Letter shr-1660.pdf
Required for employees volunteering services within their division/department — services may not be the same as those for which the employee is paid by the University. For more information, see Volunteers. -
Volunteer Election of Workers' Compensation Form (Link)
To be used by persons not employed by UCSC who are providing volunteer services for UC benefit.
