A-Z Form Finder
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Note - We have updated our forms for accessibility. To ensure you get the latest version, refresh your browser upon opening a recently opened document. Some forms are accessible through Adobe Acrobat. For more information and instructions on how to install Adobe Acrobat, please reference the ITS Webpage.
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Background Investigation No Longer Interested (NLI) Form - shr-1490.pdf
Used to notify the Department Of Justice that subsequent information is no longer required for an employee/volunteer who previously completed a criminal history background check.
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- Career Staff Reduced Fee Application Form - (DocuSign link)
Application to receive reduced training fees for participating training programs. For retirees, career staff employees who have worked 6 months or more and completed probation, and faculty and non-senate academic appointees who have worked at least 50% time for 6 months or more. [Guidelines] -
Catastrophic Leave Donor Form - shr-1100.pdf
For use by an eligible employee to donate vacation leave to another employee. Also see Catastrophic Leave Donation Program Guidelines and Procedures. -
Catastrophic Leave Recipient Application - shr-1090.pdf
For use by an eligible employee to request participation in the UC Santa Cruz Catastrophic Leave Donation Program. See also Catastrophic Leave Donation Program Guidelines and Procedures. -
Classification Review Questionnaire - shr-1260.pdf
Completed by supervisor as part of the classification review package. -
COBRA Qualifying Event Notice to UC (uben-109.pdf)
To be eligible for COBRA continuation coverage, you must provide notice within 60 days of a qualifying event, either by completing the form or by providing written notice. For more information on COBRA and what constitutes a qualifying event, please refer to COBRA Rates. -
Complaint Form - Non-Represented Staff (99) - shr-1800.pdf
Complaint form for career staff employees not covered by a collective bargaining agreement. - Corrective Action
For forms/templates associated with or related to Corrective Action, please consult your Employee Relations Analyst.
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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. - DocuSign (Link)
DocuSign only works with your CruzID email address, it will NOT work with Google email aliases. If you have another email address (@ucolick.org, @soe.ucsc.edu, or @scipp.ucsc.edu), please note they will not work with DocuSign for sending or receiving documents. If you have received a DocuSign email to your Google email alias, please notify the sender and have them resend it to your CruzID email address.
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- Emergency Contact Log Template (Excel)
Emergency contacts template for employees who may be in custody of Immigration Enforcement Action (IEA) - Emergency Contact Notification Script (.pdf)
Provides a script for a supervisor to inform an employee’s emergency contact that the employee may have been detained by Immigration Enforcement Action (IEA) - Employee Position Transfer Request (EPTR) Form - shr-1250.pdf
This form should be used for the transfer of a position from one department to another due to reorg. To transfer an employee from one position to another, please use an RMS Waiver of Recruitment Worksheet. - Employee Action Request (EAR) (Online Tool)
For use by departments when requesting a personnel action (i.e. reclassification review, salary increase, or other action). See Employee Action Request (EAR) - Employee Request for Access to Personnel file - 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.
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Family Medical Leave (FML) Guidelines, Notices, Certifications, & Forms (Link)
UC resources for administering and requesting Family Medical Leave (FML). -
FLSA/RX Exemption Status Review Questionnaire - shr-2017.pdf
To be used in conjunction with Staff HR FLSA Exemption Status Process. -
Furlough Benefits Checklist (Link)
This checklist explains how benefit plans are affected when on furlough.
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Grievance - Skilled Crafts (K7) - shr-1820.pdf
Grievance form for Skilled Crafts (K7). Additional grievance information can be found under the appropriate contract links at our "Staff" and "Academics" sections of the Bargaining Units and Contracts page. [Top of Page]
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- Health Plan Continuation Forms for use while on leave
- Furlough Benefits Checklist (Link)
This checklist explains how benefit plans are affected when on furlough. - Layoff (Temporary) Benefits Information (Link)
This checklist explains how benefit plans are affected when subject to temporary layoff.
- Furlough Benefits Checklist (Link)
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Job Description Template - shr-1272.doc
Use when creating or reclassifying union-represented positions. For instructions, please refer to the Guide to Writing Job Descriptions. See Career Tracks for creating, updating, or reclassifying non-represented employees. -
Job Opening Request Form (Link)
Used by the hiring unit to request a new job opening (open recruitment, campus only recruitment, non-recruitment, waiver of recruitment) and to identify selected candidate(s).
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- Layoff Worksheet - shr-150608.pdf
For forms/templates associated with or related to Layoffs, please consult your Labor Relations Analyst. -
Layoff - Change in Layoff Unit Form - (Google Sheet)
To be used by unit heads for a Change in Layoff Unit. Note: Make a copy to update and submit. -
Layoff (Indefinite) Benefits Information (Link)
Explains how benefit plans are affected when subject to indefinite layoff. -
Layoff Proposal: Business Plan for Employees - shr-150608.pdf
Layoff Proposal: Business Plan for Policy-Covered & Represented Employees. - Layoff (Temporary) Benefits Information (Link)
This checklist explains how benefit plans are affected when subject to temporary layoff. -
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. -
Live Scan Service Request (Link)
Required when initiating a criminal history background check on a potential or current employee who has accepted a critical position.
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- Max Vacation Exception Request - shr-1220.pdf
Please reference the bulleted link on the Maximum Vacation Information page for specific details related to Maximum Vacation.
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New Employee Onboarding Checklist for Supervisors
This document is being provided to the supervisor and/or designee to assist in the orientation process of a new employee. For information please reference Supervisor Onboarding Toolkit webpages. - NLI - Background Investigation No Longer Interested Form - shr-1490.pdf
Used to notify the Department Of Justice that subsequent information is no longer required for an employee/volunteer who previously completed a criminal history background check.
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- Off-boarding Checklist for Supervisors - shr-1965.pdf
This checklist provides clear guidance for the separation of an employee on or before their separation date. Supervisors are expected to review this checklist with their employees on or before the date of separation. Please mail completed forms to mailstop: Staff Human Resources – Operations. -
Overtime Election Forms Page
A list of overtime election forms and additional information regarding the Compensatory Time Off.
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Performance Appraisal and Development Forms
Beginning with the 2019-20 appraisal call, all staff (represented and policy-covered) should be appraised using ePerformance, the new electronic form. -
Personnel File Access Request - 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 Academic Personnel Office (APO) and Staff Human Resources Business Administration must be made directly to their respective offices. Academic employees should contact the Academic Personnel Office. -
Position Control Request Form (Online Tool)
Use this form to create a new position or update an existing position for UCPath. Positions track details for a specific job in a specific department, location, union, and funding source regardless of whether an incumbent exists. -
Proof of Service Form - shr-1370.pdf
To be completed with original and copies when proof of service or statement of delivery or mailing is required.
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Recruitment Ad Template - shr-1970.doc Google template (select "file" then "make a copy")
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 - link
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 appointees who have worked at least 50% time for 6 months or more, and retirees. For more information, please visit Career Staff Reduced Fee Program. -
Reference Check Form reference-check-form.pdf
Helps verify the claims made by applicants in their interview and supports more informed hiring decisions. Using a form and standard questions, allows a fair process for the collection of the same information for every candidate. -
Retired Employee Approvals Form (UBEN 138) (pdf)
UCRP Waiver and Release Form, including guidelines for reemployment after retirement. - UCRP Reemployed Retiree Notification Form (UBEN 1039) (pdf)
UCRP Waiver and Release Form, including guidelines for reemployment after retirement.
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- SB820 Exception Report sb820-exception-report.pdf
Contracting out for Service Unit (SX) job classifications, or covered services, in a building identified as SB820 is prohibited per California Education Code 92495. Along with a contracting out request, the SB820 Exception Report must be completed and submitted to the Vice Chancellor for Finance, Operations and Administration to be considered for approval. - Separation Templates
For forms/templates associated with or related to Separations, please consult your Employee Relations Analyst. -
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_award_spreadsheet_fy22-23_final_11_01_22.xls (Excel)
To be used in conjunction with the STAR Plan Guidelines. -
Supervisor Checklist for Onboarding New Employees (.pdf)
This checklist provides clear guidance for the onboarding of an employee throughout their first year and is a companion to our Supervisor Onboarding Toolkit web pages.
- Supervisor Checklist for Off-Boarding Employees
This checklist provides clear guidance for the separation of an employee on or before their separation date. Please mail completed forms to mailstop: Staff Human Resources–BAPPRS. -
Supplement to Military Pay Worksheet (.pdf)
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 Agreement
Outlines agreed-upon conditions, requirements and expectations to ensure successful telecommuting and remote work arrangements. This document is prepared jointly by the employee and manager and subject to the department head/senior manager’s approval. -
Termination Templates
For forms/templates associated with or related to Termination, please consult your Employee Relations Analyst. -
Timesheet - Biweekly
Is an official internal record used by biweekly employees to record hours worked, overtime/CTO accrual, and other information needed to support compensation. For assistance and to receive a copy, please consult your Timekeeper. -
Timesheet - Monthly Exempt
Is an official internal record used by exempt employees to record absences of more than a day and to track leave balances. For assistance and to receive a copy, please consult your Timekeeper.
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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.
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Volunteer Agreement Letter - shr-1660.pdf
Required for individuals volunteering services to a 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 Waiver and Election of Workers' Compensation Form (Link)
To be used by persons not employed by UCSC who are providing volunteer services for UC benefit.
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