Forms
The Human Resources forms and instructions section is intended to provide a "one-stop" forum for the processing of all HR-related actions. In addition, this page houses forms necessary to process important enrollment and status changes for UMass Boston employee benefit programs.
Accommodation Requests
Additional Compensation & Bonus Forms
Benefit-Related Forms
Compensation/Classification Forms
Job Description
For Professional Staff
For Classified Staff
Salary Charts
Classified Staff
- Classified Staff (37.5 hours) effective June 26, 2016
- Classified Staff (40 hours) effective June 26, 2016
Professional Staff
- Professional Staff Salary Chart 2007 - 2008
- Professional Staff Salary Chart 2022 - Effective July 3, 2022
Teamsters
Contingent Workers
A Contingent Worker is a person providing services to the organization and does not have an official relationship with the organization. All of the following forms must be completed by the Contingent Worker. The department should submit all pre-employment forms and a Personnel Action Form before the employee begins on campus.
Employee Exit and Transfer Forms
The Department Head/Supervisor should submit the electronic Employee Exit & Transfer Form two weeks before the employee leaves the university.
Flexible Work Schedule
Flexible Work Schedule Program for Non-Unit Employees
The purpose of this policy is to accommodate, in appropriate circumstances, the creation of flexible work schedule opportunities for non-unit employees. departments that establish flexible work schedule options for their employees must complete the two forms for each employee that is approved for telecommuting.
Hiring
Posting for Faculty & Staff Positions
Departments should follow the standard recruitment process, as outlined in the benefited hiring process policy.
Hiring Policy for Benefited Employees
For Staff Positions
For Faculty Positions
Hiring Temporary Non-Benefited Employees
- Emial the following information to HRdirect@umb.edu:
- Name:
- Email:
- Department:
- Supervisor
- Requested start date:
HR Direct - Payroll Services
HR Direct Access Form
Personnel Action
Personnel Action forms should only be completed for Contingent Workers. Departments should complete an electronic personnel action (ePAF) for all other employees.
- Personnel Action Form Instructions
- Personnel Action Form
- Action/Reason Code Chart
- Job Code Chart
- Mail Drop ID Chart
- Standard Hours/FTE Chart
- Union Code Chart
Pay Calendars
Leaves
Legal Holidays & Campus Closure Memo
The university observes eleven holidays and two campus closure days.
New Year’s Day
Martin Luther King, Jr. Birthday
Presidents’ Day
Patriots’ Day
Memorial Day
Juneteenth
Independence Day
Labor Day
Columbus Day
Veterans’ Day
Thanksgiving Day
Christmas Day
Campus Closure (two days before New Year's Day)
On-Call Forms
University departments may develop formal on-call systems to cover off-hour shifts or to assure appropriate response to incidents and emergencies that may occur at night or on weekends. Pursuant to Section 18.3 of the Professional Staff Collective Bargaining Agreement, professional staff members may be assigned to specific periods of duty, must be available during assigned duty, and must respond when called.
Payroll - Time and Attendance
- Timesheet Instructions for Hourly Employees
- Weekly Time & Late Pay Form for Hourly Employees
- Time Reporting Code
- Time & Attendance Exception Reporting Instructions
- Weekly Time & Attendance Report - Exception Reporting Employee - to capture hours worked outside the scope of current schedules and shifts
- Work Schedule Instructions
- Work Schedule Form - to change an employee’s standard schedule
Personal Data Change Request
The forms below can be completed to change your personal information in HR Direct. Employees can also change their personal information on their own by signing into HR Direct and selected Self-Service option.
- Personal Date Change Form (use this form to change name, martial status, address, telephone number & emergency contact)
- Direct Deposit Form
Pre-employment Paperwork
Requirements for Pre-employment Paperwork
- All pre-employment documents including the Form I-9 must be printed single-sided.
- All documents listed on the pre-employment checklist and the Form I-9 must be submitted as a complete packet in order to be processed.
- All employees are required to submit a Direct Deposit Form. Employees who do not submit the Direct Deposit Form will automatically be enrolled in the Global Cash Card Program.
- Form I-9
- Must use the most current Form I-9. Please refer to the HR website for new and updated forms.
- Wet original signatures are required for both Section 1 (new employee) and Section 2 (university representative). Scanned copies of the form will not be accepted.
- All employees must provide valid unexpired work authorization documents that must be seen, verified, photocopied and attached to the Form I-9 by the university representative completing Section 2 of the form.
Pre-employment Paperwork - New Benefited Employees
Pre-employment paperwork for new benefited employees requires the following sections.
All paperwork must be printed single-sided
- Download section I: Checklist and Forms.
- Download section II: Form I-9
- Download section III: Policies
- Rhode Island Residents ONLY must also complete the W4 Form for Rhode Island
Pre-employment Paperwork - for employees who were Non-Benefited and are now going into a Benefited position.
- Download Section 1: Checklist and Forms
Pre-employment Paperwork - New International Benefited Employees
Pre-employment paperwork for new international benefited employees requires the following 3 sections.
All paperwork must be printed single-sided
- Download section I: Checklist and Forms.
- Download section II: Form I-9
- Rhode Island Residents must also complete the W4 Form for Rhode Island
- Download section III: Checklist and Policies
Pre-employment Paperwork - Non-Benefited
All paperwork must be printed single-sided
- Download section I: Checklist and Forms.
- Download section II: Form I-9
- Download section III: Policies
- Rhode Island Residents must also complete the W4 Form for Rhode Island
Pre-employment Paperwork - U.S. Graduate Students with Assistant Appointment
All paperwork must be printed single-sided
- Download Pre-employment Paperwork Some forms within this file are fillable forms.
- Download the Checklist and Policies
- Rhode Island Residents must also complete the W4 Form for Rhode Island
- Download Tuition Payroll Deduction Form (Only for Graduate Students with GEO contract)
Pre-employment Paperwork - International Graduate Students with Assistant Appointment
All paperwork must be printed single-sided
- Download Pre-employment Paperwork Some forms within this file are fillable forms.
- Download Checklist and Policies
- Rhode Island Residents must also complete the W4 Form for Rhode Island
- Download Tuition Payroll Deduction Form (Only for Graduate Students with GEO contract)
Individual forms. The forms are in all of the Pre-employment packets.1. State Tax Form (M-4)2. Federal Tax Form (W-4)
Professional Development
Non-Unit
Classified Staff
Professional Staff Performance Management Program
- Performance Development Worksheet
- Performance Planning Worksheet
- Professional Staff Performance Review Form
International Brotherhood of Teamsters (IBT)
Taxes
M4 (Massachusetts State Tax Form)
W4 (Rhode Island State Tax form)
W4 (Federal Tax Form)
Out of State and Out of Country Forms
Telecommuting Program
The purpose of this policy is to accommodate, in appropriate circumstances, the creation of telecommuting opportunities for non-unit employees. Departments that establish telecommuting options for their employees must complete all three forms for each employee that is approved for telecommuting.
Tuition Benefit
UMass Boston offers tuition discounts at the UMass campuses in the form of Student Tuition Credits to full-time and part-time benefited University Employees and Retirees, and the spouses and Dependent Children of University Employees, retirees, and certain deceased University Employees.