UMass Boston

Please initiate the following additional compensation forms for faculty and staff and route to appropriate next approver. Ultimately the completed forms will be processed by Human Resources Payroll.

• Additional Compensation & Bonus Form
• Payment Pre-Approval Form
• Policy on Additional Faculty Compensation

Health Insurance & Dependents

• COBRA Application
• Dependent Age 19 to 26 Application
• Form 1 GIC Health Insurance Enrollment and Change
• Hyatt Legal Plan Information (MetLaw)
• State Retirement Board Refund/Rollover Request Form

Dental Insurance: Faculty

• Faculty Dental Enrollment Form
• MTA Dental Group Information

Dental Insurance: Non-Unit

• Non-Unit Dental Enrollment Form
• Non-Unit Dental Booklet
• Non-Unit Dental ID card instructions
• Non-Unit Dental Information

Position Classification & Equity Review

• Job Description Template

Professional Staff

• Appeal of Position Level
• Request for Equity Review
• Request for Position Classification Review

Classified Staff

• Position Audit Guide

Onboarding & Access

The Department of Human Resources has established a procedure for individuals who occasionally assist the UMass Boston with grant functions, activities development and other services as requested. In most cases, these services require an Employee ID number and Employee ID card that would permit access and various services provided by the University (i.e., e‐mail, telephone, business cards, fitness center, etc). To obtain an Employee ID number, Employee ID card or access to any computing systems, Contingent Worker paperwork will need to be completed and sent to the Human Resources Office with a Personal Action Form.

• Contingent Worker Instructions
• Contingent Worker Packet
• Release of Liability Form
• Personal Data Questionnaire
• Packet of Policies
• Personnel Action Form
• Job Codes

Department Heads/Supervisors must submit the electronic Employee Exit & Transfer Form two weeks prior to the employee's departure from the university.

• Employee Exit & Transfer Policy
• Employee Exit & Transfer Instructions
• Employee Exit & Transfer Form

This policy aims to accommodate, where appropriate, the creation of flexible work schedule options for non-unit employees. Departments that establish flexible work schedules for their employees must complete two forms for each employee approved for flexible work.

• Flexible Work Schedule Policy for Non-Unit Positions - FY15-HRS-008-00
• Department Flexible Work Schedule Program Attachment A
• Department Flexible Work Schedule Program Attachment B

Departments should follow the standard recruitment process, as outlined in the benefited hiring process policy:

• Position Recruitment and Search Form
• Job Description Template
• Avoiding Discriminatory Questions
• HR Selection Data Form
• Close Out Search Form
• Hiring Policy for Benefited Employees - FY14-HRS-004-01

For Faculty Positions

• Offer & Acceptance Instructions
• Offer & Acceptance Form

Hiring Temporary Non-Benefited Employees

Email the following information to HRdirect@umb.edu:

• Name
• Email
• Department
• Supervisor
• Requested start date

Personnel Action Forms & Procedures

HR Direct PeopleSoft Access Request Form

Personnel Action Forms

These forms should only be completed for Contingent Workers. Departments should complete an electronic personnel action (ePAF -- see ePAF Training Guide (new view)) 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

University departments may establish formal on-call systems to address after-hours needs or respond to emergencies. According to Section 18.3 of the Professional Staff Collective Bargaining Agreement, professional staff members assigned to on-call duty must be available during their designated periods and respond when called

• On-Call Professional Staff Instructions
• On-Call Professional Staff Form

Your Payroll & Timekeeping Resource

• Timesheet Instructions for Hourly Employees
• Weekly Time & Late Pay Form for Hourly Employees
• Time Reporting Codes
• 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)

Effective and meaningful performance evaluation is designed to promote timely and ongoing communication between a supervisor and employee regarding the planning and achieving of workplace priorities, as well as the identification of successes, and of any areas for performance improvement. 

Non-Unit

• Performance Evaluation (Instructions)
• Performance Evaluation Form

Classified Staff

• Evaluation

Professional Staff Performance Management Program:

• Performance Development Worksheet
• Performance Planning Worksheet
• Professional Staff Performance Review Form

International Brotherhood of Teamsters (IBT)

• IBT Performance Evaluation Form

Keep Your Information Current

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 selecting the Self-Service option.

• Personal Date Change Form (use this form to change name, martial status, address, telephone number & emergency contact)
• Direct Deposit Form

Understanding Your Compensation

Classified Staff:

• Classified Staff Salary Schedule (40 hours) effective July 7, 2022
• Classified Staff Salary Schedule (37.5 hours) effective July 7, 2022

Professional Staff:

• Professional Staff Salary Chart 2022 - Effective July 3, 2022

Teamsters:

• Teamsters Local 25 Salary Charts effective June 28, 2015

In State and Local Forms:

• Massachusetts State Tax Form (M-4)
• Rhode Island State Tax Form (W4)
• Federal Tax Form (W4)

Out of State and Out of Country Forms:

• Out of State Tax Exempt Form
• Out of Country Tax Exempt Form

Investing in your Education

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.