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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.

Benefit-Related Forms

Compensation/Classification Forms

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 Entrance Transfer Forms

The Department Head/Supervisor should submit the electronic Employee Entrance & Transfer form two weeks before an employee begins in the department.

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

The Critical Needs Analysis Form must be completed and submitted for approval together with a completed Position Recruitment and Search Form. The approved package should be forwarded to the Office of Budget and Financial Planning for submission to the VRC.

 

 

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.

Leaves

Legal Holidays & Campus Closure Memo

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 - Additional Compensation & Bonus Forms

Payroll - Time and Attendance

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.

Pre-employment Paperwork

Requirements for Pre-employment Paperwork

  1. All pre-employment documents including the Form I-9 must be printed single-sided.
  2. 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.
  3. 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.
  4. 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 3 sections.

All paperwork must be printed single-sided

  1. Download section I: Checklist and Forms.
  2. Download section II: Form I-9
  3. Download section III: Checklist and Policies

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

  1. Download section I: Checklist and Forms.
  2. Download section II: Form I-9
  3. Download section III: Checklist and Policies

Pre-employment Paperwork - Non-Benefited

All paperwork must be printed single-sided

  1. Download section I: Checklist and Forms.
  2. Download section II: Form I-9
  3. Download section III: Checklist and Policies

Pre-employment Paperwork - U.S. Graduate Students with Assistant Appointment

All paperwork must be printed single-sided

  1. Download Pre-employment Paperwork Some forms within this file are fillable forms.
  2. Download the Checklist and Policies

Pre-employment Paperwork - International Graduate Students with Assistant Appointment

All paperwork must be printed single-sided

  1. Download Pre-employment Paperwork Some forms within this file are fillable forms.
  2. Download Checklist and Policies

 

Individual forms. The forms are in all of the Pre-employment packets.
1. State Tax Form (M-4)
2. Federal Tax Form (W-4)
3. Direct Deposit Form

Professional Development

Professional Staff Performance Management Program

International Brotherhood of Teamsters (IBT)

Taxes

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.