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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

Pre-employment Paperwork - New Benefited Employees

Pre-employment paperwork for new benefited employees requires the following 4 packets:

  1. Download Checklist and Forms HERE. This packet MUST be printed as one-sided.
  2. Download the W-4 and M-4 Forms. These forms MUST be printed as one-sided. 
  3. Download the Checklist and Policies HERE. This packet can be printed as two-sided. 
  4. Download the I-9 Form HERE. This packet can be printed as two-sided.

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

Download full packet HERE. Some forms within this file are fillable forms. To access documents individually, use the links below.

Pre-employment Paperwork - International Graduate Students with Assistant Appointment

Download full packet HERE. Some forms within this file are fillable forms. To access documents individually, use the links below.

Pre-employment Paperwork - Non-Benefited

Download full packet HERE. Some forms within this file are fillable forms. To access documents individually, use the links below.
Non-benefited pre-employment paperwork checklist (this form must be signed and attached as cover page with completed forms)
Non-benefited checklist instructions
1. Personal Data Questionnaire (PDQ)
2. State Tax Form (M-4)
3. Federal Tax Form (W-4)
4. Employment Eligibility Verification (I-9)
5. Self-Identification Form
6. MA Deferred Compensation SMART Plan - Mandatory OBRA
OBRA highlights
7. Direct Deposit Form
Federal Affordable Care Act notification/information
University policies as listed on checklist page under heading "received by appointee"

Professional Development

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.