Forms - HR, Payroll and Financial
Use these codes when filling out internal University forms.
Human Resources and Payroll Forms (complete list)
- Documents Needed for Hiring a Staff Employee
- Position Description
- Recruitment Request
- Personnel Transaction (PTF) (instructions)
- Performance Appraisal
- EmployeeTermination (instructions)
- HRIS Departmental Security Profile (Genesys Access)
* Main Campus Faculty Appointment and AAP Forms
* Confidentiality Agreement Template
- Time and Attendance Sheet for Hourly Employees (instructions)
- Salaried Employees Leave Status Report (instructions)
- AAP Leave Tracking Tool
- Lump Sum Payment (instructions)
- Special Check Request
- Payroll Journal Voucher
- Employee Reimbursement (instructions) (Travel Expense Log)
Financial Affairs Forms (complete list)
- ProCard
- Standard ProCard Application
- Travel & Entertainment Upgrade: Currently there is a pilot program for individuals who already have a standard ProCard to apply for a travel and entertainment upgrade. With the upgrade, purchases can be made from travel and entertainment vendors who are typically blocked. Additional approval from MCFO is required on the upgrade application form. To qualify for the pilot program, individuals must have an 18-month history of timely reconciliation. Please contact the ProCard Administrator or the MCFO with any questions.
- ProCard Review and Reconciliation Log
- Standard ProCard Application
- revised Expense Voucher (memo)
- revised Purchase Requisition
- revised Journal Voucher
- Honorarium Form
- Contract Templates and Forms
- Budget Revision (instructions)
- Sponsored Research Cost Transfer
- Non-US Expense Voucher
- Travel Expense Log
- Wire Transfers - Receiving and Sending
- Request for Foreign Draft
- Signature Authorization Form
- Stock Item Requisition (through Mailing Services)
- Financial Access+ Request (Web client)
- PeopleTools Access Request (Windows client)