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HR Forms & Guidelines

Benefits

To access a complete list of benefits forms, please visit the 糖心少女 Benefits Portal | Benefits Forms page.

Compensation/Classification

Compensation Forms
Form Use
(Select: FA-Human_Resources(HR)-Additional_Increase_Request_Form)
 
Classification Review requests are submitted by the appropriate administrator for the department involved. See the guidelines for requesting a Classification Review. (Select: FA-Human_Resources(HR)-Classification_Review_Request_Form)
Classification Review Guidelines Instructions for using the Classification Review Request form and Bargaining Unit requirements.
In-Range Progression requests are submitted by the appropriate administrator for the department involved. See the guidelines for requesting an In-Range Progression. (Select: FA-Human_Resources(HR)-IRP_Request_Form)
In-Range Progression Guidelines Instructions for using the In-Range Progression Review form and Bargaining Unit requirements. 

HR General

General HR Forms
Form Use

Alternate work schedules allow employees the flexibility to adjust their work schedule. With departmental approval, employees may reduce their working hours to better align with personal or professional needs. Participants can choose between an Alternate Pay Plan or a Timebase Reduction.

CalPERS Member Reciprocal Certification

Completed by new hires to determine existing CalPERS membership status.

Confidentiality Statement Confidentiality Statement ensures that the employees understand the state and federal laws and university policies that govern access to and use of information contained in the employee, applicants, and student records, including data that is accessible through any university human resource information system.
Conflict of Interest (Form 700) Use this form whenever you are Assuming Office, Leaving Office, or filing annually. For questions about filing procedures, please contact Justine Cook at jcook@csusm.edu or at ext. 4427.
Form I-9 Federal form to document work authorization for all employees.
Form I-9 - List of Acceptable Documents A listing of acceptable identification to use when an employee (of any type) is hired.
(For Faculty) Form used to certify that faculty member has received training on the appended state and federal laws and University policies that govern access to and use of information contained in employee, applicant, and student records, including data that is accessible through the PeopleSoft Human Resource System.
 
MPP Performance Evaluation Forms Please refer to the Performance Evaluation Forms webpage.
Outside Employment Disclosure Form Form used to report outside employment as a precondition of employment, within 30 days of accepting outside employment, within 10 days of supervisor/administrator request, and annually.
Outside Employment Disclosure Form (For Senior Management Employees) Form used to report outside employment as a precondition of employment, within 30 days of accepting outside employment, within 10 days of supervisor/administrator request, and annually. To be completed by Executive employees and VP's ONLY.
Performance Evaluation Forms Please refer to the Performance Evaluation Forms webpage.
Personnel Information Sheet Used to update your degree information, emergency contact information, and/or designee for state warrant on your personnel record.
Used to request appointment for Special Consultant. Please visit the Special Consultant webpage for the definition/description of a special consultant, guidelines and checklist, hiring and approval process, and roles and responsibilities of the various levels of the appointment.
Student Employee Hiring Process Guide
Employment guidelines for hiring and maintaining student employment. NOTE: This does not apply to Unit 11 employment.
Student Information Sheet Used by student employees who need to update their degree information or emergency contact information for the personnel record.
Student Sign In Process Used when hiring student and academic student employees. 
The Telecommuting program at California State University San Marcos is designed to provide flexibility in work options. See the University Policies and Procedures for more information.
Voluntary Self-Identification of Ethnicity Voluntary form used to capture or update ethnic status of employees.
Voluntary Self-Identification of Disability Voluntary form used to capture or update disability status of employees.
Voluntary Self-Identification of Veteran  Voluntary form used to capture or update veteran status of employees.

Completed when someone would like to volunteer his/her time at the University.

W-4 Form To change Tax Withholding Information, employees complete the Employee Action Request form (EAR)

To establish  an employee's  work schedule (New/Rehire) or change an exisiting employee's work schedule.(Select: FA-Human_Resources(HR)-Work_Schedule_Form)

This form will need to be routed to your assigned HR Analyst and assigned Payroll Technician. 

Payroll

Payroll Forms
Form Use
Cal Employee Connect Used to change/update withholdings, enroll in or update direct deposit, view and/or print W-2 information, and view and/or print earnings statements. 
Used to donate vacation or sick accruals to employees in need of extra sick time due to a catastrophic event.
Designation of Person(s) Authorized to Receive Warrants Used by employees designate who will receive their warrants.
Paycheck Calculator Use this downloadable excel spreadsheet to see what your pay warrant will be after taxes.  This form allows you to modify your withholdings and TSA amounts before you actually make the change through payroll.
Request for NonDisclosure of Employee Home Address Used by employees to request non-disclosure of home address and home phone number. Please review form in its entirety for more information.
A link to the CalPERS site.

Used to document a Special Consultant / time worked.

Daily Rate Link: (Select "FA-Payroll_Special Consultant_Timesheet_Daily_Rate")

Hourly Link: (Select "FA-Payroll-Special Consultant-Hourly_Timesheet") 

Used to identify the hours worked by a Student Assistant (regular student assistant, federal work-study, or bridge student assistant). Request via email.

Recruitment

Recruitment Forms
Form Use
Applicant Authorization Release Form Used to authorize 糖心少女 to conduct reference and background checks, including disclosure of any final administrative or judicial decisions.
ARF (Applicant Rating Form) Used by search committee to rate candidates. Refer to Interview Selection and Guidelines for use below.
IRF (Interview Rating Form) Used by search committee to rate interview candidates. Refer to Interview Selection and Guidelines for use below.
Interview & Selection Guidelines Guidelines to assist the hiring manager and participants of a search committee involved in the selection of personnel.
Used by a department to initiate the search for a new or replacement employee. 

Position Description Template (Staff)

Position Description Template (MPP)

Used to create official description of a staff or MPP position. It describes the purpose, duties, responsibilities and requirements of the position.

Reference Authorization Form

Used by applicants to authorize the hiring manager to contact listed references as part of the selection process.
Reference Check Guidelines If you are serving on a search committee this will help you understand the reference check process.

* all eSignature forms have changed to