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Forms, Policies & Procedures
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| Title | Description | Area/Topic |
|---|---|---|
| Academic Calendar (Web Page)(opens in new window) | The Academic Calendar reflects the University's academic semesters and includes the intersession terms (winter and summer). | APSS Academic Calendar |
| Academic Personnel Retention Schedule (PDF) | Records/Information Retention and Disposition Schedule for academic employee files | Records Retention |
| Academic Year Lecturer Appointment Decision Tree (PDF) | A decision tree outlining the appropriate payroll documents for lecturer appointments and appointment changes. | Lecturer Appointments |
| Accelerated Promotion Report (opens in new window) | A report template for faculty performance evaluations for Accelerated Promotion. | RTP Reports & Signature Pages |
| Accelerated Promotion Signature page(opens in new window) | A signature page template for faculty performance evaluations for Accelerated Promotion. | RTP Reports & Signature Pages |
| Accelerated Tenure Report (opens in new window) | A report template for faculty performance evaluations for Accelerated Tenure. | RTP Reports & Signature Pages |
| Accelerated Tenure Signature Page(opens in new window) | A signature page template for faculty performance evaluations for Accelerated Tenure. | RTP Reports & Signature Pages |
| Additional Appointment Offer Template(opens in new window) | An email offer letter template for a job code 2403 Additional Employment Appointment. | Additional Employment |
| Additional Employment for AY Faculty Decision Tree | A decision tree for deciding the appropriate method of compensation for additional employment for faculty employees. | Additional Employment |
| Additional Employment Payment Guidelines & Processes (PDF) | Guidelines for paying additional employment through a special consultant agreement, 2403 job code appointment AAF, RCE, or CSE projects. | Additional Employment |
| Adjunct Faculty Request Form (PDF) | To request approval for a volunteer Adjunct Faculty appointment. | Adjunct Faculty |
| Adobe Sign Electronic Routing (Web Page)(opens in new window) | Quicksteps, Instructional Videos, Templates, and Adobe Sign Video Resources | Adobe Sign |
| Affirmation Statement (DOC) | To affirm that new faculty have been informed about the University's retention, tenure, and promotion policies and procedures. | Misc Forms and Documents |
| Affirmative Action Plan for CSU, Chico (21-22) (PDF) | CSU, Chico provides equal employment opportunity in the employment and advancement of all persons, at all levels of employment | Recruitment Procedures |
| Application for Leave of Absence Without Pay (PDF) | To apply for a leave of absence without pay for faculty members. | Faculty Leave Information |
| Application for Sabbatical or Difference-in-Pay Leave (PDF) | To apply for a sabbatical or difference-in-pay leave for faculty members. | Faculty Leave Information |
| Application for Sabbatical or Difference-in-Pay Leave Request for Additional or Outside Employment (PDF) | To request approval for additional or outside employment while on sabbatical or difference-in-pay leave for faculty members. | Faculty Leave Information |
| Background Check Procedures | The background check procedures for academic personnel employees. | Recruitment Forms and Sample Documents |
| Business Process Guide-Tracking the Faculty 125% Rule Using the Self-Tracking Faculty Template(opens in new window) | Instructions on completing the faculty self-tracking template to track faculty additional employment. | Additional Employment |
| CalPERS Service Credit Purchase Options (PDF) File from CalPERS website | A Guide to CalPERS service credit purchase options | Retirement |
| Sabbatical Request for Change in Leave of Absence with pay for Faculty(opens in new window) | To request a change in an awarded leave with pay for faculty members. | Faculty Leave Information |
| Chico State Benefits | Benefits Office home page | Benefits & Worker's Compensation |
| Chico State Workers’ Compensation | Workers' Compensation Office home page | Benefits & Worker's Compensation |
| Chico State Open Positions(opens in new window) | Chico State applicant resources for campus job opportunities | HR Application Resources |
| Collective Bargaining Agreement - Unit 3 CFA | Governs all Chico State faculty (Unit 3 includes tenure track, tenured, lecturers, counselors, coaches and librarians) | Personnel Policies and Procedures |
| Contingent Lecturer Offer Letter Template(opens in new window) | An email offer letter template for lecturers contingent upon a background check, enrollments, and budgetary considerations. This template can also be used for current lecturers. | Recruitment Forms and Sample Documents |
| Contingent Start Pending Background Check Request Form(opens in new window) | Form to request that a faculty member start while their background check is pending. | Recruitment Forms and Sample Documents |
| CSU Records Retention Schedules(opens in new window) | The CSU's Records Retention and Disposition Policy | Records Retention |
| CSU Salary Schedule(opens in new window) | Office of the Chancellor, Systemwide Human Resources CSU Salary Schedule | Salary Schedule |
| Dean Approved AWTU Memo(opens in new window) | Dean's report of approved faculty Assigned Weighted Teaching Units (AWTU) | Faculty Request for Assigned Weighted Teaching Unit |
| Dean's Recommendation for Department Chair Appointment(opens in new window) | Memo template for Dean's recommendation for a Department Chair appointment | Department Chair |
| Department Chair List 2023-2024 (PDF) | Current Department Chair List | Department Chair |
| Department Constitution And Bylaws Template (PDF) | A template for department constitutions and bylaws documents | Faculty Professional Development |
| Department Standards Approval Sheet (PDF) | Signature approval sheet required to update Department RTP Standards | Department Standards |
| Department Standards Election Form for Probationary Faculty (PDF) | A form for electing the department standards used for evaluations during the probationary period. | RTP |
| Department Standards Review Checklist | A checklist of items to review when submitting updated department standards. | Department Standards |
| Department Standards Template(opens in new window) | A document template for department faculty evaluation standards | Department Standards |
| Electronic RTP (Web Page) | Resources and procedures for Electronic Retention, Tenure & Promotion | Electronic RTP |
| Electronic PAF Year-end File Cleaning (PDF) | Electronic Faculty PAF Management and Year-end Cleaning | Personnel Action File |
| EP&R 76-36 Faculty Workload: Policies and Procedures (PDF) | Faculty Workload: Policies and Procedures | Faculty Workload |
| Faculty Absence Reporting | Information about absence reporting for AY and 12-month faculty employees. | Faculty Absences Information |
| Faculty Application for Market Salary Increase (PDF) | Form used to apply for a request for a market-based salary increase. | Faculty Form |
| Faculty AWTU Request Process (PDF) | Request process for faculty Assigned Weighted Teaching Units (AWTU) | Faculty Request for Assigned Weighted Teaching Unit |
| Faculty Early Retirement Program (FERP)(opens in new window) | Important facts about participation in the Faculty Early Retirement Program (FERP) and retirement | Faculty Early Retirement Program |
| Faculty Engagement Process(opens in new window) | A business process guide for how to engage or hire faculty from another CSU campus or for another campus to hire a CSU, Chico faculty member | Faculty Engagement |
| Faculty Engagement Resources(opens in new window) | Resources for engaging or hiring faculty from another CSU campus or for another campus to hire a CSU, Chico faculty member | Faculty Engagement |
| Faculty Engagement Statement of Work Form (PDF) | Statement of Work form used for hiring faculty from another CSU campus | Faculty Engagement |
| Faculty Personnel Policies and Procedures (FPPP) | The FPPP defines faculty processes for the effective and fair hiring, development, evaluation, retention, and promotion of a high-quality faculty | Personnel Policies and Procedures |
| Faculty Recruitment Document Retention Procedures (PDF) | Document retention procedures for faculty recruitments | Recruitment Procedures |
| Faculty Reference Check and Employment Verification Form | A form for reference checks and employment verifications for tenure-track or lecturer hires. | Recruitment Forms and Sample Documents |
| Faculty Request for AWTU (Assigned Weighted Teaching Units) (PDF) | Request form for faculty Assigned Weighted Teaching Units (AWTU) | Faculty Request for Assigned Weighted Teaching Unit faculty Request for Assigned Weighted Teaching Units |
| Faculty Self-Tracking 125% Rule Template(opens in new window) | Tool to assist faculty in tracking the 125% limitation on additional Employment. | Additional Employment |
| Faculty/Staff Calendar 2022-2023 (PDF) | Current Year Faculty and Staff Calendar | Calendar |
| Faculty/Staff Calendar 2023/2024-Draft (PDF) | Draft Calendar for Calendar Year 2023/2024 | Calendar |
| Faculty Stipend for Training and Professional Development Request Worksheet(opens in new window) | Excel Worksheet to request a faculty stipend payment for training and professional development. | Stipend for Training and Professional Development |
| Faculty Training and Professional Development Stipend Procedure(opens in new window) | Procedure for paying faculty stipends for training and professional development. | Stipend for Training and Professional Development |
| FERP Sick Leave Carry Over (PDF) | A form for faculty to elect to carry-over sick leave hours into a FERP appointment. | Retirement |
| File Closure Form(opens in new window) | Form to be completed when the Working Personnel Action File (WPAF) is declared complete and closed with respect to evidentiary data for use in the Retention, Tenure & Promotion process | RTP Forms |
| GA/TA/ISA Description of Duties Form (PDF) | A form to outline duties and weekly hours for Unit 11 employees (GA /TA / ISA). This form must be included with all Unit 11 Academic Appointment Forms. | Academic Student Employee Forms |
| Graduate Assistants (GA) Application for Employment (PDF) | Application for Employment for Graduate Assistants | Academic Student Employee Forms |
| Guidelines for Hiring Substitutes(opens in new window) | Guidelines for hiring faculty substitutes (short-term and long-term substitutes) | Substitutes |
| HR Calendars/Payroll Information(opens in new window) | Human Resources Calendars, Deadlines, and Schedules | Human Resources |
| Information for 12-mo. Faculty and Department Chairs (PDF) | Information for 12-mo. Department Chairs on changes to workdays, vacation, absence reporting, and pay. | Department Chair |
| Instructional Student Assistants (ISA) Application for Employment (PDF) | Application for Employment for Instruction Student Assistants | Academic Student Employee Forms |
| Instructions for Substitute Appointment (PDF) | Instructions for Completing the Substitute Appointment Form of a Short Duration and Timesheet(s) | Substitutes |
| Item Into Personnel File Memo (PDF) | A memo template to send to faculty when adding items to the PAF. | Personnel Action File |
| Late Add Form - Request for Addition of Evidence After File Closure | A form to request the addition of evidence into the WPAF after the file has been closed. | RTP Forms |
| Late Add Form WPAF Instructions (PDF) | Instructions for requesting the addition of evidence into the WPAF after the file has been closed. | RTP Forms |
| Lecturer Range Elevations | Process information and application instructions for the lecturer range elevation process. | Lecturer Range Elevations |
| Lecturer Range Elevation Application (PDF) | Application for a lecturere range elevation. | Lecturer Range Elevations |
| Lecturer Range Elevation Box Guide for College Staff (PDF) | A guide for college staff for managing lecturer range elevation applications in Box. | Lecturer Range Elevations |
| License and Certification Tracking Process (PDF) | Academic Personnel process to track all required faculty licenses and certifications. | Licensing and Certifications |
| Moving and Relocation Form(opens in new window) | Approval Request for Moving and Relocation (M&R) allocations. | Recruitment Forms |
| Nepotism Information(opens in new window) (box folder) | Agreement form and procedures regarding the University's nepotism policy | Nepotism |
| Notification of Intent to FERP(opens in new window) | A form to notify the University that a faculty member intends to participate in the Faculty Early Retirement Program. | Faculty Early Retirement Program |
| Outside Employment Disclosure Form (Appendix G (PDF)) | A form for Unit 3 faculty to disclose outside employment to their Dean. | Outside Employment |
| PAF Guidelines (PDF) | A guideline of what documents should be placed into a faculty Personnel Action File (PAF) and what sections should be included. | Personnel Action File |
| Periodic Evaluation of Lecturer Faculty Report(opens in new window) | A report template for periodic evaluations of temporary faculty. | RTP Reports & Signature Pages |
| Periodic Evaluation of Lecturer Faculty Signature Page(opens in new window) | A signature page template for periodic evaluations of temporary faculty. | RTP Reports & Signature Pages |
| Periodic Evaluation of Tenure Track Faculty Report(opens in new window) | A report template for periodic evaluations of tenure-track faculty. | RTP Reports & Signature Pages |
| Periodic Evaluation of Tenure Track Faculty Signature Page(opens in new window) | A signature page template for periodic evaluations of tenure-track faculty. | RTP Reports & Signature Pages |
| Periodic Evaluation of Tenured Faculty Report (a.k.a 5 Year Review)(opens in new window) | A report template for periodic evaluations of tenured faculty. | RTP Reports & Signature Pages |
| Periodic Evaluation of Tenured Faculty Signature page (a.k.a 5 Year Review)(opens in new window) | A signature page template for periodic evaluations of tenured faculty. | RTP Reports & Signature Pages |
| Pre-Retirement Time Base Reduction Program Request Form (PRTB) (PDF) | Application for the pre-retirement program. | FERP Time Base Reduction Form |
| Procedure for Recommending a Tenure-Track Hire for a Campus Lecturer Under CBA 12.22.c | The Procedure for recommending a tenure-track hire for a campus lecturer who has recieved a tenure-track offer from another university. | Personnel Policies and Procedures |
| Promissory Note (PDF) | A promissory note for faculty leaves with pay. | Faculty Leave Information |
| Promotion Report(opens in new window) | A report template for promotion performance evaluations for tenure-track & tenured faculty. | RTP Reports & Signature Pages |
| Promotion Signature Page (opens in new window) | A signature page for promotion performance evaluations for tenure-track & tenured faculty. | RTP Reports & Signature Pages |
| R03 and R11 Separations Procedures(opens in new window) | Separation procedures to end pay for Unit 3 and Unit 11 Employees with end dates. | Separations |
| Recommendation for Emeritus/Emerita Status (PDF) | A form to complete for a department to recommend a faculty member for Emeritus/Emerita status. | Emeritus/Emerita |
| Re-employment Rights for Three-Year Appointed Temporary Faculty Memo Template | A notification memo for re-employment rights for three-year appointed temporary faculty per CBA 38.48. | Misc Forms and Documents |
| Reference Request Approvals for Faculty or Unit 11 Employees | Information about the CSU reference approval policy and procedures for requesting approvals to provide references for faculty or academic student employees. | Personnel Policies and Procedures |
| Request for Change in FERP Period of Employment(opens in new window) | A faculty members request to change a period of employment in the Faculty Early Retirement Program | Faculty Early Retirement |
| Request for CSU, Chico Faculty Engagement Statement of Work Form (PDF) | Statement of Work form used when another campus is hiring faculty from CSU, Chico. | Faculty Engagement |
| Request for Information Following Faculty Leave Form (PDF) | A form to be completed by faculty members returning from professional leaves to provide information about the work accomplished while on leave. | Faculty Leave Information |
| Request for Use of Professional Development Funds Form (PDF) | A form for faculty members to complete to request the use of professional development funds from their Chair and Dean. | Faculty Professional Development |
| Request Form to Extend Probationary Period (PDF) | Extend Probation due to faculty leaves. | Misc Forms and Documents |
| Retention Report(opens in new window) | A report template for retention performance evaluations for tenure-track faculty. | RTP Reports & Signature Pages |
| Retention Signature Page (opens in new window) | A signature page template for retention performance evaluations for tenure-track faculty. | RTP Reports & Signature Pages |
| RTP 10-Day Notice Template(opens in new window) | Retention, Tenure & Promotion Faculty notification of report and recommendations notification memo | RTP |
| RTP Checklist (PDF) | Retention, Tenure & Promotion Faculty Evaluation Process checklist for College/Dept/Unit Use | RTP |
| RTP Deadline Calendar 2023-2024 (PDF) | Current Academic Year RTP Deadline Calendar | RTP |
| Sample Classroom Visitation Evaluation Form (PDF) | A sample classroom visitation evaluation form for faculty evaluations. | RTP |
| Sample Classroom Visitation Summary Form (PDF) | A sample classroom visitation summary form for faculty evaluations. | RTP |
| Sample Dossier (DOC) | An example format of a new faculty dossier. | RTP |
| Sample E-mail /Letter to Probationary Faculty Undergoing Periodic Evaluation (PDF) | A communication template for probationary faculty undergoing a periodic evaluation. | RTP |
| Sample E-mail /Letter to Temporary Faculty Undergoing Periodic Evaluation (PDF) | A communication template for temporary faculty undergoing a periodic evaluation. | RTP |
| Sample E-mail /Letter to Tenured Faculty Undergoing Periodic Evaluation (DOC) | A communication template for tenured faculty undergoing a periodic evaluation. | RTP |
| Sample Minutes of Candidate /Committee Interview (PDF) | Sample minutes of a personnel committee interview with a faculty member undergoing an evaluation. | RTP |
| Search Summary Form | A form to summarize the details of a completed tenure-track faculty search. | Search Summary Form |
| Special Consultant Resources(opens in new window) | Resources and forms for requesting Special Consultant appointments | Special Consultant Documentation |
| Special Consultant Agreements for Faculty Instructions | Instructions for completing Special Consultant Agreements for faculty employees. | Special Consultant Documentation |
| Staff - New Faculty Appointment Approval Email Template | An email template to request approval to hire an existing staff or MPP employee for a faculty appointment. | Recruitment Forms and Sample Documents |
| Substitute Appointment of a Short Duration - Timesheet(opens in new window) | Use this form to document the number of hours short-term substitutes work. | Substitutes |
| Substitute Appointment of a Short Duration (Faculty)(opens in new window) | Use this agreement/form to pay short-term substitute faculty for a duration of 20 calendar days. | Substitutes |
| Substitute Appointment of a Teaching Associate(opens in new window) | A form to request a short-term substitute appointment for a Teaching Associate. | Substitutes |
Substitute Appointment of a Teaching Associate - Timesheet(opens in new window) * As of October 2015, all substitutes are funded internally (dept/unit/college) | A timesheet for short-term Teaching Associate substitutes. | Substitutes |
| Teaching Associate (TA) (PDF) | Application for employment for Teaching Associates | Academic Student Employee Forms |
| Teaching Associate Time-Base Table (PDF) | Time-base table for Teaching Associate class codes 2353 (AY) and 2354 (12 month) | Academic Student Employee Forms |
| Tenure Report(opens in new window) | Report template for faculty performance evaluations for Tenure | RTP Reports & Signature Pages |
| Tenure Signature Page(opens in new window) | Signature page template for faculty performance evaluations for Tenure | RTP Reports & Signature Pages |
| Terms and Conditions of a One-Semester Academic Appointment (PDF) | Terms and conditions of a one-semester appointment offered using the Contingent Lecturer Offer email template. | Recruitment Forms and Sample Documents |
| Terms and Conditions of a One-Time Additional Appointment(opens in new window) | Terms and conditions of a one-time additional appointment offered using the Additional Appointment Offer email template | Recruitment Forms and Sample Documents |
| Unit 3 Salaries-AT A GLANCE 2023-2024 (PDF) | A visual representation of the Unit 3 faculty salary ranges for the 2023-2024 academic year. | Faculty Salaries |
| Updating Education Level Information(opens in new window) | Process for steps needed to view and update your highest education level in PeopleSoft HR Program | Education Level |
| Volunteer Resources | Volunteer POI Request Department Initiation (Unity Form) | Faculty Volunteers |