Forms, Policies & Procedures
Accessibility Statement
Contact Accessible Technology Services if you have accessible content issues with any of the forms listed below.
Accessible Technology Services (TEIN) works with staff, faculty, students, administrators, and community members to ensure that Section 504 and 508 of the Rehabilitation Act, the Americans with Disabilities Act and CSU ATI standards are met in all aspects of the university.
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| Title | Description | Department |
|---|---|---|
| Affordable Care Act (ACA) Health Insurance Marketplace Employee Notice (PDF) | Notice for employees regarding their health coverage. To be used if shopping for coverage through Covered California. | Benefits |
| To enroll or change benefits. | Benefits | |
| Computer Vision Glasses Form (PDF) | For employees to request a pair of glasses for computer or tablet use while working, should be submitted to vision care provider. | Benefits |
| Orthodontic Continuous Coverage Form (PDF) | For employees who are currently under orthodontic care under another dental plan and are switching to the DeltaCare USA dental plan. | Benefits |
| DCRA/HCRA Manual Claim Form (PDF) | To submit your receipts for health and dependent care reimbursement. | Benefits |
| HCRA Debit Card Request Form (PDF) | Form to request a Visa debit card for health care expenses. | Benefits |
| TSA Catch-Up Plan Maximum Contribution Worksheet (opens in new window)(Excel) | 15-year and/or Age 50 Catch-Up. | Benefits |
| The California State University Beneficiary Designation/Change (PDF) | For both employer-paid and volunteer beneficiary changes. | Benefits |
| CalPERS Affidavit of Parent/Child Relationship (PDF) | To enroll family members in benefits programs if a “parent-child relationship” is established with a child who is not your adopted, step, or recognized natural child and specific criteria is met. | Benefits |
| CalPERS Member Questionnaire for Disabled Dependent Benefit Form (PDF) | If you have a disabled dependent, send the completed form to CalPERS. | Benefits |
| CalPERS Medical Report for the Disabled Dependent Benefit Form (PDF) | Complete if initial submission for Disabled Dependent Benefit. | Benefits |
| CalPERS Pre-Retirement Lump Sum Beneficiary Designation (PDF) | If you are a CalPERS member, use this form to establish or change a beneficiary. | Benefits |
| Classification Review Request Form(opens in new window) (Word) | To request a position to be reviewed for a potential classification change. | Classification & Compensation |
| Classification Appeal Form(opens in new window) (Word) | To appeal a classification review. | Classification & Compensation |
| IRP - In Range Progression Process and Form(opens in new window) (Box Folder) | Process Instructions and Form. | Classification & Compensation |
| Position Description Resources(opens in new window) (Box Folder) |
| Classification & Compensation |
| Special Consultant Resources(opens in new window) (Box Folder) | Independent contractor vs Employee Worksheet, Special Consultant timesheet and agreement forms. | Classification & Compensation |
| Pay Plan Time-base Conversion Tool(opens in new window) (Excel) | Use to calculate time-base or salary changes. | Classification & Compensation |
| Leave of Absence Without Pay Request(opens in new window) (PDF) | To request a leave of absence without pay. | Employee Leaves & Workers' Compensation |
| Work Related Injury Forms(opens in new window) (Box Folder) |
| Employee Leaves & Workers' Compensation |
| Employee Action Request (EAR) (PDF) | For state employees to use for a name change, address change, or adjust allowances. | Employment Services |
| Employment Eligibility Verification - Form I-9 (paper Version) (PDF) (PDF) | Paper version of the form I-9. | Employment Services |
| Employment Eligibility Verification - Form I-9 (fillable version) (PDF) (PDF) | Fillable version of the form I-9. | Employment Services |
| Employment Eligibility Verification - I-9 Instructions (PDF) (PDF) | Instructions on the form I-9. | Employment Services |
| Live Scan Request Form(opens in new window) (PDF) | To request Live Scan services. | Employment Services |
| Moving and Relocation Form and Procedure(opens in new window) (Box Folder) | Procedure Outlining and form for Moving and Relocation allocations that exceed $7,500. | Employment Services |
| MPP Position(s) Justification Form(opens in new window) (PDF) | Justification form used for MPP actions. | Employment Services |
| Policies Acknowledgement(opens in new window) (PDF) | New employee policies acknowledgement. | Employment Services |
| Important Policies, Employment Laws, and Resources(opens in new window) (Web page) | Policies for new employees to acknowledge, listed on the Policies Acknowledgement. | Employment Services |
| Notice of Separation (NOS)(opens in new window) (Outlook Template) | Notify service centers of employee separating from department or university. | Employment Services |
| Outside Employment Forms and Procedure(opens in new window) (Box Folder) | Procedure and form for MPP's to disclose any additional outside of campus employment. | Employment Services |
| Request for Nondisclosure of Employee Home Address (PDF) | To request your home address be kept confidential and limit its release to employee agencies by the State Controller's Office. | Employment Services |
| Separation Clearance Process(opens in new window) (Web page) | Separation Clearance, Notice of Separation, State Administrative Manual Sections. | Employment Services |
| Payroll Processing Document (PPD) with instructions (XLS) (Excel) | To initiate employment actions for staff and MPP's (Formerly know as the Staff Action Form). | Employment Services |
| Mandatory Reporting of Child Abuse and Neglect - General & Limited CANRA(opens in new window) (Box Folder) | Limited and General Mandated Reporter form for designated positions. | Equal Opportunity and Dispute Resolution |
| Due Process Rights for CSU, Chico Employees designated as Confidential(opens in new window) (PDF) | Description of Due Process Rights for confidential employees. | General Human Resources Forms, Procedures and Processes |
| Reconsideration Procedures for Management Personnel Plan Employees(opens in new window) (PDF) | Description of reconsideration procedures for Management Personnel Plan (MPP) employees. | General Human Resources Forms, Procedures and Processes |
| Volunteer Resources | General Human Resources Forms, Procedures and Processes | |
| Denial of Release Time Request(opens in new window) (PDF) | Used for Denial of Release Time Request. | Labor Relations |
| Nepotism Information(opens in new window) (Box Folder) | Nepotism agreement form, procedures and agreement tracking. | Labor Relations |
| Summer Hardship Form(opens in new window) (Box Folder) | Form to be completed if an employee needs to work an alternate summer work schedule. See Summer Work Schedule Information | Labor Relations |
| Absence and Additional Time Report- "Absence Report and Intermittent Employee Timesheet STD 634"(opens in new window) (Box Folder) | Absence report timesheet and information. | Payroll |
| Academic Pay Plans(opens in new window) (PDF) | Reflects pay schedules for AY employees. | Payroll |
| Attendance Certification - Master Payroll(opens in new window) (Box Folder) | Master Payroll certification overview. | Payroll |
| Attendance Summary (STD640)(opens in new window) | Employee Attendance Summary State Pay Period Calendar Year. | Payroll |
| CTO Payoff Process for Non-Exempt to Exempt Employee Moves(opens in new window) (PDF) | Details effect of transition to exempt classification on CTO balance. | Payroll |
| Direct Deposit and Paycheck | To view or update Direct Deposit now available on CMS-HR. | Payroll |
| Paycheck Calculator (CEC) (opens in new window) | Calculate net pay and withholding amounts. | Payroll |
| Overtime Authorization Form(opens in new window) (PDF) | Request & report overtime for non-exempt employees. | Payroll |
| Procedures for Student Assistants and Work Study Employees(opens in new window) (PDF) | Basic procedures for student employees. | Payroll |
| Request for Final Payment (Academic Year Employees)(opens in new window) (PDF) | Request early final pay for AY employee & request SRP deduction from settlement | Payroll |
| Shift Differential and Special Pay Form(opens in new window) (PDF) | Report shift differential and special pay. | Payroll |
| Signatory Responsibilities and Form Information(opens in new window) (Box Folder) | Form and instructions on how to complete the Signatory Authorization Form. | Payroll |
| Student Payroll Forms(opens in new window) (Box Folder) |
| Payroll |
| Student Employee Process Guides(opens in new window) (Box Folder) |
| Payroll |
| Substitute Appointment Forms and Timesheet(opens in new window) (Box Folder) |
| Payroll |
| Vacation Carry-over Form(opens in new window) (PDF) | Request to Carry-Over More than Allowable Vacation Credits. | Payroll |
| Work Schedule Information - Notice of Work Schedule & Guidelines(opens in new window) (Box Folder) |
| Payroll |
| W-2 Duplicate Form (PDF) | Form to request duplicate W-2. | Payroll |
| Wireless Device Allowance Form and Procedures(opens in new window) (Box Folder) | Instructions and form to initiate/cancel a wireless device allowance. | Payroll |
| Staff Performance Evaluations PDF and Word(opens in new window) (Box Folder) | Performance evaluation form for staff in all units, including C99 confidential support, operational support, technical support, skilled crafts, public safety, and professional staff. Form can be used for CSUEU staff. Word version of form also available. | Performance Management |
| MPP Evaluation Form Instructions(opens in new window) | Instructions to complete and route performance evaluation form for managers and administrators. | Performance Management |
| MPP Performance Evaluation(opens in new window) (Word in Box Folder) | Performance evaluation form for managers and administrators. | Performance Management |
| Academic Affairs-MPP Performance Evaluation(opens in new window) (PDF) | This version to be used for MPP's under Division of Academic Affairs. | Performance Management |
| Unit 4 Academic Support Performance Evaluation(opens in new window) (PDF) | Performance evaluation form for staff in Unit 4. | Performance Management |
| Unit 8 UPD Performance Evaluation (PDF) (PDF) | Performance evaluation form for staff in Unit 8. | Performance Management |
| Fee Waiver Forms(opens in new window) (Website) | Review website for instructions on completing forms through AdobeSign | Professional Development |
| Conflict of Interest (COI) Prevention (Web page) |
| Professional Development |
| Form 700 Introduction (Web page) |
| Professional Development |
| Gifts to Agency (Web page) |
| Professional Development |
| Additional Employment Policy HR 2002-05 (PDF) | Policy establishing reasonable limits on the total amount of employment an individual may have within the CSU system. | Policies |
| Background Check Policy HR 2017-17 (PDF) | Policy on Systemwide required background checks. | Policies |
| Discrimination, Harassment and Retaliation Policy EO 1096(opens in new window) (Web page) | Policy on Discrimination, Harassment and Retaliation. | Policies |
| Policy of Campus Behavior and Violence Prevention EM 12-025 (Web page) | Policy campus behavior and violence prevention. | Policies |
| Smoking Policy EO 1108(opens in new window) (Web page) | Policy on the Systemwide Smoke and Tobacco Free Environment. | Policies |
| Telework Program(opens in new window) (Box folder) | Contains Telework Program policy and form. | Policies |
| Criminal Records Check for Positions that meet CLETS Requirements (Web page) | Procedure for Positions that meet requirements for criminal records check. | Procedure |
| Emergency Disruptions or Shutdowns Affecting Portion or all of the Campus (Web page) | Procedure guidelines for department, buildings or campus experiencing a partial or total disruption due to emergency or unexpected event. | Procedure |
| Outside Employment Policy for MPP & Senior Management (Web page) | Procedure for implementing a CSU policy requiring MPP and executive employees to provide written disclosure statements of all outside employment endeavors. | Procedure |