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Forms & Documents

Below is a listing of all the documents and forms that you may need. They are divided into the following catagories:

Employment Forms
Background/Drug Screen Release Form
Candidate Requisition (Please note that the Department is responsible for obtaining Cabinet level approval (i.e. VP or Provost) prior to submitting to Human Resources.) 
Direct Deposit Form
Employee Information (name change, address change, etc.)
First Day Checklist for New Staff
Guidelines for Interviewing Applicants
Hiring Manager’s Guide to Hiring Regular Staff
Hiring Manager’s Guide to Hiring Temporary Staff
Hiring Manager’s Guide to Hiring Agency Temps
Hiring Manager’s Q & A
Honorarium Action Form
I-9 Form
Information Systems Request
NC4 Tax Form
Online Employment System - User Guide
Position Requisition (Please note that the Department is responsible for obtaining Cabinet level approval (i.e. VP or Provost) prior to submitting to Human Resources.)
Pre-Hire Checklist for Hiring Managers
Prior Service Credit for Paid Time Off (PTO)
Prior Service Credit for the WFU Defined Contribution Retirement Plan
Sample Declination Letter
Student Employment Action Form
Telephone Reference Check
Volunteer and Agency Work Agreement
W4 Tax Form
Benefit Forms
Affidavit of Same-Sex Domestic Partnership
Benefits Enrollment Form
Defined Contribution Retirement Plan
Dental Claim Form - ACS
Fidelity Beneficiary Change Form
Fidelity Rollover Contribution-In Form and Instructions
Flexible Spending Account Direct Deposit Form
Flexible Spending Account Claim Form
Flexible Spending Account Health Care Claim Form (Flores 2008-2009)
Flexible Spending Account Dependent Care Claim Form (Flores 2008-2009)
Hardship Loan Document
Life Insurance Conversion Form
Life Insurance Plan Enrollment (life, voluntary AD & D, beneficiary)
Life Insurance Portability Form
Long Term Disability Portability Form
Maximum Accruals for Vacation and Sick Leave
Medical Claim Form
Name Change
Notice of Termination of Domestic Partnership
Prescription Drug Mail Order Form
Prescription Drug Reimbursement Form
Prescription Drug Reimbursement Form Directions
Prior Service Credit for the WFU Defined Contribution Retirement Plan
PTO-Exempt Annual Leave Record - Interactive
Request for Family Medical Leave
Request for Leave
Request for Parental / Adoption Leave
Request for Short Term Disability
Salary Reduction Agreement
TIAA-Cref Supplemental Annuity Retirement (SRA) Application Form
TIAA-CREF Beneficiary Change Form
Tuition Concession Form - Employees
Tuition Concession Form - Children/Spouse/Partner
Vanguard (WFU Plan) Enrollment/Change Form
Vanguard Rollover Contribution-In Form
Vanguard Transfer Form
Employee Relations Forms
ADAA Request for Accommodation Form
Annual Performance Review
Annual Performance Review
Appeal to Staff Grievance Committee
Checklist for Exit Interview
Department/Office Head Instructions for Annual Performance Review
Employee Instructions for Annual Performance Review
Exit Interview
Exit Interview - Reynolda House
Faculty Applicant Data
First Report of Incident
Performance Review Eligibility Requirements
Response to Staff Employee's Grievance
Six-Month Performance Review
Staff Employee of the Year Nomination Form
Staff Grievance Form
Supervisors Instructions for Annual Performance Review
Three-Month Performance Review
Workplace Violence Incident Report
HRIS Forms

Request for Labels
Compensation Forms
Additional Compensation Form

Additional Compensation - Faculty Summer Research

Additional Compensation - Faculty Summer Research - Instructions
Adjunct Faculty Payroll Request
Exempt/Non-Exempt Decision Making
Exemption Worksheet
Glossary of Useful Verbs
Instructions for Writing Position Descriptions
Organizational Chart Sample
Physical Requirements Checklist
Position Description Format
Position Description Example
Requesting Reclassification (HR Bulletin 9)
 

IMPORTANT INFORMATION ABOUT PDF FILES:

Unless otherwise indicated, all forms and information documents on this page are "PDF" (Portable Document Format) files.To view the files, you need to have the Adobe® Acrobat®Reader (version 3.x or greater) installed on your computer.

The Acrobat Reader, installation and usage information, and a Browser Plug-In (for viewing files within your browser window) are available FREE from Adobe's Web Site - just click the link below and follow the instructions.

Download Acrobat® Reader

PRINTING TIP: Several of the documents included on this page use very narrow margins, particularly the forms. If you have problems with the edges of the document being "cut off" by your printer, select the "Shrink to fit" option in the Print dialog box. This option will proportionally reduce the document so that it will fit within the printable area for your printer.

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