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Documents / Forms

FORMS A-Z | BENEFITS FORMS | DIRECTOR'S OFFICE FORMS
EMPLOYEE & ORGANIZATION DEVELOPMENT FORMS | EMPLOYMENT & CLASSIFICATION FORMS HUMAN RESOURCES INFORMATION SYSTEMS | PAYROLL & COMPENSATION
POLICIES, PROCEDURES & GUIDELINES FORMS
| WORKERS' COMPENSATION FORMS

BENEFITS
Health Care

Affidavit of Parent-Child RelationshipLink to download the latest version of Adobe Reader.
Allows for the enrollment of a child (other than natural, adopted or step-child) in the CalPERS sponsored health programs.

Benefits Enrollment/Change Form Link to download the latest version of Adobe Reader.
A worksheet for employees to designate their dental, medical and flexcash options (opting out of benefits).

Declaration of Health Care Coverage Link to download the latest version of Adobe Reader.
A CalPERS-required form for enrolling into or opting out of benefits.

Delta Dental Claim Form Link to download the latest version of Adobe Reader.
Used by employees if a Delta Dental provider does not bill directly for services.

HIPPA Authorization Form Link to download the latest version of Adobe Reader.
Employee Authorization for Benefits staff to use and/or disclose personal health plan information.

VSP Out-of-Network Reimbursement Form Link to download the latest version of Adobe Reader.
Vision reimbursement form for employees who utilized the services of a non-network doctor.

VSP Video Display Terminal (VDT) Confirmation Form Link to download the latest version of Adobe Reader.
Vision form for employees who meet the job requirements for the VDT benefit that is given to a VSP Network doctor.

Flexible Benefits

Dependent Care/Health Care Claim Form Link to download the latest version of Adobe Reader.
Used to establish a dependent and/or health care reimbursement account.

Dependent Care/Health Care Reimbursement Account Plans Enrollment Authorization Link to download the latest version of Adobe Reader.
Enrollment form used to establish Health Care and/or Dependent Care reimbursement accounts.

Direct Deposit Form for Dependent Care/Health Care Link to download the latest version of Adobe Reader.
For employees who wish to receive their Flexible Spending Accounts reimbursements by direct deposit.

FlexCash Program Enrollment Authorization Link to download the latest version of Adobe Reader.
Forms used to “opt out” of medical and/or dental benefits.

Medical-Related Leaves
Family or medical leave of absence Link to download the latest version of Adobe Reader.

Unpaid personal leave of absence Link to download the latest version of Adobe Reader.


Survivor Protection Benefits

Life and AD&D Beneficiary Designation and Change Form Link to download the latest version of Adobe Reader.
To designate or change the beneficiary of the employer-paid Life and AD&D benefit.

Retirement Plans

TSA Maximum Contribution Worksheet Link to download viewer to open, view, and print Excel workbooks.
For individuals who want to contribute more than the annual maximum and are age 50 or older and/or a 15-years of service.

Fee Waiver

Career Development Plan Link to download the latest version of Adobe Reader.
To be completed by employees who are pursuing a degree program.

CSU $55 Application Fee Waiver Link to download the latest version of Adobe Reader.
Allows for the waiver of the application fee to one CSU campus.

Dependent Fee Waiver Form Link to download the latest version of Adobe Reader.
To be used when eligible dependents will be utilizing the employee’s fee waiver benefit.

Employee Fee Waiver Form Link to download the latest version of Adobe Reader.
To be completed by employees who will be utilizing the fee waiver benefit.

DIRECTOR'S OFFICE

CSU Conflict of Interests Disclosure Categories Link to download the latest version of Adobe Reader.
The list gives employees in designated positions a description of each category that is required to submit the Form 700 Statement of Economic Interest form annually.

Form 700 Statement of Economic Interest Reference Pamphlet Link to download the latest version of Adobe Reader.
Form 700 pamphlet includes instructions and information for employees in designated positions to complete the form annually.

Form 700 Statement of Economic Interest Link to download the latest version of Adobe Reader.
Form 700 pamphlet includes instructions and forms for employees in designated positions to complete the form annually.

San Diego State University Designated Positions Link to download the latest version of Adobe Reader.
List of Designated Positions associated with the Statement of Economic Interest. The list is established through the Chancellor’s Office.

EMPLOYEE & ORGANIZATION DEVELOPMENT

EMPLOYMENT & CLASSIFICATION

Compensation

In-Range Progression Guidelines and Forms Link to download the latest version of Adobe Reader.
Form used to submit an in–range progression request.

Employment

Confidential Employees Human Resources Program Guidelines Link to download the latest version of Adobe Reader.
Guidelines pertaining to the confidential classifications.

Employment Verification Link to download the latest version of Adobe Reader.
Form used to request employment verification letter.

Federal Work Study (FWS) Job Description Link to download the latest version of Adobe Reader.
Form used to post available FWS positions. Please contact Federal Work Study Division Coordinator with questions.

Position Description Link to download viewer to open, view, and print MS Word documents.
Form used to create, post, or modify an existing position on campus.

Position RequisitionLink to download the latest version of Adobe Reader.
Form used to initiate filling a vacancy or a new position.

Request and Condition for Reimbursement of Relocation Expenses Form Link to download viewer to open, view, and print MS Word documents.
Form used to request reimbursement for relocation expenses (please see accompanying manual below).

SDSU Relocation Policy and Procedure Manual Link to download the latest version of Adobe Reader.
Manual outlining policies and procedures for reimbursement of relocation expenses.

Staff Transaction Form Link to download viewer to open, view, and print MS Word documents.
Form to appoint, reappoint, end, or modify an appointment for staff employees.

Student Employment Authorization 
Link to Student Employment webpage.

Unit 11 Job Vacancy Announcement Powered by SurveyGizmo survey software.
Form to compose, submit, and post available positions within colleges for teaching associates, graduate assistants, and instructional student assistants.

Volunteer Identification Form Link to download viewer to open, view, and print MS Word documents.
Form used to appoint volunteers.

Performance Evaluations

Confidential Employees Link to download viewer to open, view, and print MS Word documents.
Form used to evaluate the work performance of confidential employees.

Management Personnel Link to download viewer to open, view, and print MS Word documents.
Form used to evaluate the work performance of management level employees.

Performance Evaluation for Units 2, 5, 6, 7 & 9 Link to download viewer to open, view, and print MS Word documents.
Form used to evaluate the work performance of Unit 2, 5, 6, 7 & 9 employees.

Performance Evaluation for Unit 4 Link to download viewer to open, view, and print MS Word documents.
Form used to evaluate the work performance of Unit 4 employees.

Performance Evaluation for Unit 8 Link to download viewer to open, view, and print MS Word documents.
Form used to evaluate the work performance of Unit 8 employees.

Retired Annuitant Appointments
Guidelines related to retired annuitant appointments.

CalPERS Circular Letter 200-002-14 Link to download the latest version of Adobe Reader.
The purpose of this Circular Letter is to inform you of changes to the Public Employee's Retirement Law (PERL).

CalPERS Circular Letter 200-002-12 Link to download the latest version of Adobe Reader.
The purpose of this Circular Letter is to inform you of changes to the Public Employee's Retirement Law (PERL).

CSU HR Technical Letter: Post-Retirement Employment: CalPERS' Retirees Link to download the latest version of Adobe Reader.
This HR Letter should be reviewed in its entirety by staff responsible for making hiring decisions in the employment of CalPERS retirees.

Guide to CalPERS Employment After Retirement Link to download the latest version of Adobe Reader.
The following contains general information regarding working after retirement. If you have any questions after reading the contents of this publication, contact CalPERS prior to accepting employment.

HUMAN RESOURCES INFORMATION SYSTEMS (HRIS)

PeopleSoft Access Request Form Link to download the latest version of Adobe Reader.
Use this form to request or cancel PeopleSoft Access. Fill out the top portion of the form (Name, Red ID, Email, and Justification). Also, at the bottom of the form please be sure to get the appropriate signatures. Send the completed form to hris@mail.sdsu.edu or via fax 619-594-1147.

PeopleSoft Delete Cache Guide Link to download the latest version of Adobe Reader.
This guide will walk you through the steps to delete cache from your computer, improving system performance.

PeopleSoft Employee Self Service Guide Link to download the latest version of Adobe Reader.
This guide will walk you through the steps to access your personal information.

PeopleSoft Manager Self Service Guide Link to download the latest version of Adobe Reader.
This guide will walk you through the steps to access your employee information.

PeopleSoft Password Guide Link to download the latest version of Adobe Reader.
This guide will walk you through the steps to establish, change and retrieve a forgotten PeopleSoft password.

PAYROLL & COMPENSATION

Attendance Summary - Updated May 2013 Link to download viewer to open, view, and print Excel workbooks.
Used to report attendance: hours worked (hourly staff) or absences (salaried staff).

Attendance Summary (Alternate Work Schedule) - Updated May 2013 Link to download viewer to open, view, and print Excel workbooks.
Used to report attendance: hours worked (hourly staff) or absences (salaried staff) if working an alternate work schedule.

Authorization for Extra Hours (Overtime Form) - Updated May 2013 Link to download the latest version of Adobe Reader.
Used to report extra hours worked either for payment or compensating time off.

CalPERS Retiree Deduction Authorization Link to download the latest version of Adobe Reader.
Used by CalPERS retirees to authorize gift deductions from their retiree paycheck.

Direct Deposit Form Link to download the latest version of Adobe Reader.
Used to enroll/change/cancel direct deposit.

Duplicate Wage & Tax Statement Request Link to download the latest version of Adobe Reader.
Used by employees or Payroll staff to request duplicate W-2 Forms.

Employee Action Request (EAR) Link to download the latest version of Adobe Reader.
Used to update employee name, address and/or withholding status.

Federal Work Study Time Card Link to download viewer to open, view, and print Excel workbooks.
Used by Federal Work Study students to report hours worked to their supervisors. Instructions included.

Foreign National Information Form (FNIF) Link to download the latest version of Adobe Reader.
Used by foreign employees to determine tax residency status.

Report of Employee Schedule Link to download viewer to open, view, and print MS Word documents.
Used to report an alternate schedule or a change to an employee's schedule.

Student Assistant Attendance Report - Updated May 2013 Link to download viewer to open, view, and print Excel workbooks.
Used by department time keepers to report a summary of hours worked for a group of students.

Student Assistant Time Card - Updated May 2013 Link to download viewer to open, view, and print Excel workbooks.
Used by students to report hours worked to their supervisors.

Student Payroll Action Request (SPAR) Link to download the latest version of Adobe Reader.
Used to update student employees’ name, address, and/or withholding status.

Update Preferred Name
Submit your request to display preferred name in Office365.

Wireless Device Authorization Form & Procedures
Effective January 1, 2012, the wireless device process is being handled through Accounts Payable.

POLICIES, PROCEDURES & GUIDELINES

Alcohol Abuse and Illegal Drugs Policy Link to download the latest version of Adobe Reader.
SDSU policy adopted regarding illegal substance abuse.

Employee Nepotism Policy Link to download the latest version of Adobe Reader.
SDSU policy adopted to implement CSU Nepotism Policy (HR 2004-18).

Employee Nepotism Form Link to download the latest version of Adobe Reader.
To be completed when employee is supervised by a family member.

SDSU Smoke-Free Policy
SDSU is a completely smoke free campus.

Executive Order 1083 Link to download the latest version of Adobe Reader.
All faculty, staff and student employees are required to review and sign the CSU Acknowledgement of Mandated Reporter Status and Legal Duty to Report Child Abuse and Neglect Form (located at: http://hr.sdsu.edu/pdf/Policies/EO1083_Acknowledgement.pdf).

Every employee must submit the signed form to Payroll Services by March 1, 2013. Completed forms may be submitted in PDF format by emailing chr.payroll@mail.sdsu.edu, or in hardcopy via interoffice mail to: Payroll Services, EO 1083, MC 1625. All faculty, staff and student employees should be sure to maintain a copy of their signed form for their records.

The Office of Employee Relations and Compliance is designated to respond to any questions or concerns regarding this requirement, and may be contacted by calling (619) 594-6464.

Suspected Child Abuse Report Link to download the latest version of Adobe Reader.
To be completed by Mandated Child Abuse Reporters Pursuant to Penal Code Section 11166.

Employee Violence-Free Policy Link to download the latest version of Adobe Reader.
SDSU policy adopted regarding the security of faculty, staff, and students.

SDSU Relocation Policy (effective 5/1/2012) Link to download the latest version of Adobe Reader.
SDSU policy adopted in accordance with CSU Human Resources Coded Memo HR 2012-02, Updated Moving and Relocation Policy and Updated CSU Internal Procedures Governing Moving and Relocation Expenses.

         Request & Condition for Reimbursement of Relocation Expenses Form Link to download viewer to open, view, and print MS Word documents.

         SDSU Relocation Policy and Procedure Manual Link to download the latest version of Adobe Reader.


WORKERS’ COMPENSATION

Notice of Pre-Designation of Physician Link to download the latest version of Adobe Reader.
For employees who would like to pre-designate a physician before a work-related injury/illness occurs.

Supervisor’s Report of Work-Related Accident/Illness Form Link to download the latest version of Adobe Reader.
Form that the supervisor of an injured employee completes.

Supervisors Responsibilities Regarding Work Incurred Injuries (Check List) Link to download the latest version of Adobe Reader.
Supervisors shall print out document and complete check list upon employee injury.

Workers’ Compensation Claim Form (DWC 1) Link to download the latest version of Adobe Reader.
Form to be completed by an injured employee.


Link to Download the latest version of Adobe Reader. Download Adobe Acrobat Reader
Link to download viewer to open, view, and print Excel workbooks. Download Microsoft Excel Viewer
Link to download viewer to open, view, and print MS Word documents. Download Microsoft Word Viewer