Forms
Human Resources has compiled the following forms and documents to assists users with hiring, onboarding, performance management, and more. All resources are listed alphabetically, please click the drop down arrow to expand the form and view the purpose statement.
If you have questions or have trouble finding a particular form, please contact Human Resources at 5.2557.

*Note: The Outside Employment & Activities form (UPPS 04.04.06) is now housed in SAP under the "Self-Report" tab.
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Compensation Forms
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Degree Validation Form
Degree Validation Form | Use to validate a degree requirement for a Job Posting.
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Job Analysis Form (JAF)
Job Analysis Form (JAF) | Use to create a new position or reclassify an existing position.
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Grant Employment Position Request
Grant Employment Position Request Form | Use to fill out the job requirements for a grant position job posting.
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Employee Education Benefits
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Academic Release & Tuition Support
Academic Release & Tuition Support | If participating in academic credit courses, full-time benefits eligible employees can request paid class release time, opt-out of fee waiver or request their department pay for remaining fees and tuition.
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Application for Staff Educational Development Leave
Application for Staff Educational Development Leave | Candidate application for participation in the program.
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GED Reimbursement and Release Time
GED Reimbursement and Release Time | Supervisor Approval for leave and verification of completion documents
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Employee List Request
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Request for Employee Labels List
Request Employee List | Request a list of names and addresses for the purpose of reaching a specific audience (e.g. request a list of admins for the purpose of mass emailing all users with an administrative assistant title)
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Instructions for Printing Mailing Labels
Instructions for Printing Mailing Labels | Printer instructions and template to print mailing labels.
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Talent Acquisition Forms
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Background Inquiry Request
(View background check statutory fee rates by county)
Use to obtain applicant authorization to perform a criminal history background check. Used in PeopleAdmin workflows for new hires and position requests.
Criminal History Background Check Request
Use this form to request an individual criminal background investigation for NSNR’s (hourly), student employees, camp/program/lab operators, and volunteers.
Criminal History Background Check Batch Request
Use this Excel document to submit 5 or more criminal history background check requests for NSNR’s (hourly), student employees, camp/program/lab operators, and volunteers.
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Employment Verification
Employment Verification for Applicant | Use to complete a job applicant employment reference check.
Current & Former Employee HR Records Request | Use to request current or former university employee human resources records.
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Pre-Employment Substance Abuse Testing
Concentra's Employer's Authorization for Examination or Treatment | For use by Round Rock Campus pre-employment substance abuse testing only. To be presented at the time of examination or treatment and filled out by Concentra personnel.
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Security Authorization Forms
PeopleAdmin Security Authorization Form | Use to obtain security authorization to access PeopleAdmin.
HireRight Access Security Form | Use to obtain security authorization to access HireRight.
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GMS Relocation Services Request
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Volunteer Release & Appointment Form
Volunteer's Release Appointment Form
Note: This form is to be completed and signed by the volunteer and the account manager for the area in which volunteer provides services.
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Employee Relations
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Disciplinary Templates
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Grievance Forms
• Representative Certification Form (Organization) | For employees seeking representation for a grievance against Texas State.
• Representative Certification Form (Non-Organization) | For employees seeking representation for a grievance against Texas State.
• Staff Employee Grievance Form | Use by the employee for filing a grievance.
• Grievance Checklist | For use by supervisors.
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Mediation Forms
• Mediation Guidelines for Staff | Use to provide staff with a detailed overview of the mediation process.
• Mediation Intake Form | In order to begin the mediation process both parties must agree to mediation by completing this form; this form will by provided by the mediation coordinator to both parties participating in the mediation process.
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Performance Improvement Forms
• Performance Improvement Form | Use by supervisors to document detailed employee performance improvement needs.
• Follow-Up to Performance Improvement Form | Use by supervisors to document a detailed account of how the employee has improved or failed to improve according to recommendations in the Performance Improvement Form.
• Performance Commendation Form | Use by supervisors to document how an employee has exceeded performance expectations.
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Reasonable Suspicion Testing Forms
• Supervisor's Guide | Provided to supervisor's to inform them of the policies and procedures for drug, alcohol, and performance altering substance testing.
• Incident Report | Use to report an employee incident pertaining to drug, alcohol, and performance altering substance abuse at work.
• Reasonable Suspicion Observation Form | Use to report suspicious employee behavior.
• Consent to Reasonable Suspicion Testing | Use to consent and agree to alcohol and/or drug testing by Texas State.
• Refusal to Consent to Reasonable Suspicion Testing | For refusal of alcohol and/or drug testing by Texas State.
• Taxi Voucher | Use to request authorization from Texas State to submit taxi payment for employee transportation from campus.
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Reduction in Force Templates
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Insurance
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Optum RX Prescription Forms
• Optum Rx Prescription Mail Order Form | Use to set up 90-day prescription mail orders.
• Optum Rx Prescription Claim Form | Use to file reimbursement claims directly to Optum RX.
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HealthSelect Forms
HealthSelect Forms | All HealthSelect forms including claims, HIPAA Disclosure Authorization, HealthSelect provider nomination, and Master Plan Benefit documents.
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State of Texas Vision Forms
State of Texas Vision Forms | Vision forms including claim forms, HIPAA Authorization form, and State of Texas Vision provider nomination.
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Dental Insurance Forms
• Humana DHMO Primary Care Dentist (PCD) Selection/Change | Use to name/update your PCD (Required for DHMO)
• Nominate a dental provider | Use to nominate a provider for Humana DHMO or State of Texas Dental Choice Plans
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TexFlex Forms
TexFlex Forms | Information on submitting TexFlex claims, Letter of Medical Necessity form , and IRS related Tex-Flex forms.
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Short/Long Term Disability Forms
Short/Long Term Disability Forms | Use to file a short or long-term disability claim.
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Summer Insurance Pre-Payment Form
Summer Insurance Pre-Payment Form | For faculty and graduate students to pay insurance premiums over the summer months when they aren't working/receiving a paycheck.
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Workers Compensation
Workers' Compensation | Visit Environmental Health, Safety, and Risk Management (ESHRM) for more information about workers' compensation claims.
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Leave and Time
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Faculty/Staff Application for Leave Approval
Faculty/Staff Application for Leave Approval | To request approval for employee leave and send for proper routing and signatures.
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Family and Medical Leave (FMLA)
• Family Medical Leave Request Form | To request leave under the Family & Medical Leave Act.
• Certification of Health Care Provider for Employee's Serious Health Condition | Used when an employee requests time off for own health condition.
• Certification of Health Care Provider for Family Member’s Serious Health Condition | Used when an employee requests time off for a family member with a health condition.
• Certification of Qualifying Exigency for Military Family Leave | Use when employee requests time off for family member called to active military duty.
• Certification for Serious Injury or Illness of Covered Service Member for Military Family Leave | Use when employee requests time off to care for a family member injured while on active military duty.
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Remote Working/Telecommuting Form
Access SAP to complete the Remote Working/ Telecommuting Request Form.
- User Guide: This guide will help you fill out the form.
- Supervisor Approval Guide: This guide will help supervisors approve or deny request forms.
More information on remote working/telecommuting can be found within UPPS No. 04.04.01.
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Sick Leave Forms
• Sick Leave Pool Request/Donation | To donate or request hours from the Sick Leave Pool.
• Sick Leave Donation to Individual - Donor | To donate sick leave to an individual employee.
• Sick Leave Donation to Individual - Recipient | To receive donated sick leave from an individual employee.
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Time Reporting
• SAP Attendance and Absence Codes | Summary of all attendance and absence codes used to enter the appropriate employee leave time.
• Monthly Time Report for Salaried Employees | Use to report salaried employee work hours and time taken .
• Semi-Monthly Time Report for Hourly Employees | Use to report hourly employee work hours.
• Request for Payment of Leave | Use to request lump-sum payment of FLSA overtime, vacation or sick leave.
• Doctoral and Graduate Assistant Timekeeping Guidelines | Use to guide doctoral and graduate assistants through the appropriate method for entering time worked.
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New Hire Support
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Benefits - Eligible Staff
• N.E.W. Employee Onboarding: Administrative Steps | Use to guide administrative staff through the required steps for processing new employees.
• N.E.W. Employee Onboarding: Manager's Steps | Use to guide departmental hiring managers through university best practices for onboarding a new employee.
• N.E.W. Administrative Registration: For use by department administrative contact to register new staff for New Employee Welcome.
• New Employee Welcome UPPS 04.04.15 | Policy and Procedures for onboarding new staff
• NEW Welcome Email Template | To be sent to your new hire prior to their start date.
• I-9 List of Acceptable Documents | Documents a new employee must provide to prove eligibility to work in the U.S.
• Completion of ZHRPEOPLESEARCH and Request for NetID | Use to request and set up a new employee with a NetID
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Graduate Student
• Faculty/Graduate Student Employee Personal Data | To be used at time of onboarding for the purpose of submitting employee personal data to HR.
• Graduate Assistant Eligibility Checklist for Processing Electronic PCRs | A guide for preparing and submitting PCR's for grad students.
• Graduate Student Insurance Eligibility Acknowledgement | For graduate students to sign acknowledging notice of eligibility .
• Graduate Student Health Insurance Comparison | Information and medical insurance comparison chart for benefits-eligible graduate student employees.
• Graduate Student Insurance Enrollment Information | Notice to graduate students of insurance eligibility criteria.
• I-9 Completion and E-Verify Validation | Link to HireRight to initiate Form I-9.
• New Employee Notices | Important notices for new employees required by law.
• W-4 | IRS Form to authorize tax withholding.
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Hourly Student Worker
• Additional Appointment for Student Worker | For student employees already working on campus as a student worker.
• Hourly Student Worker Acknowledgement Form | Use in addition to every type of student worker appointment
• International Student Worker Checklist | Use in addition to Quick Hire or Quick Rehire documents
• Quick Hire Student Worker | For student employees who have not worked at Texas State previously
• Quick Rehire Student Worker | For student employees who have worked at Texas State previously
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Hourly Non-Student Non-Regular (NSNR) Staff
• Criminal History Background Check Request | Use to request a criminal history check for NSNR & student workers.
• I-9 Completion and E-Verify Validation | Link to HireRight to initiate Form I-9.
• Non-Student, Non-Regular Temporary Employment Application | Application for employment for temporary staff positions.
• Non-Student, Non-Regular Temporary Employee Data Form | Use during onboarding to submit personal data to HR.
• New Employee Notices | Important notices for new employees required by law.
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Staff Task Worker
• Criminal History Background Check Request | Use to request a criminal history check for NSNR & student workers.
• I-9 Completion and E-Verify Validation | Link to HireRight to initiate Form I-9.
• New Employee Notices | Important notices for new employees required by law.
• Task Worker Application | Application for employment for task worker position.
• Task Worker Data Form Use during onboarding to submit personal data to HR.
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Nominations For Outstanding Service
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Employee of the Month Nomination Form
Do you work with someone you feel should be recognized for their quality services at Texas State? Here’s an opportunity to do something about it.
To nominate an individual, please visit the website.You will need to log in to the secure ITS site and complete the form. The nomination form will be directed to the VPFSS office electronically.
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Quarterly Team Recognition Award Nomination Form
Do you know of a team that deserves recognition for their work? Here’s an opportunity for you to voice your appreciation.
Anyone can nominate a Texas State team that has provided outstanding service to the university. To nominate a team, complete the on-line form. Nominations are submitted to the VPFSS Office.
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Organizational Management
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Checklist for New/Reassign Organization
Checklist to Request New/Reassign All or Part of an Organization within SAP HR | To guide managers through the appropriate steps to move a position(s) from one organization to another existing or new organization, and how to create or change an organizational unit (for departmental use only - do not send to MDC).
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New/Reassign Organization Change Request
Form to Request New/Reassign All or Part of an Organization within SAP HR | Submit this form to MDC for a position(s) being moved from one organization to another existing or new organization, or to create or change an organizational unit.
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SAP HR Security Authorization Form
Human Resources - Departmental Services Security Authorization Forms (SAP) | To obtain security authorization to access the SAP Human Resources security roles.
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New Position Data Form
New Position Data Form | To create a new position in SAP for Student Workers, NSNRs, Grad Students and Faculty.
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Supervisor Change Request Form
Supervisor Change Request Form | To change the supervisor relationship in SAP on positions.
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Personal Information Updates
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Personal Data and Address Change Form
Personal Data and Address Change Form | Request an update to employee name or address.
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Employee Office Location Change
Employee Office Location Changes | Use to update office locations for multiple employees
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Retirement
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Optional Retirement Program (ORP) and Voluntary Retirement Savings Plan (403b)
• ORP/TDA Capital Transfer | Use to submit a request to complete a full or partial transfer of funds from ORP or TDA to a different carrier.
• ORP/TDA Change of Carrier | Use to submit a request to change carriers from ORP or TDA to another carrier.
• ORP Authorization for Reduction of Employee Contributions | Use to elect participation in ORP in lieu of TRS and authorize a salary reduction for the the purpose of depositing those funds in a Optional Retirement Account.
• Notice of Election to Participate in the Optional Retirement Program (TRS-28) | Required upon initial ORP election in lieu of TRS
• Voluntary Retirement Savings Plan Authorization | Use to authorize a salary reduction for the the purpose of depositing those funds in a 403(b) Voluntary Retirement Savings Plan (Tax Deferred Account).
• ORP Employee Separation Form | For employees separating or retiring from Texas State to terminate membership in the Optional Retirement Program.
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TexaSaver Voluntary Retirement Savings Plan Forms (457)
• Enrollment Information | Find ways to enroll directly through TexaSaver
• TexaSaver 457 Forms | Printable forms that can be sent directly to TexaSaver
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Teacher Retirement of Texas (TRS) Forms
• TRS Designation of Beneficiary (TRS-15) | Complete and mail directly to TRS to name beneficiaries.
• Steps for Refunding Your Member Account | Information about requesting a refund of your TRS monies after separation of TRS Employment.
• TRS Application for Refund (TRS-6) | Complete and mail directly to TRS upon separation.
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Separation
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Salaried Employee Departmental Checklist for Separating Employees
Salaried Employee Departmental Checklist for Separating Employees | Submit this form to Human Resources for all separating staff, faculty and graduate students paid monthly.
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Transfer to Another Department Checklist
Transfer to Another Department Checklist | This checklist should be used when an employee transfers from one department to another, but does not separate employment with the university.
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Hourly Employee Separation Checklist
Hourly Employee Separation Checklist | To guide hiring managers through the appropriate steps to separate a student worker or a non-student non-regular staff (for departmental use only - do not send to HR).
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Request for Payment of Leave
Request for Payment of Leave | Use to request lump-sum payment of FLSA overtime, vacation or sick leave.
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TRS Notice of Termination & Request for Refund (TRS-6)
• Steps for Refunding Your Member Account | Information about requesting a refund of your TRS monies after separation of TRS Employment.
• TRS Application for Refund (TRS-6) | Complete and mail directly to TRS upon separation.
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ORP Employee Separation Form
ORP Employee Separation Form | For employees separating or retiring from Texas State to terminate membership in the Optional Retirement Program.
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