Human Resources

All Forms

125% Calculator

Excel table to provide an estimation of staff or faculty work to comply with CSU 125% policy

Academic Personnel Calendar (2023-2024)

This PDF shows the process and deadlines for RTP, evaluations, leaves, and FERP for the 2023-2024 academic year

Academic Workday Calendar (2023-2024)

Academic Workdays 2024-2025

Accident Insurance Benefits Guide

Acknowledgement & Missed Premium AR Agreement

A form that acknowledges you received the benefits information and authorizes appropriate payroll deductions

Additional Employment Decision Tree

Document to help departments determine course of action for employment

Additional Employment Policy

Additional employment policy

Additional Employment Pre-Approval Form

Form must be submitted when staff or faculty are requesting additional employment

Additional employment pre-approval form routing (faculty)

Routing process for AEP form for faculty

Additional employment pre-approval form routing (staff)

Routing process for AEP form for staff

Additions and Deletions Worksheet

How to add or remove health or dental coverage for an employee or dependent

Adobe digital signature job aid - Reader (Windows)

Job aid for Windows users to create, export, and import digital signatures for forms using Adobe Acrobat Reader XI.

Adobe digital signature job aid (Mac)

Job aid for Mac users to create, export, and import digital signatures for forms using Adobe Acrobat Pro X.

Adobe digital signature job aid (Windows)

Job aid for Windows users to create, export, and import digital signatures for forms using Adobe Acrobat Pro X.

Affidavit of Marriage or Domestic Partnership

In lieu of a marriage/domestic partnership certificate, use this affidavit form to certify your relationship for benefits.

Affidavit of Parent-Child Relationship

A form to enroll a dependent child, other than an adopted, step, or recognized natural child, in a health plan.

Affirmative Action Plan - 2024

The AAP for 2024

Anthem Claim Form

Anthem Member Claim form

APC CBA Evaluation Article

Article 18 of the APC collective bargaining agreement on performance evaluations

APC Evaluation Form (instructions on page 3)

Performance evaluation form for APC employees. See procedures on page 3.

Applicant Authorization & Release Form

Applicant authorization and release form

Application for market salary increase

Use this form to apply for a market salary increase

ASIFlex Card FAQs

FAQs for the flexible spending plan (FSA) card, also known as the ASIFlex card

ASIFlex Card Reference Guide

Reference guide for the FSA/ASIFlex debit card.

ASIFlex Eligible OTC Expenses

A quick list of eligible OTC expenses

ASIFlex HCRA Expense Planning Worksheet

ASIFlex Quick Guide 2020

Assignment of Work

Outline of order of work for faculty as per Article 12.29.

AY faculty payment schedule and benefits coverage

Dates for pay periods, paydays and benefit coverage

Background Check Form

Background check form

Beneficiary Information Update

How to update your beneficiaries for various benefits

Benefits and Leaves Program Summary

A chart indicating which employee classifications are eligible for which benefits and leaves programs

Calculation of Daily Rate

This memo provides updated formulas to calculate faculty daily rates for Special Consultant or Grant appointments.

California Casualty Information (Auto/Home/Renter's Ins.)

California Law Prohibits Workplace Discrimination and Harassment (DFEH 162)

California law prohibits discrimination and harassment

CalPERS Beneficiary Designation

Designate beneficiaries for CalPERS retirement

CalPERS beneficiary designation

CalPERS Reciprocal Self-Certification Form

CalPERS form for reporting other retirement systems

CalPERS Retirement Plan 24/25 FY Contribution Formulas

Retirement formulas and contributions for different classifications

Campus Housing Flyer

This flyer describes CSUMB's employee housing

Candidate Evaluation Spreadsheet (template)

Spreadsheet to assist Talent Selection Committees in evaluating completeness of application.

Candidate Recommendation Form

Use this form when appointing new and returning temporary faculty employees

Catastrophic Leave Request

Catastrophic leave donation request

Chair-Dean Relationship

Handout of tips for creating a strong chair-dean relationship

Classification and Compensation Request Form

Classification and Compensation Request Form

Coach Evaluation Process Overview

A flowchart of the process for coach evaluations

Coast to Coast - CSU Systemwide Wellness Challenge

Community resources

A guide to local businesses, services, schools and more

Compensation guidelines - Staff

Compensation guidelines have been developed to provide a consistent framework for the effective and responsible administration of the staff classification and compensation programs to promote the recruitment, motivation and retention of a highly qualified work force.

Computer Vision Confirmation Form

Computer vision confirmation form

Confidentiality Agreement

Talent selection committee guidelines on confidentiality

Confidentiality/FERPA Form

A summary of confidentiality requirements

Confidentiality/FERPA Form

COVID 19 NTWL Staff and Faculty FAQs

COVID 19 Staff and Faculty FAQs

Covid 19 Student Employees FAQs

COVID 19 CPAL Request for Dates of CSU Temporary Leaves (TLP, CPAL, & NTWL) and Calendar

CSU Conflict of Interest Handbook

Critical Illness Benefits Guide

CSU Conflict Of Interest Disclosure Category Descriptions

CSU Contract Restrictions - Public Contract Code

Public contract code restrictions for CSU employees

CSU COVID 19 Temporary Paid Administrative Leaves Comparison Chart

CSU Employee Photography Release Form

CSU Employee Profile Brochure

CSU Employee Profile Photography Contest Invitation 2020

CSU General Benefits Eligibility Criteria

A listing of all CSU benefits and criteria to be eligible

CSU Voluntary Benefits Plans

Information for employees who are not eligible for core benefits through the CSU.

CSUEU (2,5,7,9) CBA Evaluation Article

Article 10 of the CSUEU collective bargaining agreement addresses performance evaluations

CSUEU & SUPA Evaluation form

Performance evaluation form for CSUEU and SUPA represented employees

CSUMB COVID 19 Suspected and Positive Reporting Flowchart

CSUMB Equal Opportunity Policy Statement

CSUMB Policy Statement

CSUMB Department Chair Handbook

CSUMB Statement on Non-discrimination and Harassment Prevention in Employment and Education

CSUMB's statement on non-discrimination and harassment prevention in employment and education

Data Classification Information

Provides examples of Level 1, Level 2, and Level 3 data classifications. Please note that the classifications are not limited to the examples provided.

DCRA / HCRA Reimbursement Form

DCRA / HCRA reimbursement form

DCRA Expenses

Listing of eligible daycare expenses

Declaration of Health Coverage

Declaration of health coverage

Dental Benefit - SmileWay - Basic

Dental Benefit - SmileWay - Enhanced

Dental Claim Form

Dental Claim Form

Dental Group Numbers

Dental Plan Enrollment Form

Dental Plan Enrollment Form

Department chair best practices

Handout of department chair best practices

Department Chair Feedback Form

Form for providing feedback and evaluation of department chair

Designated Position-Disclosure Categories List

Diversity recruitment resources - HERC

A compendium of diversity resources compiled for the campuses participating in the Northern California Higher Education Recruitment Consortium.

Diversity recruitment resources - Part 2

A list of diversity resources by topic

Domestic Partner Tax Dependent Certification Form

E-verify notice in English

Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States.

E-verify notice in Spanish

La Ley Federal le exige a todos los empleadores que verifiquen la identidad y elegibilidad de empleo de toda persona contratada para trabajar en los Estados Unidos.

Emeritus faculty award procedures

Explanation of process for awarding emeritus status

Empathia EAP Combined- CSU Monterey Bay Website Guide

Employee Action Request Form

Employee Action Request Form

Employee Benefits Summary

Employee Data Sheet

Employee data sheet

Employee Report of Accident, Incident, Illness

Employee Report of Accident, Incident, Illness

Employment Eligibility Verification (Form I-9)

Employment eligibility verification (Form I-9) **Form must be downloaded and opened using Adobe or similar PDF program; May not load in browser.**

Employment eligibility verification (Instructions)

Instructions on how to complete the Form I-9

Equal Opportunity is the Law (poster)

Equal Employment Opportunity is the Law

Executive Order 115 (EO115) Complaint Form

Executive Order 116 (EO116) Complaint Form

Executive Order 929

Reporting Procedures for Protected Disclosure of Improper Governmental Activities and/or Significant Threats to Health or Safety

Executive Order 930

CSU Drug-Free Workplace Policy

Executive Order 1083

Revised 7/21/2017 - Accessible version

Executive Order 1096

Systemwide Policy Prohibiting Discrimination, Harassment and Retaliation, Sexual Misconduct, Dating and Domestic Violence, and Stalking against Employees and Third Parties and Systemwide Procedure for Addressing Such Complaints by Employees and Third Parties (revised October 5, 2016)

Executive Order 1096 Complaint form

Executive Order 1096 Complaint form

Facts about sexual harassment (DFEH 185)

Facts about sexual harassment

Faculty Benefits Eligibility

A brochure describing how faculty, coaches and lecturers become eligible for benefits

Faculty outside employment disclosure form

Use this form to disclose outside employment, per Article 35 of the CBA

Faculty Recruitment Plan

Use this form to plan out your recruitment efforts and expenses

Families First Coronavirus Response Act (FFCRA)


Families First Coronavirus Recovery Act (FFCRA) Request Form

Family care and medical leave

Summary of your rights and obligations under the Fair Employment and Housing act

Faculty and Staff Fee Waiver Application

Faculty and Staff Fee Waiver Application

Fee Waiver Career Development Plan

A Career Development Plan must be completed at least once prior to the first semester of study under the Fee Waiver Program.

Fee Waiver Career Development Plan


Fee Waiver Career Development Plan Update

Fee waiver career development plan update

Dependent Fee Waiver Transfer Application

Fee waiver transfer for dependent

Fee Waiver Application for Non-Matriculated Student

Fee waiver application for non-matriculated student

FERP Application

Application to submit for consideration for Faculty Early Retirement Program (FERP)

Final Pay Warrant Designation

Final Recruitment Report Checklist

Detailed checklist itemizing the required documents that must be submitted to UP after a tenure-line faculty recruitment

FlexCash Brochure

FlexCash Enrollment Form


FML Certification

Certification of healthcare provider for those employees eligible for a Family Medical Leave


Family Medical Leave (FML) frequently asked questions

FMLA monthly tracking form

FMLA monthly tracking form

For MPPs Only - Outside Employment Disclosure Requirements for MPP and Executive Employee

The CSU Policy for disclosure of outside employment

Form 700

Form 802 (Completed)

Signed and completed from 802 for Gifts to Agency

FPPC 2019/2020 Form 700 Statement of Economic Interests Reference Pamphlet

FPPC Frequently Asked Questions-Form 700 Disclosure

FPPC Limitations and Restrictions on Gifts, Honoraria, Travel and Loans Fact Sheet

FPPC Statement of Economic Interest-Form 700

FSA / ASIFlex debit card request

Application form for flexible spending account debit card (ASIFlex card)

Graduate Assistant Classification Standards

The classification standard for graduate assistants

Grant-related instructional faculty

Grant-related instructional faculty standards

HIPAA Privacy Notice

How medical information may be used and disclosed and how you can access this information

Hourly intermittent Voucher

Use this voucher to submit intermittent hours worked

Important Information about COBRA Coverage

Explanation of COBRA benefits

Independent Contractor Review Request Form

Independent Study Agreement

Use this form to request approval for an independent study

Information form

Information form containing citizenship information, authorization to receive pay warrants, emergency contact

Instructional Student Assistants

The classification standard for Instructional Student Assistants

Interfolio basics

Slideshow of Interfolio for faculty who would like to use Interfolio for RTP

Interfolio reviewers

Slideshow of presentation for individuals who will be reviewing RTP materials submitted through Interfolio

Job action form

Used to request a job change including a stipend or bonus

Job announcement template for tenure-line faculty

Use this template to create a new faculty job announcement

Labor law notices combined (Federal and California)

Official physical notices are posted in Human Resources - Tide Hall

Labor law notices (Contractor)

Official physical notices are posted in Human Resources - Tide Hall

Lecturer Annual Evaluation Form

The form to use when annually evaluating lecturers

Lecturer Cumulative Evaluation Form

The form to use when cumulatively evaluating lecturers

Lecturer Evaluations Criteria, Procedures and Calendar

These procedures supplement Article 15, Evaluation, of the Collective Bargaining Agreement (CBA)

Lecturer Peer Evaluation Form

Use this form to complete peer evaluations and classroom visitation

Lecturer Self Evaluation Form

Lecturers are not required, but highly recommended to complete a self-evaluation form

Letter from President Ochoa - Economic Impact of COVID-19 on CSUMB

Life Services Toolkit

Brochure summarizing the services provided by our life insurance benefit.

Market Salary Increase Guidelines

How to apply for a market salary increase

Medical Leave Certification

Minority Serving Institutions (June 2015)

Listing of minority serving masters and doctoral-level institutions in the United States (courtesy of Fresno State)

Monitoring Additional Employment

Guidelines and job aids for monitoring and calculating additional employment up to 125%

Moving Into the Chair Role

Handout illustrating the difference between faculty and chair role

MPP Compensation Guidelines

Guidelines for MPP salaries

MPP Evaluation Form

Performance evaluation for MPP employees

MPP Evaluation Narrative Cover Sheet

Narrative cover sheet for MPP performance evaluations

MPP Outside Employment Disclosure Form

The disclosure form for MPPs

MPP Outside Employment FAQs

FAQs about the outside employment policy for MPPs and executives

MPP Position Justification

MPP Reconsideration Procedure

This procedure applies to MPP employees who request reconsideration of certain personnel decisions

Naming Conventions

Example of file naming conventions for Interfolio users

Nepotism Agreement Form

Agreement regarding employment relationship of immediate family members

Nepotism policy

Nepotism policy

New Employee Benefits Enrollment Worksheet

New employee enrollment worksheet

New Employee Paperwork Checklist

Check off all the items you will need to complete and bring on you first day

New health insurance coverage options and your health coverage

New health insurance coverage options and your health coveragw

New Hire Notice - Injuries Caused by Work

Explanation of what you are entitled to if you are injured at work. These are the pre-designation of physician forms.

Non-Faculty Special Consultant Guidelines

Explanation of the special consultant classification and procedures for assigning non-faculty special consultants

Non-Telecommuting Workers Leave Request Form

Notice of Workers Compensation Carrier

Notice of workers compensation carrier

Notice to Employees Posted by Order of the Public Employment Relations Board (PERB)

OptumRx Digital Tools Brochure

OptumRx Prescription Reimbursement Request Form

OSHA's Form 300A-U.S. Department of Labor Summary of Work-Related Injuries and Illnesses

Other Temporary Employee Appointments

Use this form for coaching faculty, librarians, and other bargaining unit employees.

Outside Employment Disclosure Form for Senior Management Employees

The disclosure form for Vice Presidents and above

Part-time faculty employment disclosure

Use this form to disclose total employment appointments within the CSU

Part-time faculty hiring process

Narrative outline of the steps for the applicant, Department, College, and Human Resources to follow when hiring new part-time, temporary faculty

Part-time faculty hiring process (overview)

Flowchart for hiring process of new part-time, temporary faculty

Part-time faculty paperwork checklist

Checklist outlining all required paperwork for new part-time, temporary faculty

Part-time faculty request to recruit and reference check form

Use this form to track the recruitment process and recommendations of part-time faculty positions

Payment Processing Form (Job Code 2403)

Payment Routing Process (Job Code 2403)

Flowchart for payment process for 2403 Payment Processing Form

Peer Review of Teaching Guidelines for Remote Classroom Observations

Performance evaluation procedures for MPPS

Performance evaluation procedures for MPPs

Performance evaluation procedures for represented and confidential staff

Performance evaluation procedures for represented and confidential staff

Performance evaluation worksheet

An optional tool to assist you in rating the “Dimensions” section of the Evaluation

Person of Interest (POI) Form

A person of interest (POI) is a non-employee affiliate of CSUMB needing access to computers, facilities, training, or buildings.

Personal Data Form

Personal data includes legal name, addresses, etc

Policy acknowledgment checklist

An acknowledgment of having read the policies and notifications

Position description template - instructions

Job description instructions

Position Description Template - MPP

Job description template for MPP positions

Position Description Template - Staff

Job description template for staff positions

Positive Energy Ritual Form

Post-Retirement Employment Policy

Post-retirement employment policy

Post-tenure evaluation form

Tenured faculty members use this form for evaluating contributions after receiving tenure.

Pre-retirement reduction in timebase

Article 30 in the CFA collective bargaining agreement

Predesignation of a Personal Physician

Predesignation of personal physician

President's Academic Delegations

Listing of the authorities delegated by the President

President's Award Eligibility, Criteria, & Procedures

Attachment for Nomination Form with eligibility guidelines, criteria, and procedures for submission

President's Award Nomination Form

Form used to nominate staff, faculty, or MPP for the 2020 President's Award

The Professional Leave Salary Calculation

Promissory Note (Faculty)

Complete this promissory note prior to taking leave with pay

Questions to ask to help create a diverse applicant pool

Listing of questions to aid diversity in faculty searches

Quick reference list for use while evaluating employee performance

This quick reference provides dos and don'ts for evaluating employee performance.

Range elevation Application

Application for range elevation

Reconsideration Request Form

The form to request a reconsideration meeting regarding personnel actions for MPP employees

Recruitment - Committee Chair Job Aid

Step by step instructions for recruitment committee chairs

Recruitment - Committee Job Aid

Step by step instructions for using the recruitment system

Recruitment procedures for academic administrators

Step by step recruitment procedures for academic administrators (MPP)

Recruitment procedures for tenure-line faculty

Step by step recruitment procedures for tenure-track faculty for searches take place after AY 17-18

Recruitment summary form (Faculty)

Provides the detailed account of recruiting activities of the Talent Selection Committee for faculty searches.

Report an Issue

Report Improper Activity - Brochure

Whistleblower Brochure - Report Improper Activity

Report Improper Activity - Poster

Whistleblower Poster - Report Improper Activity

Request for Formal Leave of Absence

Request, modify, or cancel medical, personal, or professional leaves and leaves without pay

Request to Recruit for Tenure-Line Faculty

Use this form to request to recruit a new faculty or academic administrator position

Request to recruit (RTR)

Request to recruit (RTR) to initiate talent search for Staff and Management (MPP)

Resident director

Resident directors are appointed by the director of international programs and provide academic, administrative and fiscal supervision of an overseas study center

Resignation/Separation Form

Form for separating employees

Resources for Employees Affected By Layoff

Right to work notice in English

If you have the right to work, don't let anyone take it away

Right to work notice in Spanish

Si usted tiene derecho a trabajar, no deje que nadie se lo quite.

Rights of Victims of Domestic Violence, Sexual Assault and Stalking

All employers are required to provide a Notice of Rights of Victims of Domestic Violence, Sexual Assault and Stalking to all new employees and to existing employees when they request it.

RTP Clinical Faculty Standards


General FAQ about the 2011 FTP policy

RTP Library Standards

Standards and Criteria for Retention, Promotion and Tenure CSU Monterey Bay Library Faculty

Sabbatical and DIP Leave Application

Application for Sabbatical and DIP Leave

Sabbatical and DIP Leaves Terms and Conditions

Terms and conditions for sabbatical and DIP leaves. To be signed by the faculty member applying for leave.

Salary Table

Unit 3 Salaries at a Glance

Sample narrative for tenure track position

Tenure-line and academic MPP narrative template

Statement of Economic Interests Form 700 Instructions

Selected candidate narrative

Staff and management hiring narrative template

Self-evaluation form

Self evaluation form

Seven habits of successful chairpersons

Handout illustrating seven habits

Sexual harassment and sexual assault nontolerance

Skillchoice - Business catalog

Catalog for Skillchoice Business

Skillchoice - Desktop catalog

Catalog for Skillchoice Desktop

Skillchoice - IT catalog

Catalog for Skillchoice IT

Special Conditions of Employment

Special Conditions of Employment

Special Consultant Agreement

Special Consultant Agreement

Special consultant guidelines

Guidelines for special consultant employees

Special consultant voucher

Use this voucher form to submit hours worked as a special consultant

Student Assistant Classification Standard

Student Assistant Classification Standard

Student Assistant Guidelines

CO Tech letter HR2014-08

Student Employee Supervisor FAQs

Frequently asked questions for supervisors of student employees

Student Employee Time Adjustment Report

Job aid to adjust a student employee's time after payroll has been processed.

Student Employee Timesheet - Entry

Student employee job aid for completing timesheet entries in CMS.

Student Employment Guidelines

Student Employment Guidelines

Step-by-step instructions on the student employee hiring process and how to complete the Student Employment Packet

Student Employment Packet

All forms that departments will need to complete when hiring student employees. Packet is multiple pages and will require scrolling to view forms for Unit 11 and non-Unit 11 employees. Please review the Student Employment Guidelines for help with completing this packet.

Student feedback on instructor and course

Students who are not completing electronic course evaluations may submit this feedback form

Substitute Faculty Appointment Form

Use this MS Excel file to appoint substitute faculty

SumTotal--How to Register for a Curriculum

SumTotal--How to Self Assign a Training Course

SumTotal--How to Self Assign Defensive Driving

SumTotal--Printing Certificates

SUPA CBA evaluation article

Article 29 of the SUPA collective bargaining agreement on performance evaluations

Supervisor on-boarding checklist

On-boarding checklist for new employees which provides tasks and timeline for completion

Supervisors Report of Incident, Accident or Illness

Supervisors Report of Incident, Accident or Illess

Table of Responsibility for faculty leaves

Table of Responsibility for faculty medical and disability leaves

Teaching Associate classification

The classification standard for Teaching Associates

Technical Letters

Technical letters from the Chancellor's office summarizing and updating the features and provisions of the FERP program

Temp agency requisition form

Temp agency requisition form

Tenure-line faculty recruitment manual

Outlines the full process and procedures for tenure-line faculty, including hyperlinks to all documents and policies.

The Standard Enrollment Postcard - CSU

The Standard Insurance Co Beneficiary designation

The Standard Insurance Co beneficiary Designation

Time off to vote poster

Poster with information regarding time off for voting purposes

Transgender Rights in the Workplace

Travel Assistance Brochure

Unconscious bias workshop flyer

Flyer for workshop on 9/30/16 for faculty on unconscious bias and micro-aggressions

Unemployment insurance for academic employees

Technical letter HR/Benefits 2005-10 describing unemployment insurance benefits for academic employees

Unit 11 Summary of Appointments

Summary of Unit 11 appointments by Department and Classification filled in academic year 2018-2019

Use of university and private vehicles guidelines

CSU guidelines for use of vehicles

Veteran self-identification form

The university collects this information to measure the effectiveness of our outreach efforts.

Voluntary self-identification form

The university collects this data to assist in monitoring our diversity efforts.

Voluntary self-identification of disability

The university collects this information to monitor the effectiveness of our outreach efforts.

VSP Vision Evidence of Coverage (Basic)

Evidence of coverage booklet for coverage details

VSP Vision Evidence of Coverage (Premier)

VSP Vision Premier Enrollment Form

Form for enrollment in VSP Premier plan

VSP Vision Reimbursement Form

Vision reimbursement form

WC Medical Referral Form & Provider Contact Info

WC Medical Referral Form & Provider Contact Info

What You Can Ask and What You Can’t – Legal/Illegal Interview Questions

A helpful guide through legal and illegal interview questions

Where to file complaints

Overview of variety of complaint issues and possible actions that can be taken (not all-inclusive)

Whistleblower information - Blow the whistle on government fraud, waste and abuse memo

What to report and how to report it

Work Schedule Form

Work-Related Injury and Incident Procedures

Quick reference for what to do immediately following a work-related injury or incident

Workers Compensation Fact Sheet

Answers to your questions about permanent disability

Your Rights under USERRA