All Forms

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.

Compensation guidelines - Staff

Computer Vision Confirmation Form

Computer vision confirmation form

Computer Vision Care Form

Confidentiality Agreement

Talent selection committee guidelines on confidentiality

Confidentiality Agreement

Confidentiality/FERPA Form

A summary of confidentiality requirements

Confidentiality/FERPA Form

COVID 19 Staff and Faculty FAQs

Covid 19 Student Employees FAQs

COVID 19 Student Employees FAQs

CSU Conflict of Interest Handbook

Conflict of Interest Handbook

Critical Illness Benefits Guide

CSU Conflict Of Interest Disclosure Category Descriptions

Disclosure Category Descriptions

CSU Contract Restrictions - Public Contract Code

Public contract code restrictions for CSU employees

CSU Contract Restrictions - Public Contract Code

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 general benefits eligibility criteria

CSU Voluntary Benefits Plans

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

CSU Voluntary Benefits Plans

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

Article 10 of the CSUEU collective bargaining agreement addresses performance evaluations

CSUEU (2,5,7,9) CBA evaluation article

CSUEU & SUPA Evaluation form

Performance evaluation form for CSUEU and SUPA represented employees

CSUEU and SUPA Evaluation Form 2021

CSUMB COVID 19 Suspected and Positive Reporting Flowchart

CSUMB Equal Opportunity Policy Statement

CSUMB Policy Statement

CSUMB Equal Opportunity Policy Statement

CSUMB Department Chair Handbook

CSUMB Department Chair Handbook 2020

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

CSUMB 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.

Data classification information

DCRA / HCRA Enrollment Form (2025)

2025 DCRA-HCRA Enrollment Form

DCRA / HCRA Reimbursement Form

DCRA / HCRA reimbursement form

DCRA / HCRA Reimbursement Form

DCRA Expenses

Listing of eligible daycare expenses

DCRA Expenses

Declaration of Health Coverage

Declaration of health coverage

Declaration of Health Coverage

Dental Benefit - SmileWay - Basic

Dental Benefit - SmileWay - Enhanced

Dental Claim Form

Dental Group Numbers

Dental Plan Enrollment Form

Department chair best practices

Handout of department chair best practices

Department chair best practices

Department Chair Feedback Form

Form for providing feedback and evaluation of department chair

Department Chair Feedback Form

Designated Position-Disclosure Categories List

Disclosure Categories CSUMB-4.1.2020

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

Diversity recruitment resources - Part 2

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 English

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.

E-verify notice in Spanish

Emeritus faculty award procedures

Explanation of process for awarding emeritus status

Emeritus faculty award procedures

Empathia EAP Combined- CSU Monterey Bay Website Guide

Employee Action Request Form

Employee Benefits Summary

Employee Data Sheet

Employee Benefits Summary

Employee data sheet

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 (Form I-9)

Employment eligibility verification (Instructions)

Instructions on how to complete the Form I-9

Employment eligibility verification (Instructions)

Equal Opportunity is the Law (poster)

Equal Employment Opportunity is the Law

Equal Opportunity is the Law (poster)

Executive Order 115 (EO115) Complaint Form

Executive Order 115 (EO 115)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 929

Executive Order 930

CSU Drug-Free Workplace Policy

Executive Order 930

Executive Order 1083

Revised 7/21/2017 - Accessible version

Executive Order 1083

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

Executive Order 1096 Complaint form

Facts about sexual harassment (DFEH 185)

Facts about sexual harassment

Facts about sexual harassment (DFEH 185)

Faculty Benefits Eligibility

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

Faculty Eenefits Eligibility

Faculty outside employment disclosure form

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

Faculty outside employment disclosure form

Faculty Recruitment Plan

Use this form to plan out your recruitment efforts and expenses

Faculty Recruitment Plan

Faculty Return to In-Person Office Work

Faculty Return to In Person Office Work

Families First Coronavirus Response Act (FFCRA)

FFCRA FAQs

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

Family care and medical leave

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

Fee Waiver Career Development Plan Update

Dependent Fee Waiver Transfer Application

Fee waiver transfer for dependent

Dependent Fee Waiver Transfer Application

Fee Waiver Application for Non-Matriculated Student

Fee waiver application for non-matriculated student

Fee Waiver Application for Non-Matriculated Student

Fee Waiver Administrative Eligibility Guidelines

FERP Application

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

FERP Application

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

Final recruitment report checklist

FlexCash Brochure

FlexCash Enrollment Form

FlexCash_Brochure

FlexCash Plan Summary

FML Certification

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

FML Certification

FML FAQ

Family Medical Leave (FML) frequently asked questions

FML FAQ

FMLA monthly tracking form

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

The CSU Policy for disclosure of outside employment

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

Form 700

Form 802 (Completed)

Signed and completed from 802 for Gifts to Agency

Form 802 (Completed)

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 Limitations and Restrictions on Gifts, Honoraria, Travel and Loans Fact Sh

FPPC Statement of Economic Interest-Form 700

FSA / ASIFlex debit card request

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

FSA / ASIFlex debit card request

Graduate Assistant Classification Standards

The classification standard for graduate assistants

Graduate Assistant Classification Standards

Grant-related instructional faculty

Grant-related instructional faculty standards

Grant-related instructional faculty

HIPAA Privacy Notice

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

HIPAA privacy notice

Hourly intermittent Voucher

Use this voucher to submit intermittent hours worked

Hourly intermittent voucher

Important Information about COBRA Coverage

Explanation of COBRA benefits

Important information about COBRA coverage

Independent Contractor Review Request Form

Independent Contractor Request Form

Independent Study Agreement

Use this form to request approval for an independent study

Independent study agreement

Information form

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

Information form

Instructional Student Assistants

The classification standard for Instructional Student Assistants

Instructional Student Assistant Classification Standards

Interfolio basics

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

Interfolio basics

Interfolio reviewers

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

Interfolio reviewers

Interview Narrative Form

Job action form

Used to request a job change including a stipend or bonus

Job Action Form

Job announcement template for tenure-line faculty

Use this template to create a new faculty job announcement

Job Announcement Template

Labor law notices combined (Federal and California)

Official physical notices are posted in Human Resources - Tide Hall

Labor Law Notices Combined (Federal and California)

Labor law notices (Contractor)

Official physical notices are posted in Human Resources - Tide Hall

Labor Law Notices (Contractor)

Lecturer Annual Evaluation Form

The form to use when annually evaluating lecturers

Lecturer Annual Evaluation Form

Lecturer Cumulative Evaluation Form

The form to use when cumulatively evaluating lecturers

Cumulative Evaluation Form

Lecturer Evaluations Criteria, Procedures and Calendar

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

Lecturer Evaluations Criteria, Procedures and Calendar

Lecturer Peer Evaluation Form

Use this form to complete peer evaluations and classroom visitation

Lecturer Peer Evaluation Form

Lecturer Self Evaluation Form

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

Lecturer 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.

Life Services Toolkit

Market Salary Increase Guidelines

How to apply for a market salary increase

Market Salary Increase Guidelines

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)

Minority Serving Institutions (June 2015)

Monitoring Additional Employment

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

Monitoring Additional Employment

Moving Into the Chair Role

Handout illustrating the difference between faculty and chair role

Moving Into the Chair Role

MPP Compensation Guidelines

Guidelines for MPP salaries

MPP Compensation Guidelines

MPP Evaluation Form

Performance evaluation for MPP employees

MPP Evaluation Form

MPP Evaluation Narrative Cover Sheet

Narrative cover sheet for MPP performance evaluations

MPP Evaluation Narrative Cover Sheet

MPP Outside Employment Disclosure Form

The disclosure form for MPPs

MPP Outside Employment Disclosure Form

MPP Outside Employment FAQs

FAQs about the outside employment policy for MPPs and executives

MPP Outside employment FAQs

MPP Position Justification

MPP Position Justification Form

MPP Reconsideration Procedure

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

MPP reconsideration procedure

Naming Conventions

Example of file naming conventions for Interfolio users

Naming conventions

Nepotism Agreement Form

Agreement regarding employment relationship of immediate family members

Nepotism Agreement Form

Nepotism policy

New Employee Benefits Enrollment Worksheet

New employee enrollment worksheet

New Employee Benefits Enrollment Worksheet

New Employee Paperwork Checklist

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

New employee paperwork checklist

New health insurance coverage options and your health coverage

New health insurance coverage options and your health coveragw

New health insurance coverage options and your health coverage

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-faculty special consultant guidelines

Non-Telecommuting Workers Leave Request Form

Notice of Workers Compensation Carrier

Notice of workers compensation carrier

Notice of Workers Compensation Carrier

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

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

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

Resident director

Other Temporary Employee Appointments

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

Other Temporary Employee Appointments

Outside Employment Disclosure Form for Senior Management Employees

The disclosure form for Vice Presidents and above

Outside Employment Disclosure Form for Senior Management Employees

Part-time faculty employment disclosure

Use this form to disclose total employment appointments within the CSU

Part-time faculty employment disclosure

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

Part-time faculty hiring process (overview)

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

Part-time faculty hiring process (overview)

Part-time faculty paperwork checklist

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

Part-time faculty paperwork checklist

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

Part-time faculty request to recruit and reference check form

Payment Processing Form (Job Code 2403)

Payment Routing Process (Job Code 2403)

Flowchart for payment process for 2403 Payment Processing Form

Payment routing process (Job Code 2403)

Peer Review of Teaching Guidelines for Remote Classroom Observations

Performance evaluation procedures for MPPS

Performance evaluation procedures for MPPs

Performance evaluation procedures for MPPS

Performance evaluation procedures for represented and confidential staff

Performance evaluation process refresher

PPT presentation outlining the performance evaluation process for managers

Performance Evaluations Process Refresher 2020-2021

Performance evaluation worksheet

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

Performance evaluation worksheet

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.

Person of Interest Form

Personal Data Form

Personal data includes legal name, addresses, etc

Personal Data Form

Policy acknowledgment checklist

An acknowledgment of having read the policies and notifications

Policy acknowledgement checklist

Position description template - instructions

Job description instructions

Position description template - instructions

Position Description Template - MPP

Job description template for MPP positions

Position Description Template - MPP

Position Description Template - Staff

Job description template for staff positions

Position Description Template - Staff

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.

Post-tenure Evaluation Form

Pre-retirement reduction in timebase

Article 30 in the CFA collective bargaining agreement

Pre-retirement reduction in timebase

Predesignation of a Personal Physician

Predesignation of personal physician

New Hire Notice Injuries Caused by Work with Designation Forms Updated

President's Academic Delegations

Listing of the authorities delegated by the President

President's Academic Delegations

President's Award Eligibility, Criteria, & Procedures

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

President's Award Eligibility, Criteria, & Procedures

President's Award Nomination Form

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

President's Award Nomination Form

The Professional Leave Salary Calculation

Promissory Note (Faculty)

Complete this promissory note prior to taking leave with pay

Promissory Note

Questions to ask to help create a diverse applicant pool

Listing of questions to aid diversity in faculty searches

Questions to ask to help create a diverse applicant pool

Quick reference list for use while evaluating employee performance

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

Quick reference list for use while evaluating employee performance

Range elevation Application

Application for range elevation

Range elevation Application

Reconsideration Request Form

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

Reconsideration Request Form

Recruitment - Committee Chair Job Aid

Step by step instructions for recruitment committee chairs

Recruitment - Committee Chair Job Aid

Recruitment - Committee Job Aid

Step by step instructions for using the recruitment system

Recruitment - Committee Job Aid

Recruitment procedures for academic administrators

Step by step recruitment procedures for academic administrators (MPP)

Recruitment procedures for academic administrators

Recruitment procedures for tenure-line faculty

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

Tenure Track Faculty Recruitment Procedures

Recruitment summary form (Faculty)

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

Recruitment Summary Form (Faculty)

Report an Issue

Report Improper Activity - Brochure

Whistleblower Brochure - Report Improper Activity

Report Improper Activity - Brochure

Report Improper Activity - Poster

Whistleblower Poster - Report Improper Activity

Report Improper Activity - Poster

Request for Formal Leave of Absence

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

Request for Formal Leave of Absence

Request to Recruit for Tenure-Line Faculty

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

Request to Recruit (Tenure-Track Faculty)

Request to recruit (RTR)

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

Request to recruit (RTR)

Resident director

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

Resident director

Resignation/Separation Form

Form for separating employees

Resignation/Separation Form

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 English

Right to work notice in Spanish

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

Right to work notice in Spanish

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.

Rights of Victims of Domestic Violence, Sexual Assault and Stalking

RTP Clinical Faculty Standards

RTP FAQ

General FAQ about the 2011 FTP policy

RTP FAQ

RTP Library Standards

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

RTP Library Standards and Criteria for Retention, Tenure and Promotion

Sabbatical and DIP Leave Application

Application for Sabbatical and DIP Leave

Sabbatical & DIP Leave Application

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.

Sabbatical and DIP Leaves Terms and Conditions

Salary Table

Request to Recruit (Tenure-Track Faculty)

Unit 3 Salaries at a Glance

Unit 3 Salary Table

Sample narrative for tenure track position

Tenure-line and academic MPP narrative template

Sample narrative for tenure track position

Statement of Economic Interests Form 700 Instructions

Selected candidate narrative

Staff and management hiring narrative template

Selected candidate narrative

Self-evaluation form

Self evaluation form

Self-evaluation form

Seven habits of successful chairpersons

Handout illustrating seven habits

Seven habits of successful chairpersons

Sexual harassment and sexual assault nontolerance

Skillchoice - Business catalog

Catalog for Skillchoice Business

Skillchoice - Business catalog

Skillchoice - Desktop catalog

Catalog for Skillchoice Desktop

Skillchoice - Desktop catalog

Skillchoice - IT catalog

Catalog for Skillchoice IT

Skillchoice - IT catalog

Special Conditions of Employment

Special Consultant Agreement

Special consultant guidelines

Guidelines for special consultant employees

Special consultant guidelines

Special consultant voucher

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

Special consultant voucher

Student Assistant Classification Standard

Student Assistant Guidelines

CO Tech letter HR2014-08

Student Assistant Guidelines

Student Employee Supervisor FAQs

Frequently asked questions for supervisors of student employees

Student Employee Supervisor FAQs

Student Employee Time Adjustment Report

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

Student Employee Time Adjustment Report

Student Employee Timesheet - Entry

Student employee job aid for completing timesheet entries in CMS.

Student Employee Timesheet - Entry

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 Employment Packet