This page provides access to Human Resources forms, tools and reference documents that support Cal State Monterey Bay employees throughout the employment lifecycle. From additional employment requests and benefits enrollment to evaluations, compensation guidance and retirement resources, these materials are designed to help faculty and staff. Use this page as your central resource for required forms, policy documents and helpful job aids, with additional forms added as they become available. Below are first the grouped forms, then following is all other forms in alphabetical order.
Grouped Forms
- 2026 DCRA Plan Summary
- 2026 HCRA Plan Summary
- 2026 Health Rates Comparison Chart
- Dental Plan Enrollment Authorization Form
- Acknowledgement & Missed Premium AR Agreement
- Additions and Deletions Worksheet
- Acknowledgement & Missed Premium AR Agreement
- Computer Vision Care Form
- DCRA / HCRA Reimbursement Form
- Domestic Partner Tax Dependent Certification Form
- 2026 FlexCash Enrollment Form
- New Employee Benefits Enrollment Worksheet
- Standard Insurance Co. Beneficiary form
- VSP Premier Vision Enrollment Form
- 2026 VSP Vision Plan Summary
Human Resources is committed to the recruitment of a highly qualified and diverse staff and faculty. The recruitment process at 911黑料爆料网 incorporates all federal and state regulations, CSU collective bargaining agreements, CSU system policies, and university policies. Services are also provided to assist managers in meeting their short-term or emergency staffing needs. For assistance, please contact Human Resources at (831) 582-3389.
Alphabetical Forms
- Excel table to provide an estimation of staff or faculty work to comply with CSU 125% policy
2026 Health Rates Comparison Chart
- These calendars list the processes and deadlines for RTP, evaluations, leaves, and FERP for the 2025-2026 academic year.
Academic Workdays Calendar 2025-2026
Acknowledgement & Missed Premium AR Agreement -A form that acknowledges you received the benefits information and authorizes appropriate payroll deductions
- Document to help departments determine course of action for employment
- Form must be submitted when staff or faculty are requesting additional employment
- Routing process for AEP form for faculty
- Routing process for AEP form for staff
Additions and Deletions Worksheet - How to add or remove health, dental or vision coverage for an employee or dependent
-Job aid for Windows users to create, export, and import digital signatures for forms using Adobe Acrobat Reader XI.
- Job aid for Mac users to create, export, and import digital signatures for forms using Adobe Acrobat Pro X.
- In lieu of a marriage/domestic partnership certificate, use this affidavit form to certify your relationship for benefits.
- A form to enroll a dependent child, other than an adopted, step, or recognized natural child, in a health plan.
APC CBA Evaluation Article - Article 18 of the APC collective bargaining agreement on performance evaluations
- Performance evaluation form for APC employees. See procedures on page 3.
Applicant Authorization & Release Form
ASIFlex HCRA Expense Planning Worksheet
- Outline of order of work for faculty as per Article 12.29.
- Dates for pay periods, paydays and benefit coverage
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
- This memo provides updated formulas to calculate faculty daily rates for Special Consultant or Grant appointments.
- California Casualty information of Auto, Home and Renter's insurance
CalPERS beneficiary designation - Designate beneficiaries for CalPERS retirement
CalPERS Reciprocal Self-Certification form - CalPERS form for reporting other retirement systems
24/25 CalPERS Contribution Rates & Retirement Formulas - Retirement formulas and contributions for different classifications
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 donation request
- Handout of tips for creating a strong chair-dean relationship
Classification and Compensation Request Form
Coach Evaluation Process Overview - A flowchart of the process for coach evaluations
- 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.
Confidentiality Agreement - Talent selection committee guidelines on confidentiality
- A summary of confidentiality requirements
Critical Illness Benefits Guide
- CSU Conflict of Interest Disclosure Category Descriptions
- Code Public contract code restrictions for CSU employees
- A listing of all CSU benefits and criteria to be eligible
- 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 and SUPA Evaluation Form 2021 - Performance evaluation form for CSUEU and SUPA represented employees
- 911黑料爆料网's statement on non-discrimination and harassment prevention in employment and education
CSU Learn - How to Register for a Curriculum
How to Self Assign a Training Course
- Provides examples of Level 1, Level 2, and Level 3 data classifications. Please note that the classifications are not limited to the examples provided.
2026 HCRA / DCRA Enrollment Form
DCRA / HCRA Reimbursement Form
DCRA Expenses - Listing of eligible daycare expenses
Dental Benefit - SmileWay - Basic
Dental Benefit - SmileWay - Enhanced
- Handout of department chair best practices
- Form for providing feedback and evaluation of department chair
- Designated Position-Disclosure Categories List
- A compendium of diversity resources compiled for the campuses participating in the Northern California Higher Education Recruitment Consortium.
- A list of diversity resources by topic
Domestic Partner Tax Dependent Certification Form
- Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States.
- 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.
- Explanation of process for awarding emeritus status
Executive Order 116 (EO116) Complaint Form
- Reporting Procedures for Protected Disclosure of Improper Governmental Activities and/or Significant Threats to Health or Safety
- CSU Drug-Free Workplace Policy
-Revised 7/21/2017 - Accessible version
- 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)
Faculty Benefits Eligibility - A brochure describing how faculty, coaches and lecturers become eligible for benefits
- 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
- Summary of your rights and obligations under the Fair Employment and Housing act
- A Career Development Plan must be completed at least once prior to the first semester of study under the Fee Waiver Program.
FERP Application - Application to submit for consideration for Faculty Early Retirement Program (FERP)
FERP Technical Letter - Technical letters from the Chancellor's office summarizing and updating the features and provisions of the FERP program
FERP Technical Letter HR2017-04 Post Retirement Employment CalPERS' Retirees
Final recruitment report checklist - Detailed checklist itemizing the required documents that must be submitted to UP after a tenure-line faculty recruitment
- Certification of healthcare provider for those employees eligible for a Family Medical Leave
For MPPs Only - Outside Employment Disclosure Requirements for MPP and Executive Employee - The CSU Policy for disclosure of outside employment
- Signed and completed from 802 for Gifts to Agency
Graduate Assistant Classification Standards -The classification standard for graduate assistants
-Grant-related instructional faculty standards
-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
- Explanation of COBRA benefits
- 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 Assistant Classification Standards - The classification standard for Instructional Student Assistants
- Slideshow of Interfolio for faculty who would like to use Interfolio for RTP
- Slideshow of presentation for individuals who will be reviewing RTP materials submitted through Interfolio
- Used to request a job change including a stipend or bonus
Job Announcement Template -Use this template to create a new faculty job announcement
- Official physical notices are posted in Human Resources - Tide Hall
- 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
- Life Services Toolkit Brochure summarizing the services provided by our life insurance benefit.
Market Salary Increase Application- Use this form to apply for a market salary increase
- How to apply for a market salary increase
- Guidelines and job aids for monitoring and calculating additional employment up to 125%
- Handout illustrating the difference between faculty and chair role
- Guidelines for MPP salaries
MPP Evaluation Form - Performance evaluation for MPP employees
MPP Evaluation Narrative Cover Sheet - Narrative cover sheet for MPP performance evaluations
- The disclosure form for MPPs
MPP Outside employment FAQs - FAQs about the outside employment policy for MPPs and executives
MPP reconsideration procedure - This procedure applies to MPP employees who request reconsideration of certain personnel decisions
- Example of file naming conventions for Interfolio users
Nepotism Agreement Form - Agreement regarding employment relationship of immediate family members
New Employee Benefits Enrollment Worksheet - New employee enrollment worksheet
- Check off all the items you will need to complete and bring on you first day
- Explanation of what you are entitled to if you are injured at work. These are the pre-designation of physician forms.
- Explanation of the special consultant classification and procedures for assigning non-faculty special consultants
ERB)
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
- Use this form for coaching faculty, librarians, and other bargaining unit employees.
- The disclosure form for Vice Presidents and above
Part-time faculty employment disclosure - Part-time faculty employment disclosure - Use this form to disclose total employment appointments within the CSU
Part-time faculty hiring process - 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
- Flowchart for payment process for 2403 Payment Processing Form
Performance evaluation procedures for MPPS
Performance evaluation procedures for represented and confidential staff
Performance evaluation worksheet
Performance Evaluations Process Refresher - PPT presentation outlining the performance evaluation process for managers
- A person of interest (POI) is a non-employee affiliate of 911黑料爆料网 needing access to computers, facilities, training, or buildings.
- Personal data includes legal name, addresses, etc.
- 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
- Tenured faculty members use this form for evaluating contributions after receiving tenure.
- Article 30 in the CFA collective bargaining agreement
- Listing of the authorities delegated by the President
- Attachment for Nomination Form with eligibility guidelines, criteria, and procedures for submission
- Form used to nominate staff, faculty, or MPP for the 2020 President's Award
(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
- Step by step instructions for recruitment committee chairs
- Step by step instructions for using the recruitment system
- Step by step recruitment procedures for academic administrators (MPP)
Recruitment Summary Form (Faculty) - Provides the detailed account of recruiting activities of the Talent Selection Committee for faculty searches.
Report Improper Activity - Brochure - Whistleblower Brochure - Report Improper Activity
Report Improper Activity - Poster - Whistleblower Poster - Report Improper Activity
- Request, modify, or cancel medical, personal, or professional leaves and leaves without pay
- to initiate talent search for Staff and Management (MPP)
Request to Recruit (Tenure-Track Faculty) - Use this form to request to recruit a new faculty or academic administrator position
- Resident directors are appointed by the director of international programs and provide academic, administrative and fiscal supervision of an overseas study center
- Form for separating employees
- Si usted tiene derecho a trabajar, no deje que nadie se lo quite.
- 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.
- General FAQ about the 2011 FTP policy
- Standards and Criteria for Retention, Promotion and Tenure CSU Monterey Bay Library Faculty
- Terms and conditions for sabbatical and DIP leaves. To be signed by the faculty member applying for leave.
- Application for Sabbatical and DIP Leave
Sample narrative for tenure track position - Tenure-line and academic MPP narrative template
- Staff and management hiring narrative template
- Handout illustrating seven habits
Special Conditions of Employment
Standard Insurance Co. Beneficiary form
Student Assistant Classification Standard
Student Assistant Guidelines - CO Tech letter HR2014-08
Student Employee Supervisor FAQs - Frequently asked questions for supervisors of student employees
- Job aid to adjust a student employee's time after payroll has been processed.
Student Employment Guidelines - Step-by-step instructions on the student employee hiring process and how to complete the 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
Student Trainee On-Campus Work Study Classification Standards
Substitute Faculty Appointment Form - Use this MS Excel file to appoint substitute faculty
SUPA CBA evaluation article - Article 29 of the SUPA collective bargaining agreement on performance evaluations
- On-boarding checklist for new employees which provides tasks and timeline for completion
- Table of Responsibility for faculty medical and disability leaves
Teaching Associate Classification Standards - The classification standard for Teaching Associates
Teamsters and Confidential Eval Form 2021 - Performance evaluation form for Teamsters & confidential employees
Teamsters CBA Evaluation Article - Article 12 of the Teamsters collective bargaining agreement
Tenure Track Faculty Recruitment Manual - Outlines the full process and procedures for tenure-line faculty, including hyperlinks to all documents and policies.
Tenure Track Faculty Recruitment Procedures - Step by step recruitment procedures for tenure-track faculty for searches take place after AY 17-18
The Professional Leave Salary Calculation
- Poster with information regarding time off for voting purposes
- Flyer for workshop on 9/30/16 for faculty on unconscious bias and micro-aggressions
- Technical letter HR/Benefits 2005-10 describing unemployment insurance benefits for academic employees
Unit 11 Academic Student Employment Packet
Unit 11 Summary of Appointments - Summary of Unit 11 appointments by Department and Classification filled in academic year 2024-2025
Unit 15 Student Employment Packet
- CSU guidelines for use of vehicles
- The university collects this information to measure the effectiveness of our outreach efforts.
Veteran self-identification form - The university collects this data to assist in monitoring our diversity efforts.
Voluntary self-identification form - The university collects this information to monitor the effectiveness of our outreach efforts.
Voluntary self-identification of disability
-Evidence of coverage booklet for coverage details
VSP Vision Evidence of Coverage (Basic)
VSP Vision Reimbursement Form - Vision reimbursement form
- Overview of variety of complaint issues and possible actions that can be taken (not all-inclusive)
- Answers to your questions about permanent disability
Workers Compensation Fact Sheet
- Quick reference for what to do immediately following a work-related injury or incident