Policies, Contracts & Forms
So that you can easily locate the forms you need, HR forms are divided into six categories: Policies & Contracts, Benefits, Recruit and Hire, Payroll & Employee Information, Position Management, and Performance Management.
Form Sections
Policies & Contracts | Benefits | Recruit & Hire | Payroll & Employee Information | Position Management | Performance Management
Policies and Contracts
| Policies | Access |
|---|---|
| Broadband Internet Service Reimbursement Policy | |
| Clery Act |
Link |
| Code of Ethics, Policy, Ethics Guide for Public Employees |
Link |
| Policy on Outside Employment |
Link |
| Consensual Relationship Policy | Link |
| Driver's License & Criminal Background Check Policies |
Link |
| Drug Free Policy | Link |
| Electronic Communications Policy | Link |
| Fragrance Free Value Statement | Link |
| OGC Policy Library | Link |
| OIT Acceptable Use Policy | Link |
| OUS Policies and Procedures | Link |
| Preventing the Spread of Flu in the Workplace Policy | Link |
| Professional Standards of Conduct Policy |
Link |
| Prohibited Discrimination & Harassment (including Sexual Harassment) Policy | Link |
| Promotion and Tenure Guidelines for Faculty | Link |
| PSU Computer Account (Odin) Expiration Policy |
Link |
| PSU Telecommuting Policy | Link |
| Reasonable Accommodation/Access Policy | |
| Restrictions on Political Campaigning for Public Employees | |
| Service Animal and Emotional Support Animal Policy | |
| Smoking/Tobacco Policy | |
| University Closure Policy | Link |
| Vehicle Rules for State Drivers | Link |
| Wireless Communication Policy & Allowance | |
| Work/Life Policy | Link |
| Internal Management Directives | Access |
| Alcohol & Tobacco Policy | Link |
| Financial Irregularity Policy | Link |
| Gifts, Grants and Contracts Policy | Link |
| HIV Policy | Link |
| Publicity / Media Policy | Link |
| Scheduling and Use of Park Blocks Policy |
Link |
| Employment Laws | Access |
| Wage & Hour Laws | Link |
| Rest and Meal Period | Link |
| Lactation Breaks | Link |
| Travel Time | Link |
| PSU Minor Employment Policy Certificate and Child Labor Laws | |
| Oregon Bureau of Labor and Industries FAQs | Link |
| Public Employees and Political Activities | Access |
| Complete Election Law Summary for Candidates and PACs | |
| Restrictions on Political Campaigning | |
| Quick Reference Guide on Political Campaigning | |
| State of Oregon | Access |
| Oregon Administrative Rules | Link |
| OARs Oregon University System | Link |
| OARs Portland State University | Link |
| Oregon Revised Statutes | Link |
| Records Retention Schedule OAR 166-475 |
Link |
| Union Contracts | Access |
| American Association of University Professors (AAUP) | |
| American Federation of Teachers (AFT) | |
| SEIU Local 503, OPEU | |
| International Alliance of Theatrical Stage Employees (IATSE) |
Benefits
Tuition | Health & Wellbeing | Employee Leaves | Retirement
| Tuition | Access |
|---|---|
| Staff Fee Privilege Form | Link |
| Health & Wellbeing Forms | Access |
| All Health PEBB Forms | Link |
| FSA Dependent Care and Healthcare Reimbursement Claim | Link |
| Employee Leaves | Access |
| OFLA Poster | Link |
| FMLA Poster | Link |
| Personal/Discretionary Leave Request Form | WORD |
| FMLA/OFLA Leave Request Form | PDF WORD |
| HR Accommodation Request Part 1 | WORD |
| HR Accommodation Request Part 2 | WORD |
| FMLA/OFLA Certification of Health Care Provider for Employee's Serious Health Condition | WORD |
| FMLA/OFLA Certification of Health Care Provider for Family Member's Serious Health Condition | WORD |
| FMLA Certification of Qualifying Exigency for Military Family Leave |
WORD |
| FMLA Certification for Serious Injury or Illness of Covered Servicemember for Military Family Leave |
|
| FMLA/OFLA Leave Tracking Form 2013 |
WORD |
| Hardship Leave Request Form | PDF WORD |
| Hardship Leave Transfer Authorization Form | |
| Sabbatical Leave Request Form | |
| Sabbatical Leave OAR's | |
| Unclassified Leave Correction Form | |
| Unclassified Leave Taken Exception Report | |
| Workers' Compensation | Access |
| PSU Injury Report Form | WORD |
| Workers' & Employers' report of occupational injury or disease/illness (SAIF 801) | Link |
| Retirement | Access |
| All PERS Retirement Forms | Link |
| ORP Change of Investment Companies Form | Link |
| PERS To ORP Transfer Form | |
| TDI Retirement Plan Choices Guide | |
| TDI 403(b) Salary Reduction Agreement | |
| Transfer PERS & OPSRP Account to ORP (INSTRUCTIONS) | |
| Ready to Retire: A Checklist |
Recruit and Hire
Hiring Guidelines | Job Announcements | Forms & Tools | Job Offer
| Job Announcements | Access |
|---|---|
| Position Announcement | WORD |
| Forms and Tools | Access |
| Background Check (Release from Liability and Consent to Check Criminal History) | PDF WORD |
| Behavioral Interviewing Questions | WORD |
| Choosing the Right Search and Interview Panel | WORD |
| Employee Type Compatibility Matrix | EXCEL |
| Search Process Matrix |
EXCEL |
| Research Classification and Rank Matrix |
WORD |
| Permission to Recruit |
WORD |
| Pre-approval Questions Unclassified | WORD |
| PSU Application for Student Employment | EXCEL |
| Job Offer | Access |
| Letters of Offer | LINK |
| Proposal to Appoint | WORD |
| Direct Appoint | WORD |
| Fast Track - Recruiting and Hiring Form |
WORD |
| Electronic Student Hire/Termination User Guide |
|
| Unclassified Reference Checking Form | EXCEL |
| Volunteer Liability and Injury Coverages Form |
PDF WORD |
| Classified Salary Policy |
Payroll and Employee Information
Pay Information | Labor Distribution | Employee Information
| Required Employee Paperwork | Access |
|---|---|
| Employee Information Form | PDF WORD |
| W-4 - Go paperless, sign up electronically. |
PDF LINK |
| I-9 | |
| Direct Deposit, sign up electronically. Instructions are available here. |
PDF LINK |
| Non-Resident Alien Employee Tax Withholding Forms | Link |
| Pay Information | Access |
| Twelve-Month Payroll Redistribution Plan | PDF WORD |
| Cancellation of Appointment for Adjunct Pay | PDF WORD |
| Classified Academic Year Pay Plan | |
| Direct Deposit Authorization form | |
| EPAF User Guide | |
| Lost, Stolen or Destroyed Check Replacement | PDF WORD |
| Mandatory Tax Withholdings Calculator | INFO |
| Overload/Supplemental Compensation Worksheet | WORD |
| Payroll Advance Request Form | |
| Inclement Weather Leave Advance Form | WORD |
| Special Inclement Weather Pay Advance Form | WORD |
| Payroll Deadlines Calendar | EXCEL |
| Request for Off-Cycle Merit Pay Increase Form | |
| SEIU Vacation Leave Cash Out Request Form | PDF |
| Substantial Presence Test | |
| Summer Term Pay Schedule | PDF WORD |
| Student | Access |
| Graduate Stipend Pay scale | |
| Student Employee Wage Cap Exception form (replaces Overcap Request) | Word |
| Student Employment Summer Information | INFO |
| Timesheets | Access |
| Web Timesheet - Hourly paid Student, Temporary and Wage Pool - Hourly Cycle (16th-15th) Click here for Timesheet tips. Exception: Use paper timesheet ONLY when Web Time Entry is not available. | LINK |
| Timesheet - Classified - Hourly Cycle (16th - 15th) | |
| Timesheet - Classified - Monthly Cycle (1st - 31st) | |
| Timesheet - Unclassified - Monthly Cycle (1st - 31st) | |
| Labor Distribution | Access |
| Non FTE Labor Distribution Form (11 Indexes) | EXCEL |
| Non FTE Labor Distribution Form (3 Indexes) | EXCEL |
| FTE Labor Distribution Form (11 Indexes) | EXCEL |
| FTE Labor Distribution Form (3 Indexes) | EXCEL |
| Employee Information | Access |
| Employee Information Form | PDF WORD |
| Name Change Form | PDF WORD |
| Employee Separation/Transfer Form | |
| Exit/Transfer Checklist for Supervisors |
PDF WORD |
| Authorization Access | Access |
| Web Time Entry Approver Authorization Form | PDF |
| Electronic Banner Access Request | LINK |
| Broadband Internet Authorization Form | |
| Wireless Communication Authorization Form |
Position Management
| Position Management | Access |
|---|---|
| Academic Professional Position Analysis Form | WORD |
| Appeal of Academic Professional Position Review Decision Form | |
| Cash Award Form - IT Only | PDF WORD |
| Chair/Chair-Equivalent Appointment Form | |
| Unclassified Unrepresented Position Description Template | WORD |
| Fixed Term Faculty Position Description Template | WORD |
| Comparator Analysis Form for OAA Special Salary Increases | Link |
| FTE Change (Classified Staff) | WORD |
| FTE Change (Unclassified) | WORD |
| Title Change - (No Salary Change) (Unclassified) | WORD |
| Research Classification and Ranks Matrix |
|
| Lead Work Differential Request Form | PDF WORD |
| OUS (SEIU) Classifications | Link |
| Process for Differential Pay | Link |
| Special Salary Increase Instructions and Form for Classified Employees | |
| Special Salary Increase Form for Unclassified Employees (FADM) | WORD |
| Special Salary Increase Form for Unclassified Employees (OAA) (RSP) |
Link |
| Special Salary Increase Instructions for Unclassified Employees (FADM) | |
| Special Salary Increase Instructions for Unclassified Employees (OAA) (RSP) |
Link |
| Term of Service Conversion | WORD |
| Work-Out-of-Class (Classified Staff) | PDF WORD |
| Request for New Position Number |
PDF WORD |
Performance Evaluations
| Classified Evaluations | Access |
|---|---|
| Classified Employee Performance Evaluation Form | WORD |
| Classified Employee Self-Evaluation Form | PDF WORD |
| Instructions for IT Classified Performance Appraisal | WORD |
| IT Performance Appraisal Level 1 Form | WORD |
| IT Performance Appraisal Level 2 Form | WORD |
| IT Performance Appraisal Level 3 Form | WORD |
| Performance Evaluation Policy | Link |
| Unclassified Evaluations | Access |
| Academic Professional Annual Evaluation | WORD |
| Academic Professional Performance Appraisal | PDF WORD |
| Performance Tracking Record | |
| Unclassified Staff Self-Evaluation | PDF WORD |
| Unclassified Staff Performance Evaluation | PDF WORD |
| Unclassified Staff Performance Evaluation Instructions | WORD |
| Part-Time Unclassified Evaluations | Access |
