San Diego State University - Minds That Move the World

Center for Human Resources

Documents / Forms

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Benefits
Health Care

Affidavit of Parent-Child RelationshipLink to download the latest version of Adobe Reader.
Allows for the enrollment of a child (other than natural, adopted or step-child) in the CalPERS sponsored health programs.

Benefits Enrollment/Change Form Link to download the latest version of Adobe Reader.
A worksheet for employees to designate their dental, medical and flexcash options (opting out of benefits).

Declaration of Health Care Coverage Link to download the latest version of Adobe Reader.
A CalPERS-required form for enrolling into or opting out of benefits.

Delta Dental Claim Form Link to download the latest version of Adobe Reader.
Used by employees if a Delta Dental provider does not bill directly for services.

HIPPA Authorization Form Link to download the latest version of Adobe Reader.
Employee Authorization for Benefits staff to use and/or disclose personal health plan information.

VSP Out-of-Network Reimbursement Form Link to download the latest version of Adobe Reader.
Vision reimbursement form for employees who utilized the services of a non-network doctor.

VSP Video Display Terminal (VDT) Confirmation Form Link to download the latest version of Adobe Reader.
Vision form for employees who meet the job requirements for the VDT benefit that is given to a VSP Network doctor.

Flexible Benefits

Dependent Care/Health Care Reimbursement Account Plans Enrollment Authorization Link to download the latest version of Adobe Reader.
Enrollment form used to establish Health Care and/or Dependent Care reimbursement accounts.

Dependent Care/Health Care Claim Form Link to download the latest version of Adobe Reader.
Used to establish a dependent and/or health care reimbursement account.

Direct Deposit Form for Dependent Care/Health Care Link to download viewer to open, view, and print MS Word documents.
For employees who wish to receive their Flexible Spending Accounts reimbursements by direct deposit.

FlexCash Program Enrollment Authorization Link to download the latest version of Adobe Reader.
Forms used to “opt out” of medical and/or dental benefits.

Medical-Related Leaves

Leave of Absence Request Form Link to download the latest version of Adobe Reader.
For employees who wish to request a leave of absence for medical, family medical leave, parental, pregnancy, military, education, personal or other leaves.

Survivor Protection Benefits

Life and AD&D Beneficiary Designation and Change Form Link to download the latest version of Adobe Reader.
To designate or change the beneficiary of the employer-paid Life and AD&D benefit.

Retirement Plans

TSA Maximum Contribution Worksheet Link to download viewer to open, view, and print Excel workbooks.
For individuals who want to contribute more than the annual maximum and are age 50 or older and/or a 15-years of service.

Additional CSU Benefits
Fee Waiver

CSU $55 Application Fee Waiver Link to download the latest version of Adobe Reader.
Allows for the waiver of the application fee to one CSU campus.

Career Development Plan Link to download viewer to open, view, and print MS Word documents.
To be completed by employees who are pursuing a degree program.

Dependent Fee Waiver Form Link to download the latest version of Adobe Reader.
To be used when eligible dependents will be utilizing the employee’s fee waiver benefit.

Employee Fee Waiver Form Link to download the latest version of Adobe Reader.
To be completed by employees who will be utilizing the fee waiver benefit.
Director’s Office
Political Reform Act 2008 Link to download the latest version of Adobe Reader.
A description of the Political Reform Act published by the Fair Political Practices Commission.

2010/2011 Form 700 Statement of Economic Interest Reference Pamphlet Link to download the latest version of Adobe Reader.
California Fair Political Practices Commission — explanation of who must file and how to file.

San Diego State University Designated Positions Link to download the latest version of Adobe Reader.
List of Designated Positions associated with the Statement of Economic Interest. The list is established through the Chancellor’s Office.

Your Duty to File — A Basic Overview of State Economic Disclosure Law and Reporting Requirements for Public Officials Link to download the latest version of Adobe Reader.
A guide explaining why an employee in a designated positions is required to file. The pamphlet is produced by the Fair Political Practices Commission.

CSU (California State University) Conflict of Interest Disclosure Categories Link to download the latest version of Adobe Reader.
The list gives employees in designated positions a description of each category that is required to submit the Form 700 Statement of Economic Interest form annually.

Form 700 Statement of Economic Interest Link to download the latest version of Adobe Reader.
Form 700 pamphlet includes instructions and forms for employees in designated positions to complete the form annually.
Employee & Organization Development
President’s Management Development Application Form Link to download viewer to open, view, and print MS Word documents.
Application form that is submitted in August.

Supervisors Academy Application Form Link to download viewer to open, view, and print MS Word documents.
Application form that is submitted in August.
Employment & Classification
Compensation

Discretionary Pay Increase Unit 4 Recommendation Link to download viewer to open, view, and print MS Word documents.
Form used to request a discretionary pay increase for Unit 4 employees.

In-Range Progression Guidelines and Forms Link to download the latest version of Adobe Reader.
Form used to submit an in–range progression request.

Employment

Confidential Employees Human Resources Program Guidelines Link to download the latest version of Adobe Reader.
Guidelines pertaining to the confidential classifications.

Employment Verification Link to download the latest version of Adobe Reader.
Form used to request employment verification letter.

Federal Work Study (FWS) Job Description Link to download the latest version of Adobe Reader.
Form used to post available FWS positions. Please contact Federal Work Study Division Coordinator with questions.

Hiring Freeze Exemption Request Link to download viewer to open, view, and print MS Word documents.
Form used to supplement the Position Requisition form during a hiring freeze.

Position Description Link to download viewer to open, view, and print MS Word documents.
Form used to create, post, or modify an existing position on campus.

Position Requisition Link to download viewer to open, view, and print Excel workbooks.
Form used to initiate filling a vacancy or a new position.

Staff Transaction Form Link to download viewer to open, view, and print MS Word documents.
Form to appoint, reappoint, end, or modify an appointment for staff employees.

Student Employment Authorization Form (SEA) - Updated Dec 2011 Link to download viewer to open, view, and print Excel workbooks.
Used by department timekeepers to appoint student employees into temporary positions.

Unit 11 Job Vacancy Announcement
Form to compose, submit, and post available positions within colleges for teaching associates, graduate assistants, and instructional student assistants.

Volunteer Identification Form Link to download viewer to open, view, and print MS Word documents.
Form used to appoint volunteers.

Performance Evaluations

Confidential Employees Link to download viewer to open, view, and print MS Word documents.
Form used to evaluate the work performance of confidential employees.

Management Personnel Link to download viewer to open, view, and print MS Word documents.
Form used to evaluate the work performance of management level employees.

Performance Evaluation for Units 2, 5, 6, 7 & 9 Link to download viewer to open, view, and print MS Word documents.
Form used to evaluate the work performance of Unit 2, 5, 6, 7 & 9 employees.

Unit 4 Link to download viewer to open, view, and print MS Word documents.
Form used to evaluate the work performance of Unit 4 employees.
Human Resources Information Systems (HRIS)
People Soft Human Resources Account Access Request Link to download the latest version of Adobe Reader.
Form to gain additional access to PeopleSoft.

Oracle Apps & Markview Imaging Account Access Request Form Link to download the latest version of Adobe Reader.
Form to gain access to MarkView/Oracle.

PeopleSoft Password Guide Link to download the latest version of Adobe Reader.
This guide will walk you through the steps to establish, change and retrieve a forgotten PeopleSoft password.

PeopleSoft Employee Self Service Guide Link to download the latest version of Adobe Reader.
This guide will walk you through the steps to access your personal information.

PeopleSoft Manager Self Service Guide Link to download the latest version of Adobe Reader.
This guide will walk you through the steps to access your employee information.

PeopleSoft Delete Cache Guide Link to download the latest version of Adobe Reader.
This guide will walk you through the steps to delete cache from your computer, improving system performance.

Payroll & Compensation
Direct Deposit Form Link to download the latest version of Adobe Reader.
Used to enroll/change/cancel direct deposit.

Employee Action Request (EAR) Link to download the latest version of Adobe Reader.
Used to update employee name, address and/or withholding status.

Student Payroll Action Request (SPAR) Link to download the latest version of Adobe Reader.
Used to update student employees’ name, address, and/or withholding status.

Wireless Device Authorization Form & Procedures
Effective January 1, 2012, the wireless device process is being handled through Accounts Payable.

Attendance Summary – Updated Jan 2012 Link to download viewer to open, view, and print Excel workbooks.
Used to report attendance: hours worked (hourly staff) or absences (salaried staff).

Authorization for Extra Hours (Overtime Form) Link to download the latest version of Adobe Reader.
Used to report extra hours worked either for payment or compensating time off.

Foreign National Information Form (FNIF) Link to download the latest version of Adobe Reader.
Used by foreign employees to determine tax residency status.

Student Employment Authorization Form (SEA) - Updated Dec 2011 Link to download viewer to open, view, and print Excel workbooks.
Used by department timekeepers to appoint student employees into temporary positions.

Student Assistant Time Card Link to download viewer to open, view, and print Excel workbooks.
Used by students to report hours worked to their supervisors.

Federal Work Study Time Card Link to download viewer to open, view, and print Excel workbooks.
Used by Federal Work Study students to report hours worked to their supervisors. Instructions included.

Student Assistant Attendance Report Link to download viewer to open, view, and print Excel workbooks.
Used by department time keepers to report a summary of hours worked for a group of students.

Duplicate Wage & Tax Statement Request Link to download the latest version of Adobe Reader.
Used by employees or Payroll staff to request duplicate W-2 Forms.

CalPERS Retiree Deduction Authorization Link to download the latest version of Adobe Reader.
Used by CalPERS retirees to authorize gift deductions from their retiree paycheck.
Policies, Procedures & Guidelines
Employee Drug-Free Policy Link to download the latest version of Adobe Reader.
SDSU policy adopted regarding illegal substance abuse.

Employee Smoke-Free Policy Link to download the latest version of Adobe Reader.
SDSU policy adopted to implement CSU Executive memorandum 02-108 in accordance with Education Code 89030 and 89031 (§1944.30).

Employee Violence-Free Policy Link to download the latest version of Adobe Reader.
SDSU policy adopted regarding the security of faculty, staff, and students.

Employee Nepotism Policy Link to download the latest version of Adobe Reader.
SDSU policy adopted to implement CSU Nepotism Policy (HR 2004-18).

Employee Nepotism Form Link to download the latest version of Adobe Reader.
To be completed when employee is supervised by a family member.
Workers’ Compensation
Workers’ Compensation Claim Form (DWC 1) Link to download the latest version of Adobe Reader.
Form to be completed by an injured employee.

Supervisor’s Report of Work-Related Accident/Illness Form Link to download the latest version of Adobe Reader.
Form that the supervisor of an injured employee completes.

Notice of Pre-Designation of Physician Link to download the latest version of Adobe Reader.
For employees who would like to pre-designate a physician before a work-related injury/illness occurs.

Supervisors Responsibilities Regarding Work Incurred Injuries (Check List) Link to download the latest version of Adobe Reader.
Supervisors shall print out document and complete check list upon employee injury.

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