Forms
| Form | Description | Category |
|---|---|---|
| Benefits | ||
| Affidavit of Domestic Partnership (.pdf, 69kb) | Declare Domestic Partnership for benefits | Benefits |
| Family and Medical Leave (.pdf, 309kb) | Request for Family and Medical Leave | Benefits |
| Health and Dental Care Enrollment (.pdf, 276kb) | Benefits | |
| HIPAA Authorization to Use or Disclose Protected Health Information (.pdf, 20kb) | Authorize others to share your health information | Benefits |
| Retirement - Salary Reduction (.pdf, 402kb) | Authorization for retirement contributions. More details: Retirement | Benefits |
| Tuition - Dependent Children (.pdf, 371kb) | Request tuition for dependent children | Benefits |
| Tuition – On Campus Remission (.pdf, 207kb) | Request employee tuition for On-Campus classes | Benefits |
| Tuition – Off-Campus Reimbursement (.pdf, 223kb) | Request employee tuition for Off-Campus classes | Benefits |
| Tuition Exchange Program | Apply for Tuition Exchange. Form will be posted when available. | Benefits |
| Hiring | ||
| Affirmative Action (.pdf, 54kb) | Hiring Managers - if you do not use PeopleAdmin, complete when hiring a new employee | Hiring |
| Employee Referral (.pdf, 270kb) | For employees, recommend a person for a position at WPI | Hiring |
| Faculty Appointment & Payroll Authorization (.pdf, 139kb) | Hiring managers –before making an offer to a faculty candidate this form must be signed by the Department, Division, Accounting, and HR | Hiring |
| Faculty Appointment - Associate Professor or above (.pdf, 105kb) | Used by department heads to submit a proposed rank for a faculty member | Hiring |
| Faculty Summer Salary Authorization (.pdf, 130 kb) | Managers – outline a faculty’s summer salary | Hiring |
| Foreign National Form (.pdf, 476kb) | For any Foreign National on VISA | Hiring |
| Graduate Student Tuition ONLY (.pdf, 211kb) | Hiring managers - outline payment for graduate students who will receive tuition without a stipend as part of their graduate work | Hiring |
| IT Access for Employees and Non-employees (.pdf, 726kb) | Hiring managers – request employee computer account | Hiring |
| IT Access for Student Workers (2.0 mb) | Hiring Departments – request computer account for student workers | Hiring |
| I-9 Employment Eligibility | New Employees must visit Human Resources in Boynton Hall to complete the I-9 form | Hiring |
| Non-Faculty Research Appointment (.pdf, 37kb) |
Hiring managers –before making an offer for a non-faculty research candidate this form must be signed by the Department and Division | Hiring |
| Payroll Authorization (.pdf, 34kb) |
Hiring managers - initiate compensation for a new employee | Hiring |
| Personal Data Card (.pdf, 149kb) | New employees – this is required for WPI payroll | Hiring |
| Staff (Non-Faculty) Appointment (.pdf, 98kb) |
Hiring managers –before making an offer for a staff appointment this form must be signed by the Department, Research Accounting or Budget, and Division | Hiring |
| Students - Payroll documentation required (.pdf, 160kb) |
Students, Research Assistant (RA), Teaching Assistant (TA), Grad Assistant (GA) – a guide of documentation needed for payroll | Hiring |
| Supervisor’s Checklist for New Employees (.pdf, 154kb) | Hiring managers – list of actions to take upon hiring | Hiring |
| Payroll Changes & Taxes | ||
| Also see Hiring Forms | ||
| Change of Personnel Status (.pdf, 62kb) | Managers – for a change in an employee’s status that affects the employee’s pay. For example, if the funding that pays the employee changes, or the employee reduces their number of hours. | Payroll Changes & Taxes |
| Direct Deposit Authorization Form (.pdf, 317kb) | Payroll Changes & Taxes | |
| Federal W-4 Form (.pdf, 104kb) | IRS Federal Tax Filing Information and Forms -http://www.irs.gov | Payroll Changes & Taxes |
| Massachusetts State M-4 Form (.pdf, 40kb) | Massachusetts Tax Filing Information and Forms http://www.mass.gov/dor/ | Payroll Changes & Taxes |
| Personal Data Change Form (.pdf, 73kb) | Employees - report changes in personal information; name change, address change, etc. | Payroll Changes & Taxes |
| Retirement - Salary Reduction (.pdf, 402kb) | Authorization for retirement contributions. More details: Retirement | Payroll Changes & Taxes |
| Performance Appraisals | ||
| Appraisal Form – Salaried Employee (.pdf, 273kb) | Performance review form for salaried employee (exempt) | Performance Appraisals |
| Appraisal Form – Hourly Employee (.pdf, 258kb) | Performance review form for hourly employee (non- exempt) | Performance Appraisals |
| Appraisal Form – 5+ year Employee (.pdf, 152kb) |
A guide for employees in the same position with the same supervisor for 5+ years | Performance Appraisals |
| Mid-Year Review Tool (.pdf, 13kb) | Performance Appraisals | |
| Promotion/Reclassification Request (.pdf, 86kb) | Managers – request for approval | Performance Appraisals |
| Self-Appraisal Form – Salaried Employee (.pdf, 254kb) | (exempt) | Performance Appraisals |
| Self-Appraisal Form – Hourly Employee (.pdf, 253kb) | (non-exempt) | Performance Appraisals |
| Self-Appraisal Form – 5+ Year Employee (.pdf, 179kb) |
A guide for employees in the same position with the same supervisor for 5+ years | Performance Appraisals |
| “SMART” Goals Worksheet (.pdf, 115kb) | A guide to help write performance goals | Performance Appraisals |
| Travel or Accident | ||
| Employee Accident Report (.pdf, 52kb) | Employees – complete when injured in the line of work | Travel or Accident |
| Travel Assistance Program (.pdf, 26kb) | Employees traveling on WPI-related business carry this information to be used in the event of accident or injury | Travel or Accident |
| Wellness Programs | ||
| Lunchtime Fitness - Registration (.pdf, 235kb) | More details: Wellness Programs | Wellness Programs |
| Lunchtime Fitness - Liability (.pdf, 278kb) | Required, along with registration form for lunchtime fitness programs. More details: Wellness Programs | Wellness Programs |
| Worcester Fitness – Salary Deduction (.pdf, 177kb) | Authorize payroll deduction for membership to Worcester Fitness club. More details: Wellness Programs and Worcester Fitness | Wellness Programs |
| Finance | ||
| Visit Finance’s Frequently Used Forms for payments relating to check requests, expense reports, vendor and contractor forms, banner finance, bank services, p-card, sponsored research accounting, student organizations. | ||
