Financial Forms
| Budget Allocation/Adjustment bud0100 02/07
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This form is used to request a change/transfer in budget authority after the original budget is posted to AIS. |
| Collection Report - Official Cash Receipt bur0100 08/06
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This form is used to deposit University funds at the Bursar's office and to post revenue to accounts. |
| Equipment Transfer Request Form acs0301 04/07
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Use this form to provide documentation of equipment transfers. |
| Equipment Loan Request Form acs0302 04/07
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Use this form to provide documentation of equipment loans. |
| Equipment Deletion Request Form acs0303 02/07
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Use this form to provide documentation of deleted equipment. |
| Equipment Transfer to Surplus Property Request acs0304 02/07
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Use this form to provide documentation of equipment transfers to surplus property. |
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| Request for Change in Existing User AIS Responsibilities acs0307 02/07
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Requests access to or change in user responsibilities of an existing employee. |
| Request for New User Access to AIS acs0500 08/06
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This form is to be used by new users to request access to AIS. |
| Request New Budget Purpose or Unit / Change in Budget Purpose or Unit acs0305 06/07
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Use this form to request or discontinue a Budget Purpose Value or Unit, replace a Fiscal Officer or Unit officer, move a Budget Purpose to another Unit, change a Budget Purpose title, or change the name of an existing Unit. |
| Temporary Delegation of Fiscal Officer Authority acs0306 02/07
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Use this form to authorize or revoke Fiscal Officer delegation. |
| Transfer Voucher acs0220 08/06
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This form is used to make transfers between accounts. |
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| AP Invoice Distribution acp0302 04/07
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Use this form to authorize payment of supplier invoices and to identify accounts against which invoices should be charged. |
| AP Travel Expense Voucher for FY08 acp0300-08 06/07
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Use this form to request reimbursement for expenses incurred in travel on behalf of the University. |
| AP Travel Expense Voucher acp0300 06/07
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To request reimbursement for expenses incurred in travel on behalf of the University. This form should be used when the standard mileage rate is to be used. |
| AP Travel Expense Voucher (Non-Standard Rate) acp0303 04/07
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Request reimbursement for expenses incurred in travel on behalf of the University. (For departments not using the standard rate for travel.) |
| AP Internal Billing Summary acp0304 04/07
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Use this form to have a written document naming the Service Department, the account number and amount of revenue to be transferred to that department and to provide a listing of all state and local invoices submitted by them as Internal Billing charges. This document is then verified and signed by the Fiscal Officer of the receiving account. |
| External Billing Summary acp0500 08/06
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This form provides written documentation naming the Service Department, the account number, and amount of revenue to be transferred to that department, and to provide a listing of all state and local invoices submitted by them as Internal Billing charges. This document is then verified and signed by the Fiscal Offices of the receiving account. |
| AP Contractual Service Voucher acp0305 04/07
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Use this form to meet IRS requirements concerning payment made for professional services to an individual and for payments to or on behalf of a non-resident alien. Complete this form if Payment is made to or on behalf of a non-resident alien. If this does not apply, then you must complete the Accounts Payable Invoice Distribution Form. This form can be used to authorize payment of supplier invoices utilizing AIS accounts. |
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| Purchase Requisition pur0100 04/07
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Use this form to request the purchase of goods or services. The Purchasing Office will utilize this form to enter the receipt into AIS. Once the department has online access for the entry of purchase requisitions, department representatives will enter this requisition information directly into AIS. |
| New/Change Supplier Request acp0306 05/07
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Use this form to add a supplier to or change information on an existing supplier in AIS. |
| New/Change Delivery Location pur0102 04/07
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Use this form to request a new or revised delivery location record. |
| Purchase Order Revision Request pur0103 04/07
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Use this form to request adjustment to the encumbered amount of a purchase order; to request a change to the Budget Purpose and/or Departmental Activity of the order; and/or to request a change to Item Descriptions. |
| Return/Damage pur0104 02/07
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Return goods or report damage of goods. |
Human Resources Forms
Review the following business procedures to assist you in completing necessary forms. |
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| Request to Create/Modify/Fill a Civil Service Position hro5014 06/07
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Use this form to request that a Civil Service position be created, modified or filled. |
| Notice of Civil Service Appointment hro5000 04/07
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Use this form to appoint and individual to a Civil Service position. |
| Notice of Extra Help Civil Service Appointment Form hro5004 04/07
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Use this form to hire extra help appointments. |
| Change of Assignment, Title or Conditions of Assignment for Civil Service Staff Form hro5010 4/07
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Use this form to change status of a civil service employee. |
| Civil Service Extra Help Resignation/ Termination Form hro5005 4/07
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Use this form to end an extra help employee's appointment with the University before the end of the appointment period and to inactivate in AIS. |
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| Notice of Faculty or Administrative/Professional Staff Appointment Form hro3000 04/07
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Application form for Faculty and Administrative Staff hires. |
| Change of Assignment, Title, or Conditions Faculty or Administrative Professional Staff Form hro3010 04/07
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Use this form to change the status of a member of the faculty or administrative /professional staff. |
| Application for Sabbatical/Professional Development Leave Form hro3004 04/07
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Use this form to request a faculty sabbatical or administrative professional leave of absence. |
| Cancellation of Summer Session Appointment hro3006 04/07
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Use this form to cancel a summer session appointment. |
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| Assignment Costing hro1001 04/07
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Use this form to specify or change accounts from which a position is funded or to create or delete overtime accounts. |
| Personal & Professional Data Form hro1002 04/07
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Use this form to collect from a new employee or graduate assistant, necessary demographic information about the individual for HRMS Entry. |
| Continuing Education and Internal Consulting Activities hro1005 04/07
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Use this form to request approval to offer a continuing education or internal consulting activity, to schedule the activity if needed and to authorize payment for the activity. |
| Restricted Term Appointment for Non-Credit Activities hro1004 04/07
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Authorize payment for term appointments for non-credit activities. |
| Faculty, Administrative/Professional and Civil Service Staff Resignation/Separation hro1050 04/07
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Resignation Separation form for Faculty, AP and Civil Service employees. |
| Funds Allocation Request hro1006 04/07
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Use this form to establish/revise the original, current and/or projected budget for a position. |
| Form to Create/Change/Delete an HR Organization in HRMS hro1007 04/07
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Use this form to Create, Change, or Delete an HR Organization in HRMS. |
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| Notice of Graduate Assistant Appointment Form hro6000 04/07
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Use this form to appoint an individual to an assistantship. |
Change of Assignment, Title or Conditions of Assignment for Graduate Assistants
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Use this form to change the status of a graduate assistant. |
| Graduate Assistant Resignation/Termination Form hrp6002 04/07
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Use this form to end a graduate assistantship appointment with the university before the end of his/her appointment period and remove the assignment from AIS. |
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| Notice of Vince DeMuzio Governmental Internship Appointment hro7002 04/07
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Use this form to appoint an student to a Vince Demuzio Governmental Internship appointment. |
| Resignation Termination for Undergraduate Assistantship, Housing Resident Assistant & Vince Demuzio Governmental Internship hro7005 04/07
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Use this form to end employment prior to end of contract for Undergraduate Assistant, Housing Resident Assistant or Vince Demuzio Internships. |
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| Faculty/Staff/Graduate Assistant/Retiree Change of Address Form hro1008 04/07
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Use this form to inform the university of a change in home mailing address or home phone and/or to request suppression of printing of this information in the Staff Directory. |
| AIS HRMS Faculty/Staff Retroactive Account Adjustment (RAA) pao0104 09/07
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Faculty/Staff Retroactive Account Adjustment (RAA) Process
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| Evaluation of Student Employee fao1001 04/07
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Use this form to evaluate a student employee's job performance. |
| Student Employment Change in Assignment Costing fao1002 04/07
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Use this form to specify or change the accounts which a student employee is paid. |
| Student Employment Job Posting Request fao1003 04/07
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Use this form to post, revise, or remove a student employment job. |
| Student Employment Recommendation for Change in Status fao1004 05/07
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Use this form to change the status of a student employee. |
| Student Employment Termination Inactivation fao1005 04/07
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Use this form to end a student employee's employment with a department and to inactivate student assignment in AIS. |
| Student Employment Unpaid Hours fao1006 04/07
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Use this form to submit hours for a student employee who either does not appear on the student employment time entry form/report and you do not have an orange supplemental time card or who is owed hours for a previous pay period. |
Student Employment Retroactive Account Adjustment
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Use this form to adjust account balance for student employees when wages to be be paid from a different account. |
| Student Employment Retroactive Account Adjustments SE-0160C 01/03 |
To request a change in the account in which student employment wages were previously charged. Please ensure that the request meets the following conditions, if not, your request may be denied. |
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| Notice of Undergraduate Assistant Appointment fao1008 04/07
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Human Resources will use the information on this form to enter a new undergraduate assistant in AIS or to reappoint an undergraduate assistant whose appointment has ended. |
| Evaluation of Undergraduate Assistant fao1009 04/07
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Use this form to evaluate an undergraduate assistant's job performance. |
| Resignation Termination for Undergraduate Assistants hp, Housing Resident Assistant & Vince Demuzio Governmental Internship hro7005 04/07
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Use this form to end employment prior to end of contract for Undergraduate Assistant, Housing Resident Assistant or Vince Demuzio Internships. |
| Undergraduate Assistantship Application & Position Description fao1010 04/07
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Departments complete this form to apply for approval of an Undergraduate Assistantship position. |