This page contains an alphabetical listing of forms for our campus administrative operations. Use the search bar below to find a form.
| Forms | Form Descriptions | Location | Instructions | Department Forms |
|---|---|---|---|---|
| Absence and Additional Time Worked Report | Use to report absence and additional time worked | N/A | N/A | Payroll |
| Academic Advisement Access Request | Used to request access to the PeopleSoft module, Academic Advisement | Adobe Sign | N/A | ITS CMS |
| Accident Identification Card (std form 269) | Use this form in the case of an accident while operating a state-owned vehicle while on official business. | N/A | N/A | Risk Management |
| Accommodation Request Form | Use this form to request an accommodation based on a disability. | N/A | N/A | Risk Management |
| ADA/FEHA Job Duty Evaluation Checklist | Used by the employee’ or applicant’s treating health care provider to provide verification of conditions and limitations. | N/A | N/A | Risk Management |
| Admissions Access Request | Used to request access to the PeopleSoft module, Admissions | Adobe Sign | N/A | ITS CMS |
| Advertising Menu | Used to selection various advertising options. | N/A | N/A | Human Resources |
| Application for Fee Waiver Course Form | Use this form to take course(s) under the CSU Fee Waiver Program | N/A | N/A | Human Resources |
| Authorization to Drive Your Own Car | Use this form to request authorization to use your personal vehicle, when you travel on official university business. | N/A | N/A | Risk Management |
| Authorization to Release Medical Records | Use this form to authorize the release of your medical records or reports to CSUB | N/A | N/A | Human Resources |
| Billing Request Form | This form is Used for on- or off-campus billing | N/A | N/A | Student Financial Services |
| Bloodborne Pathogen Exposure Report | Use this form to document all incidents involving blood or potentially infectious material that may have resulted in personnel exposure | N/A | N/A | Risk Management |
| Budget Transfer Form | Used to transfer budget funding from one department/account to another department/account within the same fund. | N/A | N/A | Budget |
| Business and Administrative Services Folder Access Request | Use this form to request access to the department share, folders, and documents owned by Business and Administrative Services. | Adobe Sign | Instructions | ITS CMS |
| Business and Administrative Services LCD Request Form | Use this form to request access to the Labor Cost Distribution (LCD). | N/A | N/A | Human Resources |
| Business Card Order Form | Use this form to request an order for business cards. | N/A | N/A | Print Shop |
| Cabinet and Campus Carry Forward Request Form | Used for requesting carry forward funds from BK002 (Campus) or BKCxx (Cabinet). | N/A | N/A | Budget |
| Campus Community/Bio Demo Access Request | Used to request access to PeopleSoft Bio Dem data | Adobe Sign | N/A | ITS CMS |
| Career Development Plan Form | Use this form to file a career development plan for the Fee Waiver Program. | N/A | N/A | Human Resources |
| Cash Handling Review Form | Used to request approval to receive funds as a departmental or satellite cashiering location. | N/A | N/A | Student Financial Services |
| CASHNet Access | Used to request access to the CashNet system. | N/A | N/A | Student Financial Services |
| Cellular Authorization Request Form | Use this form to receive authorization to Use your personal cell phone for university business. | N/A | N/A | ITS |
| CFS/P2P Access Request Form (BAS) | BAS Departments Only: Use this form to request access to the Common Finance Systems (CFS), Procure-to-Pay (P2P), Finance Data Warehouse, ProCard, or the CMS File Share. | N/A | N/A | ITS CMS |
| CFS/P2P Access Request Form (Campus) | Campus Use: Use this form to request access to the Common Finance Systems (CFS), Procure-to-Pay (P2P), Finance Data Warehouse, ProCard, or the CMS File Share. | N/A | N/A | ITS CMS |
| Change in Fee Waiver Course(s) Form | Use this form when you are a fee waiver participant and you are adding, dropping, or changing approved fee waiver classes. | N/A | N/A | Human Resources |
| Charge Request | Use this form to obtain pre-authorization to reserve a flight or car rental. | N/A | Form Instructions | Payment Services |
| Chartfield Request/Signature Authority Form | Used to add, modify, or inactivate chartfields and to add or delete signers for specific chartfields. | N/A | DOA Form Instructions | General Accounting |
| Classification Appeal Form | Use this form to appeal a classification decision. | N/A | N/A | Human Resources |
| Collection Sheet | Used to record cash, checks, and coins received from students. | N/A | N/A | Student Financial Services |
| Computer Backup Policy and User Consent Form | Use this form to request ITS backup your computer data. | N/A | N/A | ITS |
| Concur Travel Credit Card Application | This university-paid travel credit card is available only to employees who submit ALL of their Travel Requests and Expense Report Claims in the Concur system. | N/A | The PowerForm includes the instructions | Payment Services |
| Confidential Document Shredding Request Form | Use this form to request a confidential document shredding container. | N/A | N/A | ITS |
| Confidentiality Agreement for Student Worker and Volunteer | Use this form to certify that the student worker or volunteer has completed the requirements for access and will comply with the policies governing campus information systems. | N/A | N/A | ITS CMS |
| Continuing Student Assistant Hire Form 108 | Used for continuing Student Assistant workers who worked for your department during the Spring term and will be returning to the same department for the Fall term (or for a one-term break during the academic year). | N/A | N/A | Payroll |
| CSU Standard Waiver (Multiple Sign) | Use CSU Standard Waiver form when you have people or students participating in an activity, including travel to, from and during the activity. | N/A | N/A | Risk Management |
| CSU Standard Waiver (Single Sign) | Use CSU Standard Waiver form when you have people or students participating in an activity, including travel to, from and during the activity. | N/A | N/A | Risk Management |
| CSUB Excess/Deficit Hours Report | Use this form to document excess or deficit hours. | N/A | N/A | Payroll |
| CSUB ONLINE JOB/APPLICANT PORTAL | Use this link to apply for staff and management positions. | N/A | N/A | Human Resources |
| CSUB SPA Employment Application | Use this form to apply for SPA positions | N/A | N/A | Human Resources |
| Current Employee Change Request | Allows administrators to request employee status changes | N/A | N/A | Human Resources |
| Custodial Services Evaluation Form | Use this form when you would like to evaluate the custodial services | N/A | N/A | Facilities |
| DCRA/HCRA Claim Form | Use this form to document card transactions associated with the Dependent Care / Health Care Reimbursement Account Plans (DCRA/HCRA) plans, when requested by ASIFlex. | N/A | N/A | Human Resources |
| DCRA/HCRA Enrollment Form | Use this form to enroll in the to enroll in the Dependent Care / Health Care Reimbursement Account Plans (DCRA/HCRA) plans. | N/A | N/A | Human Resources |
| Declaration of Health Coverage (HBD-12a) | Use this form to enroll in the CalPERS Health Benefits Program | N/A | N/A | Human Resources |
| Defensive Driver Training | Visit the Defensive Driving Training page, if you will be driving on official business. | N/A | N/A | Risk Management |
| Department Cash Handling Application | Used to request approval to receive funds as a departmental or satellite cashiering location. | N/A | N/A | Student Financial Services |
| Department Credit Card Authorization Form | Used to request approval to receive funds by credit card as a departmental or satellite cashiering location. | N/A | N/A | Student Financial Services |
| Dependent Fee Waiver Application - all non-CSUEU bargaining units and MPP/Confidential | Use the appropriate form to transfer your fee waiver eligibility as provided in Coded Memorandum HR 2001-23 or the applicable Memorandum of Understanding to a spoUse, domestic partner, or dependent child | N/A | N/A | Human Resources |
| Dependent Fee Waiver Application - CSUEU bargaining units | Use the appropriate form to transfer your fee waiver eligibility as provided in Coded Memorandum HR 2001-23 or the applicable Memorandum of Understanding to a spoUse, domestic partner, or dependent child | N/A | N/A | Human Resources |
| Description of Employee Job Duties | Use this form for the employer and employee to develop jointly the description of the employee’s job duties. | N/A | N/A | Human Resources |
| Direct Pay Form | Use this online form to pay for allowable commodities and services. (Only accessible through this link; can't be saved to your desktop.) | N/A | Instructions (video) | Payment Services |
| Direct Pay Form - International and Accounting Only | Use this online form to pay international vendors for allowable commodities and services. (Only accessible through this link; can't be saved to your desktop.) | N/A | Instructions (video) | Payment Services |
| EFT Form and Instructions | Use this form for employee reimbursements from BKCMP funds only. | N/A | N/A | Payment Services |
| Employee Action Request | Use this form to change your address, withholding allowance, or name. | N/A | N/A | Human Resources |
| Enterprise Document Management (EDM) - OnBase Access Request Form: Faculty/Staff/POI | Use this form if you would like access to EDM System (OnBase). | Adobe Sign | Form Instructions | ITS |
| Enterprise Document Management (EDM) - OnBase Access Form: Student Worker | Use this form if you would like access to EDM System (OnBase). | Adobe Sign | Form Instructions | ITS |
| Event Ticket Reconciliation | Used to reconcile ticket sales from an event. | N/A | N/A | Student Financial Services |
| Excess/Deficit Hours Calculation Form | Use this form to document excess or deficit hours. | N/A | N/A | Human Resources |
| Expenditure Transfer Form | Used to to credit or debit chartfields within the same business unit. | N/A | N/A | General Accounting |
| Faculty/Staff Photo ID Application | Use this form to request a new or replace a photo ID or proxy card for a Staff or Faculty member. | N/A | N/A | ITS |
| Faculty Access and Compliance Form | Use this form to certify that the staff member requires access to the data in the Human Resources Information System and will comply with the laws and regulations governing personal and private data | N/A | N/A | Human Resources |
| Fee Waiver Authorization | Use this form to authorize the waiving of fees/tuition for a student. | N/A | N/A | Student Financial Services |
| Field Trip Emergency Contact Form | Use this form to collect the emergency contact information for the individuals taking a field trip. | N/A | N/A | Risk Management |
| Financial Aid Access Request | Use to request access to the PeopleSoft Financial Aid module. | Adobe Sign | N/A | ITS CMS |
| FlexCash Plan Enrollment Form | Use this form to enroll in the FlexCash Program. | N/A | N/A | Human Resources |
| FSA Debit Card Enrollment Form | Use this form to request a Flexible Spending Plan (FSA) debit card | N/A | N/A | Human Resources |
| Gift Acknowledgment Form | Use this form for distributing preauthorized gifts. | N/A | N/A | Payment Services |
| Health and Dental Benefits Enrollment Worksheet | Use this form to enroll in the health and dental insurance plans | N/A | N/A | Human Resources |
| Hire Authorization Form | Use to initiate a recruitment. | N/A | N/A | Human Resources |
| Hospitality Justification Form | Replaces the BMAF and Gift Preauthorization Forms | N/A | N/A | Payment Services |
| Hourly Intermittent Timesheet | Used by hourly intermittent employees to record their hours worked. | N/A | N/A | Payroll |
| HR Absence Management / Time and Labor Access Request Form | Use this form to certify that the staff member requires access to the data in the Human Resources Information System and will comply with the laws and regulations governing personal and private data | N/A | N/A | Human Resources |
| In-Range Progression (IRP) - APC (unit 4) | Use this form to request an In-Range Progression for Bargaining Unit 4 employees, who are represented by the Academic Professionals of California (APC). | N/A | N/A | Human Resources |
| In-Range Progression (IRP) - CSUEU (units 2,5,7,9) | Use this form to request an In-Range Progress for Bargaining Units 2 ,5 ,7, 9 employees, who are represented by the California State University Employees Union (CSUEU. | N/A | N/A | Human Resources |
| In-Range Progression (IRP) - SUPA (unit 8) | Use this form to request an In-Range Progression for Bargaining Unit 8 employees, who are represented by the the Statewide University Police Association (SUPA). | N/A | N/A | Human Resources |
| In-Range Progression (IRP) - Teamsters Local 2010 (unit 6) | Use this form to request an In-Range Progress for Bargaining Unit 6 employees, who are represented by the Teamsters Local 2010. | N/A | N/A | Human Resources |
| In-Range Progression (IRP) - UAPD (unit 1) | Use this form to request an In-Range Progression for Bargaining Unit 1 employees, who are represented by the UAPD. | N/A | N/A | Human Resources |
| Interview Questions Guide / Sample Interview Questions | Overview of interview questions (including samples) that can be asked. | N/A | N/A | Human Resources |
| Key / Proxy Request Form | Use this form to request a key or proxy card | N/A | N/A | UPD |
| Local Workstation Administrative Access Request | Use this form to request administrative access to your local workstation | N/A | N/A | ITS |
| Lost Receipt Form | Use this form to certify that the merchandise or service listed on the form was received and that a duplicate copy of the invoice or sales slip could not be obtained. | N/A | N/A | Payment Services |
| MFD PIN # Add/Change Request Form | Use this online form whenever you need to add, change, or delete the PIN # for your copier. You may also use this form for new PIN #s. | N/A | N/A | Reprographics |
| MFD/Printer Request Form | Use this form to request a copier or printer from the Runner MFD program. | N/A | N/A | Reprographics |
| Mileage Report | Use this form for reimbursement of mileage incurred while on official university business. | N/A | N/A | Payment Services |
| Moving and Relocation Claim Form | Use this form for reimbursement of moving and relocation expenses pursuant to the CSU Moving and Relocation policy. | N/A | N/A | Payment Services |
| Moving/Relocation Checklist | Use this form when moving or relocating | N/A | N/A | Payment Services |
| MPP Performance Evaluation Form | Use this form to evaluate Management Personnel Plan (MPP) employees. | N/A | N/A | Human Resources |
| MPP Position Justification Form | Used to provide justifications for both the purpose and specific number of proposed additional management positions. | N/A | N/A | Human Resources |
| New Employee Resource / Systems Access Checklist | Use this checklist to assist with getting access to commonly Used resources and systems | N/A | N/A | Human Resources |
| Non-Resident Alien Questionnaire | Use to collect tax information in compliance with the Nonresident Alien Tax Compliance Program. | N/A | N/A | General Accounting |
| Notice of Temporary Modified Duty Template | Use to document the modified work duties based upon correspondence from employee’s physician, who authorized the release to modified work. | N/A | N/A | Human Resources |
| Office 365 Accounts and Associated Forms | Use this website for Office 365 forms | N/A | N/A | ITS |
| Overtime, Holiday and Extra Hours Worked | Used is Used to certify and approve overtime, holidays, and extra hours worked. | N/A | N/A | Payroll |
| Pay Warrant Dept. Authorization | Used to authorize an employee to pick up payroll warrants and direct deposit stubs for their departmental personnel from the Cashier’s Office | N/A | N/A | Student Financial Services |
| Payroll Move Request (Fillable) 08.09.22 | Used when posted salary and benefit expenditures for an employee must be moved to the appropriate funding source. | N/A | Payroll Move Instructions | Human Resources |
| PCI Self Identification form | N/A | N/A | ITS | |
| Performance Evaluation Form - UAPD-Bargaining Unit 1 | Use this form to evaluate Bargaining Unit 1 employees, who are represented by the Union of American Physicians and Dentists (UAPD). | N/A | N/A | Human Resources |
| Personnel Complaint Form | Use this form to document a complaint. | N/A | N/A | University Police Department |
| Petition for Reversal of Fees | Use this form to request the reversal of fees. | N/A | N/A | Student Financial Services |
| Petty Cash Form | Used for petty cash reimbursements for emergency state-approved purchases under $50.00. | N/A | Form Instructions | Student Financial Services |
| Position Control Action Request | Use to request changes to Position Control and the Labor Cost Distribution system, such as adding a new position, updating/inactivating/transferring vacant positions, reactivating previously eliminated positions, or changing the funding of current positions. | N/A | Form Instructions When to use PCAR vs. Other Forms |
Human Resources |
| Position Description/Classification Review Form | Use this form for recruitment, determination of classification, formulation of work plans and the basis for performance management and evaluations. | N/A | N/A | Human Resources |
| Pre-designation of Personal Chiropractor or Acupuncturist | Use to change your treating physician to your personal chiropractor or acupuncturist following a work-related injury or illness, provided the conditions to do so are met. | N/A | N/A | Human Resources |
| Pre-designation of Personal Physician | Used to notify your employer if you wish to have your personal medical doctor or a doctor of osteopathic medicine treat you for a work- related injury or illness, provided the requirements to do so are met. | N/A | N/A | Human Resources |
| ProCard Application | Use this form to request a Procurement Credit Card (ProCard). | N/A | N/A | Payment Services |
| ProCard Reconciliation and Approval Form |
Use this form to route your ProCard report and backup documentation for approval/signature. |
N/A | Instructions | Payment Services |
| ProCard Revision | Use this form to make permanent changes to a cardholder's Procurement Credit Card (ProCard). | N/A | N/A | Payment Services |
| Project Charter Request Form | Use this form to request significant implementation changes related to ITS services, which includes new product or service or enhancing or modifying existing service. | N/A | N/A | ITS |
| Project Closure Summary Form | Use this form to document the summary of deliverable related to the project goals set forth in the project charter. | N/A | N/A | ITS |
| Purchase Requisition Form | Use this form to purchase commodities or services | N/A | N/A | Procurement |
| Qualifications Appraisal Rating Form | Used to assign a score and evaluate all candidates in a recruitment. | N/A | N/A | Human Resources |
| Requisition Form | Use this form to purchase commodities or services | N/A | N/A | Procurement |
| RunnerConnect Access Request | Use this form to request access to the RunnerConnect system. | Adobe Sign | N/A | ITS CMS |
| Schedule Changes Form | Use this form to change an employee official work schedule. | N/A | N/A | Human Resources |
| Separation Clearance | Use this form upon separation from California State University, Bakersfield | N/A | N/A | Human Resources |
| Share Folder Access Designee Form | Use this form to assign a designee to a share folder. | N/A | N/A | ITS |
| Sharps Injury Report | Use this form to report a Sharps injury | N/A | N/A | Risk Management |
| Sole Source Brand Form | Use this form to justify purchasing commodities or services from a sole source | N/A | N/A | Procurement |
| Solution Request Form | Use this form to request consultation for new product or service to meet campus business needs. | N/A | N/A | ITS |
| Special Consultant Payments | Used to pay special consultants | N/A | N/A | Payroll |
| Staff Access and Compliance Form | Use this form to certify that the staff member requires access to the data in the Human Resources Information System and will comply with the laws and regulations governing personal and private data. | N/A | N/A | Human Resources |
| Staff Performance Evaluation Form - APC-Bargaining Unit 4 | Use this form to evaluate Bargaining Unit 4 employees, who are represented by the Academic Professionals of California (APC). | N/A | N/A | Human Resources |
| Staff Performance Evaluation Form - Confidential - Unit C99 | Use this form to evaluate Bargaining Unit C99 employees | N/A | N/A | Human Resources |
| Staff Performance Evaluation Form - CSUEU-Bargaining Unit 2, 5, 7, 9 | Use this form to evaluate Bargaining Unit 2, 5, 7, 9 employees | N/A | N/A | Human Resources |
| Staff Performance Evaluation Form - Excluded - Unit E99 | Use this form to evaluate employees of Excluded Unit E99 | N/A | N/A | Human Resources |
| Staff Performance Evaluation Form - SETC-Bargaining Unit 6 | Use this form to evaluate Bargaining Unit 6 employees, who are represented by the AState Employees Trade Council (SETC). | N/A | N/A | Human Resources |
| Staff Performance Evaluation Form - SUPA-Bargaining Unit 8 | Use this form to evaluate Bargaining Unit 8 employees, who are represented by the the Statewide University Police Association (SUPA). | N/A | N/A | Human Resources |
| Student and Visitor Injury or Accident Report | Use this form whenever a student or visitor is injured or in an accident that does not involve vehicles. | N/A | N/A | Risk Management |
| Student Assistant Pay Rate Change/Position Change Form 117 | Used to change the pay rate or position of student assistants. | N/A | N/A | Payroll |
| Student Assistant Separation & Request For Final Pay Form 109 | Used when a student assistant resigns or is dismissed from their position within your department. | N/A | N/A | Payroll |
| Student Assistant Timesheet | Used for paying foundation and stateside student assistants. | N/A | N/A | Payroll |
| Student Financials Access Request Form | Use this form to request access to the PeopleSoft Student Financials | Adobe Sign | N/A | ITS CMS |
| Student Group Access Request | Use to request access to specific PeopleSoft Student Groups and Service Indicators. | Adobe Sign | N/A | ITS CMS |
| Student Photo ID Application | Use this form to request a new or replacement photo identification card, also known as RunnerCard. | N/A | N/A | ITS |
| Student Records Access Request | Use to request access to PeopleSoft Student Records module | Adobe Sign | N/A | ITS CMS |
| Student Worker: Enterprise Document Management (EDM) - OnBase Access Form | Use this form if you would like access to EDM System (OnBase). | Adobe Sign | Form Instructions | ITS |
| Substitute Faculty | Used is Used to pay substitute faculty. | N/A | N/A | Payroll |
| Summer Session Voucher | Used to pay faculty for summer sessions. | N/A | N/A | Payroll |
| Supervisor Report of Injury | Used to report an employee's illness or injury immediately after the injury is known. | N/A | N/A | Human Resources |
| Supervisor Supplemental Questionnaire | Use this form to supplement data which has been gathered as a result of a formal Classification Analysis and will assist in determining the type of supervisory control exercised over the position and the degree of independence with which the position’s incumbent is expected to function. | N/A | N/A | Human Resources |
| Supervisors Review of Accident Form (std form 274) | The supervisor, who authorized the employee to drive on State business, will use this form when said employee is involved in an accident, while operating a state-owned vehicle while on official business. | N/A | N/A | Risk Management |
| Technology Product/Service Waiver | Use to request a waiver from ITS to purchase your hardware or software product or service through your department directly by requisition or procard. | N/A | N/A | ITS |
| Telephone Reference Check Form | Standard format for conducting telephone reference checks on top candidate(s) to validate professional experience and information. | N/A | N/A | Human Resources |
| Transact Payments/CASHNet Access Form | Used to request access to the CashNet system. | N/A | N/A | Student Financial Services |
| Transient Occupancy Tax Form | Use this form to certify that you are a representative or employee of a State agency, that the State of California will pay the occupancy tax, and that the charges incurred were in the performance of official duties. | N/A | N/A | Payment Services |
| Travel Advance | Use this form to request registration fees be paid directly to the vendor. | N/A | N/A | Payment Services |
| Travel Authorization Request | Use this form to request authorization to travel on official CSUB business. | N/A | N/A | Payment Services |
| Travel Claim-Employees and Students-Effective 1/1/2024 | Use this form for ALL travel beginning 1/1/2024 for faculty, staff, and students. | Payment Services | ||
| Travel Claim-Guests-Effective 1/1/2024 | Use this form for guest travel beginning 1/1/2024 | Payment Services | ||
| Trust Fund Agreement Form - Campus, ASI, SEI and Sponsored Programs | Used to request a new trust fund or update an existing fund for Campus, ASI, SEI, and SPA. | N/A | N/A | General Accounting |
| Trust Fund Agreement Form - Foundation | Used to request a new trust fund or update an existing fund for Foundation only. | N/A | N/A | General Accounting |
| Vehicle Accident Report Form (std form 270) | Use this form in the case of an accident while operating a state-owned vehicle while on official business. | N/A | N/A | Risk Management |
| Vendor Data Record (Form 204) - CA Vendors Only | Required tax form for all non-employee payees with a California address. | N/A | N/A | Payment Services |
| Vendor Data Record (Form 204) - Vendors Outside of California | Required tax form for all non-employee payees with an address outside of California. | N/A | N/A | Payment Services |
| Volunteer Acknowledgment Form | Use this form to acknowledge that they are volunteering as specified in the Volunteer Policy. | N/A | N/A | Human Resources |
| Voyager Card Reconciliation and Check Out Form | Used to check-out cars to other department users and to reconcile monthly Voyager charges. | N/A | N/A | General Accounting |
| Voyager Fleet Card Application | Use this form to apply for a Voyager Fleet Card. | N/A | N/A | General Accounting |
| Work At Home Software Form | Use to purchase Microsoft software for work-related home computer Use. | N/A | N/A | ITS |
| Work Order System | Use this online form whenever you need any repairs, changes, or services performed to your office or campus facilities. | N/A | N/A | Facilities |
| Year-end Travel Accrual Form | Use this form to account for travel expenses incurred late in the fiscal year, past the Travel Claim submission deadline. This will ensure the expense is charged against the current fiscal year budget (if the form is complete and submitted by the deadline). | N/A | N/A | Payment Services |