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Campus Forms | Staff and Faculty

This page contains an alphabetical listing of forms for our campus administrative operations. Use the alphabetic index to quickly navigate to your desired form. Each alphabetic section contains the form links, short descriptions, and links to the associated department forms page.


A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

A
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 N/A 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 N/A 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 Payment Services
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

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B
Forms Form Descriptions Location Instructions Department Forms
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 CFS & CMS Fileshare Access Request Form Use this form to request access to the Common Finance Systems (CFS), Finance Data WarehoUse, ProCard, or the CMS File Share. N/A N/A ITS CMS
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
Business Meal Approval Form Use this form when providing hospitality in connection with official university business. N/A BMAF Instructions Payment Services

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C
Forms Form Descriptions Location Instructions Department Forms
Cabinet & 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 N/A 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. S 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
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 N/A 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 N/A 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
Common Financial System (BAS-CFS) Access Request Form Used to request access to the Common Financial System (CFS). Adobe Sign CFS Instructions ITS CMS
Computer Backup Policy and User Consent Form Use this form to request ITS backup your computer data. N/A N/A ITS
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 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

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D
Forms Form Descriptions Location Instructions Department Forms
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 Deposit Authorization Use this form to authorize the State Controller’s Office to make direct deposits to your banking account. 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 & 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

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E
Forms Form Descriptions Location Instructions Department Forms
EFT Form & 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
Employee Business Expense Advance Use this form to obtain request an advance for employee business expenses N/A N/A Payment Services
Enterprise Document Management (EDM) - OnBase Access Form 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

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F
Forms Form Descriptions Location Instructions Department Forms
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. N/A N/A ITS CMS
FlexCash Plan Enrollment Form Use this form to enroll in the FlexCash Program. N/A N/A Human Resources
Foundation Employment Application Use this form to apply for Foundation job opportunities N/A N/A Human Resources
Foundation Trust Fund Agreement Form Used to request a new trust fund or update an existing fund. N/A N/A General Accounting
FSA Debit Card Enrollment Form Use this form to request a Flexible Spending Plan (FSA) debit card N/A N/A Human Resources

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G
Forms Form Descriptions Location Instructions Department Forms
Gift Acknowledgment Form Use this form for distributing preauthorized gifts. N/A N/A Payment Services
Gift Preauthorization Request Form Use this form to request authorization to purchase gifts. N/A Form Instructions Procurement

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H
Forms Form Descriptions Location Instructions Department Forms
Health & 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
Hourly Intermittent Timesheet Used by hourly intermittent employees to record their hours worked. N/A N/A Payroll
HR Absence Management / Time & 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

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I
Forms Form Descriptions Location Instructions Department Forms
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

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J

  • No Forms
K
Forms Form Descriptions Location Instructions Department Forms
Key / Proxy Request Form Use this form to request a key or proxy card N/A N/A UPD

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L
Forms Form Descriptions Location Instructions Department Forms
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

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M
Forms Form Descriptions Location Instructions Department Forms
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

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N
Forms Form Descriptions Location Instructions Department Forms
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

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O
Forms Form Descriptions Location Instructions Department Forms
Office 365 Accounts & 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

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P
Forms Form Descriptions Location Instructions Department Forms
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 Procurement
ProCard Reconciliation & Approval Form

Use this form to route your ProCard report and backup documentation for approval/signature.

Adobe Sign Instructions Procurement
ProCard Revision Use this form to make permanent changes to a cardholder's Procurement Credit Card (ProCard). N/A N/A Procurement
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

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Q
Forms Form Descriptions Location Instructions Department Forms
Qualifications Appraisal Rating Form Used to assign a score and evaluate all candidates in a recruitment. N/A N/A Human Resources

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R
Forms Form Descriptions Location Instructions Department Forms
Recruitment/Appointment Record Use to summarize the recruitment and to approve selected candidate(s). N/A N/A Human Resources
Requisition Form Use this form to purchase commodities or services N/A N/A Procurement

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S
Forms Form Descriptions Location Instructions Department Forms
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
Special Services Form Use this online form with workflow to pay for one-time services provided by individuals who are not CSUB employees or student assistants. Can’t be used if there's an invoice; if there is, submit a Direct Pay Form. Adobe Sign Instructions (video) Payment Services
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 Used to change the pay rate or position of student assistants. N/A N/A Payroll
Student Assistant Separation 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 N/A N/A ITS CMS
Student Group Access Request Use to request access to specific PeopleSoft Student Groups and Service Indicators. N/A 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 N/A N/A ITS CMS
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
Supplemental Employment Application Questionnaire Use for additional applicant information. N/A N/A Human Resources

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T
Forms Form Descriptions Location Instructions Department Forms
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 Expense Claim Continental U.S. Use this form for reimbursement of travel expenses incurred in the Continental U.S. N/A N/A Payment Services
Travel Expense Claim Federal Per Diem Use this form for reimbursement of travel expenses incurred on trips to Alaska, Hawaii, U.S. Possessions, and international destinations. N/A N/A Payment Services
Travel to Banned State Request (AB1887) Use this form to request authorization to travel to a banned state as per AB1887 N/A N/A Payment Services
Trust Fund Agreement Form - Campus Used to request a new trust fund or update an existing fund. N/A N/A
General Accounting
Trust Fund Agreement Form - Foundation Used to request a new trust fund or update an existing fund. N/A N/A General Accounting

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U

  • No Forms
V
Forms Form Descriptions Location Instructions Department Forms
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) Use this form to provide information for preparation of the Information Returns (Form 1099) and for withholding on payments for nonresident vendors. 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 & 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

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W
Forms Form Descriptions Location Instructions Department Forms
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

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X

  • No forms
Y
Forms Form Descriptions Location Instructions Department Forms
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

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Z

  • No forms