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UMass Lowell Human Resources

Electronic Forms


The Office of Human Resources attempts to provide all forms in an electronic format. Most forms are in PDF format. You must have Adobe Acrobat software installed on your computer to view PDF files. Adobe Acrobat can be downloaded free of charge from the Adobe Acrobat website. 

Scroll Down to view the available forms.
Some forms have direct links to other federal or state websites.


Payroll Description
Time & Labor Forms  
Positive Reporting Time Sheet  Individual time sheet for both student and non-student hourly employees.
Exception Reporting Time Sheet (doc) 
Exception Reporting Time Sheet (pdf)   
Individual time sheet for permanent type employees who don't report time via a timecard.  Job Aid for completing a time sheet
Self Service Time Reporting Policy (doc)
HR Policy for reporting time in Employee Self Service
Tax Forms  
2009 W-4 (Federal Tax Withholding) (pdf) Complete W-4 so UMass can withhold the correct Federal income tax from your pay.
Circular E 2009 (pdf)
Federal income tax withholding tables.
M-4 (Massachusetts Tax Withholding) (pdf) Complete M-4 so UMass can withhold the correct Massachusetts State income tax from your pay.
Circular M 2008 Massachusetts State income tax withholding tables.
Publication 15-T (pdf)
New tax table of the American Recovery and Reinvestment Act of 2009.
General Payroll Forms  

Direct Deposit Form (doc)
Direct Deposit Form (pdf)

All employees are eligible for direct deposit.  Please not that it can take up to 2 pay periods for direct deposit to take effect, for these periods you will receive a check.
Human Resources Description
Recruitment  
Request for Posting

Deans/Directors/Hiring Officials need to complete the Request for Posting Form at (https://jobs.uml.edu/hr ) online in our PeopleAdmin Requisition and Applicant Tracking System.  The Requisition will be routed to obtain the required approvals in order to post a job opening or promotional opportunity. Please contact Brenda Dumont on ext. 4702 for assistance.  See UMass Lowell's Equal Opportunity and Outreach Equity in Hiring for more information and additional forms. 

Recruitment Sources by Job Categories (Publications/Websites) (pdf)
Provides a list of position-specific and diversity-focused recruitment publications/websites grouped by job category and scope of candidate search.
Publication Deadlines for Recruitment Advertisements (pdf) Publication deadline information for when ads need to reach HR for timely ad placements. 
Confidentiality Agreement for Members of Search Committees (doc) All members of Search Committees / Interview Panels for Faculty and Staff positions are required to sign and date this form. These signed forms need to be maintained as part of the search file for the position being recruited for.
Hiring Guide (pdf)
This information package contains all the information and instructions that you will need to complete the hiring of staff.
Employment Application Form (pdf)

Applicants need to complete the Application for Employment online at (https://jobs.uml.edu ) to apply for all open positions.

Employment Application Form - Current Employees(pdf)

Eligible current and regular employees of UMass Lowell need to complete the Application for Employment online through PeopleAdmin for all open positions they are eligible to apply for.

UMass Lowell CORI Policy for Faculty/Staff (pdf)

The Criminal Offender Record Information (CORI) Policy for Faculty and Staff at UMass Lowell.

UMass Lowell CORI Policy for Students (pdf)

The Criminal Offender Record Information (CORI) Policy for Students at UMass Lowell.

Forms for New Hires  
New Staff Orientation Checklist (doc) All new hires/respective managers review this checklist to increase understanding, knowledge, and contribution to UMass Lowell.
I-9 (pdf)
All new employees must use this form to document both that they are eligible to work in the United States and that their identities match the information on their employment authorization documents. 
Personal Data Questionnaire/ Change Form (pdf)
Employees use this form at initial hire and to make future changes to their personal info- Name, address, phone.
Health Insurance Responsibility Disclosure Form (HIRD) (pdf)
All non benefited employees must use this form to prove that they have health insurance.
New Faculty/Staff Request for Services Form (revised 10/30/06) (pdf)
Necessary to obtain access to UMass Lowell employee services - e-mail account and One card (employee ID card and provides access to campus parking lots, libraries, Campus Recreation Center) - prior to the employee being reflected in the HR/Payroll database. It can also be used for vendors needing services.

Intellectual Property Policy (pdf) and Conflicts of Interest (pdf)

Participation Agreement and Receipt of Policies (pdf)

University Policy requires all employees to be familiar with the Intellectual Property Policy and Conflicts of Interest Outline.  

Employees are required to sign a Participation Agreement and Receipt of Policies at initial hire, and whenever signing a renewed contract.

Term of Employment for Grant Funded employees This form must be filled out and attached to the contract of all Grant funded employees.
Employment Contracts & Related Forms  

Temporary Employee Contract (doc)
Revised April 15, 2009

Term of Employment for Grant Funded employees

Hiring officials use this form to record all personal, job, and compensation data for an employee.
This form must be filled out and attached to the contract of all Grant funded employees.  
Additional Compensation form for Faculty and Staff (Grant and Contract Funded) (pdf) This form is used for Faculty and Staff requesting additional compensation on Grants and Contracts projects.

Office of Research Administration Personal Action Form (doc)

This form is used for Category I Staff to make changes related to their work schedule, account code, title, and/or salary.
Visiting Faculty Appointment Letter(pdf) This form is used to appoint Visiting Faculty members. This form should be completed by the Provost Office.
Terms of Employment (pdf)
A copy of the terms of employment should be provided to all temporary employees
Commitment Revision Form (pdf)
Used to increase or decrease an original contract
Teaching Assistant / Research Assistant/ Graduate Assistant Contract (pdf)
(TA/RA/GA contract as a word doc)
Term of Employment for Grant Funded employees
Employment contract for TA/RA/GAs  (make sure when printing out the word document that the GEO dues form and Participation Agreement is also filled out)

This form must be filled out and attached to the contract of all Grant funded employees.
TA/RA/GA process with 2009 pay schedule (pdf)
TA/RA/GA procedure and stipend values with a definition of stipend levels and allowable additional hours.  Use Academic Calendar dates until Payroll dates are available.  Payroll Dates
TA/RA/GA weekly timesheet (pdf) TA/RA/GA weekly time sheet to be kept on file in the department.
TA/RA/GA Resignation Form (pdf)
Resignation form for TA/RA/GAs
GEO Dues Reduction (pdf)
All contracts for TA/RA/GA's must also be accompanied by this agreement to withhold union dues.
TA/RA/GA Performance Review (doc)
This form should be filled out and kept in the Dean's office.
Benefits  
Tuition Waiver (pdf) Employees who wish to have tuition waived or remitted for themselves or their dependents must complete this form and have signed by the HR Director
NonUnit Dental Forms

At the McKenzie & Co. Board of Higher Education Non-Unit Employee Health and Welfare Dental Plan webpage, click on Forms and Links  (Please note; this webpage is in the process of being updated by McKenzie & Co. Information, such as rates, coverage, etc. may have changed).  Please contact Human Resources if you have any questions related to this plan.

Faculty Dental Forms

At the McKenzie & Co. Board of Higher Education  Massachusetts Teachers Association Employee Health and Welfare Dental Plan webpage, click on Forms and Links  (Please note; this webpage is in the process of being updated by McKenzie & Co. Information, such as rates, coverage, etc. may have changed).  Please contact Human Resources if you have any questions related to this plan.

403(b) Salary Reduction Agreement (pdf)

Authorization to allow University to reduce biweekly pay and forward amount indicated to the listed vendor.  This is a pre-tax deduction.

Contract Service
Buy Back Form(pdf)

Employees of UMass Lowell who are currently enrolled in the State Employees Retirement System with at least ten years of creditable state service, may be eligible to buy back up to four years of creditable service for service provided to the Commonwealth as a contract employee(03). This legislation will be in effect as of October 17, 2006. Eligible employees would need to complete Section A of the Contract Service Buy Back Form and submit to the Human Resources Department.
 General  
University of Massachusetts - Principles of Employee Conduct (pdf)
Principles of Employee Conduct that apply to employees of the University of Massachusetts, passed by the BoT.
FIPA Form (Protect Personal Data) (pdf) The Fair Information Practices Act allows employees the option to protect certain data from being published in directories.  
Leave Request (doc)
Employees seeking a leave of absence must complete this form

FMLA Request (pdf) 

Your Rights under FMLA (pdf)

Employees seeking a leave of absence in accordance with the Family Medical Leave Act must complete this form
Human Resources - Access Request Form (doc)
Decentralized timekeepers need to complete this form in order to request access to the PeopleSoft HRIS.
UMass President’s Office HR Telecommuting Program Telecommuting Program at the UMass President’s Office.
UMass Lowell Parking Deduction Form for Faculty (doc)
This form is used by members of the Faculty union to authorize the biweekly parking deduction.
UMass Lowell Parking Deduction Form for Non Unit employees (doc)
This form is used by non unit employees (Director level and above) to authorize the biweekly parking deduction.
Alternative Retirement and FICA exemption form (doc)
This form is used by students to claim exemption to alternative retirement and fica during the spring/summer, must meet criteria specified on form.

Moving Expense Tax Form (doc)

Moving & Relocation Guidelines (doc)

Updated guidelines on Moving and Relocation expenses and Moving Expense Tax Form.

For updated information, please visit the Comptroller’s Office website.

UMass Lowell Human Resources - Dugan Hall, Room 200, 883 Broadway Street, Lowell, MA 01854-5113
Phone: 978-934-3560 Fax: 978-934-3036 Contact Us

This is an Official Page/Publication of the University of Massachusetts Lowell