Unless indicated, forms are in Adobe Acrobat (PDF format).

Employment - NEW

All New Hires

Forms for new employees to complete:

• W-4
• NC-4
• I-9
• FERPA (Word)
• Direct Deposit Notification/Acknowledgement (Word)
• Direct Deposit Form (Excel)
• Employee Data Form (Word)
• Confidentiality Agreement (Word)

Offsite New Hire Instructions (Word)

SPA Forms for hiring managers to complete:

• Reference Check Form
• Personnel Action Request / Hiring Actions (HR Form 1)
• Personnel Action Request / Separations (HR Form 2)
• Personnel Action Request for Hourly Personnel (PO Form 3)

SPA hourly hiring steps (Word)

• SPA Hourly Reinstatement Form (Word)

EPA Forms for hiring managers/Dean's office to complete:

• AA21 Form (Word)
• Policy 22 Form (Word)
• Policy 22 Explanation

Permanent EPA faculty and Adjunct Contract Templates and Hiring/Reappointment steps

• Faculty contract template (Word)
• Permanent Faculty hiring steps (Word)
• Adjunct Faculty hiring steps (Word)

Permanent EPA non-faculty Hiring steps

• EPA Non-Faculty hiring process (Word)

Temporary non-teaching employee hiring guide

        Temporary non-teaching hiring steps - Intermittent and Temporary and Extra Comp (Word)

Athletic Camps - Temporary Hiring steps

• Athletic Camps Temporary Hires Quick Guide - SPA Hourly, EPA Intermittent and Temporary and Extra Comp (Word)

Benefits

Health

• State Health Plan - PPO Enrollment Form
• State Health Plan - Change Form
• State Health Plan - PPO Medical Claim Form
• State Health Plan - Prescription Drug Claim Form

NC Flex

• NC FLEX - Spending Account Reimbursement Claim Form
• NC FLEX - Dental Claim Form

Supplemental Disability

• Liberty Mutual - available to TSERS retirement plan participants
• Standard Insurance - available to ORP retirement plan participants

Tuition

• Tuition Reimbursement Form
• Tuition Waiver Form (Excel)

Other

• Retirement Application and Forms
• ORP-1 - Optional Retirement Program (OPR) election form
• ORP-3 - ORP Acknowledgment for Disposition of Acct Contributions
• 403(b) Salary Reduction Agreement Form
• Group Insurance Waiver Form (pdf)

Computer Access/Account Login

• Employee Data Form (Word)
• Visit the IT Account Login pages for other forms and instructions

Employee Access Termination presentation (Pwpt)

Address Changes

A “Permanent Mailing Address” (MA) is required for all students and employees, and must represent an address at which a person receives mail from the USPS.  This address is used for communication and legal documents for all employees and students.  MYCAT is no longer available for "Permanent Mailing Address" changes. 

Please use the Change of  Address Form below for "Permanent Mailing Address" changes:

• Change of Address Form
• WCU Address Change Policy

In addition, you may change your benefits addresses at the links below:

• NC State Health Plan - E-Benefits 
• NC FLEX

NOTE:  YOU NO LONGER NEED TO COMPLETE W4 AND NC4 for address changes, only for changes in exemptions.

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Name Change

To change your legal name - this must be done on paper with verifying documentation.  Read instructions on the form carefully.

• Legal Name Change Form
• WCU Name Change Policy

Personnel Action Forms/PAFs for EPA Actions

• Athletics change actions
• State/Receipts funded actions (not for summer session credit courses)
• Grant Funded actions (not for Summer Session credit courses)
• Summer Session actions
• Phased Retiree Appointment PAF
• SPA who teach extra comp
• EPA NON faculty who teach extra comp
• Highlands Biological Station summer teaching

PAF "How To's"

Summer Session PAF "How To's"

• Performance Management Site
• Performance Appraisal Summary Transfer Form (Word)

Position descriptions and updates done in online employment system – contact Alicia Estes or Lisa Hakanson for assistance

Leave and Timesheet Information

Leave and Timesheet information and Web Time Entry Training

Leave and Timesheet Entry

SPA: Excel spreadsheets to complete on the computer, then print for signature

• December 2011
• January 2012
• February 2012

EPA and SPA Exempt:  Complete your leave reports in MyCat

Temporary Hourly:  Complete your timesheet in MyCat

Students:  Complete your timesheet in MyCat

Other Human Resources and Payroll Forms

• Label Request Form
• Americans with Disabilities Act (ADA) Physical Efforts Checklist (Word)
• Volunteers and Affiliate Faculty (Word)
• Supervisor Change Form (Excel)
• Policy 87 - SPA Secondary Employment Form (Word)
• Payroll Taxes
• Electronic W-2's

OTHER Campus wide forms information

• Independent Contractors - Controller's Office
• Dual Employment - Payroll Office
• Graduate Assistantships - Graduate School Office
• Non-Work Study Student Employment - Career Services Office
• Work Study Student Employment - Financial Aid Office
• Parking Deductions - Parking Services Office