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401(A) BENEFICIARY DESIGNATION - FIDELITY INVESTMENTS
Campus: Norman, OUHSC, Tulsa
Description: Use this form to assign or revoke a beneficiary designation.
401(A) FIDELITY ENROLLMENT
Campus: Norman, OUHSC, Tulsa
Description: The 401(a) Defined Contribution Plan (DCP) consists of a diverse range of investment options provided through four retirement investment companies. The four companies are: ING (Aetna), Fidelity Investments, TIAA-CREF, and The Vanguard Group. The companies invest the contribution made by the university to establish investment accounts that help provide income during retirement years. The University of Oklahoma contributes a percentage of employee’s base salary to the retirement investment option selected by participating employees. The employee does not contribute to the Defined Contribution Plan. For more information please review the Retirement Guide.
401(A) ING ENROLLMENT - (HSC AND TULSA)
Campus: OUHSC, Tulsa
Description: The 401(a) Defined Contribution Plan (DCP) consists of a diverse range of investment options provided through four retirement investment companies. The four companies are: ING (Aetna), Fidelity Investments, TIAA-CREF, and The Vanguard Group. The companies invest the contribution made by the university to establish investment accounts that help provide income during retirement years. The University of Oklahoma contributes a percentage of employee’s base salary to the retirement investment option selected by participating employees. The employee does not contribute to the Defined Contribution Plan. For more information please review the Retirement Guide.
401(A) ING ENROLLMENT (NORMAN CAMPUS)
Campus: Norman
Description: The 401(a) Defined Contribution Plan (DCP) consists of a diverse range of investment options provided through four retirement investment companies. The four companies are: ING (Aetna), Fidelity Investments, TIAA-CREF, and The Vanguard Group. The companies invest the contribution made by the university to establish investment accounts that help provide income during retirement years. The University of Oklahoma contributes a percentage of employee’s base salary to the retirement investment option selected by participating employees. The employee does not contribute to the Defined Contribution Plan. For more information please review the Retirement Guide.
401(A) ING TRANSFER FORM
Campus: Norman, OUHSC, Tulsa
Description: Form used to transfer 401(a) funds to another carrier.
401(A) ING WITHDRAW FORM
Campus: Norman, OUHSC, Tulsa
Description: Form used to withdraw 401(a) funds.
401(A) TIAA-CREF ENROLLMENT
Campus: Norman, OUHSC, Tulsa
Description: The 401(a) Defined Contribution Plan (DCP) consists of a diverse range of investment options provided through four retirement investment companies. The four companies are: ING (Aetna), Fidelity Investments, TIAA-CREF, and The Vanguard Group. The companies invest the contribution made by the university to establish investment accounts that help provide income during retirement years. The University of Oklahoma contributes a percentage of employee’s base salary to the retirement investment option selected by participating employees. The employee does not contribute to the Defined Contribution Plan. For more information please review the Retirement Guide.
401(A) VANGUARD ENROLLMENT
Campus: Norman, OUHSC, Tulsa
Description: The 401(a) Defined Contribution Plan (DCP) consists of a diverse range of investment options provided through four retirement investment companies. The four companies are: ING (Aetna), Fidelity Investments, TIAA-CREF, and The Vanguard Group. The companies invest the contribution made by the university to establish investment accounts that help provide income during retirement years. The University of Oklahoma contributes a percentage of employee’s base salary to the retirement investment option selected by participating employees. The employee does not contribute to the Defined Contribution Plan. For more information please review the Retirement Guide.
403(B) & 457(B) COMPARISON CHART
Campus: Norman, OUHSC, Tulsa
Description: A 403(b) and 457 (b) are voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution can easily build into a significant source of retirement income. Please review this comparison chart to clarify the difference between the two options.
403(B) BENEFICIARY DESIGNATION - FIDELITY INVESTMENTS
Campus: Norman, OUHSC, Tulsa
Description: Use this form to assign or revoke a beneficiary designation.
403(B) FIDELITY ENROLLMENT
Campus: Norman, OUHSC, Tulsa
Description: A 403(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 403(b) can easily build into a significant source of retirement income. For more information about 403(b) please review the Retirement Guide. Note: a salary reduction agreement must be completed in addition to this 403(b) enrollment form.
403(B) ING ENROLLMENT (NORMAN CAMPUS)
Campus: Norman
Description: A 403(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 403(b) can easily build into a significant source of retirement income. For more information about 403(b) please review the Retirement Guide. Note: a salary reduction agreement must be completed in addition to this 403(b) enrollment form.
403(B) ING ENROLLMENT -HSC
Campus: OUHSC
Description: A 403(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 403(b) can easily build into a significant source of retirement income. For more information about 403(b) please review the Retirement Guide. Note: a salary reduction agreement must be completed in addition to this 403(b) enrollment form.
403(B) ING ENROLLMENT -TULSA
Campus: Tulsa
Description: A 403(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 403(b) can easily build into a significant source of retirement income. For more information about 403(b) please review the Retirement Guide. This application is for Tulsa based employees. Note: a salary reduction agreement must be completed in addition to this 403(b) enrollment form.
403(B) ING TRANSFER - OUHSC AND TULSA
Campus: Norman
Description: Form to transfer retirement to ING.
403(B) SALARY REDUCTION AGREEMENT
Campus: Norman, OUHSC, Tulsa
Description: The salary reduction agreement does not establish a tax deferred annuity with a specific company but only authorizes the withholding of funds from your paycheck. For new enrollments, a separate company 403(b) enrollment applications must be requested from the vendor(s) of your choice and returned to the employee benefits office along with this form or the funds may be returned to OU. This form can also be used to change or cancel your salary reduction agreement.
403(B) TIAA-CREF ENROLLMENT
Campus: Norman, OUHSC, Tulsa
Description: A 403(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 403(b) can easily build into a significant source of retirement income. For more information about 403(b) please review the Retirement Guide. Note: a salary reduction agreement must be completed in addition to this 403(b) enrollment form.
403(B) VANGUARD ENROLLMENT
Campus: Norman, OUHSC, Tulsa
Description: A 403(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 403(b) can easily build into a significant source of retirement income. For more information about 403(b) please review the Retirement Guide. Note: a salary reduction agreement must be completed in addition to this 403(b) enrollment form.
457(B) BENEFICIARY DESIGNATION - FIDELITY INVESTMENT
Campus: Norman, OUHSC, Tulsa
Description: Use this form to assign or revoke a beneficiary designation.
457(B) FIDELITY ENROLLMENT
Campus: Norman, OUHSC, Tulsa
Description: A 457(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 457(b) can easily build into a significant source of retirement income. For more information about 457(b) please review the related web page on this site. Note: a salary reduction agreement must be completed in addition to this 457(b) enrollment form.
457(B) ING ENROLLMENT - NORMAN AND OUSHC CAMPUSES
Campus: Norman, OUHSC
Description: A 457(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 457(b) can easily build into a significant source of retirement income. For more information about 457(b) please review the related web page on this site. Note: a salary reduction agreement must be completed in addition to this 457(b) enrollment form.
457(B) ING ENROLLMENT - TULSA
Campus: Tulsa
Description: A 457(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 457(b) can easily build into a significant source of retirement income. For more information about 457(b) please review the related web page on this site. This application is for Tulsa based employees. Note: a salary reduction agreement must be completed in addition to this 457(b) enrollment form.
457(B) SALARY REDUCTION AGREEMENT
Campus: Norman, OUHSC, Tulsa
Description: The salary reduction agreement does not establish a tax deferred annuity with a specific company but only authorizes the withholding of funds from your paycheck. For new enrollments, a separate company 475(b) enrollment applications must be completed and returned to the benefits office with the salary reduction agreement. Currently three companies offer 457(b) option; TIAA-CREF, Fidelity, and ING. Their 457(b) enrollment forms can also be found on this site. Note: The Salary Reduction Agreement form can also be used to change or cancel your participation in this savings program.
457(B) TIAA-CREF ENROLLMENT
Campus: Norman, OUHSC, Tulsa
Description: A 457(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 457(b) can easily build into a significant source of retirement income. For more information about 457(b) please review the related web page on this site. Note: a salary reduction agreement must be completed in addition to this 457(b) enrollment form.
A GUIDE TO UNDERSTANDING THE PLAN
Campus: Norman
Description: A sixteen page overview brochure designed to help prospective students and their family understand features and benefits of the University sponsored Student Health Plan. This brochure includes; who is eligible, how to enroll, when coverage begins and end, paying for coverage, and a overview of the plan.
ACADEMIC JOB CODES AND TITLES
Campus: Norman
Description: A list of all University of Oklahoma job title and there corresponding PeopleSoft Job Titles. This document is maintained by the Office of the Provost,
ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE ( AD&D )
Campus: Norman, OUHSC, Tulsa
Description: Fifteen page policy document.
ACTION REASON CODES
Campus: Norman
Description: These are codes used to identify personnel actions changes in PeopleSoft. This list contains actions codes and associated reason codes with explanations and other important procedural notes.
ANNUAL BENEFITS ENROLLMENT FORM
Campus: Norman, OUHSC, Tulsa
Description: Complete all the relevant sections and return the original signed copy to the Office of Human Resources. Some changes may require completion of additional documents. These will be forwarded to you upon receipt of this form. NOTE: Incomplete information can delay the processing of this form. This is a two page form. Both pages must be completed
AUTHORIZED 403(B) COMPANIES
Campus: Norman, OUHSC, Tulsa
Description: A 403(b) is a voluntary retirement savings plan that allows employees to payroll deduct a portion of their income before taxes. A modest regular contribution to a 403(b) can easily build into a significant source of retirement income. For more information about 403(b) please review the Retirement Guide. This webpage provides a list of a univeristy authorized 403(b) vendors,
BACK-DATED TIME SHEET
Campus: Norman
Description: Departmental administrative document used to provide Payroll and Records services the documentation needed to issue a payroll warrant for employees who were not paid for work performed during a payroll period that was previously processed.
BACKGROUND CHECK AUTHORIZATION
Campus: Norman
Description: The University of Oklahoma will conduct Standard Pre-Employment Background Screening on designated new hires and on certain employees to substantiate their qualifications for employment. Criminal background checks will be conducted in addition to the Standard Pre-employment Screening. This form must be completed before a background check can be started.
BENEFICIARY CHANGE - ING
Campus: Norman, OUHSC, Tulsa
Description: Employees who have invested with ING and wish change beneficiaries on existing 401(a), 403(b), and 457(b) accounts must complete this form.
BENEFICIARY DESIGNATION - TIAA-CREF
Campus: Norman, OUHSC, Tulsa
Description: Use this form to assign or revoke a beneficiary designation.
BENEFICIARY DESIGNATION (OR CHANGE) FORM
Campus: Norman, OUHSC, Tulsa
Description: Use this form to add or update beneficiaries for Life or AD&D coverage.
BENEFITS CHANGE PACKET - 2009
Campus: Norman, OUHSC, Tulsa
Description: Use this packet to change an employee's current benefits elections outside of the annual enrollment period for the 2009 benefits year. Benefits can be changed if the covered employee experiences a Qualifying Event including: birth, adoption, marriage, divorce, death, loss or gain of coverage. See packet for complete information.
BENEFITS CHANGE PACKET - 2010
Campus: Norman, OUHSC, Tulsa
Description: Use this packet to change an employee's current benefits elections outside of the annual enrollment period for the 2010 benefits year. Benefits can be changed if the covered employee experiences a Qualifying Event including: birth, adoption, marriage, divorce, death, loss or gain of coverage. See packet for complete information.
BENEFITS GUIDE FOR EMPLOYEES
Campus: Norman, OUHSC, Tulsa
Description: A general overview of the benefits offered to employees. This decision guide is designed to help the new employee make enrollment decisions for all university paid benefits and additional employee paid optional coverage available through the university. This guide does not include retirement information. That information is included in the "Retirement Guide" document.
BLUECHOICE PPO SUMMARY PLAN DOCUMENT
Campus: Norman, OUHSC, Tulsa
Description: This is the summary plan document detailing the BlueChoice PPO from BlueCross BlueShield of Oklahoma.
BLUECROSS BLUESHIELD HMO SERVICE AREA
Campus: Norman, OUHSC, Tulsa
Description: Oklahoma service area for BlueLincs HMO. You must live or work in one of the listed zip code areas to be covered by the HMO
BLUECROSS BLUESHIELD PLAN GUIDE
Campus: Norman, OUHSC, Tulsa
Description: This plan guide gives an overview for the BlueCross BlueShield medical plans available at OU.
BLUELINCS HMO MEMBER HANDBOOK
Campus: Norman, OUHSC, Tulsa
Description: This member handbook details the BlueLincs HMO from BlueCross BlueShield of Oklahoma.
CERTIFICATION OF ELIGIBILITY FOR UNIVERSITY SPONSORED K-12 PROGRAMS
Campus: OUHSC, Tulsa
Description: This document is used to certify that participants in HSC contracts with K-12 schools and programs have not been convicted of any sex offenses subject to the Sex Offenders Registration Act.
CHANGE OF NAME (UPDATE PERSONNEL RECORDS)
Campus: Norman
Description: Use this form to request a change of name or to make a correction to your current name. Name changes must be accompanied by a clear, legible copy of your new social security card. Human Resources will update your personnel file to reflect the name printed on the new card. It may take up to two weeks before your new name will be updated in all other systems and directories across campus.
COBRA RATES - 2009
Campus: Norman, OUHSC, Tulsa
Description: Insurance Costs for individuals who elect Cobra coverage
COBRA RATES - 2010
Campus: Norman, OUHSC, Tulsa
Description: Insurance Costs for individuals who elect Cobra coverage.
COMMUNITY CARE HMO MEMBER HANDBOOK
Campus: Norman, OUHSC, Tulsa
Description: This member handbook contains details about the Community Care HMO.
COMPENSATION AND PERFORMANCE EVALUATION GUIDELINES
Campus: OUHSC, Tulsa
Description: The compensation guidelines apply to all OUHSC operations regardless
of size or source of funds. They apply to all regular full-time and part-time staff,
temporary, and student employees. They do not apply to faculty, administrative or
executive officers.
COMPUTER ACCOUNT REQUEST
Campus: OUHSC
Description: OUHSC computer accounts are available to current faculty, staff, students, and researchers of the University of Oklahoma Health Sciences Center and to individuals affiliated with the Health Sciences Center who require an account for an official university activity/endeavor or to conduct official university business.
COMPUTER USER ACCOUNT POLICY
Campus: OUHSC
Description: OUHSC computer accounts are available to current faculty, staff, students, and researchers of the University of Oklahoma Health Sciences Center and to individuals affiliated with the Health Sciences Center who require an account for an official university activity/endeavor or to conduct official university business. To obtain an account, carefully read the policy and follow the instructions.
DCP APPLICATION
Campus: Norman, OUHSC, Tulsa
Description: The University of Oklahoma contributes to a 401(a) Defined Contribution Program (DCP) for all eligible university employees. The amount contributed is a percentage of the employee's qualified income. This is an employer only investment fund but the employee has the option to direct the funds within four approved retirement investment companies. Employees who do not direct their investment will be defaulted into TIAA-CREF's Money Market account. To direct your 401(a) funds you must complete the DCP application and the appropriate investment company application. There are four university approved companies to chose from; Fidelity, TIAA-CREF, ING and Vanguard. All four company applications are available on this site.
DEFINED CONTRIBUTION PLAN - PLAN DOCUMENT
Campus: Norman, OUHSC, Tulsa
Description: Twenty-nine page plan document detailing every aspect of the University of Oklahoma's Defined Contribution Plan including; Eligibility for Participation; Institutions Contributions; Funding; Vesting; Benefits ; Limitations; Administration and Termination.
DELTA DENTAL ENROLLMENT PACKET 2009 - SHP
Campus: Norman
Description: Effective September 1, 2008, Delta Dental of Oklahoma (DDOK) will provide a fully-insured, voluntary dental program for graduate assistants of the University of Oklahoma, providing greater access to contracted dentists offering additional cost savings. Complete this packet to enroll in the dental plan.
DELTA DENTAL PLAN HIGHLIGHTS
Campus: Norman, OUHSC, Tulsa
Description: This brochure provides a brief description of the most important features of the new Delta Dental dental benefits program. If you have more specific questions regarding your benefits, please contact Delta Dental of Oklahoma’s customer service department at the toll-free number indicated on the back of your identification
DEPARTMENT CODES
Campus: Norman
Description: Alphabetical listing of all university departments and associated PeopleSoft Codes.
DEPARTMENTAL GUIDELINES FOR BACKGROUND SCREENING
Campus: OUHSC, Tulsa
Description: Departments shall only extend offers to final candidates contingent upon a satisfactory outcome of the required background check. This two page document provides the recommended procedure for performing a background screening.
DIRECT DEPOSIT ENROLLMENT
Campus: OUHSC, Tulsa
Description: Direct deposit is the required payroll distribution method for the University of Oklahoma. Legislation passed by the State of Oklahoma makes direct deposits mandatory for all state employees. Effective January 1, 2005 all new employees must use direct deposit, and all existing employees switched to direct deposit by June 2007.
DIRECT DEPOSIT ENROLLMENT FORM
Campus: Norman
Description: Direct deposit is the required payroll distribution method for the University of Oklahoma. Legislation passed by the State of Oklahoma makes direct deposits mandatory for all state employees. Effective January 1, 2005 all new employees must use direct deposit, and all existing employees must switch to direct deposit no later than June 2007.
EARNINGS CODES( ALL )
Campus: Norman
Description: Earnings codes for all employee classifications used in the OU Norman People HRMS including: Hourly Employees, Monthly Employees, Postal Employees, Nine Month Contract Faculty, and FAA Employees. This document includes corresponding explanations for each earning code.
EMERGENCY CHECK REQUEST (FOR A MISSED PAYROLL)
Campus: Norman
Description: Emergency checks are made available to assist employees who did not receive a pay check and are unable to wait for the next scheduled pay date for payment. Emergency checks cannot be issued for additional earnings such as supplemental pay, retro payments, bonus pay, and stipends. There is no fee charged to the employee for this service. There will be a processing fee for each emergency check that needs to be issued because of a processing error made by the sponsoring department.
EMPLOYEE COUNSELING / ACTION SUMMARY (SAMPLE)
Campus: Norman
Description: Sample employee counseling form for use by managers and supervisors during the university recommended positive disciplinary process.
EMPLOYEE LOOKUP (NEW 10/06)
Campus: Norman
Description: Learn the "Employee Look-up" feature in PeopleSoft.
EMPLOYEE POLYGRAPH PROTECTION ACT
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
EMPLOYMENT ADVERTISING REQUEST
Campus: Norman
Description: To place a University of Oklahoma employment advertisement with an external publication, complete and return this form to the Office of Human Resources. Incomplete or unclear information can delay publication. Requests may be sent through campus mail, hand delivered, emailed or faxed (405 325-7627). Questions or assistance, call Employment & Compensation Services at (405) 325-1826. Deadline for receipt of advertising requests is 5:00 pm each Wednesday before publication
EMPLOYMENT ELIGIBILITY VERFICATION GUIDE (FORM I-9)
Campus: OUHSC
Description: This 17 page document provides an overview of the Immigration
Reform and Control Act of 1986 (IRCA) requirements for
completing the Employment Eligibility Verification Form I-9 (I-9).
The Immigration and Nationality Act (INA) as amended by the
Immigration Reform and Control Act of 1986 (IRCA) was the first
federal law making it illegal for employers to knowingly h
EMPLOYMENT MEMO
Campus: Norman, OUHSC, Tulsa
Description: Memo published March 2005 in covering the changes in employment procedures including job vacancies and temporary employment procedures
EQUAL EMPLOYMENT OPPORTUNITY
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
E-VERIFY
Campus: Norman, OUHSC, Tulsa
Description: Employment poster explains to prospective employees the E-Verify Progam including employer and employeesrights and obligations under this program
EXCLUSION DOCUMENT SUMMARY SHEET - STUDENT HEALTH PLAN
Campus: Norman
Description: This a two page summary detailing the pre-existing condition statement and exclusions for the Fifty-Thousand and the One Million Dollar Student Health Plan. We recommend you review these document before selecting an health insurance plan.
FACULTY EVENTS
Campus: Norman
Description: Step-by-step instructions to accessing Faculty Events in Peoplesoft. Faculty Events provides Administrative Post (long titles), Education Data (School and Professional Education & Training), Honors and Awards (Indicator of Endowed or other distinguished titles), Tenure Data (Tenure status & track, review & granted dates) and English Assessment (English certification for approval to teach in the English language) on Faculty members.
FACULTY HANDBOOK - HSC
Campus: OUHSC, Tulsa
Description: This website is the faculty handbook for the Health Sciences Center.
FACULTY HANDBOOK - NORMAN
Campus: Norman
Description: This website is the faculty handbook for the Norman campus.
FACULTY PAYMENT OPTION FORM
Campus: Norman
Description: Faculty members appointed for nine months have the option of receiving their salary in 10 payments or 12 payments. Changes in payment cannot be made after August 5th of each calendar year.
FACULTY STAFF TUITION WAIVER APPLICATION
Campus: Norman, OUHSC, Tulsa
Description: As authorized by the Oklahoma State Regents for Higher Education, a full-time university benefits-eligible faculty or staff member enrolling in
regular coursework will be eligible for a waiver of one half of the resident tuition for up to six hours per semester or three hours per summer session.
FAIR CREDIT REPORTING ACT DISCLOSURE AND AUTHORIZATION
Campus: OUHSC, Tulsa
Description: Under University of Oklahoma policy, the University of Oklahoma Health Sciences Center will conduct Standard Pre-Employment Background Screening on all new hires and on certain employees to substantiate their qualifications for employment. This document provides authorization and notifies the individual of his rights under the Fair Credit Reporting Act.
FAMILY AND MEDICAL LEAVE ACT
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
FEDERAL MINIMUM WAGE
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
FIDELITY TRANSFER AND ROLLOVER
Campus: Norman, OUHSC, Tulsa
Description: Form used to transfer and rollover funds.
FINANICIAL ACCOUNT MANAGEMENT SYSTEM (FAMS)
Campus: Norman
Description: Step-by-step instructions to FAMS. This application allows account sponsor to designate proxy access to financial accounts within the Human Resources Management System (HRMS). Account sponsors will be able to: Assign a proxy to an account, Edit and delete proxy access, Provide the proxy authority to approve Personnel Action Forms (PAF), Grant the proxy access to run reports in PeopleSoft, Allow the account sponsor’s proxy the ability to designate other employees as account proxies.
FLU POLICY 2009-2010
Campus: Norman, OUHSC, Tulsa
Description: HUMAN RESOURCES – LEAVE GUIDELINES for Employees
FREQUENTLY ASKED QUESTIONS REGARDING INFLUENZA (H1N1) & LEAVE POLICIES
FLU POLICY GUIDELINES FOR SUPERVISORS
Campus: Norman, OUHSC, Tulsa
Description: Supervisory Guidelines
These HR guidelines will be implemented effective October 1, 2009 and will remain in effect until subsequent notice is issued.
FMLA - CERTIFICATION FROM HEALTH CARE PROVIDER
Campus: Norman
Description: The Family and Medical Leave Act of 1993 is a federal law designed to provide
employees with up to 12 weeks of unpaid job-protected leave for qualified family and medical related reasons. This is a two page summary document covering the employee's rights responsibilities and university FMLA guidelines.
FMLA - EMPLOYEE GUIDELINES
Campus: Norman
Description: The Family and Medical Leave Act of 1993 is a federal law designed to provide
employees with up to 12 weeks of unpaid job-protected leave for qualified family and medical related reasons. This is a two page summary document covering the employee's rights responsibilities and university FMLA guidelines.
FMLA - EMPLOYEE REQUEST FOR LEAVE
Campus: OUHSC, Tulsa
Description: Submit this request form to your supervisor or department head at least 30 days before the leave is to begin, when possible. When submission of the request 30 days in advance is not possible, submit the request as early as is possible. The employer reserves the right to deny or postpone leave for failure to give appropriate notice when such denial/postponement would be permitted under federal or state law.
FMLA - RECEIPT OF INFORMATION FORM
Campus: Norman
Description: Submit this form to Human Resources to confirm receipt of information.
FMLA - REQUEST FOR MEDICAL LEAVE AND FMLA
Campus: Norman
Description: The Family and Medical Leave Act of 1993 is a federal law designed to provide
employees with up to 12 weeks of unpaid job-protected leave for qualified family and medical related reasons.
FMLA - REQUEST OF ADOPTION / PLACEMENT LEAVE
Campus: Norman
Description: The Family and Medical Leave Act of 1993 is a federal law designed to provide
employees with up to 12 weeks of unpaid job-protected leave for qualified family and medical related reasons. This is a two page summary document covering the employee's rights responsibilities and university FMLA guidelines.
FMLA TRACKING FORM
Campus: OUHSC, Tulsa
Description: The FMLA tracking form should be used by a college or department to determine how much FMLA leave an employee is entitled to receive and has used within a 12 month period. The form is to follow the employee and should be forwarded to the employing department should the employee transfer. The form auto-calculates as time is entered.
FOREIGN NATIONAL INFORMATION FORM
Campus: Norman
Description: All Nonresident Aliens must complete and return the Foreign Nation Information Form. The information provided on this document will be used to determine eligibility for non-resident tax treaty benefits and income tax obligation while working for the University of Oklahoma. For more information, contact Payroll and Records
FSA ENROLLMENT FORM 2009 PLAN YEAR
Campus: Norman, OUHSC, Tulsa
Description: Flexible Spending Accounts (health care reimbursement and day care reimbursement accounts) make it possible for employees to use pre-tax income to pay for qualified expenses. The money deposited in a reimbursement account is not considered taxable income and is therefore exempt from income taxes. Employees may open a FSA during each Annual Enrollment Period. This enrollment document contains more information about this benefit.
FSA ENROLLMENT FORM 2010 PLAN YEAR
Campus: Norman, OUHSC, Tulsa
Description: Flexible Spending Accounts (health care reimbursement and day care reimbursement accounts) make it possible for employees to use pre-tax income to pay for qualified expenses. The money deposited in a reimbursement account is not considered taxable income and is therefore exempt from income taxes. Employees may open a FSA during each Annual Enrollment Period. This enrollment document contains more information about this benefit.
GRIEVANCE FORM
Campus: OUHSC
Description: The University is committed to providing employees with a way to voice complaints and seek solutions to work-related conflicts arising out of working conditions, employment practices, or policy interpretations. Staff Grievance Procedure, section 3.23 has been developed to address this need.
GRIEVANCE COMPLAINANT FORM AND PROCEDURE
Campus: Norman
Description: The University is committed to providing employees with a way to voice complaints and seek solutions to work-related conflicts arising out of working conditions, employment practices, or policy interpretations. Staff Grievance Procedure, section 3.23 has been developed to address this need. This document contains the formal complain form and the full text of the staff grievance procedure.
GUIDE TO HR ADMINISTRATIVE SERVICES (NORMAN)
Campus: Norman
Description: This site describes many of the services available in Human Resources on the Norman campus.
HIRING FREEZE EXEMPTION FORM
Campus: Norman, OUHSC, Tulsa
Description: Effective August 1, 2008. This form must be completed and returned to Human Resources before any employment listings can be authorized.
HIRING FREEZE GUIDELINES - HSC CAMPUS
Campus: Norman, OUHSC, Tulsa
Description: Effective August 1, 2008. This form must be completed and returned to Human Resources before any employment listings can be authorized. This document provides hiring freeze guidelines for the HSC Campus
HIRING FREEZE GUIDELINES - NORMAN CAMPUS
Campus: Norman, OUHSC, Tulsa
Description: Effective August 1, 2008. This form must be completed and returned to Human Resources before any employment listings can be authorized. This document provides hiring freeze guidelines for the Norman Campus
HOLIDAY SCHEDULE AND LEAVE ACCRUALS
Campus: Norman, OUHSC, Tulsa
Description: Schedule of university paid holidays and chart of leave accruals.
HOURLY PAYROLL DEADLINES
Campus: Norman
Description: Payroll deadline schedule for Norman Campus
HOURLY TIME CONVERSION CHART
Campus: Norman
Description: Use this chart to accurately report fractional hours from minutes to tenths for entry of time on the hourly time record.
HOURLY TIME SHEET
Campus: Norman
Description: Two week hourly time record form for all non-exempt classified employees.
HR 2019; REQUEST FOR EXCHANGE VISITOR (J-1)
Campus: Norman
Description: The University of Oklahoma sponsors research scholars under the J-1 Exchange Visitor Visa Program. The exchange visitor must be engaged primarily in research, or observing or consulting in connection with a research project; the scholar can not be a candidate for a tenure-track appointment. The research scholar may teach or lecture unless this activity is prohibited by the university sponsor. This program does not support academic or graduate medical education and or training.
HR PAYROLL COORDINATOR CONTACT LIST
Campus: OUHSC
Description: Contact information for all human resources payroll coordinators for the OU HSC campus.
HRMS USER ACCESS ADD/DROP FORM
Campus: Norman
Description: In order to access personnel information in PeopleSoft HRMS, Roles need to be assigned and approved. See the accompanying pages for access and Role terminology and definitions. Questions about this process may be directed to Michelle Boydstun at 325-5578.
HSC HR SERVICE RESOURCES
Description: Flow chart that will help employees find the right resources in OUHSC HR department
HUMAN RIGHTS COMMISSION
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
I-9 FORM
Campus: Norman, OUHSC, Tulsa
Description: This is a federally mandated employment eligibility verification document. This completed form and the original documents proving your employment eligibility must be submitted to Payroll on or before your first working day. Your paycheck cannot be processed without this document.
IF YOU HAVE THE RIGHT TO WORK…
Campus: Norman, OUHSC, Tulsa
Description: Required Employment Poster
INDEPENDENT CONTRACTOR - DEPARTMENT GUIDELINES
Campus: Norman
Description: This Guideline and its corresponding procedures define departmental responsibilities relating to independent contractors, consultants, or payment for professional services (including U. S. citizens and foreign nationals) for the University of Oklahoma. Payments for professional services, their reporting and taxability are governed by the Internal Revenue Code and the Oklahoma State statutes.
INDEPENDENT CONTRACTOR FORM
Campus: Norman
Description: Before an individual may be hired or paid as an independent contractor he or she must meet several federal defined criteria. This document will help determine if the individual can be classified as an independent contractor. This form should be completed by the university department representative after referring to the Independent Contractor Department Guideline document.
INSURANCE ENROLLMENT FOR NEW EMPLOYEES - 2009 (NORMAN)
Campus: Norman, OUHSC, Tulsa
Description: Complete all sections of this form and return this original signed document to your local Benefits Office: Norman Campus
INSURANCE ENROLLMENT FOR NEW EMPLOYEES - 2010 (NORMAN)
Campus: Norman, OUHSC, Tulsa
Description: Complete all sections of this form and return this original signed document to your local Benefits Office: Norman Campus
INSURANCE RATES 2009 - EMPLOYEES
Campus: Norman, OUHSC, Tulsa
Description: Plan rates for the 2009 Benefits Year
INSURANCE RATES 2010 - EMPLOYEES
Campus: Norman, OUHSC, Tulsa
Description: These are the insurance rates for Plan Year 2010 for active employees.
INTERNAL PROMOTION SELECTION REPORT
Campus: Norman
Description: This administrative form is to be completed by the hiring department that chooses to promote a current employee into a new position and who has not made the position available to an external candidate employment pool.
INTERNATIONAL STUDENTS - HEALTH PLAN WAIVER
Campus: Norman
Description: Information about the wavier process for international students who wish to cancel the university required insurance.
INTERNATIONAL STUDENTS LETTER - INSURANCE REQUIREMENT
Campus: Norman
Description: This letter is covers the regulatory requirements of the U.S. Citizenship and Immigration Service regarding health insurance as a condition of lawful immigration status (F or J visas).
INVESTMENT PERFORMANCE REPORT
Campus: Norman, OUHSC, Tulsa
Description: Quarterly summary report of key investment funds offered through the four authorized Defined Contribution Providers (DCP) for the University of Oklahoma's 401(a) benefits plan. For more information about your OU DCP plan or additional retirement investment opportunities offered through the university, please review the retirement information on this website or contact your local campus benefits office.
JOB DATA
Campus: Norman
Description: Step-by-step instruction to accessing employee job data in PeopleSoft HRMS.
JOB SAFETY AND HEALTH PROTECTION
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
JOB SUMMARY
Campus: Norman
Description: Step-by-step instructions to accessing a summary of the employee's position data in PeopleSoft HRMS.
LEAVE PLANS: VIEWING EMPLOYEE BALANCES (NEW 10/06)
Campus: Norman
Description: Step-b-step instruction on how to access an employee's accumulated leave time in PeopleSoft HRMS.
LEAVE REQUEST FORM
Campus: OUHSC, Tulsa
Description: Complete all relevant sections and return the original signed copy to your supervisor for approval. In certain instances, you maybe asked to produce additional documentation.
LIFE INSURANCE ENROLLMENT
Campus: OUHSC, Tulsa
Description: Those individuals electing insurance coverage more than four and one half times annual salary must be pre-qualified for this higher level of coverage. Individuals wishing to be considered for this coverage will be required to complete this insurance information form.
LIFE INSURANCE PLAN DOCUMENT
Campus: Norman, OUHSC, Tulsa
Description: Thirty-three page plan document from Lincoln National Life Insurance Company for the Univeristy of Oklahoma employees
LONG TERM CARE ENROLLMENT - ANNUAL ENROLLMENT
Campus: OUHSC, Tulsa
Description: Application for CNA Insurance. Spouse enrollment only. This form will also be used for all individuals (spouse and employees) during the Annual Enrollment period only.
LONG TERM CARE ENROLLMENT (COVERAGE FOR NEW EMPLOYEES )
Campus: OUHSC, Tulsa
Description: Application for CNA Insurance. Not for Annual Enrollment
LONG TERM CARE SHOPPER GUIDE
Campus: Norman, OUHSC, Tulsa
Description: The National Association of Insurance Commissioners (NAIC) has written this guide to help you understand long-term care and the insurance options that can help you pay for long-term care services. The decision to buy long-term care insurance is very important and one you shouldn’t make in a hurry. In most states, state law requires insurance companies or agents to give you this guide to help you better understand long-term care insurance and decide which, if any, policy to buy. Some states produce their own guide.
LOYALTY OATH
Campus: Norman, OUHSC, Tulsa
Description: This document is required by the State of Oklahoma. Complete and sign your name on the "Affiant's Signature" line. NOTE: This document must be Notarized and returned before the employee can be issued a paycheck. Payroll and Records offers free notary services should you need access to a Notary.
MACORI MEDICAL CLAIM FORM
Campus: Norman
Description: Online medical claim page for Student Health Plan.
MAGELLAN - EMPLOYEE ASSISTANCE PROGRAM
Campus: Norman, OUHSC, Tulsa
Description: Magellan EAP program has the resources and the experience to help you bring things back into balance. From online resources to confidential telephonic consultations to referrals and licensed behavioral health professionals, we’re here to help you make the changes necessary to reduce stress, strengthen relationships, increase productivity and improve the overall quality of your life.
MEDICARE BLUE RX - COVERED DRUGS
Campus: Norman, OUHSC, Tulsa
Description: This 2009 Medicare Blue Rx Formulary will help you verify which medications are covered by the Medicare Blue Rx prescription drug plan and give details on restrictions and/or limits that may apply to specific prescriptions and other important information needed to manage Medicare Blue Rx coverage.
MILITARY LEAVE POLICY
Campus: Norman, OUHSC, Tulsa
Description: According to federal and state law, the University must allow a leave of absence to any non-temporary employee for the period required to serve in the uniformed services of the United States. This three page document is designed to serve as a guideline for such leaves of absence. It does not include all relevant portions of federal and state law provisions. It is recommended that any questions be directed to the Office of Human Resources.
MONTHLY CERTIFICATION - TIME SHEET
Campus: Norman
Description: Time sheet for use by monthly classified employees.
MONTHLY PAYROLL DEADLINES
Campus: Norman
Description: Payroll deadline schedule for Norman campus.
NAVIGATION PATH CHANGES AND TIPS FOR PEOPLESOFT 8.8
Campus: Norman
Description: Navigation path changes in PeopleSoft 8.8 including; Employee LookUp, Job Data, Job Summary, Leave Plans, Position Budget Status, Position Summary, Vacated Budgeted Positions, Running Position Extracts In Production, Running Reports.
NAVIGATION PATH CHANGES AND TIPS FOR PEOPLESOFT 9.0
Campus: Norman
Description: Navigation path changes in PeopleSoft 9.0 including; Employee LookUp, Job Data, Job Summary, Leave Plans, Position Budget Status, Position Summary, Vacated Budgeted Positions, Running Position Extracts In Production, Running Reports.
NEW EMPLOYEE PAYROLL PACKET - INTERNATIONAL EMPLOYEES (NORMAN)
Campus: Norman
Description: 21 page packet includes all required payroll documents and instructions.
NEW EMPLOYEE PAYROLL PACKET - US CITIZENS (NORMAN)
Campus: Norman
Description: 21 page packet includes all required payroll documents and instructions.
NOTICE OF PRIVACY PRACTICES
Campus: Norman, OUHSC, Tulsa
Description: This Notice describes the medical information practices of the University Health Care and the health flexible spending arrangement portion of the University of Oklahoma Sooner Options Plan and that of any third party that assists in the administration of Plan claims.
NOTICE OF RESIGNATION / TERMINATION
Campus: Tulsa
Description: This notice is used to inform the Office of Human Resources of a resignation or termination of an employee.
NOTICE OF RIGHT TO ELECT COBRA
Campus: Norman, OUHSC, Tulsa
Description: On April 7, 1986, a federal law known as COBRA was enacted requiring that most employers sponsoring group health plans offer employees and their families the opportunity for a temporary extension of benefits (called COBRA Continuation Coverage) at group rates in certain instances where coverage under the plan would otherwise end. This notice is intended to provide a summary of rights and obligations under the continuation of coverage provisions of the law. Both employee and spouse should take the time to read this notice.
OBJECT CODES (FOR PAF)
Campus: Norman
Description: All Object Codes for the Personnel Action Form.
OCCUPATIONAL SAFETY AND HEALTH ADMINISTRATION (OSHA)
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
OFFER LETTER (SAMPLE)
Campus: Norman, OUHSC, Tulsa
Description: OU legal council approved sample offer letter
OKLAHOMA EMPLOYMENT SECURITY COMMISSION
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
OPTIONAL RETIREMENT PLAN - PLAN DOCUMENT
Campus: Norman, OUHSC, Tulsa
Description: In 2004 university starting offering a new retirement plan options for certain newly hired employees of the university hired on or after July 1,2004 or individuals becoming eligible for a position that meets the definition of Eligible Employee. This twenty-eight page document spells out the terms and conditions of the new "Optional Retirement Plan" to elect out of participation in OTRS and alternatively participate in the Plan. For more information about all the retirement plan options available at the University of Oklahoma please refer to the retirement information on this website of call your local campus benefits office.
OPTIONAL RETIREMENT PLAN (ORP) APPLICATION
Campus: Norman, OUHSC, Tulsa
Description: In 2004 university starting offering a new retirement plan options for certain newly hired employees of the university hired on or after July 1,2004 or individuals becoming eligible for a position that meets the definition of Eligible Employee. Employee's who chose to participate in this option must also complete this related investment retirement form. This form directs the university to make the appropriate 401(a) contribution to the authorized companies you select. For more. You may also use this form to make changes to your current company selection. For more information about ORP, 401(a) or other retirement investment options please refer to the retirement section on this website or call your local campus benefits office.
OPTIONAL RETIREMENT PLAN (ORP) FIDELITY APPLICATION
Campus: Norman, OUHSC, Tulsa
Description: Employee's who chose to participate in Optional Retirement Program (ORP) must also complete the ORP application for university and a ORP application for EACH retirement investment company you wish to direct your 401(a) funds to. This form directs funds to Fidelity . For more information about ORP, 401(a) or other retirement investment options please refer to the retirement section on this website or call your local campus benefits
OPTIONAL RETIREMENT PLAN (ORP) ING APPLICATION - HSC CAMPUS
Campus: OUHSC
Description: Employee's who chose to participate in Optional Retirement Program (ORP) must also complete the ORP application for university and a ORP application for EACH retirement investment company you wish to direct your 401(a) funds to. This form directs funds to ING. For more information about ORP, 401(a) or other retirement investment options please refer to the retirement section on this website or call your local campus benefits office.
OPTIONAL RETIREMENT PLAN (ORP) ING APPLICATION - TULSA
Campus: Tulsa
Description: Employee's who chose to participate in Optional Retirement Program (ORP) must also complete the ORP application for university and a ORP application for EACH retirement investment company you wish to direct your 401(a) funds to. This form directs funds to ING. Tulsa employees who are paid out of the Norman campus need to use this forn. For more information about ORP, 401(a) or other retirement investment options please refer to the retirement section on this website or call your local campus benefits office.
OPTIONAL RETIREMENT PLAN (ORP) ING APPLICATION (NORMAN)
Campus: Norman
Description: Employee's who chose to participate in Optional Retirement Program (ORP) must also complete the ORP application for university and a ORP application for EACH retirement investment company you wish to direct your 401(a) funds to. This form directs funds to ING. For more information about ORP, 401(a) or other retirement investment options please refer to the retirement section on this website or call your local campus benefits office.
OPTIONAL RETIREMENT PLAN (ORP) TIAA-CREF APPLICATION
Campus: Norman, OUHSC, Tulsa
Description: Employee's who chose to participate in Optional Retirement Program (ORP) must also complete the ORP application for university and a ORP application for EACH retirement investment company you wish to direct your 401(a) funds to. This form directs funds to TIAA-CREF . For more information about ORP, 401(a) or other retirement investment options please refer to the retirement section on this website or call your local campus benefits office.
OPTIONAL RETIREMENT PLAN (ORP) VANGUARD APPLICATION
Campus: Norman, OUHSC, Tulsa
Description: Employee's who chose to participate in Optional Retirement Program (ORP) must also complete the ORP application for university and a ORP application for EACH retirement investment company you wish to direct your 401(a) funds. This form directs funds to Vanguard. For more information about ORP, 401(a) or other retirement investment options please refer to the retirement section on this website or call your local campus benefits office.
OTRS APPLICATION
Campus: Norman, OUHSC, Tulsa
Description: The Oklahoma Teachers' Retirement System (OTRS) is a state sponsored defined income plan for available to qualified University of Oklahoma employees. This plan requires an employee contribution. Qualified new employees have 30 day to make a onetime irrevocable selection to participate in this plan or in the University's Optional Retirement Plan (ORP). New employees who do not choose will be defaulted into the OPR. For more information about OTRS or ORP please review the new employee section of this website or contact your local campus benefits office.
OTRS TAX AGREEMENT
Campus: Norman, OUHSC, Tulsa
Description: Individuals who chose to participate in the Oklahoma Teachers' Retirement System (OTRS) must also completed this tax agreement. This document authorizes the university to make contributions to OTRS in the employee's name and to deduct that amount from the employee's salary. For more information about OTRS or employee retirement plan options please review the new employee section of this website or contact your local campus benefits office.
OU EQUAL OPPORTUNITY POLICY STATEMENT
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
OU MEDICINE STANDARDS OF EXCELLENCE
Campus: OUHSC, Tulsa
Description: Standard of excellence required by the OU College of Medicine
OUTSIDE EMPLOYMENT FORM (APPROVAL OF)
Campus: Norman
Description: A full-time member of the university faculty or staff may engage in outside employment or in supplementary employment with approval of appropriate supervising Director, Chair, Dean, Provost, or Vice President. Supplementary employment is defined as any irregular assignment within the university (e.g. off-campus classes, independent studies, short courses, advanced programs, intersession courses, College of Liberal Studies) that will be compensated by a special payment. Policies and guidelines for these activities can be found in the faculty handbook and staff handbook.
OUTSTANDING EMPLOYEE OF THE QUARTER
Campus: Tulsa
Description: The Employee of the Quarter Award Program was developed to encourage recognition of the contributions made by OU-Tulsa staff employees who go beyond the expectations of their employment. The Employee of the Quarter will receive a lapel pin and a check for $250.00 at a reception hosted by their department.
OUTSTANDING EMPLOYEE OF THE QUARTER- INFORMATIONAL DOCUMENT
Campus: Tulsa
Description: The Employee of the Quarter Award Program was developed to encourage recognition of the contributions made by OU-Tulsa staff employees who go beyond the expectations of their employment. The Employee of the Quarter will receive a lapel pin and a check for $250.00 at a reception hosted by their department.
PAF (PERSONNEL ACTION FORM)
Campus: Norman
Description: Departmental administrative form for processing all payroll related personnel actions including new hires and changes to current positions including change of FTE, pay amount, and source of payroll funding. See the "Completing the University of Oklahoma Personnel Action Form" document for instructions.
PAF INSTRUCTIONS
Campus: Norman
Description: A six page line-by-line explanation of all the information needed to correctly fill out the Personnel Action Form (PAF) for staff appointments and changes. For new academic appointments, See the "New PAF: Helpful Hints on the PAF for Faculty Appointments".
PAF: HELPFUL HINTS/FACULTY APPOINTMENTS
Campus: Norman
Description: A line-by-line explanation of the new faculty appointment section of the Personnel Action Form (PAF). For information about the other sections on the document, see the "PAF Instructions" document.
PAYFLEX - DEPENDENT DAY CARE WORKSHEET
Campus: Norman, OUHSC, Tulsa
Description: This worksheet will help you determine the dollar amount you will spend for dependent day care expenses during your plan year.
PAYFLEX FSA INFORMATIONAL BROCHURE
Campus: Norman, OUHSC, Tulsa
Description: An FSA is a Flexible Spending Account, which is authorized by the IRS and available through your employer. This type of account allows you to set aside money for healthcare and/or dependent day care expenses on a pre-tax basis. This doument contains an overview of FSA, a FAQ section and a section on the PayFlex (debit) Card.
PAYFLEX - FSA MEDICAL EXPENSE PLANNING WORKSHEET
Campus: Norman, OUHSC, Tulsa
Description: This worksheet will help you determine the dollar amount you will spend for medical expenses during the plan year.
PAYFLEX - SAVE YOUR RECEIPTS
Campus: Norman, OUHSC, Tulsa
Description: The IRS requires documentation of charges to the flexible spending accounts.
PAYFLEX QUICK REFERENCE GUIDE FOR MYPAYFLEX.COM
Campus: Norman, OUHSC, Tulsa
Description: Learn how to get the most out of your FSA and the PayFlex online resources at mypayflex.com.
PAYROLL COORDINATOR NEW HIRE CHECKLIST
Campus: OUHSC
Description: Four page payroll new hire checklist.
PAYROLL EARNINGS STATEMENT - SAMPLE
Campus: Norman
Description: Everything you wanted to know about the PeopleSoft Earnings Statement. All twelve sections explained.
PAYROLL EXPENSE TRANSFER REQUEST
Campus: Norman
Description: Used to make corrections to past payroll actions. Only a Earnings Distribution Form is required if the pay distribution change will affect future payrolls.
PEAK - APPOINTMENT NOTIFICATION
Campus: Norman
Description: A notice of benefits and employment terms for all individual who work through the University of Oklahoma Peak Temporary employment service.
PEAK - MEMO
Campus: Norman
Description: Memo published April 2005 clarifying the PEAK temper staffing policy.
PEAK - PEAK EVALUATION
Campus: Norman
Description: Evaluation questionnaire for managers and supervisors
PEAK - PERSONAL PROFILE
Campus: Norman
Description: Individuals interested in working through the University of Oklahoma PEAK Temporary placement Services will need to complete this personal profile form. This document requires information about scheduling availability, job experiences, preferred work and current skill set.
PEAK - REQUEST FOR PEAK EXTENSION
Campus: Norman
Description: University departments who wish to extend employment of a current PEAK temporary personnel placement beyond the university's term-of-placement guidelines must request an extension with this documents. Submission of this document doesn't guarantee an extension.
PEOPLEADMIN HIRING MANAGER'S USER GUIDE
Campus: Norman
Description: A fifty-two page guide covering everything a university hiring manager needs to know to create and manage the online employment processes in PeopleAdmin including: the Position Description process, Requisitions, Application Management.
PEOPLEADMIN PREPARER'S USER GUIDE
Campus: Norman
Description: A twenty-page page guide covering everything needed to create and submit a job requisition in PeopleAdmin's online job posting application.
PEOPLEADMIN USER ACCESS DROP FORM
Campus: Norman
Description: Departmental form used to inactivate a user account in the PeopleAdmin online employment service. Authorization signatures are not required to submit this request. If you have questions, please call (405) 325-1826 for assistance.
PERFORMANCE EVALUATION DOCUMENT - HOURLY STAFF
Campus: Norman, OUHSC, Tulsa
Description: This is a three page performance evaluation tool for supervisory staff. This document can be used as is or modified to meet individual departments specialized evaluation needs. Performance evaluations are done annually and must be completed no later than March 31st of each calendar year.
PERFORMANCE EVALUATION DOCUMENT - MONTHLY STAFF
Campus: Norman, OUHSC, Tulsa
Description: This is a three page performance evaluation tool for supervisory staff. This document can be used as is or modified to meet individual departments specialized evaluation needs. Performance evaluations are done annually and must be completed no later than March 31st of each calendar year.
PERFORMANCE EVALUATION FOR STAFF
Campus: Tulsa
Description: A four page staff performance communication and development plan document for Tulsa staff.
PERFORMANCE EVALUATION GUIDELINES
Campus: Norman, OUHSC, Tulsa
Description: This is a two page guideline document. Staff performance evaluations will be conducted in accordance with these guidelines. Formal performance evaluations are not intended to provide answers to all performance-related questions that occur in the workplace. Nor are they to replace the on-going communication and feedback regarding expectations of job performance between supervisor and employees. Related questions should be directed to the Office of Human Resources, Employee Relations.
PERFORMANCE EVALUATION SUMMARY REPORT
Campus: Norman, OUHSC, Tulsa
Description: Complete all sections of the summary report after conducting the evaluation. Send the original to your campus Office of Human Resources along with any documentation provided by the employee. Performance evaluations are done annually and must be completed no later than March 31st of each calendar year.
PERSONAL DATA FORM ( NORMAN )
Campus: Norman
Description: All new Norman campus employees must complete and return page one of the PDF. Only employees who hold a teaching or research appointment with the University of Oklahoma will need to complete and return page two (Education) of the form
PERSONAL DATA FORM ( PDF ) - HSC
Campus: OUHSC, Tulsa
Description: All new HSC employees must complete and return page one of the PDF. Only employees who hold a teaching or research appointment with the University of Oklahoma will need to complete and return page two (Education) of the form.
PERSONNEL ACTION FORM (PAF)
Campus: Norman
Description: Departmental administrative form for processing all payroll related personnel actions including new hires and changes to current positions including change of FTE, pay amount, and source of payroll funding. See the "Completing the University of Oklahoma Personnel Action Form" document for instructions.
POLICY ON THE PREVENTION OF ALCOHOL ABUSE AND DRUG USE ON CAMPUS AND IN THE WORKPLACE
Campus: Norman, OUHSC, Tulsa
Description: The university's policy on alcohol abuse and drug use.
POSITION BUDGET STATUS
Campus: Norman
Description: Step-by-step instruction on how to display budget information on specific positions in PeopleSoft HRMS.
POSITION DATA SUMMARY (NEW 10/06)
Campus: Norman
Description: Step-by-step instruction on how to display the Position Data Summary in PeopleSoft HRMS.
POSITION DESCRIPTION QUESTIONNAIRE (PDQ) TUTORIAL
Campus: Norman
Description: The PDQ is written before the recruitment process begins. The information is used to classify the position, establish selection criteria and delineate the job duties and responsibilities. This Power Point tutorial explains each section of the PDQ.
PRE-EMPLOYMENT SCREENING AND BACKGROUND CHECKS - OVERVIEW
Campus: OUHSC, Tulsa
Description: The University of Oklahoma Health Sciences Center strives to provide the safest possible environment for students, visitors, faculty, and staff, and to protect its information and physical resources. Background checks serve an important part of the selection process that helps determine an applicant’s overall employability and therefore supports the University’s effort to maintain a safe environment and protect its assets. Effective August 1, 2005, the University will conduct pre-employment screening and criminal background checks on final candidates for faculty and staff position
PRE-EMPLOYMENT SCREENING POLICY MEMO
Campus: OUHSC, Tulsa
Description: Copy of the original memo outlining the new employment screening policy.
PREVIOUS EMPLOYMENT VERIFICATION
Campus: Norman
Description: This form is to be completed by faculty and staff who were previously employed by the University of Oklahoma at a different campus or who had a break in service for greater than one year prior to their return. This information will be used in determining retirement benefits as well as recognition for years of service and awards.
PROPERTY CLEARANCE CHECKLIST
Campus: OUHSC
Description: Terminating employees must return all university property in their possession before their last day on campus. This checklist is designed to facilitate the process.
PROPERTY CLEARANCE CHECKLIST
Campus: Tulsa
Description: Upon termination of employment from the University of Oklahoma –Tulsa, it is incumbent upon the terminating employee to return to the University property and materials that belong to the University. The use of the following checklist will provide a record that such property issued to the named terminating member is turned in or accounted for satisfactorily.
RATE SHEET 2009 - RETIREES
Campus: Norman, OUHSC, Tulsa
Description: Retiree cost for health insurance
RATE SHEET 2010 - RETIREES
Campus: Norman, OUHSC, Tulsa
Description: This document contains the 2010 medical and dental rates for retirees.
RATES 2009 - 2010 FOR STUDENT HEALTH PLAN
Campus: Norman
Description: University of Oklahoma Student Health Plan Schedule, Payment Deadlines, and Rate Table.
RECORDS REQUESTS - EXTERNAL
Campus: Norman
Description: Complete this form to request access (view or copy) to an employee's personnel file. This includes requests accompanying a subpoena or court order. Mail or hand deliver the completed form to the University of Oklahoma, Office of Legal Counsel, ATT: Records Review Request, 660 Parington Oval, EH 213, Norman, OK 73019. Once the request has been approved, an appointment can be made to review the personnel file.
RECORDS REQUESTS - INTERNAL
Campus: Norman
Description: Employees, supervisors and administrators who wish to review personnel records must complete and return a Request for Review of Personnel File form. Once the request has been approved, an appointment can be made to review the personnel file. After the file has been reviewed, copies of the personnel records can be requested. Individuals making requests for copies may be financially responsible for all reasonable and customary coping and handling costs.
RECORDS RETENTION POLICY
Campus: Norman, OUHSC, Tulsa
Description: This website details the university's Records Retention Policy.
REPORT (AND LABELS) REQUEST FORM
Campus: Norman
Description: Requests for personnel related information from PeopleSoft HRMS can be made with this form. All reports require departmental approval. Reports based upon race, ethnicity, sex, disability or veteran status require the approval of the University Equal Opportunity Officer.
REQUEST FOR TEMPORARY STAFF POSITION
Campus: Norman
Description: Departmental administrative from to create a temporary staff position (example: temporary hourly w/o benefits, student employee. Authorization signatures are not required to submit this request. Signatures will only be needed on the Personnel Action Form to approve the hire or job change. If you have an existing position that is unbudgeted and not currently in use, we can “recycle” that number for you.
REQUEST TO CHANGE CURRENT APPOINTMENT STATUS
Campus: Norman
Description: Employees wishing to change their employment appointment status (FTE) can do so by completing this form. Common situations which may lead an employee to make such a request include the end of an employment contract, a reduction in grant funding, or a medical condition that may require a reduction in the workday.
RESIDENT HANDBOOK
Campus: OUHSC, Tulsa
Description: This website has information and the handbook for residents at the Health Sciences Center.
RETIREE BENEFITS ELECTION
Campus: Norman, OUHSC, Tulsa
Description: Retirees who wishes to return to work for the university may choose to keep present retiree benefits or switch to current university benefits. This is an irrevocable selection. Contact your local benefits office for more information on this benefits option.
RETIREMENT GUIDE
Campus: Norman, OUHSC, Tulsa
Description: The University of Oklahoma Retirement Package is designed to build a solid foundation for the future. The decisions you make about your retirement are some of the most important decisions you will ever make. The current retirement package is comprised of several programs including: The University’s Defined Contribution Plan, Optional Retirement Plan, Oklahoma Law Enforcement Retirement Plan, Oklahoma Teachers’ Retirement, Social Security, University Retiree Benefits and voluntary retirement savings plan. Each of these components will provide separate benefits under the university’s plan. The rules and requirements of each component are different. Please take the time to review this information and develop an understanding of what your retirement benefits mean for you.
RETIREMENT PLAN DECISION GUIDE
Campus: Norman, OUHSC, Tulsa
Description: As a new employee, you have another critical choice to make. The University of Oklahoma offers two retirement plan approaches and asks you to select the one that you believe is right for you. After you make your election, it cannot be changed. You can’t postpone this decision because you must make an election within 90 days of your hire date. This twenty page booked is designed to help you make that choice. So learn the facts. Evaluate your choices. Determine which option meets your objectives. And submit your election right away. You have a one-time opportunity to select the retirement plan option that’s best for you.
RETIREMENT PLAN ELECTION FORM
Campus: Norman, OUHSC, Tulsa
Description: The University of Oklahoma offers two retirement plan approaches; the Optional Retirement Plan (ORP) and the Oklahoma Teachers' Retirement System (OTRS) Plan. Select the one that you believe is right for you. After you make your election, it cannot be changed. You can’t postpone this decision because you must make an election within 90 days of your hire date. If you do not make a selection, you will be defaulted into the ORP. You must complete and return this form to make your selection.
RETIREMENT POLICY
Campus: Norman, OUHSC, Tulsa
Description: This twenty-one page document spells out the details of the University of Oklahoma's retirement policy. Document includes eligibility and benefits for all qualified employee category. This policy was amended and restated effective July 1, 2003.
RETIREMENT; TRACK "A" / TRACK "B" COMPARISON CALCULATOR
Campus: Norman, OUHSC, Tulsa
Description: In 2004 university starting offering a new retirement plan options for certain newly hired employees of the university hired on or after July 1,2004 . Eligible employee's may now choose from two retirement plan options. This retirement calculator will assist you in making a choice that fits your career goals. For more information about retirement plan options please refer to the new employee section on this website or call your local campus benefits office.
RUNNING REPORTS IN THE PRODUCTION (PRD) DATABASE
Campus: Norman
Description: Step-by-step instruction on how to run reports in the PeopleSoft HRMS production database.
RUNNING REPORTS IN THE REPORT (RPT) DATABASE
Campus: Norman
Description: Step-by-step instruction on how to run reports in the PeopleSoft HRMS reporting database.
SAVINGS BONDS
Campus: Norman, OUHSC, Tulsa
Description: Authorization for purchase and request for change in purchase status for United States Savings Bonds
SEVEN IMPORTANT FACTS ABOUT THE SHP
Campus: Norman
Description: The Student Health Plan is plan is a cost effective way to get the health insurance coverage you, your spouse, and your family may need while attending the university. To minimize cost and maximize your plan benefits there are some restrictions you should be aware of before enrolling. These rules are covered this this document. If you have any questions, please contact the Student Health Plan office.
SHARED LEAVE - APPLICATION FOR SHARED LEAVE
Campus: Norman, OUHSC, Tulsa
Description: The Shared Leave Program is a means for a University employee to donate paid leave to another University employee, who is eligible for and requires leave while experiencing a serious health condition as defined, and which has caused, or is likely to cause, the employee to take leave without pay.
SHARED LEAVE - APPLICATION TO DONATE LEAVE
Campus: Norman, OUHSC, Tulsa
Description: The Shared Leave Program is a means for a University employee to donate paid leave to another University employee, who is eligible for and requires leave while experiencing a serious health condition as defined, and which has caused, or is likely to cause, the employee to take leave without pay.
SHARED LEAVE - CERTIFICATION OF ATTENDING DOCTOR
Campus: Norman, OUHSC, Tulsa
Description: The Shared Leave Program is a means for a University employee to donate paid leave to another University employee, who is eligible for and requires leave while experiencing a serious health condition as defined, and which has caused, or is likely to cause, the employee to take leave without pay.
STAFF HANDBOOK
Campus: Norman, OUHSC, Tulsa
Description: Policy handbook for all University of Oklahoma staff.
STAFF HANDBOOK ACKNOWLEDGMENT
Campus: Norman, OUHSC, Tulsa
Description: Administrative document
STAFF PERFORMANCE COMMUNICATION AND DEVELOPMENT PLAN
Campus: Norman, OUHSC, Tulsa
Description: Performance evaluation and planning tool used by the Office of Human Resources.
STATE MINIMUM WAGE ACT
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
STATE TAX WITHHOLDING FORM
Campus: Norman
Description: To change withholding amounts for State of Oklahoma taxes or to claim a tax exemption, complete and return this document to the Office of Human Resources Payroll and Records, NEL 244. This form will not change any federal tax withholdings. Changes to federal withholding can be done through the HRMS Self-Service feature online.
STUDENT HEALTH PLAN DOCUMENT
Campus: Norman
Description: The Student Health Plan has been developed for the benefit of Students on the Norman Campus of the University of Oklahoma. The Plan is endorsed by the University of Oklahoma Student Association. It is intended to provide protection to OU students 24 hours a day worldwide. This forty-eight page document summarizes the important features of the Plan. Please read this document carefully so that you will be acquainted with the general benefits of the Plan should injury or illness occur. Questions regarding coverage or eligibility should be directed to the Student Health Plan Office.
STUDENT HEALTH PLAN FOUR PAGE SUMMARY DOCUMENT
Campus: Norman
Description: This is a four page summary of the two plans offered to students. "Plan I" (The Alternate Plan) is recommended because it provides more comprehensive coverage than "Plan II" (The Basic Plan). Please take the time to compare the two Plans carefully. Once a Plan option is selected, it cannot be changed during the same academic year. NOTE: This information is only a brief summary of the listed options. All benefits and limitations of these plans are covered in all cases by the relevant plan document available on this website.
SUPERVISOR'S CHECKLIST FOR NEW EMPLOYEE ORIENTATION
Campus: Norman
Description: A three pages general checklist to assist managers an supervisors effectively cover procedural and organizational processes and paper before the employee arrives and during his or her first couple of weeks on the job. A good documentation resource.
SUPPLEMENTAL LIFE INSURANCE ENROLLMENT
Campus: OUHSC, Tulsa
Description: Enrollment form for Jefferson Pilot Financial Insurance Company
SUPPLEMENTAL PAY / PAYROLL CORRECTION
Campus: Norman
Description: Use this form for supplemental pay to individuals who are appointed to the Norman campus and are currently being paid through the University payroll. Indicate "payroll correction" if the employee has been paid incorrectly through the University payroll system at an incorrect rate and this payment is for a balance due.
TERMINATION CHECKLIST FOR EMPLOYEES
Campus: Norman
Description: This checklist is provide for issues of resignation or termination for employees. The form provides valuable information for employees separating from the university or from the Norman Campus to other University Campuses.
TERMINATION CHECKLIST FOR MANAGERS
Campus: Norman
Description: This checklist is provide for issues of resignation or termination for both the department and the employee. The form provides valuable information for employees separating from the university or from the Norman Campus to other University Campuses.
THE STANDARD - DISABILITY INSURANCE
Campus: Norman, OUHSC, Tulsa
Description: Voluntary disability insurance from Standard Insurance Company is designed to pay a benefit to you in the event you cannot work because of a covered illness or injury. This benefit replaces a portion of your income, thus helping you to meetyour financial commitments in a time of need.
THE WHISTLEBLOWER ACT (§74-840-2.5)
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
TIME ENTRY AND APPROVAL 8.8
Campus: Norman
Description: Step-by-step instruction on how do time entry reporting in PeopleSoft HRMS production database.
TIME ENTRY AND APPROVAL 9.0
Campus: Norman
Description: Step-by-step instruction on how do time entry reporting in PeopleSoft HRMS production database.
TUBERCULOSIS TESTING AND CERTIFICATION FORM (NORMAN CAMPUS)
Campus: Norman
Description: This is the form needed for tuberculosis testing and certification. See policy for testing details and procedure (www.hr.ou.edu/policies)
TUBERCULOSIS TESTING POLICY (NORMAN)
Campus: Norman
Description: As part of an ongoing effort to protect the health and safety of the University community, The Board of Regents of the University of Oklahoma has adopted a Tuberculosis Testing Policy, effective August 16, 2007. All staff and faculty that fit any of the criteria must comply with the Tuberculosis Testing Requirement. See policy for testing details and procedure (www.hr.ou.edu/policies)
UNIFORM SERVICES EMPLOYMENT ACT
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law.
UPDATING CAMPUS ADDRESS - PEOPLESOFT 9.0
Campus: OUHSC, Tulsa
Description: Step-by-step guide to updating campus address in PeopleSoft/Oracle 9.0 .
USING EMPLOYEE SELF-SERVICE IN PEOPLESOFT
Campus: Norman
Description: Looking for a copy or your last payroll earning statement? Need to change your home mailing address? You can do all this and much more in PeopleSoft Self-Service. This eight page step-by-step guide will provide you with the information you need to access this useful on-lone tool.
VACANT BUDGETED POSITIONS
Campus: Norman
Description: Step-by-step instructions to accessing a list of positions PeopleSoft HRMS that have been budgeted, but are currently not filled.
VERIFICATION OF HIGHER EDUCATION CREDIT
Campus: Norman, OUHSC, Tulsa
Description: This document is used by the benefits staff to verify other higher education service credit. Qualified service credit can be added to the employee's dates of service at the university and counted when determine retirement eligibility in the Oklahoma Teacher's Retirement System (OTRS). For more information about retirement options please refer to the new employee section on this website or call your local campus benefits office.
VISA - POSITION WAGE REQUEST FORM FOR H-1B VISAS
Campus: Norman
Description: Before processing a request for an H-1B Visa, human resources will need determine the prevailing wage in the State of Oklahoma for the position in the employing department.
VISA - RETURN GUARANTEE SAMPLE LETTER
Campus: Norman
Description: Department letter sample guaranteeing that the hiring department will provide return transportation to the worker's home country if the individual is terminated prior to visa expiration.
W-2 FORM EXPLAINED
Campus: Norman
Description: This document provides a box-by-box explanation of all the information provided in the year-end W-2 form.
W-4 TAX WITHHOLDING
Campus: Norman, OUHSC, Tulsa
Description: Federal tax form in PDF format from the IRS.
Make sure the appropriate amount of taxes are withheld by completing and returning this document. Employees without a W-4 on file will be taxed at the highest tax rate. Nonresident Aliens have only one W-4 reporting option. They must select single (box 3) and one exemption (box 5). Be sure to write "NRA" to the left of box six on the W-4 form. NOTE: All Nonresident Aliens must check with Payroll and Records (325- 2961) before changing W-4 withholding allowances.
W-5 ( EARNED INCOME CREDIT )
Campus: Norman, OUHSC, Tulsa
Description: Use Form W-5 if you are eligible to get part of the earned income credit (EIC) in advance with your pay and choose to do so. See "Who Is Eligible To Get Advance EIC Payments?" in this document. The amount you can get in advance generally depends on your wages.
WORKERS' COMP - EMPLOYEE'S REPORT OF INJURY
Campus: Norman, OUHSC, Tulsa
Description: Workers' compensation document to be completed by the employee and returned to the department
WORKERS' COMP - INITIAL TREATMENT ACKNOWLEDGMENT
Campus: OUHSC
Description: Form to complete after initial treatment of injury.
WORKERS' COMP - SUPERVISOR'S REPORT OF EMPLOYEE'S INJURY
Campus: Norman, OUHSC, Tulsa
Description: Form for supervisors to document an injury incident.
WORKERS' COMPENSATION ACT
Campus: Norman, OUHSC, Tulsa
Description: Employment poster that describes employee and employer rights and obligations under this law. |
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