Instructions for completing the Personal Action Form
The Personnel Action Form (PD-003) is used to report appointments, terminations, a change in status, or compensation of an individual employee. The Personal Action Form should be used each time there is an action that should be recorded in the individual's personnel file or that requires payroll action. Use it as a transmittal form for approval of the personnel action. Attach to the form all available supportive materials such as:
- Appointments - official transcripts, W-4, I-9, direct deposit, etc.
- Resignations/Retirements - letter from employee or standard resignation form.
Section I Personal Information
Enter information about the employee. Always identify an employee by full name, including the middle initial or middle name. Enter the BearPass Number, if available; social security numbers should not be entered. Indicate the name of the employee’s home department to which the employee is assigned. The rest of the information in this section may not be necessary except for the initial appointment of a new employee.
The PAF should not be used to communicate changes in names, addresses, or telephone numbers. Please direct the employee to Change of Address Form - Employee .
Indicate who the employee is replacing unless this is a new position that has not existed before.
Section II Classification
Indicate the employee’s job title and the date the personnel action is to be effective. Indicate the type of employee among the choices available.
Section III Assignment Status
Indicate whether full or part-time, the appointment period (if applicable), the full-time equivalent (FTE) by comparing with a standard 40-hour work week or a 12 credit-hour academic teaching load, and the dates of the appointment (if applicable).
- Full-time 75% or above, eligible for full benefits
- Part-time 51% - 74%, eligible for participation in MOSERS or CURP retirement system
- Part-time 50% or less, regular - part-time employees working on a regular basis into the foreseeable future, such as an employee scheduled to work at least once a week for a semester.
- Part-time 50% or less, occasional, irregular, or short-term assignments - part-time employees who are expected to work for a short period of time, such as for peak work load periods, or on an as needed basis with no regular schedule.
Section IV Nature of Action
Use checkboxes to indicate all actions that apply. Provide any information which would explain action being taken.
If action is for supplemental pay, include in Section VIII Justification or Comments:
- Description of Services - nature of project and participant’s activities.
- If grant or contract - percent of time or credit hour equivalent.
Section V Form Information
Indicate the date this form was prepared, the name of the person completing the form, and whether this is a new form or a revision to a previously submitted PAF. If this is a revision, please explain what is being revised.
Section VI Time and Leave Reporting and Approval
Indicate who will approve Time Sheets or Leave Reports for this employee and provide the Approver’s TS Org number. Indicate whether the employee will enter their own time and leave (Web Time Entry) or whether the department will enter time worked (Departmental Time Entry).
If this employee will be a Time Sheet Approver, Leave Report Approver, or Departmental Time Entry Originator, use the Authorization Form link on the PAF to access the online Web Time Entry Approver/Departmental Time Originator Authorization Form to initiate the set up. This form must be completed to set-up both interim approvers as well as the permanent approver once the vacant position is filled.
Section VII Salary Information
Indicate the amount of compensation and whether the amount listed is an annual, hourly, semester, one payment, or monthly amount. An hourly pay rate must be provided for nonexempt employees. Indicate the FOAP (Fund, Organization, Account, and Program) to be charged for the employee’s salary (and the percent charged when more than one FOAP is used).
Section VIII Justification or Comments
Provide any information that will explain or clarify the personnel actions listed on this form.
Section IX Approval
Space for required signatures.
Offers of employment to faculty and staff are contingent upon the Board of Governors approval.
Payroll Deadline: This form must be completely executed and received in the Office of Human Resources by the 20th of the previous month for the 15th of the month paycheck and the 5th of the month for the paycheck issued on the last day of the month.
An Equal Opportunity/Affirmative Action Employer