Time & Labor Forms
Student & Hourly Employee Time Sheet
Individual time sheet for both students and non-student hourly employees.
Exception Reporting Time Sheet (doc)
Individual time sheet for regular benefited 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.
W-4 (Federal Tax Withholding Form)
Complete W-4 so UMass Lowell can withhold the correct Federal income tax from your pay.
Publication 15 (Circular E) (pdf)
Federal income tax withholding tables.
M-4 (Massachusetts Tax Withholding) (pdf)
Complete M-4 so UMass Lowell can withhold the correct Massachusetts State income tax from your pay.
Circular M (pdf)
Massachusetts State income tax withholding tables.
General Payroll Forms
Direct Deposit Form
All employees are eligible for direct deposit. Please note that it can take up to 2 pay periods for direct deposit to take effect; for these periods you will receive a check.
Forms for New Hires
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.
Personnel Data Sheet/Change Form (pdf)
Employees use this form at initial hire and to make future changes to their personal information - name, address, phone number.
Health Insurance Responsibility Disclosure Form (HIRD) (pdf)
All non benefited employees must use this form to prove that they have health insurance.
Sponsored Guest Form (xls)
To request an individual be added as a sponsored guest and given access to UMass Lowell resources (Email, iSiS, Finance, Parking etc).
Intellectual Property Policy (pdf) and Conflicts of Interest (pdf)
University Policy requires all employees to be familiar with the Intellectual Property Policy and Conflicts of Interest Outline.
Participation Agreement and Receipt of Policies (pdf)
Employees are required to sign a Participation Agreement and Receipt of Policies at initial hire, and whenever signing a renewed contract.
Mandatory OBRA Enrollment Form for temporary employees (pdf)
Temporary employees are required to participate in the Massachusetts Deferred Compensation SMART Plan (also known as Mandatory OBRA).
Form SSA-1945 (pdf)
Statement concerning your employment in a job not covered by Social Security
This calendar includes the pay period begin and end dates, pay dates and HR paperwork deadline dates. This is the date that completed paperwork must be in the Human Resources office in order to ensure processing and payment for the corresponding pay date.
Instructions for completing the Personnel Action Form (PAF) for temporary employees.
Form for Students Working during the Summer
During the academic year, students who are enrolled for six credits and who are working on campus are exempt from the OBRA retirement contributions (as well as the FICA/Medicare deductions). During the summer, these deductions will be withheld except for those students who meet specific summer enrollment criteria.
Employment contract for TA/RA/GAs (make sure when printing out the word document that the GEO dues form and Participation Agreement are also filled out).
TA/RA/GA Process with 2011 Pay Schedule
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.
GEO Dues Reduction
All contracts for TA/RA/GA's must also be accompanied by this agreement to withhold union dues.