Carnegie Mellon University

Documents by Name — Complete Catalog

Name Description
Activity Pay Agreement Template [docx] Used to outline terms of activity pay agreement
Activity Pay and One-Time Payment Form [pdf] Used to request activity pay or one-time payment to be initiated through the HR Service Center
Annual Performance Management Template for Employee Self-Evaluation [docx] Guides staff members through the components of the self-evaluation in Workday
Annual Performance Management Template for Supervisor Evaluation [docx] Guides supervisors through the components of the annual performance review for an employee in Workday
Application for Family and Medical Leave of Absence [pdf] Used to apply for FMLA leave
Application for Tuition Benefits for Employees — Supervisor Employee Form [pdf] Used by employees to request tuition benefits for themselves; does not need to be completed for those requesting dependent tuition benefits
Calibrating Performance Evaluations: Guidance for CMU Leadership [pdf] Provides deans and vice presidents with resources to administer the calibration process within their college or division
Certification for Employee's Own Serious Health Condition [pdf] Accompanies Application for Family and Medical Leave of Absence when applying for own health condition
Certification for Family Member's Serious Health Condition [pdf] Accompanies Application for Family and Medical Leave of Absence when applying for family member's health condition
Certification for Serious Injury or Illness of Covered Service Member [pdf] Accompanies Application for Family and Medical Leave of Absence when applying for covered service member
Change Supervisory Organization Request Form [xlsx] Submit via the Supervisory Organization Request in Workday to request changes to an existing supervisory organization
Compensation Guidelines: Activity Pay and One-Time Payment [pdf] Sets forth the guidelines for initiating activity pay and one-time payments, two compensation actions that fall outside the university’s standard approach of compensating individuals by means of a salary or hourly wage
Compensation Guidelines: Staff [pdf] Guides hiring managers, supervisors, approvers and HR representatives through the process of determining compensation
Cyert Center Sliding Scale Benefit Application [pdf] Used to apply for a reduction in the Cyert Center’s tuition rate, taking into account your family income for the prior calendar year
Cyert Center Sliding Scale Frequently Asked Questions [pdf] Provides detail on the Cyert Sliding Scale Benefit
Demotion Memo Template Please contact your HR business partner for a template
Dependent Eligibility Documentation Requirements [pdf] Details the supporting documentation required when adding a dependent to your benefits
Domestic Partner Registration Packet [pdf] Contains the document(s) required to initiate or terminate a partnership and enroll the partner in benefits
Faculty and Staff Onboarding Checklist [pdf] Contains information and steps you must complete to get started as a new or rehired employee
Five-Tier Performance Rating Scale [pdf] Describes the five performance rating tiers
Fixed-Term Appointment Extension Memo Template Please contact your HR business partner for a template
Form I-9 Instructions for Remote Workers [pdf] Provides employees in locations outside of Pittsburgh with instructions for completing the Form I-9
Form I-9 List of Acceptable Documents [pdf] Lists the documents employers may accept from employees to complete Form I-9, Employment Eligibility Verification
FSA Account Registration Instructions [pdf] Provides instructions for creating an account with My SmartCare online or via mobile app
FSA Additional Debit Card Request Form [pdf] Used to request an FSA debit card for a spouse or dependent
FSA Electronic Funds Transfer Request Form [pdf] Used to request direct deposit for FSA reimbursements
FSA Mobile App Instructions [pdf] Provides instructions for registering an account and navigating the My SmartCare mobile app
FSA Online Claims Submission Instructions [pdf] Provides instructions for submitting FSA reimbursement claims through the My SmartCare website
FSA Reimbursement Request Form [pdf] Used to request reimbursement claims via U.S. mail, email or fax
Goal Template [docx] Guides staff members and supervisors through the components used to create or modify a performance management goal in Workday
Graduate Student Hourly Job Profile Table [pdf] Lists job profile grade, code title and summary for graduate student hourly positions
Guidance for Completing the Form I-9 and E-Verify Requirements at CMU [pdf] Helps employees and student workers comply with the Form I-9 and E-Verify requirements at Carnegie Mellon University
Guidance on Conducting Reference Checks for Staff Positions [pdf] Gives hiring managers and search committee members the information and resources they need to ensure that effective and legal reference checks are conducted on their top candidate(s) prior to extending a job offer
Guidance on Creating and Updating Job Descriptions for Staff Positions [pdf] Helps supervisors create and update job descriptions for staff positions
Guidance on the Fair Labor Standards Act (FLSA) [pdf] Helps employees and their supervisors maintain compliance with the FLSA overtime and timekeeping provisions
Guide to Time Off Options for New Parents [pdf] Lists paid and unpaid time off options to recover from childbirth and to care for a child following birth or placement for adoption, foster care or legal guardianship
Guidelines for Hiring Staff [pdf] Provides a comprehensive overview of Carnegie Mellon University’s staff hiring process
Guidelines for the Use of Compensation Data (External and Internal) at CMU [pdf] Outlines the appropriate use of compensation data — both internal and external — when determining compensation for a staff position
Hourly Student Employment Work Periods Table [pdf] Lists work period dates, required actions and related considerations for campus members who employ student workers
Human Resources Glossary of Terms [pdf] Defines terms commonly used in Human Resources processes and policies
Interim Assignment Memo Template Please contact your HR business partner for a template
Job Description Template [pdf] Guides a hiring manager through the process of creating a job description
Job Family Structure [pdf] Groups the university's job families by job family group and relationship (faculty/staff/student)
Lactation Room Access Request Form Used to request card-swipe access to lactation rooms in university buildings
Lateral Reassignment with Change in Supervisor Memo Template Please contact your HR business partner for a template
Merit FAQs [pdf] Provides details on the merit-related aspects of the performance management process
MetLife Disability Claim Reporting Procedure [pdf] Provides instructions for initiating a short-term disability claim
Metro SmartBenefits Program Enrollment Form [pdf] Used by D.C.-based employees to enroll in SmartBenefits transit benefit program administered by the Washington Metropolitan Area Transit Authority (Metro)
Move Worker Request Form [xlsx] Submit via the Supervisory Organization Request in Workday to move workers and/or open positions to a different supervisory organization as part of a reorganization event that does not affect the worker’s job
Moving Funds to TIAA Form [pdf] Used to roll over your assets from an outside institution to CMU
New Supervisory Organization Request Form [pdf] Submit via the Supervisory Organization Request in Workday to request a new supervisory organization
Off-cycle Compensation Adjustment Memo Template Please contact your HR business partner for a template
One-Time Payment Memo Template [docx] Used to inform an employee of a one-time payment, including the reason, amount and pay date
Performance Management Personal Information and Signature Page [docx] Used by employees and supervisors in areas not participating in the performance management pilot who would like to use the performance management templates to manage goals and performance evaluations
Post-Hire Employment Actions: Guidance on Promotion, Demotion, Lateral Transfer, Reclassification and Job Detail Change [pdf] Helps departments, supervisors and staff members understand and comply with practices and business processes for implementing promotions, demotions and lateral transfers of employees in staff positions as well as position reclassifications and job detail changes
Prior Service Credit Request Form [pdf] Submit this form to a retirement benefits specialist to have prior service at another non-profit college or university considered toward your vesting service under either the FSRP or the 401(k) Plan
Promotion Memo Template Please contact your HR business partner for a template
Reclassification Memo Template Please contact your HR business partner for a template
Reference Check Template for Managerial Positions [docx] Provides a script for conducting a candidate reference check for positions with managerial responsibilities
Reference Check Template for Non-Managerial Positions [docx] Provides a script for conducting a candidate reference check for positions with non-managerial responsibilities
Request for Accommodations Form [pdf] Used to request a reasonable accommodation for a disability that impacts or limits your ability to perform or function in the workplace
Retirement Savings Contribution Worksheet [pdf] Used to help ensure that contributions to the CMU Plans do not exceed the various dollar and percentage of compensation limits imposed by federal tax law
Search Committee Guidance [pdf] Provides search committee members the information, tools and resources necessary to conduct a successful search
SkillSurvey Reference Check FAQs [pdf] Answers basic questions about SkillSurvey Reference Check and provides information about how this tool works and how it is used in the hiring process
Sliding Scale Estimate Worksheet [xlsx] Use this worksheet to estimate your eligibility for the Sliding Scale benefit to reduce your Cyert Center tuition
SMART Goal Worksheet [pdf] Defines SMART goals and provides information on how to set, align and monitor SMART goals
Staff Maternity Leave Instructions [pdf] Instructions and considerations for staff members requesting a maternity leave of absence
Staff Parental Leave Instructions [pdf] Instructions and considerations for staff members requesting a parental leave of absence
Staff Parental Leave Request Form [pdf] Submit this form to the Office of Human Resources to request a parental leave of absence
Staff Performance Management Guidelines [pdf] Establish a performance management process that allows the university to evaluate staff performance by objective standards and reward staff members according to performance
Staff Performance Management: Guidance for Staff [pdf] Guides members of Carnegie Mellon’s staff through the university’s performance management process as established in the Staff Performance Management Guidelines
Staff Performance Management: Guidance for Supervisors [pdf] Guides supervisors of Carnegie Mellon staff members through the university’s performance management process as established in the Staff Performance Management Guidelines
Staff Provisional Period Review Form [docx] Completed by the supervisor at the end of an employee's six-month provisional period, then shared/discussed with the employee
Statement of Understanding of the Family Educational Rights and Privacy Act (FERPA) [pdf] Completed by employee to confirm understanding of FERPA regulations
TIAA Online Account Instructions [pdf] Provides instructions for accessing your online account to make investment fund changes to future contributions and move current assets; for the FSRP, use plan number 102240; for the 401(k), use plan number 407921
Undergraduate and Graduate Student Pay Ranges [pdf] LIsts pay grade descriptions and ranges for hourly student positions
Undergraduate Student Hourly Job Profile Table [pdf] Lists job profile grade, code title and summary for undergraduate student hourly positions
United Way Directory of Contributor Supported Agencies [pdf] Lists organizations that donors can direct United Way donations toward
United Way Pledge Form [pdf] Submit to the HR Service Center to donate via one-time donation or recurring payroll deduction
Workday Security Role Change Request Form [docx] Submit via the Supervisory Organization Request in Workday to request a change to a Workday role for an employee in your supervisory organization
Workers' Compensation Packet [pdf] Must be completed when a work-related injury or illness has occurred
Workers' Compensation Panel Physicians [pdf] Lists approved providers to ensure that your employer or insurance company will pay for follow-up medical treatment following a work injury