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Forms, Documents, & Resources

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Glossary & Business Contacts

Resource PDF Office
Glossary of Terms Download PDF File
Business Office Contacts Download PDF File
Sales and Use Tax Explained Download PDF File

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Administration

Resource PDF Office
Raffle Application (QR) Download PDF File Download Office File
Raffle Application Process FAQ Download PDF File
State Document - Final Raffle Report

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Travel

Resource PDF Office
Travel Request Download PDF File Download Office File
Travel Expense Claim Download PDF File Download Office File
Travel Policy Download PDF File
Travel Insurance Requirements Download PDF File
Travel Guidelines Download PDF File
Estimate of Travel Expenses Download PDF File Download Office File

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Payroll

Resource PDF Office
Cal Poly Corporation Regular Timecard(QR) Download PDF File Download Office File
Cal Poly Corporation Multiple Account Timecard-Regular(QR) Download PDF File Download Office File
Cal Poly Corporation Student Timecard(QR) Download PDF File Download Office File
Cal Poly Corporation Multiple Account Timecard-Student(QR) Download PDF File Download Office File
Payroll Calendar 2010 Download PDF File
Payroll Calendar 2009 Download PDF File
Exempt Exception Timesheet Download PDF File Download Office File
Payroll Information Form (PIF) (instructions) Download PDF File Download Office File
Volunteer PIF & Definition Download PDF File Download Office File
Missed Break Form Download PDF File Download Office File
Makeup Time Request Form Download PDF File Download Office File
Payroll Direct Deposit Enrollment Form (for full time benefited employees) Download PDF File Download Office File
Request for TKC/Kronos Access Download PDF File Download Office File

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Finance

Resource PDF Office
Check Requests (QR) (Instructions) Download PDF File Download Office File
Signature Authorization Download PDF File Download Office File
Stock Gifts Download PDF File Download Office File
IFAS/BiTech Object Codes Download PDF File
Fixed Asset Survey Download PDF File Download Office File
Sole Source Justification (Instructions) Download PDF File Download Office File
Requisitions (QR) (Instructions) Download PDF File Download Office File
Requisition Phone Quote (Sample) Download Office File
Deposit Form Download PDF File Download Office File
Petty Cash Form (QR) Download PDF File
Guest Lecturer Download PDF File Download Office File
Hospitality Guidelines Download PDF File
Cal Poly Foundation Forms & Documents
Accountable Plan Download PDF File

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Human Resources - Employment

Resource PDF Office
Employment Quick Reference Download PDF File
Employment Application (for regular-benefited positions only) Download PDF File Download Office File
Student/Intermittent Application Download PDF File Download Office File
Student/Intermittent Application (Spanish) Download PDF File Download Office File
Payroll Information Form (PIF) (instructions) Download PDF File Download Office File
State Tax Form Download PDF File
W-4 Form (instructions) Download PDF File
Supervisor's Checklist for New Employee Orientation Download PDF File
Supervisor's Checklist for New Students Download PDF File
Performance Evaluation Form for Non-Exempt Employees Download PDF File Download Office File
Address Change Download PDF File Download Office File
Missed Break Form Download PDF File Download Office File
Federal Work Study Procedures Download PDF File
Federal Work Study Mustang Jobs Guide Download PDF File
Federal Work Study SERF Form (MUST BE TYPED) Download Office File
Federal Work Study SERF Sample Download PDF File
I-9 Form Download PDF File
New Student/Intermittent Hire Packet Cover Sheet Download PDF File Download Office File

Human Resources - Recruitment

Resource PDF Office
Recruitment Procedures Download PDF File
Recruitment Requisition Download PDF File Download Office File
Selection Procedures Download PDF File Download Office File
Recommendation for Employment Selection Download PDF File Download Office File

Human Resources - Health & Safety

Resource PDF Office
Safety Manual Download PDF File
Supervisor's Injury/Illness Report Download PDF File
Worker's Compensation Claim Form (DWC 1) Download PDF File
University Link to Workplace Violence Prevention Program

Human Resources - Medical Plan Information & Flexible Benefit Plan

Resource PDF Office
Medical Plans and Employee Premiums for 2010 Download PDF File
Medical Plan Comparison Sheet - Summary of Covered Services 2010 Download PDF File
SLO Select IPA Specialists (not available for Blue Shield NetValue) Download PDF File
SLO Select IPA Primary Care Physicians (not available for Blue Shield NetValue) Download PDF File
CCPN Specialist Listing (available for both Blue Shield plans) Download PDF File
CCPN Primary Physician Listing (available for both Blue Shield plans) Download PDF File
HBD-12A Download PDF File
Flexible Benefit Form Download PDF File Download Office File
Dependent Care Assistance Plan Claim Form Download PDF File Download Office File
Flexible Spending Plan Claim Form Download PDF File Download Office File
Dental Claim Form Download PDF File

Human Resources - Other

Resource PDF Office
Fee Reimbursement Form Download PDF File
TSA 403(b) Deduction Form Download PDF File
Procedures for Resolving Harassment Complaints Download PDF File
Property, Security, Privacy Searches and Use Policy Download PDF File
Work Schedule/Holidays 2010 Download PDF File
Payroll Direct Deposit Enrollment Form (for full time benefited employees) Download PDF File Download Office File
MetLife Voluntary Accidental Death and Dismemberment Insurance Download PDF File
MetLife Basic Term Life, Accidental Death and Dismemberment, and Supplemental Term Life Insurance Download PDF File
MetLife Insurance Benefits Summary Download PDF File

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Campus Programs

Resource PDF Office
Request for New Account Download PDF File Download Office File
Account Definitions Download PDF File Download Office File
Cal Poly Foundation Forms & Documents
Corporation vs Foundation Accounts Download PDF File Download Office File
BOE Quick Start Guide Download PDF File
BOE Frequently Asked Questions

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Information Technology

Resource PDF Office
CPC New Account Request Form Download PDF File Download Office File
Request for IFAS/BOE Access Download PDF File Download Office File
Authorization for BOE Access to HR/Payroll Reports Non-PI/Director Download PDF File Download Office File
How to Change Your IFAS Password Download Office File
IFAS Getting Started Guide Download PDF File
BOE InfoView Quick Start Guide Download PDF File
BiTech User's Guide for PI's (Grant Management Reports) Download PDF File Download Office File
BOE - Running Project Director Activity Reports Download PDF File

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Sponsored Programs

Resource PDF Office
Consultant Agreement Download PDF File Download Office File
Consultant Agreement Amendment Download PDF File Download Office File
Cost Share Report Download PDF File Download Office File
Personnel Activity Report (PAR) - Faculty Download PDF File Download Office File
Personnel Activity Report (PAR) - Staff Download PDF File Download Office File
Proprietary Information Agreement Download PDF File Download Office File
BiTech User's Guide for PI's (Grant Management Reports) Download PDF File Download Office File
Signature Authorization - Sponsored Programs Download PDF File Download Office File
University Link to 107 Release/Assignment Forms

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Cal Poly Corporation
Building 15
San Luis Obispo, CA 93407
(805) 756-1451