Forms and Documents
Documents
- 7 Tips on Choosing a Beneficiary
- Access ID Cards
- Benefits at a Glance
- Benefits Guides & Booklets
- Blue Points Program
- Employee Financial Consultations
- Guide to Retiring from the Texas A&M System
- Guide to Using Your Benefits While Traveling
- Postdoctoral Fellows or Graduate Student Fellows Certification
- Retirement Checklist for Texas A&M University Employees
- TIAA Financial Education
- TRS Benefits Handbook
- TRS Refund Request
We’re updating how you access our forms and resources. They’re moving to our new service portal. If you don’t find what you need here, please visit the HROE Service Portal for the most current information.
Documents
Forms
- ADA Accommodation Discussion Notes
- ADA and Other – Accommodation Summary Response
- ADA and Other –Request Accommodation
- ADA Medical Questionnaire
- Administrative Leave With Pay
- Complaint and Appeal Form for Nonfaculty Employee
- Disclosure of Employment of Relatives (Nepotism) Form
- Early Return to Work Program - Bona Fide Offer of Employment
- Early Return to Work Program - Inability to Identify a Temporary Work Assignment
- Early Return to Work Program - Work Status Report Form
- Educational Release Time Program
- Esteemed Staff Status
- External (Outside) Employment Application
- Family Leave Pool Donation Form
- Family Leave Pool vs Sick Leave Pool
- Family Leave Pool Withdrawal Request Form
- Flexible Work Arrangements (Alternate Work Location or Flexible Work Schedules)
- FMLA Designation Notice
- FMLA Employee's Condition Certification
- FMLA Family Member's Condition Certification
- FMLA Notice of Eligibility Rights
- Leave Transfer In
- Leave Transfer Out
- Memo Template: Request for Emergency Leave for Death of a Family Member
- Memo Template: Request for Justified Emergency Leave – Other Circumstances
- Military Leave Checklist for Employees
- Military Leave Checklist for HR Professionals
- Parental Leave Letter
- Personnel Corrective Action Form
- Progressive Discipline Manager's Notes
- Sick Leave Direct Donation - Tax Withholding
- Sick Leave Direct Donation: Donor Form
- Sick Leave Direct Donation: Recipient Form
- Sick Leave Pool Donation
- Sick Leave Pool or Family Leave Pool Returned Hours
- Sick Leave Pool or FMLA Physician Certification
- Sick Leave Pool Withdrawal
- Staff Emeritus Status
- Verification of Receipt for Employee Files
- Workers' Compensation - Supplemental Witness Statement
- Workers' Compensation Request for Paid Leave
Documents
- Attendance Expectation Memo
- AWL (Academic) Out of State Memo Template
- AWL (Divisions) Out of State Memo Template
- Directions for Employer's Wage Statement Form
- Directions for First Report of Injury Form
- Directions for Request for Paid Leave Form
- Directions: Supplemental Report of Injury Form
- Esteemed Staff Guidance Document
- FMLA Manual
- HR Professional’s Role in the Nepotism Process
- Nepotism and the Disclosure of Employment Relatives: FAQs
- Nepotism and the Disclosure of Employment Relatives: Flowchart
- ORIGAMI Workers' Comp Incident Entry Quick Reference
- Performance Expectation Memo
- Personnel Corrective Action Guidelines
- Sick Leave Direct Donation Processing Flowchart
Forms
- ADLOC Additions/Changes/Deletions
- Capital Campaign Donation Form (Lead by Example)
- Death Benefits & Final Salary Payout (Monthly Paid Employees)
- Death Benefits & Final Wages Payout (Biweekly Paid Employees)
- Direct Deposit Reversal Notification to Employee
- Emolument Exception Request
- Employment Verification Request
- Partial Month Payment Worksheet FY25
- Partial Month Payment Worksheet FY26
- Payroll Payment Cancellation
- Payroll Payment Request
- Previous State Employment Verification Request
- Save for Summer Authorization
- Save for Summer Calculator
- Supervisory Organization Request
Performance Management
Performance Management
NOTE: Workday Job Guides require an SSO log in.
Goals- Employee Guide to Add and Edit Goals
- Employee Guide to Archive Goals
- Employee Guide to Restore Goals
- Manager Guide to Add and Edit Goals
- Manager Guide to Archive Goals
- Manager Guide to Restore Goals
- Talent Analyst Guide to Add Employee Goals
- Employee Guide To Add Goals After Launch
Self Evaluations
Manager Evaluation
- Manager Evaluation – Staff
- Manager Evaluation – Attachment Only
- Sending Back Evaluations to Employees
- Correcting Evaluations – Manager
Acknowledgement
Other