Forms Library

Academic Affairs Forms l Financial Forms l Recruitment Forms l Faculty Search Procedures l
Annual Staff Performance Review 

 

Academic Affairs Forms:

For questions regarding Academic Affairs forms, please contact Angela Davis. For questions regarding Leave of Absence forms, please contact Cindy Havens.

Adjunct Request Spreadsheet

 

Excel
Adjunct 29 Hours Rule Calculator for Three-Credit Hour Courses    Excel 

 

Adjunct Assignments Over Six Hours

PDF

Word

Chair's Checklist

PDF   

 

Graduate Students

   
  • Doctoral Student Evaluation Outcomes and Planning Form
  Excel
  • Graduate Student Health Insurance: Department Request Spreadsheet
  Excel


Faculty Course Load Reduction Request for Sponsored Project Work



Word


Faculty Evaluation Form

  Word
  • Multi-Year Development Plan Review Memo

Word

  • Performance Review Memo

  Word


Leaves of Absence

Use for research, special research, junior faculty leaves (third year review), administrative, parental, maternity and medical

PDF  

Leave of Absence Instructions

 

Word

University Policy on Faculty leave programs

 

Leave Withdrawal

PDF

 
Leave Activity Report    Word 

New Course Proposals

New Program Proposals     

Teaching Load Statement/Report

Word

 

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Financial Forms:

For questions regarding financial forms, please contact Charlene Pinkerton.
 

Accounts Payable                                                                                                                

         

PDF

  •  Payment Request-Instructions

 

Word

  • Direct Deposit Form (AP)

PDF 

 Donation Approval Form- Instructions

PDF 

 Donation Approval Form

PDF

 Entertainment Management

PDF 

  •  Entertainment Expense Tally

PDF 

  •  Business Meals Business /Gift Expense Form

 

 
Word

Journal Entry Instructions

PDF 

Journal Entry

PDF

Membership Approval Form

 

Word

Payroll

  • Direct Deposit Form (Payroll)

PDF 

  • Extra Compensation Form- Please use the electronic process available under Manager Self Service in my.SMU.edu

  • Payroll Authorization Form (Long Form) 

PDF 

  • Payroll Authorization Form (Adjuncts and Temporary Employees) 

 Word

  • Payroll Authorization Form (Students) 

PDF 

  • Staff Second Job Form 

PDF 

  • W-4 Form (Withholding allowance certificate) 

PDF 

  • Summer Extra Compensation Calculation Form
    Excel
  • Summer Research Extra Compensation Instructions
PDF   

Purchase Requisition Form- Instructions 

PDF 

Purchase Requisition Form  PDF  Excel

Purchase Requisition Form (USE FOR GRANTS & CONTRACTS ONLY) 

PDF 

Excel

Recruitment Expenses 

PDF 

Moving Expense and Verification Reimbursement Form

 

 
Excel

Travel

  • Travel Policies- Dedman College 

PDF 

  •  Travel Expense Form

 

Excel

  • Travel Information Form

PDF 

  • Missing Receipt Form (Travel) 

PDF 

  • Projected Travel Requests

Excel 

  • Meal Reimbursment 

 

 
Excel 

Student Certification for Business-Related Travel

 

PDF

 

Texas Hotel / Motel Tax Exempt Certificate

PDF

Non-Payroll Payments/Foreign Vendors 

W-9 Form (Request for Taxpayer ID number)

PDF

Tax Exempt Form 

 
PDF

 

Wire Transfer Form

 

 
Excel

Campus Visitor Checklist

 

Word

Staples Enrollment Form 

PDF

 

 

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Recruitment Forms:

For questions regarding Recruitment forms, please contact Angela Davis.

 

Contract Request Form                                                                               

PDF

     

 
Authorization and Consent for Release of Information Form

 

 
To create, fill, reclassify, or promote a position, please complete the Job Description Form found on the Human Resources website. (Submit form to HR via email at RecruitU@smu.edu, copying Charlene Pinkerton at ckpinkerton@smu.edu and Angela Davis at aadavis@smu.edu)

 


 
CLICK HERE

 

Request for Exception to the Hiring Process (Required for Research Associates and Post Doctoral Fellows where candidate is identified without a formal search)

PDF

Hiring Temporary Staff Procedure

 



 

 

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Faculty Search Procedures:

For questions regarding Faculty Search Procedures, please contact Cindy Havens or Angela Davis.

 

Search Committee Guidelines for Recruiting Highly Qualified with Diversity Emphasis 

PDF

 WORD

Faculty Recruitment Request Form

PDF

CDO - Dean Form PDF  

On-Campus Interview Request Form 

PDF

Faculty Applicant Screening Matrix 

PDF 

Faculty Permission to Hire Form 

PDF

  

Affirmative Action Language

 WORD

Faculty Recruitment Plan 

 WORD

Applicant Acknowledgement Letter 

 WORD

Applicant Interview Evaluation Form 

 PDF

Search Summary

 WORD

Search Procedures for Dedman College 

PDF

 

 

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Annual Staff Performance Review:

For questions regarding annual staff performance reviews, please contact Renee McDonald.

  • Dedman College Annual Staff Performance Reviews
  • Formal Review Procedures for Lecturers, Senior Lecturers and Professors of Practice 
  •  Sample Packet (TBA)
  •  

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