Forms

HR Audits

• HR Audit- Reference sites for BAs(docx)

Employment

• Wharton Hiring Process
• Applicant Evaluation Form
• Reference Check Form for Managerial Positions (doc)
• Reference Check Form for Managerial (pdf)
• Reference Check Form for Non-Managerial Positions (doc)
• Reference Check Form for Non-Managerial (fillable pdf)
• Thank You Letters
• Offer Letters
• Merit Increase Letters
• I9
• List of Acceptable I-9 Documents (pdf)
• Remote I9 Process
• W4 (download pdf)
• Personal Data Form (pdf)
• Voluntary Self Identification Form (download pdf)
• Verification of Social Security Card
• Temporary Employee Application (download pdf)
• Professional Service Provider – Supplemental Questions
• Sign up for Direct Deposit
• The Work Number – Employment Verification

Benefits

• FMLA Forms
  • Request Form(docx)
  • Health Care Certification for Employee (pdf)
  • Health Care Certification for Family Member (pdf)
• Nursing Mother’s Program (pdf)
• Wharton Executive Education Approval Form (doc)

Compensation

• PIQ Short Form
• Wharton Advance Approval Add. Pay Request Form (pdf)
• Tax Exemption for Those Working Outside of Philadelphia/PA
• Tax Exemption for Non-Exempt CA Staff
• Timesheets
  • Weekly Paid Employees Timesheets (doc)
  • Temporary Employees Timesheets (xls)
  • Request for Time Off (pdf)
  • Overtime Authorization (Weekly Paid Employees) (download doc)
• Independent Contractors Forms/Documentation
  • Classifying Individual Service Providers
  • Service Provider Questionnaire
  • Service Provider Evaluation Worksheet
  • Limited Engagement Agreement – U.S. Citizens
  • Limited Engagement Agreement – Nonresident Aliens
  • Independent Contractor Agreement Template
  • Professional Services Timesheet – November 2015(xls)

Staff Relations

• Introductory Performance (download doc)

• Performance and Staff Development Guidelines
• Ongoing Feedback Module – System Administrator Guidance
• Ongoing Feedback Instructions – Staff
• Ongoing Feedback Instructions – Supervisor