eForms

Shared Services uses the forms in the table below to process one-time payments, terminations, retirements and employment data changes. There are two types of forms used.

eForms are electronic forms that are completed, submitted and approved online using the eForm application. To request access to initiate or approve eForms, the authorized approver (AA) must submit an eSecurity form through PeopleSoft. Information on how to submit an eSecurity request can be found on the 

For eForms support and training, visit the . (Note: If you get no results after clicking on the eForms documentation link the first time, try clicking on it again.)

Pay Action Forms (PAFs) are fillable PDF forms that are completed and approved manually and submitted as an attachment through the Staff Service Centre. Access all forms from the to ensure you’re using the most current version, or you may experience delays in support if it needs to be redone. To access Pay Action Forms you must be signed in to your .

What's New?
Need to Request Changes to Reporting Relationships? Use the form to request a single employee change as well as for multiple employees changing to an individual Supervisor.
Questions?
Visit the Staff Service Centre.
Forms
Employee Type Nature of Action Form Type

Academic

  • APO (Academic Professional Officer)
  • ATS (Academic Teaching Staff)
  • Academic - Casual - Hourly (for ongoing appointments only)
  • Admin Appointment (PT)
  • FAC (Faculty)
  • FSO (Faculty Service Officer)
  • LIB (Librarian)
  • TLAPS (Temporary Librarian, Administrative and Professional Staff)
  • TRAS (Trust/Research Academic Staff)
  • Rate Change
  • Termination
  • Change combo code (GL distribution for employees’ earnings, deductions, taxes and additional pay)
  • One-time payment (hours x rate)
  • One-time payment (lump sum only)

Excluded

  • Excluded Academic
    • Casual Monthly (PT)
      • Term Excluded
  • Excluded Student.
    • Excluded Student Hourly
    • Undergrad Scholarship
  • Excluded Support
  • Rate change
  • One-time payment (lump sum only)
  • Change combo code (GL distribution for employees’ earnings, deductions, taxes and additional pay)
  • One-time payment (hours/rates)

Excluded Management

  • Academic Administrator
  • Management and Professional Staff (MAPS)
  • Change combo code (GL distribution for employees’ earnings, deductions, taxes and additional pay)
  • Rate change
  • One-time payment

 

Person of Interest (POI) With a Job (Paid)

  • Researcher
  • Visitor
  • Add a Person of Interest
  • Reappointment
  • Termination
  • One-time payment

Person of Interest (POI) Without a Job (Unpaid)

  • Adjunct
  • Clinical
  • Researcher
  • Secondee
  • Special Continuing
  • Visitor
  • Add a Person of Interest

Student

  • GRAF (Graduate Research Assistant Fellowship)
  • GRA/GTA (Graduate Research/Teaching Assistants)
  • GTA Principal Instructor
  • Short Term Academic Related Employment
  • Scholarship/Bursary
  • Rate change
  • One-time payment (lump sum)
  • Combo Code Change (GL distribution for employees’ earnings, deductions, taxes and additional pay)

Post Doctoral Fellows

• Trainee
• Guest (no money)
• Employee
  • Rate Change
  • Termination

Support

  • Auxiliary - Hourly
  • Auxiliary - Salaried
  • Casual Level 1
  • Casual Level 2
  • Casual Level 1 Full Time Student
  • Continuing
  • ESL > 24 mos.
  • ISS (Interim Staffing Solutions)
  • Recurring Term
  • Regular
  • Rate change
  • Other job changes
  • Supplemental Pay
  • Combo Code Change (GL distribution for employees’ earnings, deductions, taxes and additional pay)
  • Termination
  • Retirement

Support

  • Supplemental Trade
  • Extension in job code
  • Change in job code
  • Supplemental pay
  • Rate change
  • One-time payment
  • Combo Code Change (GL distribution for employees’ earnings, deductions, taxes and additional pay)
  • Termination

Trainee

  • Residents - Medical
  • Rate change
  • Termination
  • Other job changes
  • One-time payment (lump sum)
  • Combo Code Change (GL distribution for employees’ earnings, deductions, taxes and additional pay)
Visiting Speaker
  • Honorarium Payment

Submitting Pay Action Forms

The forms should be submitted to the Staff Service Centre with scanned copies of all required supporting documentation such as work permits, etc. We do not require original documents for most items.

Urgent + Priority Forms

If a form is an urgent or high priority request, we recommend that you indicate that in the subject line when submitting to the Staff Service Centre.