Making a PTF Request

Approver Guide

Approver Training Video

All-User Training Video

• Academic Staff Contract Renewal Form 
• Consensual Relationship Acknowledgment Form
• Data Request Form
• Duplicate W-2 Requests
• Inter-Institutional Agreement Form
• Leave Of Absence (LOA) Request Form
• Person of Interest (POI) Request Form
• Personnel Transaction Form (PTF)
• Volunteer Position Description Form
• Volunteer Agreement Form
• Worker’s Compensation Forms (Step 1)

• Form I-9 – 
  • Section 1 of the electronic Form I-9 must be completed on or before your first day of employment. Employees hired via PageUp also have this item and information as a task on their new hire task list. For student employees, this is a task on the Student Employment Checklist. 
  • Section 2 of the electronic Form I-9, verification of identity, must be completed within the employees first three days of employment. Acceptable forms of identification can be found here. Options for completion include coming into the Office of Human Resources (Dempsey 328) with your forms of identification or contacting the HR Office (hroffice@uwosh.edu) to set up remote verification of Section 2 (verifying person has to be over the age of 18).
    
  • If you work at the Fox Cities or Fond du Lac campus, you may also bring your forms of identification after completing section 1 to the HR Liaison at either campus:
    Fox Cities campus – Jenean Hodge
    Fond du Lac Campus – Fran Holzmann 
• Direct Deposit –
  • New Hires
    • Employees hired via PageUp will have provided banking information via the new starter form. This information will be entered into our HR System prior to the new employees first payroll. 
    • Newly hired student employees will need to provide a paper copy of direct deposit form prior to their first day, a task listed on the Student Employment Checklist. 
  • Current Employees
    • All employees are required to make Direct Deposit updates via the UW System Portal – we will not accept paper Direct Deposit forms for these instances. The guide for making changes via your UW System Portal can be found here. 
• Form W-4 –
  • All newly hired employees and student employees must enter their W-4 tax withholdings once access is granted to the UW System Portal (generally on first day of employment), by clicking on “Update W-4” within the Payroll Information Tile. 
    
  • Instructions on how to enter/update withholdings via self-service can be found here. The default withholding is set to single and zero exemptions if no other election is made. 
  • The Office of Human Resources cannot, in any circumstance, provide tax advice to employees. Please utilize the directions provided on the IRS Help Page and consult your financial or tax advisor to make your tax withholding decisions. 
  • If employee’s permanent residence is outside of Wisconsin, the employee should complete the Supplemental W-4 (on paper) and applicable state’s W-4 (if available) and submit this to the Office of Human Resources. This document will exempt them from Wisconsin state income tax. 
  • If you are unable to complete form W-4 electronically, paper copies can be found here and may be submitted to the HR Office.
• Criminal Background Check Form
• Employee Emergency Contact Information

Student Employment

• Student Employment Checklist
• Student Appointment Form
• Agreement Verification – Hours of Work
• Electronic I-9 Process
• Self ID Form
• Supplemental W4 Form – for non-Wisconsin residents only. See above for instructions on completing State and Federal W-4’s through the My UW System Portal.
• Pay Rate Change Request
• Example CBC Disclosure Letter

Policies

• Minor Protection Policy
• GOV 6.7 UWO CBC
• CBC Guidelines & Procedures 2018

• Benefit Insurance Forms
• Beneficiary Designation Forms
• FMLA / LOA Information and Forms
• General Benefit and Insurance Information

• Probationary Period Performance Evaluation Form – Use this form to complete the 3- and 6-month probationary evaluation for newly hired University Staff appointments.
• Annual Performance Evaluation for Faculty, Limited, Professional Academic Staff and University Staff – Please review the ePerformance website for more information about completing an annual evaluation in the ePerformance system.
• Annual Performance Evaluation for Instructional Academic Staff – Please contact the Dean’s office to receive guidance on how to complete IAS performance evaluations.