Policies, Forms, and How Tos
It’s our goal to make finding the form, document or brief you need quick and easy. That’s why we offer two ways to search – the new way and the old way. The new way is to simply type the document name into the search bar. The old way is to click on the directory tab below and search by department. Still can’t find what you are looking for? Click on the need help tab below. We’re happy to support. Speaking of which, make sure to scroll down and check out our handy legend for documents. Happy searching!
Type the form name into the search bar below. Then press your return key.
You don’t need to type the full name. For example, to find the Personnel Information Form, just type in “Personnel”. And voila!
Click on the triangle by the department name for a drop down of options.
Then click on the name to reveal the forms available.
Policies, Forms, and How Tos
Human Resources Finance & Accounting Information Technology Sponsored Programs Marketing & Communications
Personnel Information Form for Sponsored Programs (PIF)
The is the form for new personnel information for Sponsored Programs.
Size: 359.00 kb
Hits: 854
Date modified: 02 - 01 - 2021
Address Change Form
This form changes your address in the Cal Poly Corporation HR/Payroll database only. It will change the address to which your W‐2 will be mailed in January of each year. If you receive other checks from Cal Poly Corporation, you must also change your address with the appropriate departments (Example:Reimbursement Checks from Accounts Payable). It does not change your address on file with the university.
Size: 388.79 kb
Hits: 900
Date modified: 08 - 01 - 2019
Cash-In-Lieu Form
This participation election from allows you to take cash in lieu of medical, dental, or vision insurance.
Size: 147.00 kb
Hits: 662
Date modified: 09 - 10 - 2020
Benefits Holiday Schedule 2021
Schedule for holiday season 2021
Size: 680.54 kb
Hits: 1796
Date modified: 12 - 15 - 2020
Corporation Wellness Program Claim Form
The claim form to be submitted quarterly for the wellness program.
Size: 185.92 kb
Hits: 494
Date modified: 07 - 19 - 2019
Request HR to Recruit Personnel - Form
This form is used when a new position or a vacated temporary/regular benefited position is to be filled.
Size: 242.96 kb
Hits: 629
Date modified: 01 - 05 - 2021
Clover Support
Find answers to general and card reader questions about your Clover Credit Card Terminal.
Size: 157.76 kb
Hits: 1165
Date modified: 02 - 22 - 2019
Eventbrite Page Development Center
Ready to organize an awesome event, but aren't sure where to start? Check out our step-by-step tour and you'll be on your way in no time. Let's pack the house!
Size: -1.00 b
Hits: 900
Date modified: 02 - 22 - 2019
Clover Application
Cal Poly Corporation Docusign Clover credit card terminal application.
Size: 63.20 kb
Hits: 1059
Date modified: 02 - 03 - 2020
Eventbrite Application
Cal Poly Corporation Docusign application for Eventbrite service
Size: 62.33 kb
Hits: 1100
Date modified: 02 - 03 - 2020
Mobile Credit Card Terminal Rental Agreement
Docusign form for mobile credit card terminal rental agreement.
Size: 63.36 kb
Hits: 1063
Date modified: 02 - 03 - 2020
PayPal Application
Cal Poly Corporation Docusign application for PayPal service.
Size: 62.30 kb
Hits: 1101
Date modified: 02 - 03 - 2020
BOE Information and Quick Start Guide
A quick start guide to running reports in BOE Infoview.
Size: 584.94 kb
Hits: 2733
Date modified: 01 - 19 - 2021
Nonresident Reduced Withholding Request Form
A nonresident can use this form to request a reduced withholding amount
Size: 69.74 kb
Hits: 719
Date modified: 06 - 15 - 2018
Withholding Exemption Certificate Form Instructions
Instructions for how to use Form 590 to certify an exemption from nonresident withholding.
Size: 75.13 kb
Hits: 711
Date modified: 06 - 15 - 2018
Withholding Exemption Certificate Form
Use this for to certify an exemption from nonresident withholding
Size: 68.81 kb
Hits: 1174
Date modified: 06 - 15 - 2018
Nonresident Reduced Withholding Request Form Instructions
How to fill out Form 589 nonresident can use this form to request a reduced withholding amount.
Size: 64.49 kb
Hits: 984
Date modified: 06 - 15 - 2018
Still can’t find the form you are looking for?
Send us an email and let us know what you are searching for. We’ll sleuth it out.
Legend
As with most offerings at the corporation, we like to give some options. Below you will find a legend to help decipher the difference between a form, a brief, a how-to and the ever-popular, combo.
BRIEF – Summaries, at-a-glance, quick start guides
INFO – Information packets, policies
FORM – Fillable forms
DOCU – DocuSign eSignature form
WWW – Link to an external website or resource
HOW-TO – Instructions, procedures, tutorials
COMBO – Resources that include forms and procedures, etc.