Forms

• Personal Information

  Personal information changes can all be made in Workday.  Examples include:

  • Legal Name Change
  • Preferred name (often referred to as campus name)
  • Gender Identity
  • Contact information: including home, street, mailing address and phone numbers
  • Emergency Contacts
  • Personal Education Information

• Benefits

  Workplace Accident Reporting Forms

  • Employee Accident Reporting Form
  • Supervisor's Accident Investigation Report

  Short Term Disability, Family and Parental Leave

  • UNUM - How to File a Leave Request
  • Massachusetts Paid Family and Medical Leave Notice

  Benefits

  • Review benefit elections in Workday
  • Initiate a life event enrollment change in Workday

  Health and Dental

  • Blue Cross/Blue Shield of Mass. Subscriber Claim Form
  • Prescription Mail-in Order Form
  • Prescription Transfer Form
  • Prescription Reimbursement Claim Form
  • Blue Cross/Blue Shield of Mass. Dental Claim Form

  Vision

  • BCBS Blue 20/20 Vision - Out of Network Claim Form (Group #19493)

  Flexible Spending

  • HealthEquity – login to review your accounts and submit claims
  • First Time Login Guide and FSA Member Guide
  • HIPAA Authorization Form – complete to display adult dependent’s Private claims details
  • Dependent Care Self Reimbursement Instructions
  • Orthodontia Reimbursement Form
  • Letter of Medical Necessity Form

  Retirement Income Plan

  • Service Credit Form (to be completed by previous college/university employer)
  • You may update your retirement contributions at any time in Workday. Navigate to the Pay and Benefits application and select Chare Retirement Savings. 
  • TIAA Beneficiary Designation Form

  Wellness

  • Blue Cross/Blue Shield Fitness Benefit Form
  • Blue Cross/Blue Shield Weight Loss Benefit Form

  HIPAA

  • Authorization for Use or Disclosure of Protected Health Information (PHI)
  • Request for Amendment of Protected Health Information (PHI)
  • Requested Restriction of the Uses and Disclosures of Protected Health Information (PHI) for Treatment, Payment or Operations
  • Request for Accounting of Protected Health Information (PHI) Disclosed by Williams College

  Miscellaneous

  • Tuition Benefit Application
  • Dependent Tuition Grant Benefit - this process is initiated in Workday.
  • "Kudos" Program" (Williams Staff Committee)

• Payroll
  • Payroll Guide
  • Download the Federal I-9 Form (Includes List of Acceptable Documents to provide to HR)
    (this must be downloaded and opened in Adobe Acrobat or another pdf viewer – not in your browser)
  • One-Time Payment Request - Department heads can initiate this task in Workday.

• Employment/Access

  Staff Hiring & Changes

  • HR Request Form (recruitment requests, position, and compensation change requests are all initiated in Workday)
  • Williams Staff Careers (Internal applicants should log into Workday and apply through the jobs hub)
  • Position Description Template
  • Reference Release Form
  • Alternative Work Agreement - Request an AWA in Workday
  • Staff New Position Request Form - Budget Cycle Requests

  Staff Separation

  • Staff Exit Interview Questionnaire
  • Employment Exit Procedure and Checklist

  Temporary Employees

  • Temporary Employment Authorization, change, and separation are all initiated in Workday
  • Massachusetts Paid Family and Medical Leave Notice
  • Temporary Employee Orientation

  Account and Services

  • ID Cards
  • Faculty/Staff Parking
  • Directory Photo Update
  • COVID-19 Faculty and Staff Policies
  • HR Data Request Form

  Affiliates/Access

  • Williams Affiliation Request Form
  • Spouse/Partner Information Form (ID Card and/or Network Access)
  • Guest Wireless Access (if only needing network access for 5 days max.)
  • OIT HelpDesk Forms (New Hire Computer, New Hire Phone, Telecom changes and Computer issues)

• Student Employment

  Academic Year Employment

  • Student Academic Year Employment Date Change Request
  • New Job Profile Request Form

  Summer

  • Student Summer Retroactive Start Date Request

 

Questions? Contact Simone Anderson