Checklists and Forms
The Academic Personnel Office has developed a series of checklists and forms to assist in assembling academic review files and to provide academic personnel information in a standardized format. For checklists and forms in PDF format, Adobe Acrobat Reader is required to read and print the forms. To download a copy go to the Adobe website: https://get.adobe.com/reader/. If you have questions or can’t find the information you need regarding Academic Compensation, please send an email to academicpersonnel@ucr.edu.
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General Information
- Biography (pdf, word)
- UC Confidentiality Policy (pdf)
- Request for Access to Records by Candidate (pdf)
- Request for Access to Records by Third Party (pdf)
- Request for Access to Recruitment Records by a Candidate (pdf)
- Conflict of Interest Disclosure Form (Search Committee) (pdf)
- Conflict of Interest Disclosure Form FAQs (pdf)
- Class Visitation Report (pdf)
- Unit 18 Access to Record (pdf)
- Senate Faculty Self-Attestation Form UAW Strike - January 2023 (word)
- ASE/GSR Reimbursement Form (pdf)
- Postdoctoral Scholar Childcare Reimbursement Form (pdf)
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Appointment Forms
- Academic Coordinator Criteria Form (pdf)
- Academic Recruitment Process (pdf)
- Biography Form (pdf, word)
- Checklist for Appointments – Dean's Final Decision Authority (pdf)
- Checklist for Appointments – VPAP, PEVC, Chancellor Decision Authority (pdf)
- Cover Sheet for Appointments – Dean’s Final Decision Authority (pdf)
- Cover Sheet for Appointments – VPAP, PEVC, Chancellor Final Decision Authority (pdf)
- Standard Language for Assistant Professor Step I, II and III Appointments and Acting Assistant Professor Step I and II (10/31/2024) (word)
- Start Up Letter: Standard Language for Assistant Professor Step IV and Above and Acting Professor Step III and Above (10/31/2024) (word)
- Standard Language for Assistant Professor Step IV and Above and Acting Professor Step III and Above (10/31/2024) (word)
- Start Up Letter: Standard Language for Professor of Teaching Series (10/31/2024) (word)
- Standard Language for Professor of Teaching Series (10/31/2024) (word)
- Important Benefits Information for New Hires – Faculty (04/2018) (word)
- Postdoctoral Scholar Appointment Form (pdf)
- UC Confidentiality Policy (pdf)
- UC Retirement Plan Waiver & Release (pdf)
- UC Riverside Academic Recall Appointment Form (pdf)
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Academic Reviews - Senate
- 220 Process Checklist (pdf)
- Biography Form (pdf, word)
- Candidate's Response to Department Letter (pdf)
- Candidate's Statement for Conflict of Commitment Report (pdf)
- Checklist for Action Types:
- Appraisal (pdf)
- Career Review (tenured faculty only) (pdf)
- Merit (pdf)
- Promotions/Advancements (pdf)
- Quinquennial (pdf)
- Reappointment (pdf)
- Checklist for Review Files (pdf)
- Department Chair Checklist (pdf)
- Departmental Recommendation:
- For Merit/Promotion/Advancement/Career Review (pdf, word)
- For Quinquennial (pdf, word)
- For Reappointment/Appraisal (pdf, word)
- Department Letter Narrative (pdf, word)
- Extramural Solicitation Letters:
- Model A - Appointment or Promotion to Associate Professor (pdf, word)
- Model B - Appointment or Promotion to Full Professor (pdf, word)
- Model C - Advancement to Professor VI (pdf, word)
- Model D - Advancement to Professor Above Scale (pdf, (word)
- Model F - Response to Unsolicited Letters w/Restrictions (pdf, word)
- Model G - Career Review (pdf, word)
- Model H - SOM Promotion to Assistant Professor in Residence (pdf, word)
- Model I - SOM Promotion to Assistant or Associate Clinical X Professor (pdf, word)
- Model J - SOM Full Clinical X Professor Review (pdf, word)
- Model K - Appointment or Promotion to Associate Professor of Teaching (formerly LSOE) (pdf, word)
- Model L - Appointment or Promotion to Full Professor of Teaching (pdf, word)
- UC Confidentiality Policy (pdf, word)
- Faculty Member File Preparation Checklist (pdf)
- Grant Activity (pdf)
- Request for Access to Records (pdf)
- Statement of Procedural Safeguards (Part 1) (pdf)
- Statement of Procedural Safeguards (Part 2) (pdf)
- Teaching Information Form (pdf)
- Supplemental Teaching Information Form (pdf)
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Academic Reviews - Non-Senate Health Sciences
Appraisals Checklist (Non-Senate Health Sciences Assistant Clinical Professor Series) (pdf)
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Academic Reviews - Lecturers
- Continuing Appointees:
- Merit Review Timeline for Continuing Appointees (revised, November 2024) (pdf)
- Document Checklist for Merit Reviews (pdf)
- Certification Statement for Merit Reviews (pdf)
- Excellence Reviews: For eligible lecturers prior to achieving continuing status:
- Excellence Review Timeline (revised, November 2024) (pdf)
- Document Checklist for Excellence Review (pdf)
- Certification Statement for Continuing Appointment (Excellence Review with Merit Review) (pdf)
- The following forms apply to both continuing appointee merit reviews and excellent reviews for all lecturers:
- Biography Form (pdf, docx)
- Teaching Information Form (pdf/docx)
- UC Confidentiality Policy (pdf)
- Unit 18 Access to Records (pdf)
- NSF Procedural Safeguard - File Modification (pdf)
- Class Visitation Report (pdf)
- Continuing Appointees:
- Academic Reviews - Library
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Academic Leaves
- Taking a leave to attend professional meetings or for University business (link)
- Taking a Sick Leave (link)
- Taking a leave to care for a family member (link)
- Taking a Sabbatical Leave (link)
- Having a Baby (link)
- Adopting a Child (link)
- Change of Duty Station (CODS) Request Form (pdf)
- Fellowship Leave with Salary Supplement Request Form (pdf)
- Family and Medical Leave (FML) Forms (link)
- Reproductive Loss Leave Request Form (January, 2024) (pdf)
- Sabbatical and Leave of Absence Form (UPAY 573) (pdf)
- UCR Work Life Balance Initiative and Procedures (pdf)
- Catastrophic Leave Documents:
- Catastrophic Leave Sharing Program Guidelines (link)
- Catastrophic Leave Donation Form (doc)
- Catastrophic Leave Request Form (doc)