For HR Forms see: HR Forms
Form Name | Department | Description |
---|---|---|
Agency Payment Withdrawal Request | Accounts Payable | |
Airfare Equivalency Worksheet | Accounts Payable | To be used when an employee elects to drive versus flying. |
Check Release | Accounts Payable | To authorize release of check to departmental personnel. |
Employee Travel Advance | Accounts Payable | To request an advance before traveling. (Note this advance when turning in your reimbursement voucher.) |
Illegible/Missing Receipt for Reimbursement | Accounts Payable | To request reimbursement for a purchase if the receipt was received illegible or is missing, and the vendor will not provide a replacement. |
Meals, Refreshments, and Hospitality Expense | Accounts Payable | Used to properly document meals-refreshments & hospitality expense. |
Payment Request | Accounts Payable | To request and process payments for non-vendors. |
Student Group Travel Authorization and Advance Request | Accounts Payable | To request an advance before team/group travels. (Note this advance when turning in your reimbursement voucher.) Authorization for encumbering money for team/group travel. This form replaces the Team/Group Travel Authorization and Team/Group Travel Advance forms. |
Travel Expense Report | Accounts Payable | Used to process reimbursement payments to employees related to travel for one continuous trip. |
Travel Expense Report Instructions | Accounts Payable | Instructions for the Travel Expense Report. |
Gift Payroll Deduction Authorization | Advancement Services Office | Gift payroll deduction |
AggieMart Access - DEPARTMENTAL | Aggie Service Center | |
AggieMart Role Selection - CENTRAL | Aggie Service Center | To request appropriate security roles for AggieMart users in Administration and Finance offices |
Signature Authority Access | Controller's Office | To be used by the University Deans and Vice Presidents as well as Community College Presidents to request designees to sign on their behalf per the Business Procedure Manual’s Signature Authority Policy. |
Notice of Incident (Record Only) Form | Environmental Health Safety & Risk Management | To be completed by an individual to document an incident. If submitting claim, please use appropriate Notice of Claim Form: NMSU Auto Loss, NMSU Property Loss, or Personal Injury or Damage to Private Property. |
Notice of Claim: Personal Injury or Private Property (Tort) Form | Environmental Health Safety & Risk Management | To be completed by an individual who claims damages from NMSU. This includes personal injury or damage to private property. |
Notice of Claim: NMSU Property Damage or Loss Form | Environmental Health Safety & Risk Management | To be completed by the department when NMSU property is damaged or lost due to theft, vandalism, fire, windstorm, hail, or other accidental loss. For NMSU Auto Loss, use Notice of Claim: NMSU Automobile Loss Form. |
Notice of Claim: NMSU Automobile Loss Form | Environmental Health Safety & Risk Management | To be completed by the department when NMSU automobiles are lost /damaged due to an automobile or motorized equipment accident. |
Finance Documentation | Financial Information Processing | To request documentation to determine if charges that have been applied to a certain account are appropriate. If documentation is not uploaded to BDMS, send an email to fip@nmsu.edu to request documentation. Provide the document number(s) in the email. |
New Activity | Financial Information Processing | To request a new activity for temporary events on campus. |
New Fund Number | Financial Information Processing | To request a new fund when it is necessary to establish a new budgeting unit. |
New Index | Financial Information Processing | To request a new index/FOAPAL Accounting String. |
Official Organization Department Maintenance Form | Financial Information Processing | To request changes on official organizations (departments): Such as Title Changes, Phonebook Changes and Terming. |
Questionnaire for Establishing Agency Funds | Financial Information Processing | To be completed when Agency account needs to be setup. |
Responsible Person Change | Financial Information Processing | To request a change of responsible person for Fund. |
Term Index | Financial Information Processing | Request to term an index that will not need a replacement index. |
Title Change | Financial Information Processing | To change title on Index, Fund, Non-Hiring Org, Account, Program or Activity. |
Budget Entries Form (Electronic Processing Only) | Financial Information Processing | To establish original budget and budget revisions. Refer to form for routing instructions. Contact fip@nmsu.edu with questions. |
Cash Entry Voucher (Electronic Processing Only) | Financial Information Processing | To record cash receipts, cash disbursements and commitments. Refer to form for routing instructions. Contact fip@nmsu.edu with questions. |
Journal Voucher JE16 (Electronic Processing Only) | Financial Information Processing | To process transactions containing Agency and/or endowment funds. Or to process transactions for Postage and Services. Refer to form for routing instructions. Contact fip@nmsu.edu with questions. |
Interdepartmental Transactions IDV (Electronic Processing Only) | Financial Information Processing | To process and record internal sales to department. Contact fip@nmsu.edu with questions. |
Journal Voucher JED (Electronic Processing Only) | Financial Information Processing | To process transactions on the Banner FOAPAL Index and account, transfer revenue or non-payroll expenses from one index and/or account code to another, or to correct errors. The completed form should be emailed to fip@nmsu.edu. Once FIP uploads the form to Banner, the JV will route through the electronic approval queues. |
Contractor Building Access | Facilities and Services | Contractor request for access to NMSU property. |
Door Key Request | Facilities and Services | To request keys for access to NMSU property |
Door Key Return | Facilities and Services | To return keys for NMSU Property. |
Electronic Door Access | Facilities and Services | To request electronic access to NMSU property |
Unique Door Schedule | Facilities and Services | To request a temporary change of standard schedule. |
AiM Role Selection | FSA | To request appropriate security roles for AiM users within specific AiM environments. |
Account Privilege Management | ICT | To request NMSU Central account management privileges. Prerequisite: Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
Banner Finance Approval Queue | ICT | To request a new or make a change to an existing Banner Finance Approval Queue. Prerequisite: Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
Banner Security Class Selection | ICT | Supplement to the request for computers systems access form. (CORE users) Prerequisite: Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
Central Office Queue Selection - CENTRAL | ICT | Central Office Queue Selection - CENTRAL |
Central Office Queue Selection - DEPARTMENTAL | ICT | Central Office Queue Selection - DEPARTMENTAL |
NMSU Analytics Metric for Productivity and Outcomes | ICT | To request access to NMSU Analytics Metric for Productivity and Outcomes. Prerequisite: Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
NMSU-Analytics-Dashboards | ICT | To request access to NMSU Analytics Dashboards. Prerequisite: Prior approval to view General Student Reports (STU_Consumer in the SSAR System), and completion of the Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
NMSU Analytics Portal Access | ICT | To request access to NMSU Analytics Reporting Portal. Prerequisite:Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
Computer Systems Access | ICT | To request or change access to various systems. (EHire, Banner HR, Banner Finance, SAR, AiM) Prerequisite: Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
Electronic Personnel Security | ICT | To request or cancel user security authority to process hires in PeopleAdmin Prerequisite: Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
Banner ODBC Role Access | ICT | To request Banner ODBC query access. You must have a Secure Access / Security-Exception Request form on file for this access to be granted. Prerequisite: Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
Procurement of Information Technology (Pre-Approval Request) | ICT | This form is required prior to the acquisition by purchase of any information technology. |
AppViewX DCTF Request | ICT | To request or change firewall bypass authorization for access to firewall protected systems from an office computer. Previously Secure Access/Security-Exception Prerequisite: Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
Time Sheet Org Change | ICT | To request changes to Timesheet Org approvers and to temporarily assign a 'Reports To' position number in place of a vacant positions Prerequisite: Computer & Data Security Online Training The online training can be found by logging on to trainingcentral.nmsu.edu. |
Mobile Device Service University Owned Device | ICT | To request use of a university owned mobile communication device. |
Aggie Cash Payroll Deduction Authorization | ID Services | Approval for payroll deduction. |
Approval of Student International Travel | Travel, Risk Management, Study Abroad | All students that are participating in international travel that is associated with NMSU (non-personal) must complete this at least 20 days prior to date of travel. |
International Travel Agreement - Faculty and Staff | Travel, Risk Management, Study Abroad | All faculty/staff that are planning international travel that is associated with NMSU (non-personal) should complete and route this form at least 20 days prior to date of travel. |
International Travel Agreement - Students | Travel, Risk Management, Study Abroad | All students that are participating in international travel that is associated with NMSU (non-personal) must complete this at least 20 days prior to date of travel. |
Notification of International Travel - Faculty and Staff | Travel, Risk Management, Study Abroad | All faculty/staff that are planning international travel that is associated with NMSU (non-personal) should complete and route this form at least 20 days prior. |
Travel Warning Exception - Student | Travel, Risk Management, Study Abroad | To be completed by any student traveler going to a country under a U.S. State Department Travel Warning. |
Travel Warning - Faculty and Staff | Travel, Risk Management, Study Abroad | Required from each individual that is traveling internationally, regardless of traveler type. |
Faculty Deferred Pay Authorization Form | Payroll Services | |
Taxable Clothing – Acceptance Form | Payroll Services | To document employee acceptance of taxable clothing purchased by the department. |
Taxable Clothing Purchase – Employee Listing Form | Payroll Services | To support purchase of clothing purchases exceeding the De Minimus amount. Must be submitted at time of purchase and list all employees for taxation purposes. |
Taxable Fringe Benefit Reporting Form (Non-Clothing) | Payroll Services | To report any item (non-clothing) exceeding the De Minimus amount provided to an employee. |
Direct Deposit | Payroll Services | For employees to electronically establish/change/cancel direct deposit information through myNMSU.edu. Click the Employee tab then locate the Direct Deposit link. |
Labor Personnel Action Form (LPAF) | Payroll Services | For departments to make FUTURE changes to a job's labor distribution expense. |
Form W-2, Request for reissue | Payroll Services | For employees to request additional copies of their W-2 |
Form W-4 | Payroll Services | For employees to change federal tax withholding. This form is also used for NM tax withholding purposes. To change only NM withholding, clearly write across the top of the form W-4 "For NM Withholding" |
One Time Payment Request | Payroll Services | For departments to request one-time non-work payments to employees. |
Leave Report Adjustment Form | Payroll Services | For exempt employees to correct errors on submitted leave. |
Timesheet Temporary & Student | Payroll Services | For temporary and student employees to correct time submitted or submit time if no electronic timesheet is available. It's highly recommended to use Adobe Acrobat Reader DC to fully perform the calculations. |
Timesheet Nonexempt Regular | Payroll Services | For nonexempt employees to correct time submitted or submit time if no electronic timesheet is available. It's highly recommended to use Adobe Acrobat Reader DC to fully perform the calculations. |
PCard Missing Receipt | Pcard Administration | To be completed when a receipt is missing and the vendor can not supply an original. |
Procurement Card Reconciler/Approver | Pcard Administration | To modify existing reconciler, approver or backup approver setups. |
Procurement Card Application | Pcard Administration | To apply to become a new cardholder & assignment of reconciler and approvers. |
Procurement Card Maintenance | Pcard Administration | To update or cancel an existing PCard cardholder profile. |
Central Property Tagging Worksheet | Property | |
Equipment Loan | Property | Approval for Home/Off-Campus use of University equipment for the purpose of conducting university business. |
Inventory Change Request | Property | Transfer taggable property for in departmental transfers. |
Inventory Scan Exception | Property | To be used ONLY for inventory items that cannot be scanned. |
Permission to Sell | Property | To obtain permission to sell surplus items remotely and to recover proceeds from sales |
Authorized Request to Own and Operate Unmanned Aircraft Systems (UAS) | Procurement Services | |
Federally Funded Equipment Pre-Acquisition — Certification & Screening | Procurement Services | To be used for purchases of equipment, on federal funds, to determine if like equipment might already be on campus and available for use. |
Federally Funded Payments to Influence, Clean Air/Water Pollution Certification | Procurement Services | To be used for purchases using federal funds subject to the certification requirements for Payment to Influence and Clean Air/Water Pollution. |
Federally Funded Vendor Conflict of Interest, Debarment/Suspension Certification | Procurement Services | To be used for purchases using federal funds subject to the requirements for Conflict of Interest, Debarment/Suspension. |
New Vendor | Procurement Services | To request establishment of an individual or entity not currently in Banner in order to issue a payment. Replaces the Vendor Questionnaire – Domestic and Vendor Questionnaire – Foreign forms. |
Emergency Procurement Determination Request | Procurement Services | To request emergency procurement approval from Procurement Services by a department for purchases over $20,000. |
Procurement Sourcing (Bid/Request for Proposal) | Procurement Services | |
Professional Service Contract | Procurement Services | Contract required for services over $3000 |
Professional Service Contract Amendment | Procurement Services | |
Banner Purchase Order Funding Change Request | Procurement Services | To change account number or object code on a purchase order. |
Sole Source Justification | Procurement Services | To request sole source approval from purchasing, by a department for PO's over $20,000.00. |
Stock Part Creation or Deletion | Procurement Services | Request for stock part creation/ deletion |
Student Trip Insurance | Procurement Services | To apply for Group Activity Insurance-students and non-employees for officially sanctioned activities. |
HR BDMS Security Access Request | Records Management and Retention | To be used to request access to an HR-related BDMS application. Others please see "Request Access" on https://rmr.nmsu.edu/bdms-user-guide/. |
Correction Request | Records Management and Retention | To request document correction, deletion, change, etc. in BDMS. |
Request for Destruction of University Records | Records Management and Retention | To be used to request the destruction of documents that have been imaged or loaded into BDMS. |
Request for Disposition of University Records | Records Management and Retention | To be used to request for disposition of records that have met their retention schedule. |
RMR Responsibilities for Use | Records Management and Retention | To be signed after completing the FSA-RMR Information and Bridge Session to BDMS and PCard Receipts Destruction training in order to obtain BDMS access or a PCard. |
Transfer of Custody | Records Management and Retention | Used for the transmittal of documents from one NMSU department to another NMSU department |
Budgeting Restrictions Template | Sponsored Projects Accounting | Required for awards with small budget pools and budgeting restrictions that require mapping to NMSU budget pools. |
CAS Justification | Sponsored Projects Accounting | Used to provide justification for indirect costs allowed on the award by the agency. |
Cost Share Close Out | Sponsored Projects Accounting | The Cost Share Close Out form should be completed when a new fund or a change to an existing fund is being made. |
Report of Final Expenses | Sponsored Projects Accounting | Form should be used by Colleges/Departments to report final expenses on sponsored awards. |
Estimated Expenses | Sponsored Projects Accounting | Form should be used by Colleges/Departments for agency requests of estimated expenses on sponsored awards. |
Temporary Reserved Parking | Transportation & Parking Services | To request reserved parking for events or an area for construction/project staging. |
Vehicle Acquisition | Transportation & Parking Services | To authorize acquisition of vehicles. |
Vehicle Assignment Authorization | Transportation & Parking Services | To authorize vehicle assignment |
Employee Use of University Vehicle - Commuting | Treasury Services | To figure value of commuting mileage. |
Check Copy | Treasury Services | To request a copy of a check that was previously processed. |
Employee Use of University Vehicle | Treasury Services | To report mileage usage by quarter for University vehicles. |
Stop Payment | Treasury Services | To request stop payment of a check that has been processed. |
Cash Count | University Accounts Receivable | To record daily cash received. |
Cash Fund Person Change | University Accounts Receivable | To change responsible person on any cash fund. |
Cash Fund | University Accounts Receivable | Request change fund or petty cash fund. |
Cashnet Access | University Accounts Receivable | To request access to theCASHNet System |
Credit Card Deposit Slip | University Accounts Receivable | Deposit slip used for credit card deposits. |
Department External Invoice | University Accounts Receivable | Billing for goods and services to external vendors. Invoice use is limited to those departments requesting billing payments through the Administration & Finance Accounts Receivable system. |
Deposit Slip | University Accounts Receivable | Used to deposit funds. |
Detail Code | University Accounts Receivable | To create new detail code or to change an existing detail code. |
Inventory and Sales Control | University Accounts Receivable | Used to balance inventory fund. |
Mail Receipt Log | University Accounts Receivable | To track income received by mail. |
Payment Handling Plan | University Accounts Receivable | To request collection and/or handling payments on a temporary or permanent basis for the purpose of sales and/or services. To be completed when procedures change or a new payment handling function is created. |
Receipt Log | University Accounts Receivable | To track income on smaller dollar transactions. |
ROTC Tuition Reimbursement Authorization | University Accounts Receivable | To request reimbursement for tuition and required fees by Air Force/ Army ROTC affiliated personnel. |
Separation of Duties Assignment | University Accounts Receivable | To be used for sales and service collections, cashiering, and general payment receipting activities. To be completed whenever staff change. |
CAF Routing Request | ICT | To request CAF routing |
Candidate Recruitment or Non-Employee Travel Worksheet | Accounts Payable | To be used only for reimbursement of travel expenses for candidate recruitment or non-employee travel. |
Relocation Expenses Worksheet | Accounts Payable | To process reimbursement of employee relocation expenses. |
Mobile Device Employee Allowance | Administration and Finance | To request an employee mobile device allowance. |
New Official Organization Request or Hierarchy change | Aggie Service Center | To request a New Official Organization or an Organization Hierarchy change, submit a ticket to ASD. Select template "Official Org Department Request". |