New Benefited Employee Forms and Resources

Welcome to the UMass Presidents Office! New employees must complete a number of forms before employment officially begins. We ask that you print and fill out each form below and bring the completed forms to the Office of Human Resources on or before your first day of work. Below, you will find forms to complete, as well as some helpful information about working at the President's Office. If you have any questions regarding your new employee paperwork or to set up a benefits orientation, please contact Jennifer Forsberg by email or by phone 774-455-7567.

Required Forms


If you would like more information about payroll, visit the payroll section of the Employee Center.

Section 1 of the I-9 Employment Eligibility Form must be completed by the first day of employment.

I-9 Employment Eligibility Form must be completed and verified by the third day of employment.


Membership in Massachusetts State Employee Retirement System (MSERS) is automatic and mandatory for all benefited full time employees or those working at least half-time with benefits. However, in lieu of MSERS, employees who are in a non-unit professional position also have the option of enrolling into an Optional Retirement Program (ORP) which is a defined contribution plan, administered by the Department of Higher Education. Upon hire, you will automatically be entered into MSERS during your 180 Election Period. If you then chose to enroll in the ORP, your monies will be rolled over from MSERS to the ORP plan. You can find the ORP enrollment instructions under the Optional Forms section below. Your selection of retirement plans, either membership in the State Employees’ Retirement System or participation in the Optional Retirement Program is irrevocable. Consequently, it is very important that you use the 180-day Election Period to learn about the features and benefits of both plans, and how well they match your personal financial and professional plans. Get more information regarding your retirement options in the Employee Center.


All full-time and part-time benefited employees are eligible for a health insurance plan administered through the Group Insurance Commission that covers the employee, their spouse and dependent children (under the age of 26). Coverage is effective on the first of the month following 60 calendar days of employment. Employees must enroll during their first 10 working days of employment. Get more information regarding your health insurance benefits in the Employee Center.

Must be completely verified within first 10 days of employment.

Your dental insurance coverage is effective on the first of the month following 60 calendar days of employment. Please go to the Employee Center - Dental Insurance page for more information regarding dental insurance.


Statement concerning your employment in a job not covered by Social Security.

Optional Forms

Use the link above for help choosing between ORP and MSERS. If opting out of MSERS, You must complete four steps through the Department of Higher Ed to enroll in the ORP. Learn more about how to enroll on the Massachusetts Department of Higher Education website.

Get more information about the Flexible Spending Program.

Time Reporting/HR Direct

Required Policies (MUST READ)

Every employee must read and become familiar with the contents of the President’s Office Online Employee Handbook. The handbook provides a summary of key policies and procedures, as well as the benefits offered to President’s Office employees.  While the handbook provides important information relative to all aspects of your employment at the President’s Office, it cannot be used as the basis for all decisions.  To that end, we encourage you to consult your supervisors and members of our Human Resources staff with any additional questions you may have.

As a new employee, you are expected to familiarize and comply with all UMass President Office policies/guidelines.  Please familiarize yourself with these policies and take steps to ensure that you are in compliance with the policies as you conduct your daily business. 

Employee Handbook and UMass Policies

All employees are required to comply with the State Ethics Statute (Chapter 268A of the General Laws), as amended, which imposes on all state agencies, and on all state employees, affirmative obligations that are designed to ensure that no state employee is uninformed of any statutory requirements pursuant to ethical standards or conflicts of interest.

According to this statute, there are two requirements the President's Office is obligated to make you aware of. First, you must take an online training course concerning the statute's requirements, and second, you must acknowledge receipt of the Summary Description of the Conflict of Interest Law for State Employees. New employees must complete such training within 30 days of the date on which they commence employment and once every two years thereafter.

It is every employee's responsibility to protect the University from unethical behavior.  Ethical violations in any form will not be tolerated.  To help prevent and detect unethical behavior each employee is tasked with safeguarding and preserving the assets and resources of the University, particularly those for which he or she is responsible.  In accordance with the University's Fraudulent Financial Activities Policy, each University employee is expected to report any instance of suspected ethical misconduct to management and/or University Internal Audit.