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Request for Administrative Application Access - PeopleSoft Financials (Word)
Roles include: General User Inquiry, General User Inquiry and Reporting, Billing Invoice Entry, AP Journal voucher Entry, Department Purchase Requisition Entry, eTRAC administrator
Request for Administrative Application Access - PeopleSoft eTRAC (Word)
Role to set up an individual with Project IDs and type of access required
Request for Administrative Application Access - PeopleSoft Travel & Expenses Independent Reviewer (Word)
Role to identify department IDs assigned to an individual for independent review (research projects)
Account Chartfield (Excel) Budget Owner Change Request (Excel) Program, Class Chartfields (Excel) Projects Chartfield (Excel) Speedcode (Excel)
Billing Unit Setup & Update Request (Word) External Billing Customer Setup & Update Request (Editable PDF) Incoming EFT Customer Payment Information Form (Word) USD Invoice - Commercial (Word) RSO Only- USD Invoice (Converting USD to CDN) (Excel) RSO Only- USD Invoice (Converting CDN to USD) (Excel) W-8BEN Form (Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding) (PDF) W-8BEN Form Instructions(PDF)
Interdepartmental Order/Billing - (Indent) Form (Word)
Budget Journal Form (Excel)
Cash Register Float Application and Procedures (Word) Petty Cash Requisition Form and Procedures (Word)
Online General Ledger Journal Entry (GLJE) Form (Excel) - use only for expense allocation, interdepartmental purchase/sale and correction to coding of cash deposits GL Journal Entry Interface Template (Excel) GLJE Operating Fund Transfer (Budget) Form (Excel) GLJE Expenditure Accrual Form (Excel) GLJE Revenue Accrual Form (Excel) GL Online Journal Entry Form (Excel) - use for all other GLJEs
Confirmation of Readiness for Financial Statements and Audit (PDF) W-8BEN (PDF)
nVision Report Form (Excel) Tree Maintenance Form (Excel)
These "jackets" provide an effective means of retaining orderly supporting documentation for transactions processed. Accounts Payable Journal Jacket (PDF) External Billing Journal Jacket (PDF) General Ledger Journal Jacket (PDF) Generic Journal Jacket (PDF)
Our forms are currently under development and revision. Please return to the forms cabinet each time for the most updated versions of forms.
Accounts Payable Journal Voucher Entry Form (Excel) Electronic Funds Transfer (PDF) Payment Request (PDF) Payment Request Multiple Payee Worksheet (Excel) Wire Transfer Payment Request (Excel)
Customs Services
Customs Clearance Form (Editable PDF)
Declaration For Dangerous Goods "Air" (Editable PDF) Declaration For Dangerous Goods "Ground" (Editable PDF) Radioactive & Biohazard Compliance Form (Editable PDF) Shipping Form (Editable PDF) Storage Request Form (Editable PDF) Surplus Disposal Form (Word) Market Evaluation Form (Word)
Asset Disposal Form - Confirmation of Acceptance of Transfer of Equipment From the University of Alberta (Word) Asset Disposal Form - Direct Sales to Departing Staff (Word) Asset Disposal Form - Dismantled for Parts and Retained Form (Word) Asset Disposal Form - Donation to Registered Charity (Word) Asset Disposal Form - Gift to Staff Member (Word) Asset Disposal Form - Request to Transfer Equipment to Another Institution (Word) Asset Disposal Form - Stolen or Lost (Word) Asset Disposal Form - Transfer or Sale (Internal) to Another University Unit (Word) Equipment Asset Reinstatement Form (Word) Equipment Asset Retag Form (Word) Market Evaluation Form (Word) Surplus Disposal Form (Word)
Change Order Draft (Word) Competitive Bid Exception (CBE) Form (Word) Corporate P-Card Application Form (PDF) Corporate P-Card Log Sheet (Word) Determination of a Worker's Status Checklist (Word) Facilities and Operations CBE Form (Word) Low Dollar Purchase (LDP) Order Form (Editable PDF) Low Dollar Purchase (LDP) Transaction Log Sheet (Excel) Preferred Supplier Agreement Order Form (Excel) Procurement Card Lost/No Receipt Declaration (PDF) Services Agreement (Word) Services Requisition (Editable PDF) Statutory Declaration Form (Editable PDF)
Employee Expense Reimbursement Worksheet (non travel) (PDF) Employee Travel Expense Reimbursement Worksheet (PDF) Hotel Authorization Payment (HAP) Non-Employee Travel Expense Payment (PDF) Travel Advance Request Worksheet (PDF) Travel Authorization Payment (TAP) Travel & Expense Journal Entry Form (PDF) Travel & Expense Adjusting Entry Access Request Form