University of Missouri System

Management Services

Records Management

UM System Forms

Human Resources Forms

Revised 6/27/05

Completion Instructions For Courtesy Appointments and Volunteers

1. Enter the effective date the individual officially starts a Courtesy Appointment. (mm/dd/yyyy)
2. An eight-character number assigned automatically by the PeopleSoft system. It will be used as the unique identifier for each employee, e.g. 20000444.
3. Enter the legal name of the individual as it appears on the Social Security card, e.g.
    
   Jones,David H        Hightower-Jones,David         Jones Jr,David H
    
4. Check (X) the appropriate box. Select only one.
5. Write in address provided by the individual.
6. Check the appropriate box.
7. Enter the birthdate.
8. Enter the Social Security Number.
9. For an individual with a campus address, enter the room number, building name and phone number.
    
   Format:
   130 Heinkel Bldg.
   (573) 882-0000
    
10. For an individual with an address off campus, enter the street, city, county, state, zip code and phone number with area code.
     
    Format:
    Hwy 63 South, Columbia, MO 65211
    (573) 442-0000
     
11. Check (X) the box for HIR to establish a Courtesy Appointment. TER designates termination of a courtesy appointment.
12. Check (X) the appropriate box to indicate either Courtesy Appointment (CAP) or Volunteer (VOL).
13. Enter the five-character code that identifies the Courtesy Appointment's 'host' campus/business unit.
     
    Choose one: COLUM, HOSPT, KCITY, ROLLA, STLOU, UOEXT, UMSYS or UWIDE.
     
14. Enter the four-character code of the title that best describes the individual's affiliation with the University. For Volunteer always use 9996.
15. Enter the unique alpha code that identifies the department or sub-department that is establishing the Courtesy Appointment.
16. Field is pre-populated on the PAF. Non-Emp is the only Empl Class for a Non-employee Appointment.
17. Field is pre-populated on the PAF. NEN is the only pay group for a Non-employee Appointment.
18. Field is pre-populated on the PAF. DBP is the only benefit program available for a Non-employee Appointment.
19. Only use this field to capture a title that is different than the title associated with the job code. If the title associated with the job code is sufficient, then leave blank.
20. Use this space for special notes to assist in processing the PAF. Clarification of details should be documented in this section.
21. Signatures as defined by Delegation of Authority in HR policy HR-201.