How to Initiate a Stipend Request Form in eDocs

How to Initiate a Stipend Request Form in eDocs

A step-by-step guide to initiating a Stipend Request form at UC Merced

Step 1

Gather Required Documents

 

There is a section for each item on the Stipend request form.

Prepare a brief written justification for the request related to each of the following:

  • Describe the higher level or significant additional duties assigned that are not a part of the current position description.
  • Describe the reason for the temporary assignment/duties.
  • Describe the rational for the amount of the Stipend being requested.

Step 2

Initiate the Stipend Request
  1. Go to https://edoc.ucmerced.edu, log in, then select “Submit Request”.
  2. Navigate to the Stipend form.
  3. Select “Human Resources” (Human Resources is the owner of the form).
  4. Select “Compensation” from the “Select Unit” drop-down.
  5. Select “Stipend Request” from the “Select Template” drop-down.
  6. Fill in the requested information in the first two boxes.
  7. Fill in the names and email addresses of the appropriate originator and approvers.
  8. Agree to the “Terms and Conditions” listed.
  9. Select “Send” when finished completing the form.

Step 3

Complete the Request Form

The form is automatically routed to the Originator (identified in Step 2.4.).

  1. The Originator logs into DocuSign by clicking the “View Documents” link in the email they received.
  2. The Originator fills in all required sections of the form (outlined in red).
  3. The Originator attaches each document (gathered in Step 1) where appropriate at each section requiring an attachment.
  4. The Originator confirms signing.

Step 4

Form is Routed for Approvals

The form is automatically routed to the Supervisor (identified in Step 2.4.).

  1. The Supervisor logs into DocuSign by clicking the “View Documents” link in the email they received.
  2. The Supervisor selects the yellow icon located in the supervisors’ signature line and signs the document.
  3. The Supervisor confirms signing.

The form is automatically routed to the Department Head (identified in Step 2.4.).

  1. The Department Head logs into DocuSign by clicking the “View Documents” link in the email they received.
  2. The Department Head selects the yellow icon located in the department heads signature line and signs the document.
  3. The Department Head confirms signing.

The form is automatically routed to the Human Resources Compensation unit for review and approval.

Step 5

Notification

Notification is automatically sent to everyone in the approval chain once the form has been completed and signed by Compensation or if the request has been denied.

Step 6

Next Steps

If approved, complete a Payroll Worksheet and attach the approved Stipend Request.