Relocation

  1. Review the offer letter for employee to confirm it includes relocation and what the $ limit is.
    1. (Admins cc’d on offer letters in Docusign: ask your supervisor or HRP if you did not receive a copy.)
  2. Gather all original receipts
  3. Review Relocation Expenses Policy 2.30 to ensure compliance (the dept prefers to process relocations within 90 days from the start date, the University prefers processed in the same calendar year, although there is no official deadline for completion.)
  4. Fill out Relocation Request Form (see additional detailed instructions)
  5. Fill out Relocation Check Request (see additional detailed instructions)
  6. Create ‘relocation packet’ including:
    1. Relocation Request Form
    2. Relocation Check Request Form
    3. Original Receipts
    4. Offer letter
  7.  Scan and upload to Physics HR In-take in BBox, named: Lastname, FI, Relocation (Faculty) MonYY
    1. Example: “Choi, A Relocation (BEAC) Nov19”
  8. Turn in the hard copy with original receipts to your supervisor.
  9. If the relocation packet is incomplete, receipts missing or the supervisor has questions, she will email you and add comment about missing info to the BBox. Missing information should be added within 10 business days. Once the relocation packet is complete, the supervisor will give it to Jean Ball for final review and approval and add a comment of Level I approval to BBox.
  10. After Jean reviews, she will give the relocation packet to HRP and move the scanned copy to Physics HR Ready to Process in BBox.
Reminder: Please make sure the front office can follow the order of original receipts and can match the total amount requested with the receipts included in the relocation packet.
Links: