Education / Postdoctoral Affairs / Forms

Forms

Postdoctoral Affairs Forms

Letter Templates and Onboarding Tools

Forms and Letter Templates	Primary User	Description
Administrator Checklists for Postdoc Appointments: offers, onboarding, and appointments	Departmental Administrator	Checklists will help guide administrators in making postdoc offers, onboarding postdocs and managing postdoctoral appointments. Revised September 2024.
520 Form via HRMS	Departmental Administrator	The 520 form is used for all Postdoctoral Appointments and changes in status.
Postdoc-Info-Form	Departmental Administrator / Postdoc	This form must be submitted with all new postdoctoral appointments. Updated March 2022.
Dual Appointment Offer Letter Template - 0093/0094	Faculty / Departmental Administrator	Letter templates for postdoctoral appointees with dual appointments. Updated September 2023. Process for Appointing Postdocs with Dual Appointments
Dual Appointment Offer Letter Template - 0094/0093
Dual Appointment Offer Letter Template - 0095/0093
Non-Reappointment Letter Template	Faculty / Departmental Administrator	Postdoctoral non-reappointment letter template for all postdoctoral appointees. Updated February 2021.
Offer Letter Template for 0093 Postdoctoral Associate	Faculty / Departmental Administrator	Offer letter templates for postdoctoral appointees. Updated September 2023.
Offer Letter Template for 0094 Visiting Postdoctoral Fellow
Offer Letter Template for 0095 Postdoctoral Fellow
Postdoctoral Appointee Checklist	Postdoctoral Appointees	The Postdoctoral Appointee Checklist will help you manage many of the tasks required for you to get started at the University of Rochester.
Reappointment Letter Template	Faculty / Departmental Administrator	Postdoctoral reappointment letter template for all postdoctoral appointees. Updated September 2022.
Postdoc Departure Form	Departmental Administrator / Postdoc	This form must be submitted with all postdoctoral terminations. Updated August 2021.
Early Termination for Lack of Funding Letter Template	Faculty / Departmental Administrator	Postdoctoral termination for lack of funding letter template for all postdoctoral appointees. Updated February 2021.
Early Termination for Unsatisfactory Performance	Faculty / Departmental Administrator	The Department should consult GEPA for assistance with termination letters based on unsatisfactory performance.

Individual Development Plans

Individual Development Plans (IDPs) and Annual Review	Primary User	Description
SMD Annual Evaluation	Postdoctoral Appointee and Faculty	Developed by the SMD, completion of this form satisfies the minimum requirement for Annual Review for a postdoctoral appointee. Updated January 2019.
IDP by FASEB	Postdoctoral Appointee	The Individual Development Plan (IDP) concept is commonly used in industry to help employees define and pursue their career goals. This framework was developed by FASEB for postdoctoral fellows in the sciences.
myIDP by Science Careers	Postdoctoral Appointee	myIDP, by Science Careers, expands on the FASEB framework. myIDP is a unique, web-based career-planning tool tailored to meet the needs of trainees in the sciences.
Career Development Plan	Postdoctoral Appointee	Developed by the Clinical and Translational Science Institute, this is another example of an individual development plan (IDP) that a postdoc may use.

Policies and Benefits

Policies and Benefits	Primary User	Description
Summary of Benefits for Postdoctoral Appointees	Faculty / Departmental Administrator / Postdocs	Details the difference in benefits between Postdoctoral Associates, Postdoctoral Fellows, and Visiting Postdoctoral Fellows.
Postdoctoral Appointment Policy	Faculty / Departmental Administrator / Postdocs	Details all policies specifically related to Postdoctoral Appointees.

Primary User

Description

Summary of Benefits for Postdoctoral Appointees

Faculty / Departmental Administrator / Postdocs

Details the difference in benefits between Postdoctoral Associates, Postdoctoral Fellows, and Visiting Postdoctoral Fellows.

Postdoctoral Appointment Policy

Faculty / Departmental Administrator / Postdocs

Details all policies specifically related to Postdoctoral Appointees.

Promotion Options

Promotion Options	Primary User	Description
Decision Guide on Staff vs. Faculty Appointment	Faculty / Departmental Administrator	This guide is intended to assist faculty in making promotion decisions for scientists completing postdoctoral appointments.
Guidelines for Use of Staff Scientist	Faculty / Departmental Administrator	The Staff Scientist is a staff position for senior postdocs that are not ready for or interested in leading their own independent research programs. Updated January 2023

SMD J-1 Scholar Job Code Approval

Form	Primary User	Description
J-1 Scholar Job Code Approval Form	Department Administration	Used by the SMD department to obtain job code approval for a UR-sponsored J-1 candidate. Updated February 2024.