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PTR Form Completion Guidelines

Departments now have two options for completing Personnel Transaction Report Forms.

Option #1

Departments can continue to manually type employee information on the pre-printed 3-part carbon forms. The pre-printed 3-part carbon forms can be purchased from the Printing Department or obtained from the Human Resource Office.

Option #2

Departments can now access the PTR form online at the HR webpage under Forms. The online PTR form is in Adobe Acrobat .PDF format with fill in fields. When the form is completed online, the department can either: print the form directly from the computer screen to a printer utilizing the *blank 3-part carbon paper (copy the form on each of the colored copies) and staple the paper for forwarding; or print a completed copy of the PTR and then run the copy through a copier utilizing the *blank 3-part carbon paper.

Human Resources will only accept PTR forms with printed 3-part colored carbon pages in sequence.

Single or incomplete PTR forms will be returned to the department for proper completion and collation.

*The blank 3-part carbon paper can be obtained in ream quantities from the Print Shop at a cost of $28 per/ream of 166 sets per/ream. The 3-part carbon paper is in a color coated sequence with the 1 st page being white and carbon coated on the back, 2 nd page is canary with both front and back carbon coated, 3 rd page is pink and carbon coated on the front. It is necessary that this color sequence is maintained to ensure proper carbon copying.

The Print Shop and Human Resources will not assume any responsibility if 3-part carbonless paper causes mal-functioning of printers or copiers. Reamed paper will not be refundable.