Forms, Templates and Checklists
Departmental Security
- Personnel Screening Consent and Authorization Form (TBS33023) (PDF, 43 KB) (opens new window)
- Security Clearance Form (TBS33060) (PDF, 31 KB) (opens new window)
- Security Incident Report Webform (opens new window)
- Security Requirements checklist (SRCL) (TBS350103) (PDF, 9 KB) (opens new window)
- Security Screening Certificate and Briefing Form (TBS33047) (PDF, 31 KB) (opens new window)
Finance
Accommodation
- Accommodation Service Request (ADM5073) (PDF, 185 KB,) (opens new window)
Accounting and Reporting Services
- Petty Cash Replenishment Requisition (XLS, 53 KB) (opens new window)
- Requisition for Payment (FIN2865) (PDF, 115 KB) (opens new window)
- For reimbursements for Equipping Employees-Home Office Furniture, missing receipt declaration for purchases made prior to October 2, 2020, please complete the Declaration by Claimant Form (PDF, 62 KB).
Assets Management
- ARI Card (vehicle credit card) Action Request Form (DOCX, 49 KB)
- Asset Transfer Document (ADM 2707) (PDF, 176 KB), (opens new window)
- Report of Surplus Material (ADM2476) PDF, 168 KB) (opens new window)
- Vehicle Acceptance Checklist (new vehicles) (PDF, 15 KB)
- Vehicle Log Book and Checklist (XLS, 24 KB)
- Vehicle Request Form (DOC, 105 KB)
Investment Management Process
Mailroom Service
- Request For Messenger Service (ADM2022) (PDF, 85 KB) (opens new window)
Procurement
- Acquisition Card Application and Expenditure Authorization Form (ADM5061) (PDF, 72 KB) (opens new window)
- FAA section 34 Checklist - Translation Services (DOCX, 23 KB)
- FAA section 34 Checklist - Temporary Help (DOCX, 27 KB)
- FAA section 34 Checklist - Services (DOCX, 25 KB)
- FAA section 34 Checklist - Goods (DOCX, 23 KB)
- Requirement File Checklist (DOCX, 26 KB)
- Statement of Work Template for Professional Services (DOCX, 60 KB)
- Statement of Work Template for Training Delivery (DOCX, 48 KB)
Travel, Hospitality, Conference and Event
Treasury Board (TB) Submissions and Other Related Documents
Human Resources
Compensation and Benefits
Banking Information
Insurance
Disability Insurance Plan
- Claim for Employee’s Statement (TBS 330-302)
- Claim for Employer’s Statement (TBS 330-303)
- Claim for Employee’s Medical Information and Attending Physician’s Statement (TBS 330-304)
Public Service Management Insurance Plan (PSMIP)
Leave
Maternity/Parental Leave
- Maternity/Parental Leave Agreement and Undertaking:
- Public Service Health Care Plan Option
- Employee Statement:
- Option for Advance Payment of Estimated Amount (DOCX, 16 KB) (opens new window)
Disability Management
Duty to Accomodate
Labour Relations
Tools
- 1.1. Checklist – Collective Agreement Adjudication File (DOC, 28 KB)
- 1.2. Checklist – Disciplinary Adjudication File (DOC, 27 KB)
- 1.3. Helpful Reminders (to be placed on reverse side of the above Checklists) (DOC, 25 KB)
- 1.4. Response letter to employee (DOC, 196 KB)
- 3.1 Sample Letter for Termination on Probation (DOC, 27 KB)
- 3.2 Initial Letter/Memo to Employee Confirming Discussion (email or letter) (DOC, 29 KB)
- 3.3 Subsequent letter – Insufficient Improvement (DOC, 26 KB)
- 4.4 Universal Discussion Planner (DOC, 57 KB)
- 4.5 Coaching For Improvement Discussion Planner (DOC, 530 KB)
- 4.6 Managing Performance Problems Discussion Planner (DOC, 151 KB)
- 4.7 Letter of Expectations (DOC, 30 KB)
Exclusion Procedures
- Template 1 - Responsibilities to reply to grievances at the First Level (DOC, 33 KB)
- Template 2 - Exclusion Proposal (DOC, 38 KB) (opens new window)
- Template 3 - Exclusion Proposal - Approved (DOC, 30 KB)
- Template 4 - Exclusion Proposal - Objection (DOC, 31 KB)
- Template 5 - Exclusion Proposal - Objection Withdrawn (DOC, 32 KB)
- Template 6 - Exclusion Proposal - Denied (DOC, 29 KB)
- Template 7 - Position Excluded - Change of Incumbent - Incumbent Previously Represented (DOC, 36 KB)
- Template 8 - Position Excluded - Change of Incumbent - Incumbent Previously Excluded (DOC, 30 KB)
- Template 9 - Position Excluded - Change of Incumbent - Incumbent Previously Unrepresented (DOC, 33 KB)
- Template 10 - Exclusion Status Not Granted (DOC, 32 KB)
- Template 11 - Excluded Employee - Temporarily leaves his/her excluded position for an Assignment or Secondment to a Represented Position (DOC, 33 KB)
- Template 12 - Return of a position to the bargaining unit (DOC, 28 KB)
- Template 13 - Exclusion Proposal - Not supported by TBS (DOC, 27 KB)
- Template 14 - Incumbent excluded – Appointed to a SAPP (DOC, 28 KB)
- Template 15- Incumbent excluded – Incumbent is acting in a represented position. However, as confirmed by management, the incumbent will keep the exclusion status of his/her substantive position (DOC, 34 KB)
- Template 16 - Exclusion proposal withdrawn from the exclusion process (DOC, 31 KB)
Occupational Health and Safety
- ESDC-LAB1070 Hazardous Occurence Investigation Report (LAB1070) (PDF, 126 KB opens new window)
- Workstation Evaluation Checklist (DOC, 123 KB)
- Ergonomic Adjustment Request Form (DOC, 52 KB)
- Ergonomic Adjustment Checklist (DOC, 149 KB)
- Orientation Checklist for New Employees (DOC, 57 KB)
- Work Place Committee Report
- Employer's Annual Hazardous Occurrence Report
- Workplace Health & Safety Committee (WHSC) Recommendation Form (DOC, 520 KB)
- Committee Meeting Minutes Template (DOC, 534 KB)
- Regional Health and Safety Advisory Committee Terms of Reference Template (DOC, 798 KB)
- Committee Agenda Template (DOC, 519 KB)
- Committee Meeting Schedule Template (DOC, 520 KB)
- Workplace Inspection Schedule Template (DOC, 442 KB)
- Workplace OHS Bulletin Board Requirement Checklist (DOC, 436 KB)
Office of Values and Ethics - Guidelines of Conduct for Service Canada
Official Languages
- Analysis Grid for Determining Language Requirements of Positions and Staffing of Bilingual Positions (DOCX, 60 KB)
- Appendix A - Request for an Extension of the Exclusion Period (DOCX, 36 KB)
- Appendix B - Request for Exclusion of Person Eligible for Immediate Annuity (DOCX, 30 KB)
- Official Languages Self-Assessment Guide for Managers – Regions Designated Bilingual for Language of Work Purposes (PDF, 190 KB)
- Official Languages Self-Assessment Guide for Managers – Unilingual Regions for Language of Work Purposes (PDF, 196 KB)
- Second Language Training Planning Template (XLSX, 50 KB)
Staffing
Invitations & Results to Exam, Interview or SLE
- Invitation to SLE Test - ESDC - PSC Internal or External (DOCX, 180 KB)
- Invitation to Exam Interview - Internal or External (DOCX, 180 KB)
- Passed Exam Invitation - Interview OR Interview Will be Held Later - Internal or External (DOCX, 180 KB)
- Negative Results - Exam Interview - Language Testing - Internal or External (DOCX, 176 KB)
Process Unproductive, Cancelled, Delayed, or Priority Appointed
Withdrawls or Absent to Interview or Exam
Change in Position Location – Not Workforce Adjustment
Leave Without Pay (under review)
- Leave without Pay - Relocation of Spouse or Common-Law Partner (DOC, 40 KB)
- Leave without Pay - Relocation of Spouse or Common-Law Partner - Letter to PSC (DOC, 34 KB)
- Leave without Pay - Care and Nurturing/Personal Needs/Other Reasons (DOC, 39 KB)
- Leave without Pay - Position Staffed - Priority Status Change (DOC, 36 KB)
Priorities (under review)
- Priority - Qualified at Interview But Other Priority Chosen (DOC, 33 KB)
- Priority - Not Qualified (DOC, 33 KB)
- Priority - Not Qualified - No Retraining (DOC, 34 KB)
- Priority - Becomes Disabled - Notice of Eligibility (DOC, 35 KB)
- Priority - Confirmed as a Priority Once Available Again for Work (DOC, 38 KB)
- Priority - Rights and Obligations of Employee on Leave Without Pay (DOC, 36 KB)
- Specified Period to a Priority Employee (from another Department) (DOC, 50 KB)
- Offer of indeterminate appointment (at a lower level to a Relocation of Spouse or common-law partner priority with entitlement to a Reintegration priority) (DOC, 52 KB)
- Relocation of Spouse or common-law partner – (position backfilled – Statutory Priority Status (DOC, 34 KB)
Information Management/Information Technology (IM/IT)