Welcome to the forms, documents, and templates page. Here, you will find a comprehensive collection of resources to assist with various processes and requests related to postgraduate and postdoctoral affairs. We hope you find these resources helpful and easy to navigate.
If you have any questions or are unable to locate a specific form, please don’t hesitate to contact us directly at postdoc.affairs@yale.edu.
All Departments
Applications and Documents for Postgraduate and Postdoctoral Appointments:
- Annual IDP Report for Re-appointments: Required for All Postdoctoral Reappointments.
- FY 26 Postgraduate Application Request: Application must be submitted for approval to postdoc.affairs@yale.edu before creating a req in Workday and STARS.
- FY 26 Postgraduate Reappointment Request
Hiring Process Checklists:
- Postgraduate Eligibility and Checklist
- Postdoctoral Eligibility and Checklist
- Laboratory Associate Eligibility and Checklist
- Visiting Fellow Eligibility and Checklist
- Onboarding Process Checklist
Leave of Absence Forms for Postgrads and Postdocs:
To request a leave, submit the required forms with signatures to the Postdoctoral Affairs Office before starting your leave request on Workday. For guidance, refer to the Workday Guide and the Leave Policy for Postgraduate and Postdoctoral Appointees on the Postdoc Leave Policy page.
Postdoc Fellow Healthcare Subsidy:
Benefits Enrollment | Process guide, rates, and FAQ
- For fellows who receive a Yale PDF Stipend: Healthcare Subsidy form 2026
- For fellows who have Non-Yale Compensation: Unpaid Postdoc Fellow Enrollment Form
Templates & Sample Letters
- CV Template: Candidates are encouraged to utilize the provided CV template when submitting their applications.
- Postgraduate Position Description Template: Academic units should email their open position announcements to our office for posting. Please note that postgraduate positions must include section headings for Education, Mentoring, and Training. Use this template when preparing these announcements.
- Reappointment Letter Template for less than 12 months: Required for all postdocs who are reappointed for less than 12 months.
- Postdoctoral Appointee Annual Individual Development Plans (IDP) Report
- Sample Invitation Letter: Please contact the Postdoc Affairs office with any questions regarding appointment title type and eligibility for Postgraduates, Visiting Fellows, and Lab Associates prior to sending an invitation letter. This will avoid delays or miscommunication during the appointment process.
- Initial Communication: Send this to the postgraduate and postdoctoral candidates only after the Workday requisition has been fully approved and officially opened by our office. Once the requisition is posted, the req initiator will receive the communication in their Workday Notifications and must forward it to the candidate so they can submit their application.
- Spreadsheet template for tracking PTO
Yale School of Medicine Forms
- FY 26 Laboratory Associate Application: Application must be submitted for approval to postdoc.affairs@yale.edu before creating a req in Workday.
- Laboratory Associate New Hire Letter
Yale Central Campus & School of Public Health Forms
- Visiting Fellow/Lab Associate Application: The application must be submitted for approval to postdoc.affairs@yale.edu before creating a req in Workday.
- Laboratory Associate/Visiting Fellow New Hire Letter