HR Forms and Checklists

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A-C Forms

  • Absence Request

    Personalize

    Employees may use this form when requesting future time off or reporting previous time off. Remember employees can take mandatory paid sick leave upon verbal or written request. This form also gives your employees the opportunity to indicate a Family Medical Leave absence, although it is not required.​​​​​

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  • Absence Request - Spanish

    Personalize

    Employees may use this form when requesting future time off or reporting previous time off. Remember employees can take mandatory paid sick leave upon verbal or written request. This form also gives your employees the opportunity to indicate a Family Medical Leave absence, although it is not required.​​​​

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  • Accessibility - Hiring a CASp Inspector Checklist

    Review this checklist when making the decision to hire a CASp inspector to evaluate your property for compliance with accessibility laws.​​

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  • Accessibility - Parking Area Checklist

    Use this checklist to determine if your parking area may present accessibility challenges so you can take the appropriate corrective action. ​​

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  • Accessibility - Public Areas Checklist

    Use this checklist to determine if public areas in your facility may present accessibility challenges so you can take the appropriate corrective action.​

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  • Accessibility - Restroom Checklist

    Use this checklist to determine if your restroom may present accessibility challenges so you can take the appropriate corrective action.​

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  • Accident Injury and Illness Investigation

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    Use this form whenever a workplace accident, injury or illness occurs to properly document your investigation.​

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  • Adverse Action Notice

    Use this form to notify an applicant of adverse employment action that is being taken against him or her, based at least in part on the results of a consumer report. This notice also must include a statement explaining the consumer’s (applicant or employee) right to dispute directly with the consumer reporting agency. ​​

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  • Air Waybill

    A document issued by an air carrier to evidence receipt of goods for air transport and to constitute a contract for related transport from and to indicated airports. As related goods are consigned directly to a receiving party, the air waybill is not negotiable nor a document of title.​​

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  • Alternative Workweek Adoption Notice to Department of Industrial Relations

    Use this sample letter to file the results of an alternative workweek election, along with the proposed and adopted alternative workweek schedule, with the Office of Policy, Research and Legislation (OPRL), within 30 days of the final election.​

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  • Alternative Workweek Checklist

    This checklist guides you through creating and implementing an alternative workweek schedule. You must file the appropriate information with the Department of Industrial Relations, and maintain the appropriate records to document your compliance with alternative workweek requirements.​​​

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  • Alternative Workweek Sample Calendar

    Use this calendar as an example of an alternative workweek schedule, noting the restrictions associated with alternative workweeks. Limits placed on employers and employees regarding alternative workweek schedules make them difficult to implement properly.​

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  • Application for Commercial Letter of Credit

    Applies for issuance by a bank of a means of payment (letter of credit) for goods being sold by one party to another, normally pertaining to import transactions. Issuance of a letter of credit by a bank constitutes an extension of credit by the issuing bank to the applicant/importer.​​

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  • Application for Permission to Work - Entertainment Industry - DLSE277

    Free

    Use this Division of Labor Standards Enforcement (DLSE) application when employing minors to work in the entertainment industry. This form is not a permit.

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  • Application for Permission to Work - Entertainment Industry - DLSE277 - Spanish

    Free

    Use this Division of Labor Standards Enforcement (DLSE) application when employing minors to work in the entertainment industry. This form is not a permit.

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  • Application to Employ Minors - Entertainment Industry - DLSE281

    Free

    Use this form if you are planning to hire a minor to work in the entertainment industry. This form is required by law.

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  • Application to Employ Minors - Entertainment Industry - DLSE281 - Spanish

    Free

    Use this form if you are planning to hire a minor to work in the entertainment industry. This form is required by law.

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  • Attendance Record

    Use this form to record an employee's attendance.

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  • Attendance Record Summary

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    Use this form to keep a record of an employee’s attendance throughout his or her employment.

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  • Authorization to Release Personnel Records

    An employee or former employee should sign this form to authorize an employer or former employer to release various information regarding his or her employment to potential employers.

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  • Bank Collection Instructions and Receipt Sample

    Provided by an exporter to a remitting bank to designate payment and documentation options for a financial transaction involving collection of funds, in which a bank acts as intermediary between two parties, normally an exporter and an importer located in different geographical areas.​

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  • Basic Poster and Notice Requirements under the Family Medical and Pregnancy Leave Laws

    Review this chart to determine your responsibilities under family/medical and pregnancy leave laws. ​​

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  • Basic Poster and Notice Requirements under the Family Medical and Pregnancy Leave Laws - Spanish

    Review this chart to determine your responsibilities under family/medical and pregnancy leave laws. ​​​

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  • Basic Provisions and Regulations - Child Labor Laws

    This form lists regulations that apply to the employment of minors. Review this list to make sure that the intended job duties and working conditions are in compliance with state and federal regulations.

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  • Benefits During Leaves of Absence

    This chart describes leaves of absence, whether they are legally required, if state mandated wage replacement is available, whether health benefits must be continued during the leave, whether use of sick, vacation or PTO can be required and whether sick, vacation or PTO accrue during the leave.​​​​​​

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  • Bereavement Leave Checklist

    Use this checklist to create and implement a bereavement policy for your company.

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  • Cal-COBRA - Notice to Carrier

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    Send this notice to the health/disability insurance carrier when any qualified beneficiary becomes subject to Cal-COBRA because of a qualifying event. You must notify the employee’s carrier within 31 days of the event.

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  • Cal-COBRA - Notice to Employee

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    Send this notice to an employee at least 30 days before a current group benefit plan terminates because of a change in group plans. You must send information about the new group benefit plan, benefits information, premium information, enrollment forms, instructions, etc., necessary to allow the qualified beneficiary (employee) to continue coverage. Send this notice via certified mail and keep a record of the mailing on file.​

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  • California Family Rights Act Brochure

    This brochure outlines an employee's right for leave under the California Family Rights Act (CFRA). You may choose to give this brochure to each employee eligible for CFRA and/or who requests leave that qualifies as CFRA, but there is no requirement that you do so.​​

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  • California Family Rights Act Brochure - Spanish

    This brochure outlines an employee’s right for leave under the California Family Rights Act (CFRA).  You may choose to give this brochure to each employee eligible for CFRA and/or who requests leave that qualifies as CFRA, but there is no requirement that you do so.

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  • California Minimum Wage and California Minimum Salary Thresholds Through 2023

    Updated

    This form shows the minimum wage increases in the state of California through 2023. This form also shows the minimum salary threshold that must be met under California law (two times the state minimum wage). For more information, see Exempt/Nonexempt in the HR Library.​​​

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  • California Paid Sick Leave: Frequently Asked Questions

    Free

    This guidance document was created by the California Department of Industrial Relations to answer questions that are frequently asked about California’s mandatory paid sick leave law. It does not address every possible situation.​​​

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  • CalOSHA Forms 300 300A and 301

    Free

    A CalOSHA-created spreadsheet containing all three required forms to report workplace injuries.

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  • CalOSHA Training Requirements

    Use this form to help you determine which Cal/OSHA safety standards apply to your company and what corresponding training is recommended.

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  • Certificate of Origin

    A certificate that documents the country of origin of the goods or its components, which is required by some countries for customs tariff purposes. Such certificates are normally issued by an official or quasi-official organization in the country of origin, such as a chamber of commerce or consular office.​

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  • Certification for Serious Injury or Illness of a Current Servicemember - for Military Family Leave - Family and Medical Leave Act

    Use this form when an employee requests leave to care for a close family member or next of kin who has a serious injury or illness relating to current military service. California employers - note especially the stated limitations relating to medical information as this information is confidential and protected in California.​ 

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  • Certification for Serious Injury or Illness of a Veteran for Military Caregiver Leave - Family and Medical Leave Act

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    Use this form when an employee requests leave to care for a close family member or next of kin who is a veteran and who has a serious injury or illness relating to his/her military service. California employers - note especially the stated limitations relating to medical information as this information is confidential and protected in California.​

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  • Certification of Health Care Provider - Employees or Family Members Serious Health Condition

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    Have the employee's health care provider complete this medical certification as needed. This form is used for employee's taking leave under the Family Medical Leave Act (FMLA) and California Family Rights Act (CFRA) for their own serious health condition or that of a family member.​​​​

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  • Certification of Health Care Provider - Employees or Family Members Serious Health Condition - Spanish

    Personalize

    Have the employee's health care provider complete this medical certification as needed. This form is used for employee's taking leave under the Family Medical Leave Act (FMLA) and California Family Rights Act (CFRA) for their own serious health condition or that of a family member.​​​

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  • Certification of Health Care Provider for Employee Return to Work

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    An employee may use this notice to have his/her health care provider certify that he/she may return to work.

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  • Certification of Health Care Provider for Pregnancy Disability Leave, Transfer Or Reasonable Accommodation

    Personalize

    Have the employee's health care provider complete this medical certification as needed. This form is used for employee's seeking reasonable accommodation, transfer or Pregnancy Disability Leave for pregnancy, childbirth or a related medical condition.​​

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  • Certification of Qualifying Exigency for Military Family Leave - FMLA only

    Use this form when an employee requests leave due to a qualifying exigency relating to a family member's military service. California employers - note especially the stated limitations relating to medical information as this information is confidential and protected in California.

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  • Certification to Consumer Credit Reporting Agency

    Give this notice to your selected provider when requesting an credit report on an applicant or employee.

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  • Certification to Investigative Consumer Reporting Agency

    Give this notice to your selected provider when requesting an investigative consumer report on an applicant or employee.

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  • Change of Address Notice

    Use this form to obtain updated address and personal contact information from employees.

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  • Checklist for Developing a Harassment Prevention Policy

    Use this checklist to develop and enforce your harassment prevention policy to maintain a harassment-free work environment. A written harassment, discrimination and retaliation prevention policy is required for California employers​​. (Formerly Checklist for Developing a Sexual Harassment Policy)​​​​​

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  • CHIP-Childrens Health Insurance Program-Model Notice for Employers

    Free  |  Updated

    If you are eligible for health coverage from your employer, but are unable to afford the premiums, some states have premium assistance programs that can help pay for coverage. These states use funds from their Medicaid or CHIP programs to help people who are eligible for employer-sponsored health coverage, but need assistance in paying their health premiums.  ​​​​​

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  • CHIP-Childrens Health Insurance Program-Model Notice for Employers - Spanish

    Free  |  Updated

    If you are eligible for health coverage from your employer, but are unable to afford the premiums, some states have premium assistance programs that can help pay for coverage. These states use funds from their Medicaid or CHIP programs to help people who are eligible for employer-sponsored health coverage, but need assistance in paying their health premiums.  ​​​​

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  • CHIPRA Fact Sheet

    Free

    The DOL has posted a model employer Children's Health Insurance Program (CHIP) Notice that can be used to satisfy the employer notice requirement under the Children's Health Insurance Program Reauthorization Act of 2009 (CHIPRA). CHIPRA added new notice and disclosure obligations for employers that provide group health plans in states that offer Medicaid or state CHIP assistance in the form of premium assistance subsidies.  CHIPRA also created additional HIPAA special enrollment rights that permit eligible employees and their dependents to enroll in an employer's group health plan in two situations: (1) when Medicaid or CHIP coverage is terminated due to loss of eligibility; and (2) upon eligibility for a premium assistance subsidy under Medicaid or CHIP. The Employer CHIP Notice must be provided annually, on an automatic basis and free of charge. It must inform each employee (regardless of enrollment status) of potential opportunities for premium assistance in the state in which the employee resides. ​

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  • Civil Air Patrol Leave Checklist

    Use this checklist to create and implement a Civil Air Patrol leave policy for your company.

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  • COBRA Administration Guide

    Begin using this COBRA Administration Guide when an employee is hired and refer back to it when a qualifying event occurs. Doing so ensures you use the proper, required forms relating to COBRA (20 or more employees) and Cal-COBRA (2 to 19 employees), as applicable.​

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  • COBRA Continuation Coverage Election Notice - California Employees

    Updated  |  Personalize

    Modify this form according to the coverage plans that you offer and send it out with all COBRA notices. The employee is required to fill out and return the form to the plan administrator within 60 days of a qualifying event or the date he/she was notified of COBRA continuation rights.

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  • COBRA Continuation Coverage Election Notice - Outside California

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    Modify this form according to the coverage plans that you offer and send it out with all COBRA notices. The employee is required to fill out and return the form to the plan administrator within 60 days of a qualifying event or the date he/she was notified of COBRA continuation rights.

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  • COBRA Notice to Plan Administrator

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    Use this form to provide notice to the plan administrator within 30 days of an employee's loss of coverage due to termination, reduction in hours, death, or employer bankruptcy.

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  • COBRA Rights - Acknowledgement of Receipt of Notification

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    Provide this form to an employee if the employee has coverage for himself/herself plus any other family members and coverage is being ended due to termination of employment or reduction in hours. You need to send out additional COBRA notices to those individuals indicated on the form who do not reside with the employee.​

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  • Comparison of California State and Local Paid Sick Leave Laws

    Free

    Use this chart to compare California paid sick leave requirements to various local paid sick leave requirements. This chart was prepared by Fox Rothschild LLP​​​​.​​​​

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  • Confidentiality Agreement

    Personalize

    Use this form to certify an employee's agreement not to disclose confidential company information, either during the term of his or her employment or at any time thereafter, except as required in the course of employment with the company. 

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  • Consensual Relationship Agreement

    Employees who engage in consensual workplace relationships should sign this document after meeting with their supervisor or the HR director to ensure all policies are reviewed and the company is advised of the relationship.​

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  • Credit Check Checklist

    This checklist provides a process for obtaining a consumer credit report on applicants who handle large amounts of money or may be responsible for your company's finances.

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