HR Forms and Checklists

Find By Name:

A-C  |  D-F  |  G-L  |  M-O  |  P-R  |  S-Z

Find By Topic:

M-O Forms

  • Makeup Time Checklist

    If you are considering a makeup time policy for your employees, use this checklist before implementing the policy to make sure you are covering all the key issues.

    Preview

  • Makeup Time Request

    If you have a makeup time policy, have your employees use this form to request time off and schedule makeup time.

    Preview

  • Makeup Time Request - Spanish

    If you have a makeup time policy, have your employees use this form to request time off and schedule makeup time.

    Preview

  • Managers Checklist to Avoid Discrimination

    Provide this checklist to managers to help them avoid saying or doing things that could be construed as discriminatory, including interviews, performance evaluations and disciplinary actions.​​​

    Preview

  • Mandatory Harassment Prevention Training Checklist

    Use this checklist when reviewing a harassment prevention course to make sure you have all of the necessary information on the course, curriculum and trainers.​​

    Preview

  • Meal Break - On Duty

    When you have a nonexempt worker whose work prevents them from being able to take a meal break and both you and the worker intend for the worker to spend the 30-minute meal break while still on duty, use this form. WARNING - On-duty meal breaks are enforceable in very limited circumstances, please consult with legal counsel before using this form.​

    Preview

  • Meal Break Waiver - Employee Shift 6 Hours or Less

    When you have a nonexempt worker who will work a shift of six hours or less and both you and the worker wish to waive the required 30-minute meal break, use this form.

    Preview

  • Meal Break Waiver - Employee Shift 6 Hours or Less - Spanish

    When you have a nonexempt worker who will work a shift of six hours or less and both you and the worker wish to waive the required 30-minute meal break, use this form.

    Preview

  • Meal Break Waiver - Second Meal

    When you have a nonexempt worker whose shift will be more than 10 hours but less than 12 hours, the worker has not waived his first meal break, and both you and the worker wish to waive the second required 30-minute meal break, use this form.

    Preview

  • Meal Break Waiver - Second Meal - Spanish

    When you have a nonexempt worker whose shift will be more than 10 hours but less than 12 hours, the worker has not waived his first meal break, and both you and the worker wish to waive the second required 30-minute meal break, use this form.

    Preview

  • Medical Certification of Employee Medical Condition

    Use this form to begin the interactive process with an employee requesting accommodation. Request updates to this form as necessary. 

    Preview

  • Medical Provider Network - Notice of Plan Modification

    Free

    Submit an original Notice of MPN Plan Modification with original signature, any necessary documentation, and a copy of the Notice and documents to the Division of Workers' Compensation.​

    Preview  |  Download

  • Medical Treatment Referral for Employees

    Use this form to refer an injured employee to a doctor for initial treatment. 

    Preview

  • Military Service Checklist

    Use this checklist to create and implement a military service leave policy for your company.

    Preview

  • Military Spouse Request for Leave - 25 or More Employees

    Provide this form to employees who are requesting time off when their spouse is on leave from military deployment.

    Preview

  • Minimum Wage Order

    Free

    Post this official California Minimum Wage notice next to the IWC Wage order for your industry.

    Preview  |  Download

  • Minimum Wage Order - Spanish

    Free

    Post this official California Minimum Wage notice next to the IWC Wage order for your industry.

    Preview  |  Download

  • Minors - Statement of Intent to Employ and Request for Work Permit - Form B1-1

    Free

    Use this form when employing minors who are required to attend school and file it with the school district for each minor. You can obtain this form by contacting the Office of the Superintendent of the minor's school district. The form should be completed by the minor and signed by the employer.​​

    Preview  |  Download

  • New Employees Print Specifications Report - Form DE34

    Free

    If you create your own format to report new hires to the state rather than using the official DE34 form, this information sheet contains the necessary data to insure that your format complies with the state's requirements.

    Preview  |  Download

  • New Employees Report - Form DE34

    Free  |  Updated

    Federal law requires all employers to report to EDD within 20 days of start of work all employees who are newly hired or rehired. This information is used to assist state and county agencies in locating parents who are delinquent in their child support obligations. An individual is considered a new hire on the first day in which he/she performs services for wages. In addition, any employee who is rehired after a separation of at least sixty (60) consecutive days must also be reported within the 20 days.​

    Preview  |  Download

  • New Health Insurance Marketplace Coverage Options and Your Health Coverage - for Employers That Do Not Offer a Health Plan

    Free  |  Updated

    Under the Affordable Care Act, employers must provide a notice of coverage options to employees. The U.S. Department of Labor has provided this model notice for use by employers who do not offer a health plan. ​

    Preview  |  Download

  • New Health Insurance Marketplace Coverage Options and Your Health Coverage - for Employers That Offer a Health Plan

    Free  |  Updated

    Under the Affordable Care Act, employers must provide a notice of coverage options to employees. The U.S. Department of Labor has provided this model notice for use by employers who offer a health plan to some or all employees. ​

    Preview  |  Download

  • New Health Insurance Marketplace Coverage Options and Your Health Coverage (for Employers That Do Not Offer a Health Plan) - Spanish

    Free  |  Updated

    Under the Affordable Care Act, employers must provide a notice of coverage options to employees. The U.S. Department of Labor has provided this model notice for use by employers who do not offer a health plan. ​​

    Preview  |  Download

  • New Health Insurance Marketplace Coverage Options and Your Health Coverage (for Employers That Offer a Health Plan) - Spanish

    Free  |  Updated

    Under the Affordable Care Act, employers must provide a notice of coverage options to employees. The U.S. Department of Labor has provided this model notice for use by employers who offer a health plan to some or all employees.  ​

    Preview  |  Download

  • NLRB Form 4767 - Notice of Appeal

    Free

    Use this form to appeal to the General Counsel of the National Labor Relations Board from the action of the Regional Director in refusing to issue a complaint on an NLRB charge.

    Preview  |  Download

  • NLRB Form 601 - Withdrawal Request

    Free

    File this form with the NLRB to request a withdrawal of a petition or charge pending before the NLRB. 

    Preview  |  Download

  • Nonmedical Leave Request

    This form should be used only if your company policy permits personal leaves, and your policy should describe the terms and conditions. ​

    Preview

  • Notice and Authorization to Obtain Consumer Credit Report

    In California credit reports are only allowed in specific limited circumstances (see instructions).  If allowed, use this form to obtain written authorization from the consumer (applicant or employee) before running a credit report for employment purposes. Allow the consumer to request a copy of the report and provide this form to them along with the required Notice of Intent to Obtain Consumer Report. ​

    Preview

  • Notice of Assignment and Authorization to Pay Letter of Credit Proceeds

    Mechanism by which the beneficiary of a letter of credit may authorize that all or a portion of the proceeds of future drawings under the letter of credit be assigned to a third party; sometimes known as “Assignment of Proceeds.”

    Preview

  • Notice of Employee Death

    Use this form to report an employee's death for any reason, unless you know that the employee has a surviving minor child. Send a copy of the notice to the Division of Workers' Compensation.

    Preview

  • Notice of Offer of Modified or Alternative Work for Injuries Occurring Between 1-1-04 and 12-31-12 (DWC-AD 10133.53)

    Free

    Use this form in making a return-to-work offer. This form is to be used for injuries occurring between 1/1/04 and 12/31/12. ​

    Preview  |  Download

  • Notice of Offer of Regular Modified or Alternative Work For Injuries Occurring on or after 1-1-13 (DWC-AD 10133.35)

    Free

    Use this form in making a return-to-work offer. This form is to be used for injuries occurring on or after 1/1/13.

    Preview  |  Download

  • Notice Regarding Wellness Program

    ​In order for a wellness program to be considered voluntary and lawful under federal law, employers must provide a notice that explains the medical information that will be obtained, how it will be used, who will receive it and how it will be kept confidential. This sample notice contains language drafted by the Equal Employment Opportunity Commission.

    Preview

  • Notice to Employee as to Change in Relationship

    Personalize

    Use this form to notify an employee of a change in the employment relationship, such as a layoff or termination.

    Preview

  • Office and Commercial Establishment Safety Including Ergonomics and Office Chemical Safety

    General office and commercial establishment safety is not regulated by Cal/OSHA standards. However, the Injury and Illness Prevention Standard requires employers to identify and prevent any hazards that may be present. Use this data sheet to identify and address office hazards.​

    Preview

  • Optional Worksheet to Help You Fill Out the Annual Summary - Form 300A

    Free

    Use this worksheet to gather the data needed to prepare the Summary of Work-related Injuries and Illnesses (Form 300A).

    Preview  |  Download

  • OSHA Log 300 - Guidelines for Determining Recordability

    These guidelines help you determine whether you need to record a work-related injury or illness on Log 300 forms.

    Preview

  • Overtime Calculation Worksheet

    Use this form to calculate overtime for your nonexempt employees.

    Preview

  • Overtime Request

    Provide these forms to supervisors, managers and employees and train all employees in the use of this form whenever overtime work is needed or performed.​

    Preview

  • Overtime Request - Spanish

    Provide this form to supervisors, managers and employees and train all employees in the use of this form whenever overtime work is needed or performed.

    Preview