HR Forms and Checklists

Find By Name:

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

Find By Topic:

P-R Forms

  • Paid Family Leave Checklist

    Use this checklist when your employee notifies you that he or she needs to take Paid Family Leave. 

    Preview

  • Paid Sick Leave Checklist

    Use this checklist to develop practices for implementing the Healthy Workplaces, Healthy Families Act of 2014.​​​​​​​

    Preview

  • Paid Vacation Time Checklist

    Use this checklist if you offer paid vacation time to your employees.  California law has created unique rules regulating paid vacation time.

    Preview

  • Paying Employees Checklist

    This checklist provides the basic steps involved in paying your employees. ​

    Preview

  • Payroll Records Request

    Use this form when employees wish to review or copy payroll records.

    Preview

  • PDL Checklist for Employer Compliance - 5-49 Employees

    If your company has five or more employees, pregnant employees who are actually disabled by their pregnancy are eligible for as much as 17 weeks and three days of PDL. If you have 50 or more employees but an employee has not yet been employed for 12 months and 1,250 hours, the employee will not yet be eligible for FMLA and CFRA, but a pregnant woman will still be eligible for a protected leave of absence under PDL. Use this checklist for each employee on a leave subject to PDL to make sure you do not miss a step. Consult with your personnel policies or employee handbook to assist you in answering some of these questions.​​

    Preview

  • PDL Documentation - For Employer Use Only - 5-49 Employees

    If your company has five or more employees, pregnant employees who are actually disabled by their pregnancy are eligible for as much as 17 weeks and three days of PDL. Use this form for each employee to keep track of the variety of documentation and tracking of other time off available to the employee during such a leave of absence.  ​​

    Preview

  • PDL FMLA CFRA Checklist for Employer Compliance - 50 or More Employees

    If your company has 50 or more full- or part-time employees, use this checklist for each employee who needs a leave of absence for an actual disability related to her pregnancy. FMLA and PDL run at the same time, although FMLA is only 12 weeks and PDL may last up to 17 weeks and 3 days, depending on the doctor's certification. Employee is only eligible for continuation of health benefits for the period of the leave that falls under FMLA, after that time, continuation of benefits is dependent on your company policy. Use this checklist for each employee on a leave subject to FMLA/PDL to make sure you do not miss a step. Consult with your personnel policies or employee handbook to assist you in answering some of these questions.​​

    Preview

  • PDL FMLA CFRA Documentation Checklist - For Employer Use Only

    Use this checklist to assist you in complying with regulations regarding family medical leave, CFRA leave and pregnancy disability leave.​​

    Preview

  • Performance Evaluation

    Use this form to record an evaluation of an employee's performance over a certain period of time.

    Preview

  • Periodic Self-Inspection Requirements

    This list helps you identify self-inspection requirements contained in Cal/OSHA standards. Keep as a reminder to perform periodic inspections.

    Preview

  • Permit to Employ and Work - Form B1-4

    Free

    This is a sample of the permit you must have on file for each minor you employ. You can obtain this permit by contacting the Office of the Superintendent of the minor’s school district.

    Preview  |  Download

  • Personal Chiropractor or Acupuncturist Designation Form

    Give this form to any employee who wants to pre-designate a chiropractor or acupuncturist as treating doctor for work-related injuries.

    Preview

  • Personal Chiropractor or Acupuncturist Designation Form - Spanish

    Give this form to any employee who wants to pre-designate a chiropractor or acupuncturist as treating doctor for work-related injuries.

    Preview

  • Personal Physician Designation Form

    Give this form to every employee prior to the end of the first payroll period following initial employment. It may be given as part of the Workers' Compensation Information Pamphlet, which must be provided at that time. The form must also be given to any employee who wants to pre-designate a personal physician (M.D., D.O. or medical group) as treating doctor for a work-related injury, upon request, at any time during employment.​​

    Preview

  • Personal Physician Designation Form - Spanish

    Give this form to every employee prior to the end of the first payroll period following initial employment. It may be given as part of the Workers' Compensation Information Pamphlet, which must be provided at that time. The form must also be given to any employee who wants to pre-designate a personal physician (M.D., D.O. or medical group) as treating doctor for a work-related injury, upon request, at any time during employment.​

    Preview

  • Personnel File Checklist

    Use this form when employees wish to review the contents of their personnel file. You have the right and responsibility to monitor the employee's inspection of a file to ensure that nothing is removed, destroyed or altered, and to return the file to the proper place.​

    Preview

  • Personnel Records Request

    Use this form when employees wish to inspect or copy their personnel file. Employees can be required to make their request in writing and employers are obligated to provide them a form for making the request.

    Preview

  • Planning and Conducting Interviews Checklist

    It is important to prepare carefully for hiring interviews.  Use this checklist to help you avoid asking inappropriate questions that can get you into trouble.

    Preview

  • Poster Information By Size Language and Legal Authority

    Use this chart if you do not use CalChamber's all-in-one poster. You can determine the correct size of each poster, if posting in a language other than English is required, what legal code makes the posting a requirement and what employers must post each poster.​​​

    Preview

  • Poster Tips

    Review these tips to assist you in complying with state and federal posting requirements.​​​

    Preview

  • Pre-Adverse Action Disclosure

    Personalize

    Use this form to notify an applicant that adverse employment action may be taken against him or her, based at least in part on the results of a consumer report. This notice also must include a copy of the report and a Summary of Your Rights Under the Fair Credit Reporting Act from the Federal Trade Commission.​

    Preview

  • Pregnancy Disability Leave Notice

    Free

    This notice must be posted and must also be given to an employee who is seeking pregnancy disability leave or reasonable accommodation/transfer for pregnancy, childbirth or related medical condition. This notice applies to California employers with 5 or more employees. You must post this notice in a place commonly used by employees, such as a break room. This notice is also part of the California and Federal Employment Notices Poster available at the CalChamber Store.​​

    Preview  |  Download

  • Pregnancy Disability Leave Notice - Spanish

    Free

    This notice must be posted and must also be given to an employee who is seeking pregnancy disability leave or reasonable accommodation/transfer for pregnancy, childbirth or related medical condition. This notice applies to California employers with 5 or more employees. You must post this notice in a place commonly used by employees, such as a break room. This notice is also part of the California and Federal Employment Notices Poster available at the CalChamber Store.​

    Preview  |  Download

  • Pregnancy Disability Leave Sample Policy

    Use this policy to satisfy the requirements regarding Pregnancy Disability Leave (PDL). ​

    Preview

  • Pregnancy Discrimination Brochure

    Free

    Copy and distribute this sample copy of California's Department of Fair Employment and Housing (DFEH) informational brochure to employees along with the required PDL notice. There is no legal requirement to distribute these brochures.

    Preview  |  Download

  • Pre-Hire Checklist

    Use this checklist to audit your recruitment and hiring procedures.​

    Preview

  • Pro Forma Invoice

    The pro forma invoice is essentially a quotation in an invoice format. It informs the inquirer of essential items of information (quantity, description, value and weights) of the prospective shipment.

    Preview

  • Property Return Agreement

    Have an employee complete this form at the time of orientation, recording the receipt of items and certifying the return of all items at the time of termination or your request.

    Preview

  • Reasonable Accommodation and Interactive Process Checklist

    Use this checklist to help navigate the interactive process for reasonably accommodating an employee with a disability. ​​

    Preview

  • Reasonable Accommodation and Interactive Process Record

    Use this form to record the interactive process for reasonably accommodating an employee with a disability. ​

    Preview

  • Records Retention Requirements

    Review this chart to determine how long government agencies and the laws require specific personnel records to be kept on file.​

    Preview

  • Recruiting Checklist

    Use this checklist to guide you through the recruiting process for new and existing positions. ​

    Preview

  • Reference Check for Employment

    Personalize

    Use this form to request information from references listed on the candidate's employment application.

    Preview

  • Request for Leave of Absence - FMLA CFRA PDL

    Provide this form if you're an employer covered by the federal Family and Medical Leave Act (FMLA) or the California Family Rights Act (CFRA) and either an employee has requested a leave of absence or you recognize the need.

    Preview

  • Request for Leave of Absence - FMLA CFRA PDL - Spanish

    Provide this form if you're an employer covered by the federal Family and Medical Leave Act (FMLA) or the California Family Rights Act (CFRA) and either an employee has requested a leave of absence or you recognize the need.

    Preview

  • Required Posters for the Workplace

    This chart lists the posters California employers are required to display.​​​​​​

    Preview

  • Retirement Plan Chart with Contribution Limits

    Use this chart to determine which retirement plan is right for your business model​​​​

    Preview