HR Forms and Checklists

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Checklists

  • 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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  • 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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  • Bereavement Leave Checklist

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

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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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  • 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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  • 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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  • Domestic Violence Checklist

    This form will help guide you through providing leave for an employee who has notified you that he or she has become a victim of domestic violence. ​​​

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  • Education Leave Checklist

    Use this checklist to create and implement an education leave policy for your company.

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  • Employee Orientation Checklist

    Personalize

    Have an employee complete this form as you go through the orientation process, ensuring that you cover all necessary topics and distribute all required forms. ​

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  • Employing Minors Checklist

    Use this checklist to ensure compliance when employing minors.

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  • Employment Interview Checklist

    Use this sample checklist to ensure that your interview process is the same for all applicants and does not expose you to lawsuits.

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  • Ergonomics Checklist - Computer and Keyboard Issues

    Use this checklist as an inspection tool to help you identify potential ergonomic problems related to computers and keyboards.

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  • Ergonomics Checklist - Hand Tool Use

    Use this checklist as an inspection tool to help you identify potential ergonomic problems related to hand tool use.

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  • Ergonomics Checklist - Manual Handling

    Use this checklist as an inspection tool to help you identify potential ergonomic problems related to manual handling.

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  • Ergonomics Checklist - Task-Work Methods

    Use this checklist as an inspection tool to help you identify potential ergonomic problems related to task/work methods.

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  • Ergonomics Checklist - Workstation Layout

    Use this checklist as an inspection tool to help you identify potential ergonomic problems related to workstation layout.

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  • Fire Prevention Checklist

    Use this checklist to collect information related to fire prevention and to make sure you are taking proper measures to prevent fires in the workplace. This includes auditing those measures to ensure that they are being followed. This information should be integrated into your Fire Prevention Plan.  ​

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  • FMLA CFRA Documentation Checklist for Employer Use Only

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

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  • FMLA CFRA Policy Checklist

    This checklist will guide you through creating a Family and Medical Leave Policy. ​​​

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  • Harassment Discipline Checklist

    Use this checklist to implement any disciplinary actions that must be taken as a result of a harassment investigation.

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  • Harassment Prevention Policy Implementation Checklist

    Review this checklist when implementing a harassment prevention policy at your company. ​​​​

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  • Hiring Checklist

    Use this checklist when hiring a new employee to ensure that you have completed all legally required forms. ​​

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  • Injury or Illness at the Workplace Checklist

    Use this checklist to make sure you respond properly to a reported illness or injury in your workplace.​

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  • Jury Duty Checklist

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

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  • Late Night Retail Violence Prevention Checklist

    Review this Cal/OSHA checklist if you have employees who are known to be at risk of late night retail workplace violence.

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  • 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.

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  • 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.​​​

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  • Military Service Checklist

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

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  • Paid Family Leave Checklist

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

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  • Paid Sick Leave Checklist

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

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  • 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.

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  • Paying Employees Checklist

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

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  • 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.​​

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  • 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.​​

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  • 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.​​

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  • 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.​

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  • 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.

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  • Pre-Hire Checklist

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

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  • Reasonable Accommodation and Interactive Process Checklist

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

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  • Recruiting Checklist

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

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  • Sabbatical Leave Checklist

    Use this checklist to create and implement a sabbatical leave policy in your workplace.

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  • Safety Inspection for General Work Areas and Offices Checklist

    Personalize

    Use this checklist to ensure that general work areas and offices are free of potential health or safety hazards.

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  • Safety Inspection for Work Spaces and Surfaces Checklist

    Use this checklist to ensure that work spaces and surfaces are free of potential health or safety hazards.

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  • Safety Program Self Audit Checklist

    Use this checklist to help ensure that your workplace safety program complies with state requirements and is well tailored to reducing risks and claims in your workplace.

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  • School and Child Care Activities Leave Checklist

    Use this checklist to create and implement a school and child care activities leave policy for your company.​​

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  • Sexual Harassment Investigation Checklist

    Review this checklist when conducting a harassment investigation for your company.​

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  • State Disability Insurance Checklist

    Use this checklist when your employee becomes disabled.

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  • Telecommuting Request Checklist

    This checklist should be completed after receiving a request for telecommuting plan to evaluate whether telecommuting is appropriate for the individual and the job an employee performs.

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  • Telecommuting Safety Checklist

    Use this form in conjunction with your company's safety checklist for your workplace to ensure the telecommuter's workspace is safe.

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  • Termination Checklist

    Use this checklist when terminating an employee to ensure that you have completed all legally required forms.​

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  • Termination Decision Checklist

    Use this checklist to help evaluate whether termination of an employee is likely to lead to litigation. This checklist helps to avoid potential legal problems by suggesting issues to review with counsel before terminating the employee. ​

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  • Unemployment Insurance - Responding to a Claim Checklist

    Review this checklist for suggested actions on how to handle a claim for unemployment insurance.

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  • Unemployment Insurance Claim - Appealing to an Administrative Law Judge Checklist

    Use this checklist if you disagree with the EDD’s final determination regarding an unemployment insurance claim.​

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  • Unemployment Insurance Claim - Appealing to the Appeals Board Checklist

    Use this checklist if you have appealed the EDD’s decision for a UI claim to an administrative law judge and still believe the decision is incorrect.​

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  • Unpaid Personal Leaves of Absence Checklist

    Use this checklist to create and implement an unpaid personal leaves of absence policy for your company.​​

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  • Victims of Crime Leave Checklist

    Use this checklist to create and implement a crime victims' leave policy for your company.

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  • Volunteer Civil Service Leave Checklist

    Use this form to create and implement a volunteer civil service leave policy for your company.

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  • Wage Order Checklist

    Updated

    Use this checklist to help you with the Industrial Welfare Commission (IWC) Wage Orders. Wage Orders outline the mandatory guidelines for paying nonexempt employees.

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  • Warning Letter Checklist and Sample

    This letter is an example of a warning letter given for a particular situation with respect to performance and conduct. It is NOT meant for you to print out and deliver to an employee. Rather, you are to review this letter and use the examples as a guide for how to draft your own letter of warning. ​

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  • Workers' Compensation Checklist

    Complete this checklist to fulfill your obligations regarding workers' compensation.​​

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  • Workers' Compensation Insurance Shoppers Checklist

    Use this form to ask potential brokers and carriers important questions as you shop for a workers' compensation policy.

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  • Workplace Violence Factors and Control Checklist- OSHA

    Free

    This checklist can help employers identify present or potential workplace violence problems. It contains various factors and controls that are commonly encountered in retail establishments. Not all of the questions listed here fit all types of retail businesses, and this checklist does not include all possible topics specific businesses need. Employers should expand, modify, and adapt this checklist to fit their own circumstances.

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  • Workplace Violence Inspection Checklist- OSHA

    Free

     This checklist can help employers identify present or potential workplace violence problems. It contains various factors and controls that are commonly encountered in retail establishments. Not all of the questions listed here fit all types of retail businesses, and this checklist does not include all possible topics specific businesses need. Employers should expand, modify, and adapt this checklist to fit their own circumstances.

    Preview  |  Download