HR Checklists

From hiring to termination — and everything in between — use HRCalifornia's checklists to support California employment law compliance.

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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.​​​

Bereavement Leave Checklist

Use this checklist to create and implement a bereavement leave policy that complies with California’s bereavement leave requirements for employers with five or more employees

CFRA Leave Documentation Checklist (Five to 49 Employees)

Use this checklist to assist you in complying with regulations regarding California Family Rights Act leave for employers with five to 49 employees.

CPRA Checklist for Responding to Employee Request

California Privacy Rights Act (CPRA) covered businesses must respond to verified consumer requests and provide the appropriate disclosures, deletions or corrections. If the CPRA covers you, you may use this checklist to help you respond to the consumer request, as required by law.

CPRA Notice at Collection Checklist and Template

Businesses covered by the California Privacy Rights Act (CPRA) and California Consumer Privacy Act (CCPA) must provide Notice at Collection, which means providing notice to California-based job applicants, employees and independent contractors of the categories of personal information that the businesses collect from them and the purposes for which they are used. If you are covered by the CPRA/CCPA, use this form to help you create a Notice at Collection as required by the law.

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)​​​​​

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.

Criminal Background Screening Checklist

Use this checklist when conducting a criminal background check after a conditional offer of employment has been made to a job applicant to ensure that you are following all legally required procedures and completing all legally required forms. Criminal background inquiries cannot be conducted prior to a conditional job offer. For information on obtaining and using criminal history, see Restrictions on Obtaining Criminal History and Obtaining Background Checks and Investigations by Employers. For information on investigative consumer reports, see Obtaining Investigative Consumer Reports. This form is not intended for use if you are hiring in San Francisco, the City of Los Angeles or the unincorporated areas of Los Angeles County; these regions are covered by the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative in Hiring Ordinance and/or the Los Angeles County Fair Chance Ordinance for Employers.

Employee Orientation Checklist

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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. ​

Employing Minors Checklist

Use this checklist to ensure compliance when employing minors.

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.

FMLA/CFRA Documentation Checklist - For Employer Use Only

Use this checklist to assist you in complying with all regulations regarding family and medical leave and California Family Rights Act (CFRA) leave. ​​​

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. ​

Harassment Discipline Checklist

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

Harassment Investigation Checklist

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

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