HR Forms and Checklists

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Checklist Forms

  • 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 policy for your company.
  • 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 checklist is not intended for use if you are hiring in San Francisco or the City of Los Angeles; these cities are covered by the San Francisco Fair Chance Ordinance or the Los Angeles Fair Chance Initiative in Hiring Ordinance​.
  • Domestic Violence/Sexual Assault/Stalking 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. ​​​
  • 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. ​
  • 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.
  • 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.  ​
  • 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. ​​​
  • Harassment Discipline Checklist
    Use this checklist to implement any disciplinary actions that must be taken as a result of a harassment investigation.
  • Harassment Prevention Policy Implementation Checklist
    Review this checklist when implementing a harassment prevention policy at your company. ​​​​
  • Hiring Checklist
    Use this checklist when hiring a new employee to ensure that you have completed all legally required forms. ​​
  • Immigration Enforcement Checklist
    Use this checklist to help you understand your obligations under California law when an immigration enforcement agent comes to your workplace or issues a Notice of Inspection.

    California employers must comply with strict rules passed under the Immigrant Worker Protection Act which protects workers in the state from immigration enforcement while they're on the job. Under the Act, all employers, regardless of size, must limit Immigration and Customs Enforcement (ICE) agents' access to both the worksite and employee records, and they must follow notice obligations.​
  • 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.​
  • 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.
  • Manager's 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.​​​
  • Military Service Checklist
    Use this checklist to create and implement a military service leave policy for your company.
  • New Hire Instructions

    The California New Hire package contains the forms and pamphlets you're legally required to provide to your new hire.

  • New Parent Leave Act (NPLA) Leave Checklist – 20 or More Employees
    If your company has 20 or more full- or part-time employees, your employees may be eligible for up to 12 weeks of New Parent Leave Act (NPLA) leave to bond with a newborn or child placed with the employee for adoption or foster care. This is protected time off that comes with a guarantee of reinstatement at the end of the leave and continuation of health benefits during the leave. Use this checklist for each employee who requests NPLA leave to help you manage the leave process.
  • Paid Family Leave Checklist
    Use this checklist when your employee notifies you that he or she needs to take Paid Family Leave. 
  • Paid Sick Leave Checklist
    Use this checklist to develop practices for implementing the Healthy Workplaces, Healthy Families Act of 2014.​​​​​​​
  • 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.​​
  • 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.​​
  • 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.​​
  • 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.​
  • Pre-Hire Checklist
    Use this checklist to audit your recruitment and hiring procedures.​
  • Reasonable Accommodation and Interactive Process Checklist
    Use this checklist to help navigate the interactive process for reasonably accommodating an employee with a disability. ​​
  • Recruiting Checklist
    Use this checklist to guide you through the recruiting process for new and existing positions. ​
  • 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.
  • 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.
  • 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.
  • 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.​​
  • Sexual Harassment Investigation Checklist
    Review this checklist when conducting a harassment investigation for your company.​
  • State Disability Insurance Checklist
    Use this checklist when your employee becomes disabled.
  • 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.
  • 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.
  • Termination Checklist
    Use this checklist when terminating an employee to ensure that you have completed all legally required forms.​
  • 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.​
  • Unemployment Insurance - Responding to a Claim Checklist
    Review this checklist for suggested actions on how to handle a claim for unemployment insurance.
  • Victims of Crime Leave Checklist
    Use this checklist to create and implement a crime victims' leave policy for your company.
  • Volunteer Civil Service Leave Checklist
    Use this form to create and implement a volunteer civil service leave policy for your company.
  • 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. ​
  • Workers' Compensation Checklist
    Complete this checklist to fulfill your obligations regarding workers' compensation.​​
  • 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.
  • 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.