HR Forms and Checklists

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.​​​
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• 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
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• 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.
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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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• COVID-19 Prevention Checklist
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  Use this checklist to help develop and implement your written COVID-19 prevention procedures.
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• 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.
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• CPRA Privacy Policy Checklist
  Businesses covered by the California Privacy Rights Act (CPRA) and California Consumer Privacy Act (CCPA) must disclose to California-based employees, job applicants and independent contractors their privacy practices and information regarding their privacy rights under the law through a comprehensive privacy policy. If you are covered by the CPRA/CCPA, you can use this checklist to help you create a privacy policy as required by the law.
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• 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.
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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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• Crime or Abuse Victims' Leave 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 crime or abuse.
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• 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.
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• 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. ​
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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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• 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
  Updated
  Use this checklist to assist you in complying with all regulations regarding family and medical leave and California Family Rights Act (CFRA) leave. ​​​
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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 Investigation Checklist
  Review this checklist when conducting a harassment investigation for your company.
  
  Formerly the Sexual Harassment Investigation Checklist
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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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• 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.​
  
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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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• 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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• 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.​​​
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• 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.​​
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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 and it's expanded 2024 requirements.
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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, 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 Documentation Checklist - For Employer Use Only
  Use this checklist to assist you in complying with regulations regarding Family and Medical Leave Act (FMLA) 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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• 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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• Reproductive Loss Leave Checklist
  Use this checklist to create and implement a reproductive loss leave policy that complies with California’s reproductive loss leave requirements for employers with five or more employees.
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• Safety Inspection for General Work Areas and Offices Checklist
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  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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• 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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• 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 and Hour Payroll Audit Checklist for California Employers
  Use this checklist when conducting a self-audit of your wage and hour practices to help ensure compliance with California wage and hour laws.
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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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• Workplace Violence Factors and Control Checklist — OSHA
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  This checklist can help employers identify present or potential workplace violence problems. This checklist was created for late-night retail establishments and contains various factors and controls commonly encountered in that setting. 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
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  This checklist can help employers identify present or potential workplace violence problems. This checklist was created for late-night retail establishments and contains various factors and controls commonly encountered in that setting. 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 Prevention Checklist
  Use this checklist to help establish and maintain your workplace violence prevention plan and related procedures.
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