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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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Payroll Records Request
Use this form when employees wish to review or copy payroll records.
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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 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.
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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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Performance Evaluation
Use this form to record an evaluation of an employee's performance over a certain period of time.
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Performance Improvement Plan
New | Personalize
Use this performance improvement plan to manage and coach an underperforming employee.
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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.
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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.
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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.
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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.
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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.
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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.
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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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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.
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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.
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Poster Tips — Local Minimum Wage/Labor Laws
Review these tips to assist you in complying with local posting requirements.
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Poster Tips — State and Federal
Updated
Review these tips to assist you in complying with state and federal posting requirements.
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Pre-Adverse Action Disclosure - FCRA and ICRAA
Personalize
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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 five 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.
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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 five 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.
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Pregnancy Disability Leave Sample Policy — Five or More Employees
Use this policy to satisfy the requirements regarding Pregnancy Disability Leave (PDL).
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Pregnancy Disability Leave Sample Policy — Five or More Employees — Spanish
Use this policy to satisfy the requirements regarding Pregnancy Disability Leave (PDL).
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Pregnancy Discrimination Fact Sheet
Free
Copy and distribute this sample copy of California's Civil Rights Department (CRD) informational fact sheet to employees along with the required PDL notice. There is no legal requirement to distribute these fact sheets.
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Pre-Hire Checklist
Use this checklist to audit your recruitment and hiring procedures.
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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.
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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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Reasonable Accommodation Request
Use this form to begin the interactive process with an employee requesting accommodation for a disability, to obtain certification from the employee’s health care provider and to record the interactive process and all discussions and accommodations granted or denied.
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Reasonable Accommodation Request - Spanish
Use this form to begin the interactive process with an employee requesting accommodation for a disability, to obtain certification from the employee’s health care provider and to record the interactive process and all discussions and accommodations granted or denied.
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Records Retention Requirements
Review this chart to determine how long government agencies and the laws require specific personnel records to be kept on file.
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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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Reference Check Authorization
An employee or former employee should sign this form to authorize an employer or former employer to release various information regarding his or her employment to potential employers.
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Reference Check for Employment
Personalize
Use this form to request information from references listed on the candidate's employment application.
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Religious Accommodation Request
Use this form to begin the interactive process with an employee requesting a religious accommodation for a sincerely held religious belief, creed, practice or observance as well as record the interactive process and all discussions and accommodations granted or denied.
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Religious Accommodation Request — Spanish
Use this form to begin the interactive process with an employee requesting a religious accommodation for a sincerely held religious belief, creed, practice or observance as well as record the interactive process and all discussions and accommodations granted or denied.
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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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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.
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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.
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Required Posters for the Workplace
Updated
This chart lists the posters California employers are required to display.
