HR Forms and Checklists

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Updated Forms

  • Employee Orientation Checklist
    Updated | 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. ​
  • Exempt Analysis Worksheet — Administrative Exemption
    Updated
    Use this worksheet to help evaluate the exempt or nonexempt status for your administrative employees.
  • Exempt Analysis Worksheet — Executive/Managerial Exemption
    Updated
    Use this worksheet to help evaluate the exempt or nonexempt status for your managers or executives.​
  • Exempt Analysis Worksheet — Professional Exemption
    Updated
    Use this worksheet to help evaluate the exempt or nonexempt status for your professional employees (such as teachers, doctors or attorneys).​
  • Exempt Analysis Worksheet — Salesperson Exemption
    Updated
    Use this worksheet to help evaluate the exempt or nonexempt status for your sales staff.
  • H-2A Agricultural Workers Supplemental Notice to Employee
    Updated | Free
    Employer with H-2A employees must give this notice to employees no later than the day that worker begins work in California or on the first day that the employee begins work for a new H-2A employer. This is in addition to the Wage and Employment Notice to Employees (Labor Code section 2810.5). The Spanish version must be provided. If an employee requests the notice in English, then employers also must provide this English notice.
  • H-2A Agricultural Workers Supplemental Notice to Employee - Spanish
    Updated | Free
    Employer with H-2A employees must give this notice to employees no later than the day that worker begins work in California or on the first day that the employee begins work for a new H-2A employer. This is in addition to the Wage and Employment Notice to Employees (Labor Code section 2810.5). This Spanish version must be provided. If an employee requests the notice in English, then employers also must provide the English notice.
  • Hiring Checklist
    Updated
    Use this checklist when hiring a new employee to ensure that you have completed all legally required forms.
  • Records Retention Requirements
    Updated
    Review this chart to determine how long government agencies and the laws require specific personnel records to be kept on file.
  • VETS-4212
    Updated | Free
    Certain federal contractors must file a VETS-4212 form. Reports must be filed between August 1 and September 30. The report is required on an annual basis.
  • Workers' Compensation Information and Assistance Offices
    Updated | Free
    Contact addresses and phone numbers for local DWC Information and Assistance Units. The Information and Assistance Unit provides information and assistance to employees, employers, insurance carriers and other interested parties concerning rights, benefits and obligations under California's workers' compensation laws.