HR Forms and Checklists

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Updated Forms

  • California Minimum Wage and California Minimum Salary Thresholds Through 2023
    Updated
    This form shows the minimum wage increases in the state of California through 2023.​ This form also shows the minimum salary threshold that must be met under California law (two times the state minimum wage). For more information, see Exempt/Nonexempt in the HR Library.​​​
  • CalOSHA Training Requirements
    Updated
    Use this form to help you determine which Cal/OSHA safety standards apply to your company and what corresponding training is recommended.
  • Checklist for Developing a Harassment Prevention Policy
    Updated
    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)​​​​​
  • Earned Income Tax Credit - Employer Required Notification
    Updated
    Provide this form to employees along with their W-2 or 1099 to notify them of their rights under the federal and California Earned Income Tax Credit (EITC) program.
  • Earned Income Tax Credit - Employer Required Notification - Spanish
    Updated
    Provide this Spanish​ form to employees along with their W-2 or 1099 to notify them of their rights under the federal and California Earned Income Tax Credit (EITC) program.
  • EEO Reporting Requirements
    Updated
    Review this chart to help determine if you are required to collect and provide gender, racial and ethnic workforce data to the federal Equal Employment Opportunity Commission, also known as EEO Reporting.
  • 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 — Computer Professional Exemption
    Updated
    Use this worksheet to help evaluate the exempt or nonexempt status for your computer professionals.​​
  • 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).​
  • Family Care and Medical Leave and Pregnancy Disability Leave Notice - 20 or More Employees
    Updated | 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 and/or who is seeking family care or medical leave. This notice applies to California employers with 20 or more employees (subject to the NPLA, CFRA or FMLA). You must post this notice in a place commonly used by employees, such as a break room. Employers are also encouraged to give this notice at time of hire to each new employee. This notice is also part of the California and Federal Employment Notices Poster available at the CalChamber Store.​​
  • FMLA Sample Policy - 50 or More Employees
    Updated
    Use this policy to satisfy the requirements regarding family and medical leave.​
  • FMLA Sample Policy - 50 or More Employees - Spanish
    Updated
    Use this policy to satisfy the requirements regarding family and medical leave.​​​​​
  • Hiring Checklist
    Updated
    Use this checklist when hiring a new employee to ensure that you have completed all legally required forms. ​​
  • Injury and Illness Prevention Program for Non-High Hazard Employers
    Updated | Personalize
    Use this form to create an Injury and Illness Prevention Program to meet the written program requirements of Cal/OSHA (8 CCR sec. 3203).
  • Injury or Illness at the Workplace Checklist
    Updated
    Use this checklist to make sure you respond properly to a reported illness or injury in your workplace.​
  • Local Minimum Wage, Paid Sick Leave and Other General Employment Ordinances
    Updated
    This chart provides information on local ordinances that contain minimum wage and paid sick leave laws. The minimum wage rates in these cities may change at any time; employers should closely monitor them. Some localities also have industry specific rates, such as specific rates for hotel workers. This chart also provides information on a wide range of additional employment ordinances in these localities. ​Check with your local city government as to whether any local ordinances​ might apply to your workforce/industry.
  • Poster Tips — State and Federal
    Updated
    Review these tips to assist you in complying with state and federal posting requirements.​​​
  • Pregnancy Disability Leave Notice
    Updated | 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 5 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.​​
  • Pre-Hire Checklist
    Updated
    Use this checklist to audit your recruitment and hiring procedures.​
  • Reference Check Authorization
    Updated
    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.
  • Required Posters for the Workplace
    Updated
    This chart lists the posters California employers are required to display.​​​​​​
  • Serious Incident Report
    Updated
    Send this report to the nearest Cal/OSHA District Office within eight hours of a serious injury or death.
  • State Disability Insurance and Paid Family Leave Benefit Amounts
    Updated | Free
    Use this table to determine what benefits an employee is eligible for under State Disability Insurance and Paid Family Leave. For more information, go to www.edd.ca.gov.​​​
  • W-4 — Employee's Withholding Certificate
    Updated | Free
    Use this required W-4 form to obtain information from an employee to determine the correct Federal income tax amount to withhold from his/her paychecks.
  • W-4 — Employee's Withholding Certificate — Spanish
    Updated | Free
    Use this required W-4 form to obtain information from an employee to determine the correct Federal income tax amount to withhold from his/her paychecks.