HR Forms and Checklists

Updated Forms

• Exempt Analysis Worksheet — Administrative Exemption
  Updated
  Use this worksheet to help evaluate the exempt or nonexempt status for your administrative employees.
  Preview
• Exempt Analysis Worksheet — Executive/Managerial Exemption
  Updated
  Use this worksheet to help evaluate the exempt or nonexempt status for your managers or executives.​
  Preview
• 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).​
  Preview
• Exempt Analysis Worksheet — Salesperson Exemption
  Updated
  Use this worksheet to help evaluate the exempt or nonexempt status for your sales staff.
  Preview
• HIPP Notice
  Updated
  Send this English version at the same time you send the COBRA Notice, to notify terminating employees of special state programs that provide for the state to pay the COBRA premium under certain circumstances. Be careful not to confuse HIPP, California's Health Insurance Premium Payment Program, with HIPAA. ​​​
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• HIPP Notice - Spanish
  Updated
  Send this Spanish version at the same time you send the COBRA Notice, to notify Spanish-speaking terminating employees of special state programs that provide for the state to pay the COBRA premium under certain circumstances. Be careful not to confuse HIPP, California's Health Insurance Premium Payment Program, with HIPAA.​​
  Preview
• Local Minimum Wage, Paid Sick Leave and Other Employment Ordinances
  Updated
  Many jurisdictions in California have passed local ordinances relating to the minimum wage and paid sick leave. Eligibility rules may vary in each jurisdiction. The minimum wage rates in these cities may change at any time, but nearly all rates are scheduled to increase every January 1 or July 1 based upon the Consumer Price Index or another index. Employers should closely monitor any ordinances that apply. Some localities also have industry-specific rates, such as specific rates for hotel workers, as well as commuter benefits ordinances. This chart is not exhaustive; an increasing number of localities have additional ordinances relating to a wide range of employment matters. Check with your local city government as to whether any other ordinances might apply to your workforce/industry.
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