HR Forms and Checklists

Updated Forms

• Emergency Action Plan
  Updated | Personalize
  Use this form to set up an Emergency Action Plan (EAP) for the workplace. The EAP includes which employees are in charge in case of an emergency and emergency contact phone numbers.
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• I-9 — Employment Eligibility Verification — Spanish
  Updated | Free
  The Spanish version of Form I-9 may be filled out by employers and employees in Puerto Rico ONLY. Spanish-speaking employers and employees in the 50 states and other U.S. territories may print this for their reference but may only complete the form in English to meet employment eligibility verification requirements.
  
  See the I-9 — Employment Eligibility Verification — Instructions or I-9 — Employment Eligibility Verification — Instructions — Spanish to assist you in properly completing the Form I-9.
  

  Instructions
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• Leave Interaction (FMLA/CFRA/PDL)
  Updated
  When an employee considers a leave, use this form to determine the relationships among the various state-mandated leaves of absence and benefits during the time off. Employees also benefit from this information.
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• 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.
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• New Health Insurance Marketplace Coverage Options and Your Health Coverage (for Employers That Do Not Offer a Health Plan)
  Updated | Free
  Under the Affordable Care Act, employers must provide a notice of coverage options to employees. The U.S. Department of Labor has provided this model notice for use by employers who do not offer a health plan. ​
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• New Health Insurance Marketplace Coverage Options and Your Health Coverage (for Employers That Do Not Offer a Health Plan) - Spanish
  Updated | Free
  Under the Affordable Care Act, employers must provide a notice of coverage options to employees. The U.S. Department of Labor has provided this model notice for use by employers who do not offer a health plan. ​​
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• New Health Insurance Marketplace Coverage Options and Your Health Coverage (for Employers That Offer a Health Plan)
  Updated | Free
  Under the Affordable Care Act, employers must provide a notice of coverage options to employees. The U.S. Department of Labor has provided this model notice for use by employers who offer a health plan to some or all employees. ​
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• New Health Insurance Marketplace Coverage Options and Your Health Coverage (for Employers That Offer a Health Plan) - Spanish
  Updated | Free
  Under the Affordable Care Act, employers must provide a notice of coverage options to employees. The U.S. Department of Labor has provided this model notice for use by employers who offer a health plan to some or all employees.  ​
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• Notice of Preliminary Decision to Withdraw Employment Offer - Criminal History Only
  Updated | Personalize
  This form can be used to conduct a criminal background check after a conditional offer of employment has been made to a job applicant. Criminal background inquiries cannot be conducted prior to a conditional job offer. Use this form to notify an applicant that you may withdraw his/her conditional job offer based, at least in part, on a criminal background check. Include a copy of the report with this notice.
  
  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 or the City of Los Angeles; these cities are covered by the San Francisco Fair Chance Ordinance or the Los Angeles Fair Chance Initiative in Hiring Ordinance.​
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• Termination Decision Checklist
  Updated
  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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