HR Forms and Checklists

Absence Request

Updated | Personalize

Employees may use this form when requesting future time off or reporting previous time off. Remember employees can take mandatory paid sick leave upon verbal or written request. This form also gives your employees the opportunity to indicate a family and medical leave of absence, although it is not required.

Preview

Absence Request — Spanish

Updated | Personalize

Employees may use this form when requesting future time off or reporting previous time off. Remember employees can take mandatory paid sick leave upon verbal or written request. This form also gives your employees the opportunity to indicate a family and medical leave of absence, although it is not required.

Preview

Benefits During Leaves of Absence

Updated

This chart describes leaves of absence, whether they are legally required, if state mandated wage replacement is available, whether health benefits must be continued during the leave, whether use of sick, vacation or PTO can be required and whether sick, vacation or PTO accrue during the leave.

Preview

California and Local Paid Sick Leave Comparison

Updated

Use this chart to compare California paid sick leave requirements to various local paid sick leave requirements.

Preview

DE4 — California Employee's Withholding Certificate

Updated | Free

Copy and distribute this form from the EDD to employees so they can determine their withholding allowances.

Preview

DE4 — California Employee's Withholding Certificate — Spanish

Updated | Free

Copy and distribute this form from the EDD to employees so they can determine their withholding allowances.

Preview

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.

Preview

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 — Computer Professional Exemption

Updated

Use this worksheet to help evaluate the exempt or nonexempt status for your computer professionals.

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

Features of Mass Layoff and Plant Closing Laws

Updated

Review this chart any time you are considering a layoff of a large number of employees or the temporary or permanent close or relocation of a facility or department. This chart identifies covered employers, notification requirements, penalites, trigger events, exceptions and notice content.

Preview

Harassment Discipline Checklist

Updated

Use this checklist to implement any disciplinary actions that must be taken as a result of a harassment investigation.

Preview

Harassment Investigation Checklist

Updated

Review this checklist when conducting a harassment investigation for your company.

Preview

Harassment Investigation Credibility Assessment Guidelines

Updated

It is important to determine the credibility of those testifying as part of a harassment complaint investigation. Use these guidelines to help you determine the credibility of an interviewee.

Preview

Harassment Investigation Interview Guidelines

Updated

Complete this checklist to ensure a legally compliant investigation in the case of a harassment complaint in your workplace.

Preview

Harassment Investigation Letter to Complainant

Updated

Use this form to inform an employee making a harassment complaint of their rights and obligations during the investigation process.

Preview

Harassment Investigation Letter to Respondent

Updated

Use this form to inform an employee accused of harassment of their rights and obligations during the investigation process.

Preview

Harassment Investigator Case Study

Updated

Use this form as a training tool for harassment investigators. Formerly, Harassment Investigator Case Studies.

Preview

Health Care Worker Minimum Wage and Exempt Salary Thresholds

Updated

This form shows the different minimum wage rates for health care workers working in different health care facilities as well as the minimum salary threshold to classify covered health care workers as exempt from minimum wage and overtime laws.

Preview

Hiring Checklist

Updated

Use this checklist when hiring a new employee to ensure that you have completed all legally required forms.

Preview

Laws That Apply to Your Organization

Updated

This table is designed to help you quickly identify which employment laws affect you. Use the following chart to determine which labor laws apply to you based on the number of employees you have.

Please note: This chart provides general employment law coverage information for employers but is not all inclusive of every law that may apply to an organization and should not be construed in any way as legal advice.

Preview

Leave of Absence Pending Investigation

Updated

Use this form to inform the alleged harasser that they're being put on a leave of absence pending the outcome of a harassment investigation.

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.

Preview

Manager's Checklist to Avoid Discrimination

Updated

Provide this checklist to managers to help them avoid saying or doing things that could be construed as discriminatory, including interviews, performance evaluations and disciplinary actions.

Preview

Paid Sick Leave Checklist

Updated

Use this checklist to develop practices for implementing the Healthy Workplaces, Healthy Families Act of 2014 and it's expanded 2024 requirements.

Preview

Personnel File Checklist

Updated

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.

Preview

Poster Information By Size Language and Legal Authority

Updated

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.

Preview

Poster Tips — State and Federal

Updated

Review these tips to assist you in complying with state and federal posting requirements.

Preview

Pre-Hire Checklist

Updated

Use this checklist to audit your recruitment and hiring procedures.

Preview

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.

Preview

Recruiting Checklist

Updated

Use this checklist to guide you through the recruiting process for new and existing positions.

Preview

Required Posters for the Workplace

Updated

This chart lists the posters California employers are required to display.

Preview

Victims' Leave and Accommodation Checklist

Updated

This form will help guide you through providing leave or accommodation for an employee who notifies you that they, or their family member, are a victim of an act of violence or certain crimes.

Preview

Wage and Hour Payroll Audit Checklist for California Employers

Updated

Use this checklist when conducting a self-audit of your wage and hour practices to help ensure compliance with California wage and hour laws.

Preview

WARN Notice - Employees

Updated | Personalize

Use this form to notify employees of plant closures or mass layoffs in accordance with the WARN Act.

Preview

WARN Notice — Employees — Spanish

Updated | Personalize

Use this form to notify employees of plant closures or mass layoffs in accordance with the WARN Act.

Preview

WARN Notice - State and Local Officials

Updated

Use this form to notify state and local officials of plant closures or mass layoffs in accordance with the WARN Act.

Preview

Workplace Violence Prevention Checklist

Updated

Use this checklist to help establish and maintain your workplace violence prevention plan and related procedures.

Preview

HR Forms and Checklists

Updated Forms