HR Forms
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EEO and Pay Data Reporting Requirements
Review this chart to help determine if you are required to collect and provide gender, racial and ethnic workforce data, also known as EEO reporting, to the California Civil Rights Department and the federal Equal Employment Opportunity Commission.
Earned Income Tax Credit — Consent to Receive Electronic Notices
Provide this form for employees to consent to electronically receive the Earned Income Tax Credit notice as well as other notices, statements or materials required under Revenue and Taxation Code Section 19853(a)(1).
Earned Income Tax Credit — Consent to Receive Electronic Notices — Spanish
Provide this form for employees to consent to electronically receive the Earned Income Tax Credit notice as well as other notices, statements or materials required under Revenue and Taxation Code Section 19853(a)(1).
Earned Income Tax Credit — Employer Required Notification
Provide this form to employees along with their W-2 or 1099 to notify them of their rights under the Volunteer Income Tax Assistance (VITA) program, CalFile, and the federal and California Earned Income Tax Credit (EITC) program.
Earned Income Tax Credit — Employer Required Notification — Spanish
Provide this Spanish form to employees along with their W-2 or 1099 to notify them of their rights under the Volunteer Income Tax Assistance (VITA) program, CalFile, and the federal and California Earned Income Tax Credit (EITC) program.
Emergency Action Plan
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.
Emergency Contact Information
Use this form to collect employees’ emergency contact information, including employees’ preferences for contacting their emergency contact(s) in the event they are arrested or detained while working, pursuant to the California Workplace Know Your Rights Act.
Emergency Contact Information — Spanish
Use this form to collect employees’ emergency contact information, including employees’ preferences for contacting their emergency contact(s) in the event they are arrested or detained while working, pursuant to the California Workplace Know Your Rights Act.
Employee Disciplinary Warning
Use this form to record a disciplinary warning issued to an employee and the employee's acknowledgment of the warning.
Employee Disciplinary Warning - Spanish
Use this form to record a disciplinary warning issued to an employee and the employee's acknowledgment of the warning.
Employee Letter - PDL Only
Use this letter to respond to notice of an employee’s absence due to Pregnancy Disability Leave (PDL). Respond within 10 calendar days of the request or no later than the following payday, whichever is sooner. Use this letter if you are under 50 employees and not covered by the federal Family and Medical Leave Act (FMLA) or if the employee seeking leave is not eligible for FMLA leave.
Employee Letter - PDL Only - Spanish
Use this letter to respond to notice of an employee’s absence due to Pregnancy Disability Leave (PDL). Respond within 10 calendar days of the request or no later than the following payday, whichever is sooner. Use this letter if you are under 50 employees and not covered by the federal Family and Medical Leave Act (FMLA) or if the employee seeking leave is not eligible for FMLA leave.
Employee Training and Instruction Record
Use this form to document and track all training provided to an employee.
Employer Proof of Identity and Disbursement of Final Pay - Deceased Employee
Complete this form upon receipt of the Deceased Employee Compensation Collection Form. Place a copy of this completed form in the Decedent's file and provide a copy to the Affiant.
Employers Report of Occupational Injury or Illness
Use this form to report an employee's injury or illness if it requires more than first aid. Send a copy to your insurer, or if self-insured, to the Department of Industrial Relations within five days following notice of injury or illness.