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Benefits, Insurance, Vacation PTO

Log in to access this form CalSavers Retirement Savings Program - Fact Sheet
Download this form Paid Sick Leave (CA) Request Form - Designated Person
Log in to access this form Paid Time Off Vacation - Fact Sheet

Discrimination, Harassment

Log in to access this form Assistive Animals - Request Approved
Log in to access this form Assistive Animals - Request Confirmation
Log in to access this form Assistive Animals - Sample Policy
Log in to access this form EEO-ADA-FEHA Policy
Log in to access this form EEO-ADA-FEHA Policy - Spanish
Download this form EEOC Investigation Questions for Accused
Download this form EEOC Investigation Questions for Complainant
Download this form EEOC Investigation Questions for Witnesses
Download this form English Only in the Workplace - Fact Sheet
Download this form Fair Chance Act Tool Kit - CRD
Download this form Harassment Prevention Training - Fact Sheet
Download this form Investigation - Credibility Assessment
Download this form Investigation Report Template
Download this form Lactation Accommodation Notice
Download this form Lactation Accommodation Request
Log in to access this form Notice of Investigation Closure - Accused
Log in to access this form Notice of Investigation Closure - Complainant
Log in to access this form Notice of Investigation Closure - Witness
Download this form Notice of Rights - Crime Victims
Download this form Notice of Rights - Crime Victims - Spanish
Log in to access this form Policy Against Discrimination, Harassment & Retaliation
Log in to access this form Policy Against Discrimination, Harassment & Retaliation - Spanish
Log in to access this form Reasonable Accommodation Checklist
Download this form Request for Reasonable Accommodation (CRD) - English
Download this form Request for Reasonable Accommodation (CRD) - Spanish
Download this form Sexual Harassment Notice (CRD) - English
Download this form Sexual Harassment Notice (CRD) - Spanish
Download this form Transgender Rights in the Workplace (CRD) - English
Download this form Transgender Rights in the Workplace (CRD) - Spanish
Download this form Workplace Rights for Military (CRD) - English
Download this form Workplace Rights for Military (CRD) - Spanish

Drug and Alcohol Testing

Log in to access this form Drug Free Workplace Policy
Log in to access this form Employee Consent to Testing
Log in to access this form Management Drug Testing Policy & Procedure
Log in to access this form Reasonable Suspicion Checklist

Exempt Analysis Worksheets

Download this form Exempt Analysis Worksheet - Administrative
Download this form Exempt Analysis Worksheet - Computer Professional
Download this form Exempt Analysis Worksheet - Executive/Managerial
Download this form Exempt Analysis Worksheet - Professional Exemption
Download this form Exempt Analysis Worksheet - Salesperson
Log in to access this form Exempt Employee Deductions - Fact Sheet

General Info

Download this form 2025 Employment Laws and Employers They Affect Chart
Log in to access this form 2025 Handbook Summary of Changes
Log in to access this form 2025 Handbook Summary of Changes - Spanish
Download this form 2025 Monthly Checklist for HR
Download this form 2025 New Laws
Log in to access this form AI/ChatGPT Sample Policy - Editable
Download this form Training Sign-In Sheet (editable)

Leaves of Absence

Log in to access this form Bereavement Leave - Fact Sheet
Log in to access this form Bereavement Leave Request Form
Log in to access this form Bone Marrow-Organ Donation Leave Certification
Log in to access this form California Leave Laws Guide
Download this form CFRA (CA Family Rights Act) Fact Sheet (CRD)
Download this form CFRA /FMLA Medical Certification Form
Download this form CFRA /FMLA Medical Certification Form - Spanish
Log in to access this form CFRA ONLY Designation Notice - less than 50 Employees
Log in to access this form CFRA ONLY Notice of Rights and Responsibilities - less than 50 Employees
Download this form CFRA Request Form - Designated Person
Download this form CFRA Small Employer Mediation FAQ (CRD)
Log in to access this form Crime Victims - Fact Sheet
Log in to access this form FMLA CFRA Designation Notice
Log in to access this form FMLA/CFRA Notice of Eligibility Rights & Responsibilities
Log in to access this form Lactation Accommodation Notice
Log in to access this form Lactation Accommodation Request
Log in to access this form Leave of Absence Application
Log in to access this form Leave of Absence Application (Spanish)
Log in to access this form Leaves of Absence Checklist - PDL CFRA FMLA
Download this form Paid Family Leave Brochure (DE 2511)
Download this form Paid Family Leave Eligibility - Fact Sheet
Log in to access this form Paid Sick Leave in CA - Fact Sheet
Download this form PDL and/or Reasonable Accommodation - Certification Health Care Provider
Log in to access this form PDL CFRA FMLA Comparison Chart
Download this form PDL CFRA FMLA Fact Sheet
Log in to access this form PDL Employee Notice
Download this form PDLeave and/or Reasonable Accommodation - Certification Healthcare Provider - Spanish
Download this form Pregnancy Disability Leave (PDL) - Required Posting
Log in to access this form Reasonable Accommodation Process
Download this form Reasonable Accommodation Request/Non FMLA Leave (CRD) - English
Download this form Reasonable Accommodation Request/Non FMLA Leave (CRD) - Spanish
Download this form Reproductive Loss Leave Rights - Fact Sheet (CRD)
Download this form Reproductive Loss Leave Rights - Fact Sheet (CRD) - Spanish
Download this form State Disability Insurance Pamphlet (DE 2515)
Log in to access this form USERRA - Fact Sheet
Log in to access this form USERRA Designation Notice (for Use by Employer)
Log in to access this form USERRA Request for Reinstatement
Log in to access this form USERRA Time Off Request Form

Pay, Scheduling

Download this form 2025 Minimum Wage & Minimum Salary (State)
Log in to access this form Absenteeism Calculator
Log in to access this form Alternative Workweek Disclosure
Log in to access this form Alternative Workweek Schedule DLSR Notice
Log in to access this form Alternative Workweek Schedule Waiver
Log in to access this form Alternative Workweek Schedules- Fact Sheet
Log in to access this form Alternative Workweek Secret Ballot
Log in to access this form Alternative Workweek: Proposal to Adopt Schedule
Log in to access this form Alternative Workweek: Request to Substitute Days
Log in to access this form Bonuses - Fact Sheet
Log in to access this form Calculating Overtime Two Pay Rates - Fact Sheet
Download this form California & U.S. Unemployment Rates
Log in to access this form Commission Agreements - Fact Sheet
Log in to access this form Day of Rest - Policy & Waiver
Log in to access this form Deceased Employee - Fact Sheet
Log in to access this form Deceased Employee Wage Collection Form
Download this form Earned Income Tax Credit (EITC) - for all Employees
Log in to access this form Earned Income Tax Credit (EITC) - for all Employees - Spanish
Log in to access this form Employment Status Change Notice
Download this form Exempt to Nonexempt - Employee Relations Tips
Log in to access this form Garnishment - Multiple Orders - Fact Sheet
Download this form Industrial Welfare Commission Wage Orders
Download this form Itemized Pay Stub - Sample
Log in to access this form Make-Up Time Request
Log in to access this form Meal Rest Periods - Fact Sheet
Log in to access this form Meal & Rest Period Acknowledgement
Log in to access this form Meal & Rest Period Acknowledgment - Spanish
Log in to access this form Meal Period Waiver
Log in to access this form Meal Period Waiver - Spanish
Log in to access this form Mileage Reimbursement - Fact Sheet
Download this form Minimum Wage - Covered Health Care Employees - Posting
Download this form Minimum Wage - Local & PSL - Fact Sheet (Eff. January 1, 2025)
Log in to access this form Misclassified (Exempt or IC) Worker - Fact Sheet
Log in to access this form On Call Agreement
Log in to access this form On Duty Meal Period Agreement
Log in to access this form Overtime - Fact Sheet
Download this form Overtime FAQs
Log in to access this form Paydays, Overtime & Wage Statements - Fact Sheet
Log in to access this form Piece Rate Pay - Fact Sheet
Log in to access this form Regular Rate of Pay - Fact Sheet
Log in to access this form Remote Work - Fact Sheet
Log in to access this form Remote Work - Policy
Log in to access this form Reporting Time Pay - Fact Sheet
Log in to access this form Split Shift Compensation Table
Log in to access this form Telecommuting Guidelines for Exempt Employees
Log in to access this form Time Off Request Form
Log in to access this form Tips and Gratuities - Fact Sheet
Log in to access this form Training Time Pay - Fact Sheet
Log in to access this form Travel Time Pay - Fact Sheet
Log in to access this form Uniform Maintenance - Fact Sheet
Log in to access this form Unpaid Training Request Form
Log in to access this form Wage and Hour Checklist

Performance, Discipline, Termination

Log in to access this form Attendance Policy Template
Log in to access this form Coaching Discussion
Log in to access this form Creating a Performance Review Process - Checklist
Log in to access this form Disciplinary Notice
Download this form EDD For Your Benefit pamphlet (DE2320)
Download this form EDD For Your Benefit pamphlet (DE2320) - Spanish
Download this form Employee Change in Relationship
Log in to access this form Employee Complaint/Resolution Form
Log in to access this form Employee Performance Goals
Log in to access this form Employee Self Assessment
Log in to access this form Employee Stay Plan - Example
Log in to access this form Employee Termination Notice
Log in to access this form Exit Interview - Employee Written Questionnaire
Log in to access this form Exit Interview - In Person
Log in to access this form Final Pay - Fact Sheet
Log in to access this form Final Pay Mail Check or Direct Deposit Form
Log in to access this form Final Pay Mail Check or Direct Deposit Form - Spanish
Log in to access this form Final Paycheck Worksheet - Exempt Employees
Log in to access this form Final Paycheck Worksheet - Nonexempt Employees
Log in to access this form Goal Alignment - Performance Review (Customer Service)
Download this form HIPP Notice (DHCS 9061)
Download this form Layoffs, Furloughs, and More - Fact Sheet
Log in to access this form Management Review - Worksheet
Log in to access this form Performance Evaluation
Log in to access this form Performance Improvement Plan
Log in to access this form Performance Review
Log in to access this form Performance Review - 360 Degree
Log in to access this form Performance Review - Customer Service
Log in to access this form Post Meeting Notes
Log in to access this form Preparing for Layoffs or RIF
Log in to access this form Rating Scale Assessment
Log in to access this form Rating Scale Assessment - No Points
Log in to access this form Sample Exit Interview Questions
Log in to access this form Severance Agreement - Fact Sheet
Log in to access this form Stay Interview Checklist
Log in to access this form Stay Interview Preparation Template
Log in to access this form Stay Interview Questions
Log in to access this form Stay Interview v. Exit Interview v. Performance Review Chart
Log in to access this form Terminating Multiple Employees - Fact Sheet
Download this form Termination Checklist
Log in to access this form Voluntary Resignation
Log in to access this form Voluntary Resignation - Spanish
Log in to access this form Warning - Final Written
Log in to access this form Warning - Verbal
Log in to access this form Warning - Written

Personnel Records

Log in to access this form I-9/Employee Records Government Inspections - Fact Sheet
Log in to access this form Immigration Inspection Deficiency Notice
Download this form Immigration Inspection Deficiency Notice - Spanish
Download this form Immigration Inspection Required Notice
Download this form Immigration Inspection Required Notice - Spanish
Log in to access this form Pay Scale - Fact Sheet
Log in to access this form Pay Scale Worksheet (SB 1162)
Log in to access this form Personal Information Change
Log in to access this form Personnel File Contents - Fact Sheet
Log in to access this form Record Retention - Fact Sheet
Log in to access this form Request to Review or Receive Personnel or Wage File

Recruiting and Hiring

Log in to access this form ACA Healthcare Notice - Acknowledgement of Receipt
Download this form ACA Healthcare Notice - for employers who DO NOT offer health insurance
Download this form ACA Healthcare Notice - for employers who offer health insurance
Download this form CA Child Labor Law Pamphlet
Log in to access this form Criminal Background Checks - Fact Sheet
Log in to access this form Criminal History Disclosure Form
Download this form Criminal History FAQs - (CRD) - Spanish
Download this form Criminal History FAQs - (CRD) English
Log in to access this form Criminal History Individualized Assessment
Download this form Criminal History Sample Forms - CRD
Log in to access this form Direct Deposit Authorization Form
Log in to access this form Direct Deposit Authorization Form - Spanish
Log in to access this form Drivers License - Fact Sheet
Download this form E-Verify (Government Website)
Download this form EDD - Forms & Publications to download
Download this form EDD report of New Employees (DE 34)
Download this form EDD Requires Electronic Filing
Log in to access this form Employee Handbook Acknowledgement Form
Download this form Employee State Tax Withholding (DE 4)
Log in to access this form Employment At-Will Acknowledgement Form
Download this form Employment of Minors Summary Chart
Log in to access this form Equipment or Uniform - Issuance Authorization
Download this form Fair Credit Report Act (FCRA)
Download this form FCRA Notice of Consumer Rights
Download this form Health Care Security Ordinance (San Francisco)
Log in to access this form I-9 Audit & Correction Worksheet
Download this form I-9 Form
Log in to access this form I-9 Retention Worksheet - Terminated Employees
Log in to access this form Independent Contractors - Fact Sheet
Log in to access this form Internships - Fact Sheet
Log in to access this form Interview Questions for Customer Contact & Sales
Log in to access this form Interview Questions for Management & Exempt
Log in to access this form Job Description (Example)
Log in to access this form Job Description Checklist
Log in to access this form Job Description Template (Fillable)
Download this form Lactation Accommodation Notice
Log in to access this form Mandated Reporter (AB 1963) - Fact Sheet
Log in to access this form Mandated Reporter Notice to Employees - Template
Download this form Mandated Reporter Penal Code Provisions
Download this form Minor Work Permit
Download this form New Hire & Orientation Checklist
Log in to access this form New Hire & Orientation Checklist - for Minors
Log in to access this form Offer Letter - Sample
Log in to access this form Personal Data - Emergency Info
Log in to access this form Policy Against Discrimination, Harassment & Retaliation
Log in to access this form Pre-Employment Physical Notification
Download this form Predesignation of Personal Physician (Workers' Comp)
Log in to access this form Reinstatement and Rehire - Fact Sheet
Download this form Sexual Harassment Notice (CRD) - English
Download this form Sexual Harassment Notice (CRD) - Spanish
Download this form Social Security Number Verification
Download this form State Disability Insurance Pamphlet (DE 2515)
Download this form Suspected Child Abuse Report (SCAR) - Form
Log in to access this form Telephone Reference Check
Download this form USCIS Guidance for Completing Form I-9
Download this form W4 form
Download this form Wage Theft Protection Act Notice - Labor Code 2810.5
Download this form Wage Theft Protection Act Notice - Labor Code 2810.5 - Spanish
Log in to access this form What Can Employers Ask Applicants & Employees?

Safety

Download this form CalOSHA Information
Log in to access this form COVID-19 Recordkeeping Requirements - Fact Sheet
Log in to access this form Employee Receipt of IIPP Policy
Log in to access this form Heat Illness Fact Sheet - Indoor
Log in to access this form Heat Illness Fact Sheet - Outdoor
Download this form Heat Illness Prevention Cal-OSHA Sample
Download this form Heat Illness Resources from DIR
Download this form IIPP Model Plans
Download this form OSHA 300 Log
Download this form OSHA- Identify Your Standard Industrial Classification Code (SIC)
Log in to access this form Report of Injury Form
Log in to access this form Return to Work Form (Sample)
Log in to access this form Safety Incident Report Form
Log in to access this form Supervisor's Accident Investigation Form
Download this form Violent Incident Log - Sample (WVPP)
Download this form Workers' Comp - Employee Declination of Medical Treatment - Spanish
Log in to access this form Workers' Comp - Employee Declination of Medical Treatment (English)
Log in to access this form Workers' Comp - Investigation Questions for Managers
Log in to access this form Workers' Comp - Providing Modified Duty - Fact Sheet
Log in to access this form Workers' Comp Reporting Requirements Chart
Download this form Workers' Compensation - DWC 1 Form
Download this form Workers' Compensation Employers Guide
Log in to access this form Workers' Compensation Fraud - Fact Sheet
Log in to access this form Workers' Compensation Glossary
Download this form Workers' Compensation Pre-designation
Download this form Workplace Violence Prevention (Healthcare) Cal-OSHA Sample
Download this form Workplace Violence Prevention Plan - Template
Download this form Workplace Violence Prevention Program (WVPP) - Fact Sheet

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Employer Tool Kits for Members Only

All-in-one guides with required & recommended forms, to help you provide the appropriate information, as well as the documents you need. Of course, your HR Directors can assist with any questions you have. 

Members must log in to view the tool kits. Non-members may view available forms on our HR Forms page. 

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