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Policies & Forms

Policies & Forms

Policies

Absenteeism and Tardiness

Access to HIPAA-Protected Health Information Policy

Access to Medical Records

Arbitration and Grievance Procedures

Artificial Intelligence (AI)

Background Checks

Bulletin Boards

Bullying in the Workplace

Business Ethics

Business Travel Expenses

California Lactation Accommodation

Cell Phone Safety

Cell Phones—Acceptable Use and Reimbursement

Child Care/Dependent Care

Communicable Diseases

Compensation During Disasters/Emergencies

Compensation Philosophy

Confidentiality of Information

Contingent Workers

COVID-19 Vaccination Paid Leave

Death in the Family

Deductions from Pay

Disciplinary Procedure

Discrimination and Retaliation

Diversity and Inclusion

Drug and Alcohol Policy (Includes Medical Marijuana)

Drug and Alcohol Rehabilitation

Educational Assistance Programs (Tuition Reimbursement)

EEO/Affirmative Action

Electronic Communications

Emergency Closings: Inclement Weather

Employee Orientation

Employee Status/Classification

Employment and Reemployment of Veterans

Employment at Will

Employment Contracts

Employment of Relatives

Entertainment Expenses

Exit Interviews

Family & Medical Leave of Absence - For Employers Not Subject to FMLA

Family and Medical Leave (for employers subject to FMLA)

Family Military Leave

Fitness for Duty

Government Investigations

Grooming and Personal Appearance

Hazard Communication

HIPAA Health Information Privacy

Human Trafficking

Immigration and Employment

Interviewing and Selection

Introductory/Orientation Periods

Layoffs and Recalls

Leave Banks Policy

Leave of Absence: Disaster/Emergency/Evacuation Leave

Leave of Absence: Educational

Leave of Absence: Medical/Maternity

Leave of Absence: Uniformed Service

Leave of Absence: Volunteer Emergency Services

Life-Threatening Illnesses

Matching Charitable Gifts

Media Relations

Merit Increases

Moving Expenses

Off-Duty Conduct

Paid Paternal Leave

Paid Time Off (PTO)

Part-Time/Temporary Employees or Independent Contractors

Payment of Compensation

Personal Protective Equipment

Political Activity

Preemployment Physical Examinations

Reference and Information Requests

Retirement Plans

Safety Programs

Sexual Harassment Training

Sexual Orientation and Gender Identity

Suggestion Systems

Tattoos, Body Markings, and Piercings

Training Wage or Special Minimum Wage

Vehicles—Acceptable Use and Reimbursements

Violence in the Workplace

Wage and Salary Administration

Workplace Contraband

Forms

360-Degree Performance Appraisal

Action Plan Worksheet

Adjusted Employer’s Quarterly Federal Tax Return or Claim for Refund (Form 941-X)

Affidavit of No Coverage By Another Group Health Plan

Annual Performance Review

Application for Employer Identification Number (SS-4)

Application for Exemption from Payroll Direct Deposit

Appraisal System Evaluation

Attendance Calendar

Attendance Calendar - Word version

Authorization for Release of Employment Information

Authorization to Disclose Health Information

Cell Phone and Texting Policy Acknowledgement

Certification for Serious Injury or Illness of a Veteran for Military Caregiver Leave (WH-385-V)

Certification for Serious Injury or Illness of Covered Servicemember for Military Family Leave (WH-385)

Certification of Qualifying Exigency For Military Family Leave (WH-384)

COBRA Coverage Election Form (Chapter 11 Bankruptcy Filing)

COBRA Coverage Election Form (Death, Divorce, Legal Separation, Medicare Entitlement)

COBRA Coverage Election Form (Disability and Workers' Compensation Leave)

COBRA Coverage Election Form (Federal Family and Medical Leave)

COBRA Coverage Election Form (Health Care Flexible Spending Arrangements (Health FSAs))

COBRA Coverage Election Form (Loss of Dependent Child Status)

COBRA Coverage Election Form (Retirement/Retiree Medical Coverage)

COBRA Coverage Election Form (Termination or Reduction in Hours of Employment)

COBRA Coverage Waiver

Company Vehicle Sign In/Out

Compensation Evaluation

Confidentiality Agreement

Confirmation Offer

Consent to Payroll Deductions

Corrected Wage and Tax Statement (W-2c)

Daily Time Record

Determination of Employee Work Status (SS-8)

Disciplinary Action

Disciplinary Form - Verbal Warning

Discplinary Form

Discrimination/Harassment Complaint Form

Educational Assistance

EEO-1 Voluntary Self Identification – Gender and Race/Ethnicity

Employee Attendance Record

Employee Attendance Sheet

Employee Career Development Plan

Employee Counseling Meeting (Nonunion)

Employee Counseling Session

Employee Handbook Disclaimer

Employee Performance Appraisal

Employee Performance Review and Development

Employee Referral

Employee Self-Appraisal

Employee Separation

Employee Warning Notice

Employee Warning Notice (Unionized Workplace)

Employee's Acknowledgement of Review of Employer Leave Policies

Employee's Withholding Certificate (W-4)

Employer's Annual Federal Unemployment Tax Return (940 Schedule A)

Employer's Annual Federal Unemployment Tax Return (940)

Employer's Annual Tax Return for Agricultural Employees (943)

Employer's Quarterly Federal Tax Return (941)

Employer's Record of Federal Tax Liability (941 Schedule B)

Employment Acknowledgment of Telephone and Voice Mail Policy

Employment Agreement

Employment Application

Employment Eligibility Verification (I-9)

Employment Firms Audit

Employment Offer Letter Agreement

Estimated Tax for Individuals (1040ES)

Event or Training Sign-Up Sheet

Expense Reimbursement Request

Federal Contractor Veterans Employment Report (VETS-4212)

Federal Demo form

Fitness for Duty Certification

Flex Time Agreement

Flexible Work Hours Audit

Flexible Work Schedule Request

FMLA Certification of Health Care Provider for Employee’s Serious Health Condition (WH-380E)

FMLA Certification of Health Care Provider for Family Member’s Serious Health Condition (WH-380F)

FMLA Designation Notice (WH-382)

FMLA Employee Statement of Family Relationship

FMLA Leave Periodic Status Report

FMLA Leave Request Form for Employees

FMLA Notice of Eligibility and Rights and Responsibilities (WH-381)

FMLA Tracker 1: Set Schedule: Calendar/Fixed 12-Month Period

FMLA Tracker 2: Variable Schedule: Calendar/Fixed 12-Month Period

FMLA Tracker 3: Set Schedule: Year Measured from Date Employee's Leave Begins

FMLA Tracker 4: Variable Schedule: Year Measured from Date Employee's Leave Begins

General Disciplinary Documentation Form

GINA Safe Harbor Statement for FMLA Medical Certification

Health Insurance Portability and Accountability Act (HIPAA) Authorization to Disclose Health Information

Healthcare Services Appointment Form

HIPAA Notice of Special Enrollment Rights

Hiring Incentives to Restore Employment (HIRE) Act Employee Affidavit (W-11)

Instructions for Form 8850

Instructions for Form 940 Employer's Annual Federal Unemployment Tax Return

Instructions for Form 941 Employer's Quarterly Federal Tax Return

Instructions for VETS-4212 Report Form

Instructions for W-2 and W-3 Forms

Instructions to Supervisors on Company Obligation Under the FMLA

Interview Comments

Interview Evaluation

Investigation Plan

Invitation to Self-Identify (Protected Veterans)

Job Analysis Information

Job Analysis Interview

Job Description Program Introductory Memo

Job Description Questionnaire

Job Description Worksheet

Key Employee Notification

Last Chance Agreement

Loans and Pay Advances (Consent to Payroll Deductions)

Medical Information Release Form

Merit Rating Review

Model Employer CHIP Notice

Model Flexible Work Arrangement Application

Model Independent Contractor-Client Agreement

Model Individual Creditable Coverage Disclosure Notice

Model Individual Non-Creditable Coverage Disclosure Notice

Model Temporary Agency-Client Agreement

Moving Expense Agreement

Notice of Subpoena

Notice to Employer of Changes in Leave Plans

OFCCP Itemized Listing

Overtime Authorization

Paid Time Off Request

Performance Appraisal

Performance Appraisal for Employee During Introductory Period

Permission for Background Check

Personnel Action (Change of Status)

Physical Examination Consent

Physician's Release Form

Plan Amendment Addressing HIPAA

Policy Manual Acknowledgement

Position Analysis Questionnaire

Pre-Screening Notice and Certification Request for the Work Opportunity Credit (8850)

Preemployment Physical Examination Standard Consent and Release

Preliminary Job Description Questionnaire

Promotion Assessment (for Succession Planning)

Reason for Termination

Record of Conversation

Recovery of Overpayment(s) Payment Agreement

Reference Check

Reference Check by Telephone

Reference Request Notice

Religious Accommodation Request

Relocation Expense Agreement

Relocation Reimbursement Agreement

Request for Cash Out PTO

Request for Days Off

Request for Information from Medical Provider (ADA)

Request for Leave of Absence

Request for Leave of Absence with Medical and Return to Work Certification

Request for Reasonable Accommodation

Request for Reasonable Accommodation

Request for Tuition Reimbursement

Request for Vaccine Accommodation

Request to Review/Copy File

Request to Telecommute

Return-to-Work Agreement

Salaried Employee Retirement Plan

Sample Job Description Format I

Sample Job Description Format II

Sample Job Description Format III

Sample Job Description Format IV

Schedule H, Household Employment Taxes (1040)

Separation Check Sheet

Sexual Harassment Complaint Report

Supervisor Evaluation

Telecommuter Evaluation Survey for Employees

Telecommuter Evaluation Survey for Supervisors

Telecommuting Agreement

Training Expense Agreement

Transmittal of Corrected Wage and Tax Statements (W-3c)

Transmittal of Wage and Tax Statements (W-3)

Travel Expense Reimbursement

Tuition Reimbursement Request - 2

U.S. Corporation Income Tax Return (1120)

Use of Employee Image

Vacation Request/Carryover Form

Vacation Schedule

Veterans Post-Offer Self-Identification

Veterans Pre-Offer Self-Identification

Voluntary Self-Identification of Disability

Wage and Tax Statement (W-2)

Withholding Certificate for Pension or Annuity Payments (W-4P)

Workplace Investigation Checklist