California Personnel Advisor—Forms
Note: Most forms may be viewed, but only the Application for Employment, I-9, and W-4 Forms may be printed. All other forms will be fully printable upon your paid subscription.
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ACCIDENT INVESTIGATION REPORT—Document the cause and action taken as the result of an accident
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AFFIDAVIT TO COLLECT COMPENSATION OF DECEASED EMPLOYEE—Form to
be completed by surviving spouse, registered domestic partner, guardian or
conservator of the estate in order to obtain deceased employee's wages,
up to $5,000 (members only)
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- AMERICANS
WITH DISABILITIES—Reasonable
accommodation forms (members only)
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- CAL/OSHA—Employer Records of
Occupational Injuries and Illnesses
The following links provide the
required occupational injury and
illness forms
and instructions under Cal/OSHA.
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Appendix
A—Cal/OSHA
Form 300—Log
of Work-Related Injuries and Illnesses
(revised
4/2004)
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Appendix
B—Cal/OSHA
Form 300A—Summary of Work-Related Injuries and
Illnesses (revised 4/2004)
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Appendix
C—Cal/OSHA
Form 301—Injury and Illness Incident Report
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Appendix D—Instructions
to Complete Cal/OSHA Form 300
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Appendix E—Instructions
to Complete Cal/OSHA Form 300A
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Appendix F—Instructions
to Complete Cal/OSHA Form 301
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Appendix
G (Optional Form)—Worksheet
to Help You Fill Out the Annual Summary
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Exempt employers
(those
not subject to record
keeping requirements)
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CHECKLIST FOR BARRIERS FOR DISABLED WORKERS—Assess the workplace to accommodate persons with disabilities
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CHECKLIST FOR NEW EMPLOYEES—Orientation of new employees
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- COBRA MODEL FORMS—Model "General" Notice and "Election" Notice of COBRA Continuation Coverage Rights
(members only)
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EMPLOYEE DEVELOPMENT PLAN—Develop plans to increase skills and knowledge for employers and employees
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- EMPLOYEE HANDBOOK—Employers
can use the employee handbook template to create or revise a company
employee policy handbook.
(members only)
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EMPLOYMENT DECISION TABLE—Decision making during the hiring selection process
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EMPLOYMENT INTERVIEW EVALUATION—Evaluate an applicant during an interview
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EXEMPT JOB DESCRIPTION—Write exempt job descriptions
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EXIT INTERVIEW—Obtain information from an employee about the job, management and the organization
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- FAMILY MEDICAL LEAVE ACT—FMLA Forms (optional):
Medical Certificate Form (may be used to obtain medical certificate from healthcare provider)
Prototype Notice Form (may be used to respond to employee's request for leave)
Employee Request for FMLA Leave Form (members
only) (sample form employees may use when requesting family leave)
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INCIDENT RESOLUTION FORM—Document resolutions to workplace incidents
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I-9 FORM—EMPLOYMENT ELIGIBILITY VERIFICATION FORM—(revised
6/2008)
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IRS FORM W-4 (2008)—Employee IRS Withholding Allowance Certificate
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INTERNET AND COMPUTER USAGE POLICY—Company policy for employee's use of company automation, including all forms of Internet/Intranet access
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NON-EXEMPT JOB DESCRIPTION—Write non-exempt job descriptions
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ONE-ON-ONE MEETING GUIDE—Organize and document one-on-one meetings
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OUTLINE FOR JOB OFFER LETTER—Send to an applicant to make a job offer
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PERFORMANCE PLAN AND EVALUATION—Evaluate individual workers or teams of workers
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SAFETY DEPARTMENT MEETING—Document department safety and health meetings
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REPORTING
INDEPENDENT CONTRACTORS—File
reports with the California
Employment Development Department (EDD)—(For employers who use independent
contractors)
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SAFETY INSPECTION CHECKLIST—Assess the safety of the workplace
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STAFFING PLAN GUIDE—Develop a staffing or hiring plan
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TERMINATION CHECKLIST—Assist the employer when planning to terminate an employee
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WAGE AND SALARY PLAN—Develop salary plans
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WH 380—"Certification of Health Care Provider" (Form WH 380) is an optional form for employers to obtain certification from a healthcare provider that a serious health condition exists and qualifies for leave under the
Family and Medical Leave Act (FMLA).
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- WORKERS COMPENSATION
―California
Workers' Compensation Claim Form
(DWC-1) and "Notice of Potential Eligibility" for employees
―Predesignation
of Personal Physician (DWC-9783) (revised March, 2006)
―Notice of Personal Chiropractor or
Personal Acupuncturist (DWC-9783.1) (revised March, 2006)
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WORKLOAD ACTIVITY LOG—Assess workloads in order to determine staffing needs
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