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Exit Interviews: A Comprehensive Planning Checklist To Help You Cover All Your Bases
October 2002
Wary of today's uncertain economy, many employers are cutting their workforces, and many employees who think they could be laid off next are jumping ship for new jobs. We've put together a comprehensive checklist you can use to help you identify the issues you will need to raise in exit interviews with departing employees, whether they're leaving your company voluntarily or involuntarily. . . . more
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401(k) Plan
Customize this plan as needed for your particular workplace. [Company Name] offers its employees the opportunity to save for their retirement through its 401(k) plan. Eligibility, vesting, and all other matters relating to this plan are explained in the summary plan description . . . more
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Access to Medical Records
Confidentiality of medical information is essential. This form spells out the rules for accessing this information. This policy applies to all medical information regarding employees, including workers' compensation claims, pre-employment physicals, fitness for duty examinations, reasonable accommodation examinations, and family and medical leave forms . . . more
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Adoption Assistance Policy
Adoption assistance policy that provides adoption assistance to its regular full-time employees to help offset the costs incurred with legal adoption. [Company Name] provides adoption assistance to its regular full-time employees to help offset the costs incurred with legal adoption . . . more
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Bereavement Leave (Employee Version)
This form is to be filled out for request for bereavement leave for employees. Regular, full-time employees with more than [Eligibility Time Period, e.g., three months]' service may take up to [Number of Days] days of paid bereavement leave due to the death of a member of their immediate family . . . more
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Bereavement Leave (Manager Version)
Form to request bereavement leave for managers. Eligible employees are allowed [Number of Days] days for bereavement leave following a death in the immediate family (parents, spouse, children, sibling, or domestic partner). Following the death of a relative that is not in the immediate family (e.g., . . . more
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Childcare/Dependent Care Policy
Fully custimizable policy on childcare/dependent care. [Company Name] seeks to provide an environment that allows employees to enjoy work and not be distracted by concerns about dependents. [Company Name] provides a variety of resources to assist its employees in managing care for their dependents: . . . more
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Computer Loan Program
Under certain circumstances, such as telecommuting and business travel, your company provides its employees with computer equipment, hardware, and software for employees' use in performing their jobs away from the office. The loaned equipment is to be used for legitimate business purposes. Inform them on the policies on computer loan programs. . . . more
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Continuation of Health Insurance - COBRA (manager)
Use this form to instruct your managers about employees' COBRA rights. The Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA) requires group health plans sponsored by covered employers to allow qualified beneficiaries to have "COBRA continuation coverage" in the event that they lose group . . . more
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Domestic Partnership Benefits
This form explains your domestic partnership benefits to employees. [Company Name] is committed to diversity in the workplace and is interested in the welfare of its employees. As part of that commitment, [Company Name] makes the following benefits available for the domestic partners of its employees . . . more
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Educational Assistance Program Policy
Does your company have an educational assistance program to provide employees with the opportunity to enhance their development, to increase their knowledge and skills, and to earn undergraduate and advanced degrees that are related to their work? Here is a sample policy that you can use today. . . . more
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Eldercare
Use this form as a guideline for setting up an eldercare program. Regular, full-time employees who have been continually employed for at least [period of time] are eligible to participate in [Company Name]'s eldercare program. In addition, individuals who have been employed for at least 12 months and who have worked at least . . . more
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Employee Assistance Program (EAP) Policy
Employee Assistance Program (EAP) that provides confidential, professional counseling services for its employees and their family members. The EAP is available to assist in identifying and resolving personal problems or to act as a resource during stressful periods of time. The EAP can assist employees and their family members with concerns such as marriage problems, substance abuse, children, elderly parents, finances, emotional distress, as well as other areas. . . . more
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