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Disability Insurance Compliance Checklist
General SDI questions and posting requirements: Does your organization participate in the state disability insurance program? If your organization uses a private plan, has it been approved by the state? Does your organization provide elective coverage to eligible employees? Is one person or one department responsible for your . . . more
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Employee Performance: 15-Point Checkup for Your Performance Appraisal System
September 2005
We've put together the following checklist to help you evaluate your organization's performance appraisal system. Performance appraisals are an important tool to help managers and employees meet and discuss organizational priorities and set performance and production goals. Appraisals can also provide important . . . more
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Immigration: Summary of Acceptable Employment Verification Documents
January 2005
Do you know which documents are acceptable for completing the I-9 form? The government has made some changes to the list of acceptable documents for List A, even though the I-9 form itself doesn't reflect these changes. List B and C documents haven't changed. The List A documents that are now acceptable are . . . more
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Employee Travel: Protecting Employees Far from Home; A 10-Point Checklist
When business demands send employees around the world, employers face a range of unique safety concerns—political unrest, illnesses such as SARS, and even unfamiliar local customs. And as an employer, you're expected to extend your umbrella of care as far as your employees go. Although it's impossible to plan for . . . more
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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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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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Access to Personnel Files and Recordkeeping
Use this form to explain your records policies to employees; customize as necessary. [Company Name]'s human resources department maintains a personnel file and, when applicable, a separate medical file for each of its employees. Information kept in the files is maintained in compliance with state and federal laws and regulations . . . more
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Affidavit of Domestic Partnership
The California Domestic Partner Rights and Responsibilities Act (DPRRA) gives domestic partners the same rights, duties, benefits, and responsibilities that spouses enjoy under California law. . . . more
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Business Ethics
Business ethics have hit the headlines lately in the wake of high-profile scandals. All organizations should have an ethics policy in place; here's one you can adapt as needed. It is the policy of [Company Name] to observe the highest standards of ethics, honesty, and integrity Employees are required to uphold these standards . . . more
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Cameras, PDAs, and Video Equipment
It is important to inform employees of the types of surveillance they're under. To safeguard its confidential information and to reduce the opportunities for unlawful harassment, [Company Name] regulates the use in its facilities of electronic equipment used to capture images such as camera phones, camera PDAs (Personal Digital Assistants), video equipment, cameras . . . more
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Change of Personal Information
This form can be used to inform employees to update their personal information to keep accurate records. It is important that [Company Name] has an accurate record of each employee's personal status. Changes in status can affect payroll tax deductions, insurance benefits, retirement plan benefits, and other . . . more
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About this Site
Checklists
