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California Personnel Advisor—Forms

Note: Only forms noted as "Printable" may be downloaded and printed. All other forms will be made available upon your paid subscription.

  • ACCIDENT INVESTIGATION REPORT —Document the cause and action taken as the result of an accident
  • 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)
  • AFFIRMATIVE ACTION PLAN MODEL—Document Affirmative Action analysis
  • AMERICANS WITH DISABILITIES —Reasonable accommodation forms (members only)

  • ATTENDANCE LOGTrack employee attendance for an entire year. Record vacation, sick days, family leave and other absences.
  • 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.

  • Appendix ACal/OSHA Form 300—Log of Work-Related Injuries and Illnesses (revised 7/2007)
  • Appendix BCal/OSHA Form 300A—Summary of Work-Related Injuries and Illnesses (revised 7/2007)
  • Appendix CCal/OSHA Form 301—Injury and Illness Incident Report (revised 7/2007)
  • Appendix D—Instructions to Complete Cal/OSHA Form 300
  • Appendix E—Instructions to Complete Cal/OSHA Form 300A
  • Appendix F—Instructions to Complete Cal/OSHA Form 301
  • Appendix G (Optional Form)—Worksheet to Help You Fill Out the Annual Summary
  • Exempt employers (those not subject to record keeping requirements)
  • CERTIFICATION OF FITNESS FOR DUTY—Fitness for duty certification by health care provider regarding employee's ability to return to work.
  • CHECKLIST FOR BARRIERS FOR DISABLED WORKERS—Assess the workplace to accommodate persons with disabilities
  • CHECKLIST FOR NEW EMPLOYEES—Orientation of new employees
  • COBRA MODEL FORMS—Model "General" Notice and "Election" Notice of COBRA Continuation Coverage Rights 
  • DIRECT DEPOSIT AUTHORIZATION FORM—Optional form for payroll direct deposit authorization and bank information
  • EMPLOYEE DEVELOPMENT PLAN—Develop plans to increase skills and knowledge for employers and employees
  • EMPLOYEE HANDBOOKEmployers can use the employee handbook template to create or revise a company employee policy handbook
  • EMPLOYEE HANDBOOK ACKNOWLEDGMENT FORMAcknowledges receipt of employee handbook.
  • EMPLOYMENT DECISION TABLE—Decision making during the hiring selection process
  • EMPLOYMENT INTERVIEW EVALUATION—Evaluate an applicant during an interview
  • EXEMPT JOB DESCRIPTIONWrite exempt job descriptions
  • EXIT INTERVIEW—Obtain information from an employee about the job, management and the organization
  • FAMILY MEDICAL LEAVE ACTFMLA Forms (members only) (Revised January 2009):
  • Medical Certificate Forms (two forms that may be used to obtain medical certificate from healthcare provider):

▪ For Employee's Serious Health Condition (Form WH-380E)

▪ For Family Member's Serious Health Condition (Form WH-380F)

  • Notice of Eligibility and Rights & Responsibilities (WH-381) (may be used to respond to employee's request for leave)
  • Designation Notice (WH-382) (to approve or deny employee’s request for leave)
  • Military Leave Certification (two forms that may be used to obtain certification for FMLA military leave):

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

▪ Certification of Serious Injury or Illness of Covered Service Member (WH-385)

  • Employee Request for FMLA Leave Form (sample form employees may use when requesting family leave)

  • HIRING — Sample Letters

       ▪ Applicant rejection letter

       ▪ Job Offer Letter

  • INCIDENT RESOLUTION FORM—Document resolutions to workplace incidents
  • INTERNET AND COMPUTER USAGE POLICYCompany policy for employee's use of company automation, including all forms of Internet/Intranet access  
  • LABOR CODE SECTION 2810.5 NOTICE TO EMPLOYEEincludes specified wage information that must be given to all new hires in the language the employee normally uses to communicate. (Revised 11/2014)
  • LEAVE OF ABSENCE REQUEST FORM—Sample form employees may use when requesting leave
  • NAME/ADDRESS CHANGE FORMRecord and document employee name or address changes
  • NEW EMPLOYEE INFORMATION FORM—Emergency and general contact information for the employee
  • NEW HIRE PACKET—Complete packet of forms and required notices for new employees
  • NEW HIRE REPORTING FORMNew Hire Reporting forms for California and multi-state employers

    California New Hire Reporting (Form DE 34)

    Multistate Employers
  • NON-EXEMPT JOB DESCRIPTION—Write non-exempt job descriptions
  • ONE-ON-ONE MEETING GUIDE—Organize and document one-on-one meetings
  • OUTLINE FOR JOB OFFER LETTER—Send to an applicant to make a job offer
  • PERFORMANCE PLAN AND EVALUATION—Evaluate individual workers or teams of workers
  • SAFETY DEPARTMENT MEETING—Document department safety and health meetings
  • REPORTING INDEPENDENT CONTRACTORS—File reports with the California Employment Development Department (EDD)—(For employers who use independent contractors)
  • SAFETY INSPECTION CHECKLIST—Assess the safety of the workplace
  • STAFFING PLAN GUIDE—Develop a staffing or hiring plan
  • TERMINATION CHECKLIST —Assist the employer when planning to terminate an employee
  • TIME SHEET —Weekly time sheet record of employee work hours
  • WAGE AND SALARY PLAN—Develop salary plans

    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)

     —"Facts About Workers' Compensation For Employees"
    Pamphlet that employers must distribute to all newly hired employees informing them of their rights and obligations under California workers' compensation laws
  • WORKLOAD ACTIVITY LOG—Assess workloads in order to determine staffing needs

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