Human Resources
Accident Report Form
This form may be used to generate a report of an employee accident that occurred on the job.
Acknowledgement of Resignation
This letter serves as a record that the employer has received and accepts an employee’s notice of resignation. A copy of the letter should be sent to a resigning employee as well as retained in the employee’s personnel file.
Applicant Reference Check
This form may be used by an employer to obtain information about an applicant from the references provided by the applicant. The form should be filled out by the employer and sent to the applicant’s listed references for them to complete. Be sure to check the state laws governing what information may and may not be provided about an applicant’s previous work history.
Authorization to Release Information
This is a letter informing an employer that they have been provided as a reference for a prior employee. The letter releases the employer from liability when the employer releases information about the prior employee’s work history. The form contains contact information for the employee and the employer, and also contains a limitation period.
Certificate of Group Health Plan Coverage
This certificate provides evidence of your prior health coverage. You may need to furnish this certificate if you become eligible under a group health plan that excludes coverage for certain medical conditions that you have before you enroll. This certificate may need to be provided if medical advice, diagnosis, care, or treatment was recommended or received for the condition within the 6-month period prior to your enrollment in the new plan. If you become covered under another group health plan, check with the plan administrator to see if you need to provide this certificate. You may also need this certificate to buy, for yourself or your family, an insurance policy that does not exclude coverage for medical conditions that are present before you enroll.
COBRA Election Form for Employee
This form is to be completed by employees seeking to participate in the COBRA program, which allows employees to remain enrolled in their employer’s group health plan for a limited time when the employee has left the company. The employee is responsible for the insurance premiums if enrolled in COBRA, but receives the benefit of group coverage, which often means lower premiums.
COBRA Late Payment Notice
This letter should be sent by the employer or plan administrator of an employee enrolled in the COBRA health insurance program who is late making a payment. Employees are responsible for paying the premiums for health insurance coverage while enrolled in the COBRA program.
Confirmation Letter of Employment and Termination
This form can be used by previous employers who are asked to verify a former employee’s work history. The form provides the former employee’s time of employment and pay rate.
Consent to Pre-Employment Testing and Release of Results
To avoid controversy over the use of drug and alcohol testing, it is best to notify the employee/applicant of the company’s drug testing policy and to obtain his/her consent to be subjected to the testing. Be sure to check with state and Federal laws and regulations to insure the company’s drug testing policy does not violate the rights of the employee/applicant.
Corrective Action Form
This form provides notice to an employee of the need for improvement in his or her job performance as well as documentation of the history of disciplinary action that has been taken against an employee. Copies should be kept by the central Human Resources office and in the employee’s personnel file.
Direct Deposit Enrollment Form
This form should be used by an employee who wishes to have his or her paycheck directly deposited into the employees checking or savings account on payday.
Discipline Policy
This form may be used to generate a discipline policy to be made available to all the employees in a company. Having a written policy provides an employer with some evidence that all employees are treated equally in the event an employee files a grievance or lawsuit about the way in which he or she has been disciplined. The form also contains written notices that can be sent to employees that violate company policy and are to be disciplined following the procedures of this discipline policy.
Disclosure and Consent to Secure Consumer Report
As an employer, you may use consumer reports when you hire new employees and when you evaluate employees for promotion, reassignment, and retention — as long as you comply with the Fair Credit Reporting Act (FCRA). There are legal consequences for employers who fail to get an applicant’s permission before requesting a consumer report or who fail to provide pre-adverse action disclosures and adverse action notices to unsuccessful job applicants. This form may be used to obtain an employee’s consent to a request for a consumer report in compliance with the FCRA.
Employee Certification of Cancellation of Dependent Health Coverage
This form should be used when an employee wishes to cancel the coverage of a dependent that they have previously included in his or her health care coverage. The employee should provide the employer with the reason for canceling the coverage and return the form to the employer.
Employee Handbook
An Employee Handbook (or manual) is necessary to minimize potential employee law suits and to communicate human resource policies without ambiguity. This interactive, attorney-authored Employee Handbook enables you to create this critical document without delay.
Employee Handbook Acknowledgment
Although an employee handbook can be a valuable part of your workplace, it can also make you vulnerable to claims from your employees that the handbook creates an employment contract. Such a contract could limit your right to discipline and terminate your employees. This Employee Handbook Acknowledgment form can help you guard against such claims because it informs employees clearly and unambiguously that the handbook does not create a contract. You should be aware, however, that if your actions or if documents otherwise create a contract with your employees, this form on its own will not be enough to protect you.
Employee Orientation and Training Checklist
Employers can use this checklist to help ensure that new employees to a company or a department are properly oriented with company and department policies.
Employee Request for FMLA Leave
This form is for employees seeking to take leave under the Family Medical Leave Act (FMLA). Employees should provide the reason they qualify for leave under the FMLA as well as affirm the conditions under which the leave will be taken.
Employee Request for Leave
This form should be used by employee’s who need to request leave from work for a variety of reasons including: paid leave, jury duty, short-term disability, military leave, and worker’s compensation. The request should be completed and submitted to the employer for processing in compliance with company policy.
Employee Self-Evaluation
This form may be completed by an employee to evaluate his or her own performance. It is a useful tool to use during performance evaluations so that the employee is involved in the evaluation process. After completing the form, the employee should meet with his or her supervisor and the two should go over the form together discussing accomplishments and how to improve weaknesses.
Employer Response to FMLA Request
This standardized form from the U.S. Department of Labor can be used by employers to notify employees of the company’s decision regarding an employee’s request to take leave under the Family Medical Leave Act (FMLA).
Employment Agreement
Employment agreements are not commonly used, but when the circumstances call for one, this form can be used to put the terms of employment between employer and employee into writing. It is a good idea to consult with an attorney before entering into an employment contract, both for employers and employees, because employment law varies from state to state. Also have the attorney review each provision of the contract to ensure that it is enforceable and legal in your particular state.
Employment Application
This form may be completed by job applicants for open positions in an employer’s company. Applicants are asked to provide educational and prior employment histories as well as skill sets that are applicable to the position.
Exit Employment Checklist
This form is used when an employee is leaving the company regardless of the reason. It is a useful method for insuring that the employee and employer have fulfilled all obligations to each other as well as track company inventory.
Exit Interview Questionnaire
Many employers find it helpful to ask employees who are leaving the company about their experience while employed with the company. The purpose of conducting an exit interview questionnaire is to help the company identify ways of improving its climate, management and conditions of employment, and as a method of monitoring how they are doing as an employer. This form may be completed by an employee and returned to the company’s Human Resources department.
Flexible Spending Account Claim Form
This form may be used by an employee to file a claim for reimbursement from the employee’s Health Care Spending, Day Care Expense or Insurance Reimbursement Account.
Flexible Spending Plan Denial of Benefits
This letter may be used by employers to inform employees that they have been denied coverage in the company’s benefits program because the employee missed the election deadline. Under federal law for flex plans, elections of coverage must be made before the effective date of the coverage.
Flexible Spending Plan Worksheet
Many employers offer Health Care Spending Accounts, which enable employees to pay for eligible health care expenses that are not reimbursed by any other plan for the employee and his or her dependents with pre-tax dollars. This worksheet is designed to help the employee estimate these expenses to determine how much to place in his or her Health Care Spending Account.
FMLA Worksheet
This form may be used to track an employee’s monthly use of leave under the Family Medical Leave Act (FMLA). It can be used to record dates leave was taken, number of hours taken and reason for the leave. This is a good method for keeping an accurate account of an employee’s annual use of FMLA leave.
Form I-9 Employment Eligibility Verification
This standardized form from the U.S. Immigration and Naturalization Service (INS) must be completed by all new employees to confirm their eligibility to work in the United States. This form may also be used to update or reverify eligibility of employment information for an existing employee.
General Non-Disclosure Agreement
This is an General Nondisclosure Agreement. The form contains questions concerning details of the company and client who are entering into this agreement.
Independent Contractor Agreement
This is a simple independent contractor agreement between a Company and Contractor for work to be done on an existing contract/project.
Involuntary Discharge of Employment
This letter is used to inform an employee that the employer had decided to terminate the employment relationship. The letter allows the employer to include the reason the employee is being terminated.
Non-Discrimination Policy
This form creates a written statement declaring the employer’s non-discrimination policy, which is to extend beyond hiring practices and cover dealings with existing employees, customers, clients and vendors.
Notice of Adverse Action
The form may be used to notify an applicant that due to the results of a consumer report compiled about the applicant, the employer has opted not to hire the applicant. Under the Fair Credit Reporting Act, an employer who uses information from a Consumer Reporting Agency to take action against an applicant or employee — such as denying an application for employment — must notify the applicant/employee, and provide the applicant/employee with the name, address, and phone number of the Consumer Reporting Agency that provided the consumer report.
Release (Severance Agreement)
This form can be used to create a release agreement between an employer and employee who is leaving the employment of the employer. Often in exchange for an employee’s promise to protect confidential business information, an employer will provide severance pay and temporarily extend benefits after the employee has left the company. Because employment law is state specific both the employer and employee are strongly encouraged to have an attorney review a release agreement prior to signing it.
Request for Advanced Sick Leave
This form should be used by employees who know in advance that they will need to take sick leave. Such an advanced request should be accompanied by a doctor’s certification of the need for the leave. This form should not be used by employee’s seeking leave under the Family Medical Leave Act (FMLA).
Request for Reasonable Accommodation
Employees with medical disabilities are entitled to ask their employer to make reasonable accommodations at the work place for the employee’s disability. This form can be used by the employee to make a request as well as offer suggestions for solutions to the employee’s need for accommodation. Employers are required to comply so long as the request does not impose an undue hardship to the employer. To receive guidance on specific problems and possible solutions, call the Office of Disability Employment Policy’s Job Accommodation Network at 800-526-7234, or 800-ADA-WORK (800-232-9675), or, with computer and modem, 800-DIAL-JAN (800-342-5526).
Response to Request to Cancel Health Benefits
This letter is used to inform employees who participate in “cafeteria plans” that requests to cancel health insurance coverage at a time other than the open enrollment period may only be processed during the open enrollment period, prior to the beginning of coverage in the upcoming year. This rule is set by the Internal Revenue Service subject to exceptions, which are specified in this letter.
Sexual Harassment Complaint Letter
This form should be used by the employer to respond to an employee’s complaint of sexual harassment in the workplace and to document the actions taken by the employer to resolve the employee’s complaint.
Termination Letter for Cause
This letter may be used to notify an employee that he or she is being terminated either for violating a company policy referred to in the employee handbook or for a material breach of an employment contract. In either case, be sure to provide adequate notice of the termination as outlined in the employee handbook or in the employment contract.
Termination Procedures
This form may be used to generate procedures for terminating an employee. It provides a description of dismissible behaviors and actions as well as the steps to be taken before an employee may be terminated.
Voluntary EEO Identification Form
Various agencies of the United States government require employers to maintain information on applicants pertaining to factors such as race, sex, and type of position for which an individual applies. The information requested on this form is for compliance with certain record keeping requirements. Employees and/or applicants are not required to complete an EEO Identification, but may do so voluntarily.
Welcome Letter – Notice of Benefits
This letter is used to welcome new employees to the company as well as inform them of the available benefits offered by the company. The letter contains options for a variety of benefit offerings as well as information regarding the employee’s eligibility to enroll in the company’s benefits programs.
