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HR Forms...

 

Absentee Form - PDF Version
Absentee Form - Word Version
This form includes sections to document information regarding an employee's attendance record and should be completed by an employee's supervisor. This form is simply used as an easy-reference tool to track an employee's attendance, including vacation and sick time used and available.

 
Counseling Session Memorandum - PDF Version
Counseling Session Memorandum - Word Version

This form is used to document conversations held between employer and employee where counseling has been provided for a problem in the work environment. This form is often used in conjunction with the Written Plan Memorandum and the Decision-Making Leave forms, as the first step in the disciplinary process. If an employee's behavior or performance does not improve after this documented conversation, a supervisor then meets with the employee, explains that concerns still exist, outlines the concerns, and asks the employee to write a plan to improve their performance and/or behavior. The Written Plan Memorandum (below) is used to document this conversation. If, after writing a written plan, an employee's behavior and/or performance still does not improve, the supervisor may choose to give the employee paid time off of work to decide whether or not they wish to stay employed with the organization. The Decision-Making Leave (see below) form is used to document this conversation. All forms referenced within this paragraph are to be signed by an employee and their supervisor and maintained in an employee's personnel file.
 
Decision Making Leave - PDF Version
Decision Making Leave - Word Version
This form is to be used if an employee's written plan to improve their performance and/or behavior is not effective. It allows the employee a specified amount of paid time away from the job to decide whether they wish to continue their employment by making the requested improvements in their performance, or if they wish to terminate their employment. It includes: date of counseling session, reason for leave, date of leave, etc. This form is to be signed by the employee and the supervisor and maintained in the employee's personnel file.
 
Employment Application #1 - PDF Version
Employment Application #1 - Word Version

#1 This application form can be used by employers in the State of California who wish to collect full testing and background investigation releases.

Please Note: PAS ASSOCIATES CONSULTS ON A NATION-WIDE BASIS.  PLEASE CONTACT OUR OFFICE TO OBTAIN AN EMPLOYMENT APPLICATION SPECIFIC TO YOUR STATE.
 
Employment Application #2 - PDF Version
Employment application #2 - Word Version
#2 This application form can be used by religious non-profit employers in the State of California who wish to collect full testing and background investigation releases.   Religious non-profit organizations are exempted from sexual orientation anti-discrimination laws and are permitted to discriminate on the basis of religion only for jobs for which the practice of and belief in the religion of the organization is a legitimate, job-related requirement; and as long as the work involved is connected with carrying on the organization's religious activities. 

Please Note: PAS ASSOCIATES CONSULTS ON A NATION-WIDE BASIS.  PLEASE CONTACT OUR OFFICE TO OBTAIN AN EMPLOYMENT APPLICATION SPECIFIC TO YOUR STATE.

 
Employment Information Sheet - PDF Version
Employment Information Sheet - Word Version)

This form is used to document all general information about an employee such as home address, phone number, social security number and persons to contact in case of an emergency. This form should be completed by the new employee with new hire paperwork and maintained in the employee's personnel file.
 
Employee Loan Form - PDF Version
Employee Loan Form - Word Version

This form should be used whenever an employee requests and is granted a loan from their employer. This form will document the repayment terms of the loan, and is to be maintained in the employee's personnel file.
 
Employee Pay Advance - PDF Version
Employee Pay Advance - Word Version

This form should be used whenever an employee requests and is granted a pay advance from their employer, and should be maintained in the employee's personnel file.


This Week's "HR Tip"


 

 


 

 
 
Employee Probation Memorandum - PDF Version
Employee Probation Memorandum - Word Version

This form is used for those employees who have been given a written warning and whose performance and/or behavior has not improved, placing them on probation for a specific period of time. This form includes questions such as: reason for probation, means by which the supervisor will monitor progress during probation and steps employee must take to improve situation. This form is to be signed by the employee and the supervisor and maintained in the employee's personnel file.
 
Exit Interview Form - PDF Version
Exit Interview Form - Word Version

This form is used for those employees whose employment is terminated (voluntarily or involuntarily).  It is maintained in the personnel file for easy reference of job and pay change history.  This form should be completed by an employees supervisor.
 
I-9 Form - PDF Version
This form includes several changes to the types of documents that can be accepted for purposes of determining identity and authorization to work.
 
Notice to Employee - Labor Code Section 2810.5
-PDF

Notice to Employee - Labor Code Section 2810.5
- Word Version

Effective January 1, 2012, California Labor Code section 2810.5(a) requires that the following information be provided to each employee at the time of hire in the language the employer normally uses to communicate employment-related information.

Frequently Asked Questions

 
Payroll Status Change - PDF Version
Payroll Status Change - Word Version

This form is used to document job changes, pay changes, etc., and the reasons for those changes. It is maintained in the personnel file for easy reference of job and pay change history. This form should be completed by an employee's supervisor.
 
Performance Appraisal (2 Forms) - PDF Version
Performance Appraisal (2 Forms) - Word Version

This form assists the supervisor in documenting all necessary information during an employee's performance appraisal. One form is provided for Non-Exempt and Part-Time employees and another for Exempt Employees. This form should be signed by an employee, their supervisor and the appropriate manager and maintained in the employee's personnel file for future reference.
 
Payroll Deduction Authorization - PDF Version
Payroll Deducation Authorization - Word Version

This form is recommended for use by employers who allow employees to deduct amounts from their paychecks that are not required by law, i.e., health insurance premiums, merchandise purchases, etc.
 
Record of Conversation - PDF Version
Record of Conversation - Word Version

This form should be used whenever a supervisor has a conversation with an employee that needs to be documented. It can be used for employee situations or for general use within the daily operations of a business. If the use is for an employee situation, a copy should always be filed in the employee's personnel file.
 
Request to Make Up Time - PDF Version
Request to Make Up Time - Word Version

This form (or a form similar to it) is required when an employee wishes to request to take time off and make up the lost time within the same workweek, without incurring overtime. This form should be completed by an employee and approved by an employee's supervisor. The approval of make-up time is at the discretion of the supervisor.
 
Written Plan Memorandum - PDF Version
Written Plan Memorandum - Word Version

This form is used for employees who need to make specific improvement in their performance, after the above-referenced counseling session has taken place and has proven to be ineffective. It identifies why a plan is to be developed, outlines how to make the improvement, the specific improvement that is expected, the date improvement is expected, how the supervisor will assist the employee, and the consequences if improvement is not attained.
 
Written Warning - PDF Version
Written Warning - Word Version

The verbal warning, written warning, and probation process is a second type of disciplinary action process. When using this more traditional form of disciplinary process, this form is to be completed by the supervisor and includes necessary documentation such as the reason for warning, improvement expected, and date improvement is expected. Both the employee and the supervisor should sign this form, which is to be maintained in an employee's personnel file.
 
 
 

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the advice of legal counsel to determine the legal ramifications of the use of any such information be obtained
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