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The Personnel Advisor library contains over 100 human resource forms, checklists, and policies. Our interactive forms are designed to assist employers and HR professionals in the productive and prudent use of human resources. They save time by reducing the administrative workload and help employers avoid personnel problems and legal compliance issues.

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Note: Mandatory written notices that must be distributed to employees are located in the Posters section under "Mandatory written notices."

 

A-C | D-F | G-L | M-O | P-R | S-Z


SAFETY DEPARTMENT MEETING

Employers can use Form S-2 to document department safety and health meetings, which are conducted to inform employees of chemicals in the workplace as well as other appropriate safety and health items.


PDF Safety Department Meeting - Form SH-2



SAFETY INSPECTION CHECKLIST

Use Form SH-1 to assess the safety of the workplace, and for developing a good safety and health program.


PDF Safety Inspection Checklist - Form SH-1



STAFFING PLAN GUIDE

Form S-2 may be used by the employer to develop an effective staffing or hiring plan. After developing some idea of the type of employees required and the workload requirements, a staffing plan should be developed.


PDF Staffing Plan Guide - Form S-2



TERMINATION CHECKLIST

The Termination Checklist (Form S-10) will assist the employer when planning to terminate an employee. The checklist includes general information to cover with the employee before his/her departure.


PDF Termination Checklist - Form S-10



TIME SHEET

Weekly time sheet employers can use to keep records of employee work hours.


PDF Time Sheet Form



W-4 FORM

Form W-4, Employee IRS Withholding Allowance Certificate, is used by the employer to determine the amount of taxes to withhold from an employee’s paycheck.


PDF *Spanish
PDF Form W-4- English (2020)



W-9 FORM

Form W-9 is used by individuals and entities to provide their taxpayer identification number to entities that will pay them income during the tax year.


PDF Form W-9: English (revised 10/2018)
PDF Form W-9: Spanish (revised 10/2018)
PDF Instructions for The Requester: English (revised 10/2018)
PDF Instructions for The Requester: Spanish (revised 11/2018)



WAGE AND SALARY PLAN

Use Form C-3 for developing basic wage and salary plans. The target pay rate is the average for all persons in a given job.


PDF Wage and Salary Plan - Form C-3



WITHHOLDING ALLOWANCE NOTICE

Notice to Employees, informs employees that their employer is required to send copies of Employee’s Withholding Allowance Certificate (Form W-4 [federal] or DE 4 [state]) to the Franchise Tax Board (FTB) if the certificate meets certain conditions. NOTE: The EDD has announced this form is obsolete and no longer required, effective January 2017.


PDF Withholding Allowance Notice - Form DE 35



WORKERS' COMPENSATION

CALIFORNIA WORKERS' COMPENSATION FORMS

  • California Workers' Compensation Claim Form (DWC-1) & Notice of Potential Eligibility for employees.

  • Predesignation of Personal Physician (DWC-9783) 

  • Notice of Personal Chiropractor or Personal Acupuncturist (DWC-9783.1) 

In addition to the forms, the "Time of Hire" pamphlet that must be given to all new hires is also available for download in English and Spanish (below). Refer to the Printable Posters and Notices section to obtain the required workers' compensation poster.


PDF Workers Compensation Claim Form DWC-1 (revised 1/2016)
PDF Predesignation of Physician Form DWC-9783 (revised 7/2014)
PDF Notice of Personal Chiropractor/Acupuncturist Form DWC-9783.1 (revised 7/2014)
PDF Workers' Compensation - Time Of Hire Pamphlet (English) (revised 7/2014)
PDF Workers' Compensation - Time Of Hire Pamphlet (Spanish) (revised 7/2014)



WORKLOAD ACTIVITY LOG

Employers can use Form S-1 to assess workloads in order to determine staffing needs. Job positions that are service oriented, such as receptionists, sales clerks, waitpersons and cashiers—present a challenging problem in determining adequate staffing levels. One of the best ways to determine staffing levels is to collect information about each employee’s workload activity. It also will determine what types of employees may be best utilized (e.g., full-time, part-time, temporaries, independent contractors).


PDF Workload Activity Log - Form S-1


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