Contents 1
1.Sample Forms 2
l Benefits 2
l Business Leadership 6
l Compensation 6
l Consulting 8
l Ethics & Sustainability 8
l Employee Relations 8
l Labor Relations 13
l Organizational & Employee Development 13
l Safety & Security 14
l Staffing Management 14
l Technology 19
l Legal Compliance 19
l Training & Performance 20
l Workplace Safety 20
l Employee Reference Letters 21
l Firing & Termination 21
l Hiring Employees 22
l Insurance 24
l Managing & Motivating Employees 24
l Policies & Documentation 26
2 Interview Questions 27
l Interview Questions 27
3 Job Descriptions 28
l By Title 28
l By Function 46
l By Industry 60
4 Metrics Caclulators 71
l General Business 71
l General Human Resources 72
5 Mission Statements 73
l Mission Statements 73
6 Policies 73
l Benefits 73
l Business Leadership 75
l Compensation 75
l Ethics & Sustainability 76
l Diversity 76
l Employee Relations 76
l Global HR 80
l Organizational & Employee Development 80
l Safety & Security 80
l Staffing Management 82
l Technology 83
7 Requests for Proposals 84
l Benefits Outsourcing 84
l Payroll & Compensation Services 84
l Other Services 84
l External Links 84
8 Supervisory Newsletter Articles 84
l Managing Smart 2009 84
l Managing Smart 2008 84
l Managing Smart 2007 85
l Managing Smart 2006 85
l Managing Smart 2005 86
l Managing Smart 2004 86
1.Sample Forms
l Benefits
Accident/Illness Investigation Report
Accident Log
Adoption Assistance Request Form
Advantages and Disadvantages of Workers' Compensat
Automatic Dependent Care Reimbursement Agreement
Automatic Enrollment Election-New Hires
Basic Rights For Employees On Military Leave
Basic Rights For Employees On Military Leave
Beneficiary Designation Form
Vacation and Sick Plans to New PTO Plan
Benefit Distribution Form
Benefit Distribution Form: Flexible Benefit Accoun
Benefit Distribution Form: Spousal Consent
Benefits Changes Due to Reduction in Hours
Benefits Satisfaction Survey
Benefits Statement (Personalized)
Certificate of Group Health Plan Coverage
Certification of Adoption/Foster Care Placement
Certification of Pay for Jury Duty
Checklist for Handling an Employee's Death
Checklist of Issues Related to Employee Educationa
Checklist of Issues Related to Employee Educationa
Checklist of Types of Employee Benefits
COBRA: Termination of coverage due to lack of prem
COBRA Administration Checklist
COBRA Letter
COBRA Notice and Election Requirements
COBRA Premium Increase Letter
COBRA Termination Letter
Days Off Without Pay
Designation of Beneficiary
Checklist for complying
Continuation of Health Coverage Notice
Single Employer Plan
Multiemployer Plan
Duration of COBRA Coverage Period
Does Your Workers’ Compensation Program Measure Up
Distribution Form
Developing a Phased Retirement Plan and Process
Education Assistance Application
Election Form To Continue Health Care Coverage
Education Benefit Request Form
Educational Assistance Application
Educational Expense Agreement
Election Change Form
Election Form To Continue Health Care Coverage
Employer Gift Matching
Employer Compliance With The FMLA
Employer Response to Employee Request for Family or Medical Leave
Employee Benefit Survey
Equal Pay: Administration and Enforcement
Employer Response to Request for Family Medical Leave
Employers and Plans Covered By COBRA
Family and Medical Leave Act (FMLA) Checklist
Fitness Center Enrollment
Federal Recordkeeping Requirements
Fitness to Return to Work Certification
FMLA Certification of Health Care Provider
FMLA Certification for Serious Injury or Illness of Covered Service member
FMLA Certification of Health Care
FMLA Designation Notice
FMLA Certification of Health Care Provider for Family Member’s Serious Health Condition (WH-380-F)
FMLA Certification of Qualifying Exigency For Military
FMLA Designation Notice (Form WH-382)
FMLA Key Employee Notification
FMLA Leave Exhausted Letter to Employee
FMLA Letter - Advance Notice
FMLA Letter - No Advance Notice
FMLA Notice and Designation Form
FMLA Notice of Eligibility and Rights & Responsibilities
FMLA Questionnaire
FMLA Recertification Letter
FSA Enrollment Form
FSA Payment Request Form
Handle Workers' Comp Claims
Health Care Cost Cutting Questionnaire
Health Care Plan Waiver
Health Care Spousal Surcharge Form
Health Fair Announcemen1
Health Fair Announcement
Health Insurance Coverage Statement
Health Insurance Survey
HIPAA – Disclosure of Personal Protected Health Information (PHI) Log
HIPAA Model Certificate
HIPAA Model Description of Special Enrollment Rights
HIPAA Model For Categories of Benefits
HIPAA Privacy Sample Business Associate Contract
Holiday Event Announcement wA-Z Reminders
Human Resources Acquisition Checklist
Immunization Consent Form
Human Resources Action Form
Incident/Near Miss Report
Incident Report
Is Self-Insuring Workers' Comp For You
Jury Duty Notification Form.doc
Leave Donation Authorization Form
Leave Donation Form
Leave of Absence Application
Life Event - Change in Status Benefit Change Form
Loan Application
Medical Insurance Opt Out
Mileage Reimbursement Form.doc
Military Leave Approval
Model Certification Of Creditable Health Care Coverage
Model COBRA Continuation Coverage Election Notice
Model General Notice (full version) Model COBRA Continuation Coverage Election Notice
Newborns' Act Disclosure Requirement - Sample Language
Notice of Termination of COBRA Continuation Coverage
Notice of Unavailability of COBRA Continuation Coverage
Notice of Underpayment of COBRA Premiums
Notice Requirements For FMLA Leave
Objectives Of A Benefit Program
Open Enrollment Announcement.doc
Pension Plan Enrollment Form
Overview - Establishing A Wellness Program
Overview - FUTA Records To Be Maintained By Employers
Overview Tips For Writing Job Descriptions
Payroll Action Notice
Plan Hardship Withdrawal Form
Plan Survey
Pre-Tax Payroll Deduction
Profit-Sharing and Trust Enrollment and Election Form
Profit-Sharing Plan and Trust Benefit or Withdrawal
Profit-Sharing Plan and Trust Spousal Consent
Providing Initial COBRA Notices
Qualifications For COBRA Coverage
Reasons For Taking Family Leave
Request For Donated Sick or Personal Time
Request for Parental/School Leave
Request for Repayment of Health Care Premiums Paid During FMLA Leave Letter
Request for Time Off
Response To Employee Request For FMLA Leave
Return to Work Agreement
Return to Work Certificate.doc
Sample Form for Employee’s FMLA Request – Continuous
Sample Form for Employee’s FMLA Request – Reduced Schedule
Sarbanes Oxley Sample Blackout Notice
Scholarship Application Form
Self Audit - Unemployment Management Audit
Self Audit Wage And Hour Issues
Servicemember FMLA Leave Request and Employer Response
Should the Retirement Plan Be Formal or Informal
Special Notice of Health Coverage Documentation
Statement of Domestic Partnership
Steps To Take In Job Analysis
Supervisor Referral to EAP
Termination Letter #2
Transportation Benefit Plan Enrollment/Change/Cancellation Form
Transportation Benefit Plan Reimbursement Request
Tuition Assistance Reimbursement
Tuition Reimbursement Log
USERRA Leave: Insurance Continuation Form Letter
Vacation Request Form
Waiver and Release of Liability
Women's Health & Cancer Rights Act Enrollment Notice -- Sample Language
Women's Health & Cancer Rights Act Required Annual Notice - Sample Language
Workers' Compensation Management Strategy
Employee Non-Compete Agreement
Employee Share Purchase Plan
Notice of Grant of Stock Option
Profit Sharing Plan
Simplified Employee Pensions Plan
l Business Leadership
Acquisition Communication – New Acquired Staff
Divestment Checklist--HR
Employee Invention Disclosure
HR Checklist: Opening a New Operation
HR Department Monthly Status Report
HR Department Sample Succession Chart
Human Resource Department Budget.doc
Power of Attorney.doc
Purchase Requisition
Human Resources Acquisition Checklist
General Consulting Services Agreement
l Compensation
AMEX Card Receipt Acknowledgment Form
Authorization Agreement for Payroll Deposits
Bonus Announcement Letter
Bonus Award Letter
Certification of Pay for Jury Duty
Check Request Form
Checklist for Handling an Employee's Death
Commission Sales Agreement
Communicating or Announcing Changes in FLSA Status to Employees
Company Keys Distribution Form
Compensatory Time Tracking Form
Designation of Beneficiary
Desk Audit Review
Direct Deposit Authorization Form
Direct Deposit
Duplicate W-2 Form
Employee Acknowledgement of Overpayment
Employee Change of Status
Employee Time Analysis Form
Exempt Employee Pay Reduction Investigation Request
Exempt Status Pay Reductions - Sickness vs. Personal Reasons
Fitness Center Enrollment
FLSA Fair Pay Employee Survey
FLSA Fair Pay Exemption Questionnaire
Human Resources Action Form
Information Release Form
Internship Position Description Form
Letter Announcing Reclassification from Exempt to Non-exempt Status
Merit Budget Increases Matrix - Performance Based Pay
Merit Wage Salary Increase Letter
New Hire Salary Agreement and Position Rate Change Form
Notice to Employees About FLSA Changes
Overtime Approval Form
Overtime Authorization Form
Overtime Liability Checklist
Pay Change Authorization
Pay Frequency Change Notice
Payroll Action Notice
Payroll Direct Deposit Authorization
Payroll Variance Approval Form
Payroll Deduction Authorization
Payroll Witholding Memo
Pre-Tax Payroll Deduction
Profit Sharing Pland and Trust Spousal Consent Form
Profit-Sharing and Trust Enrollment and Election Form
Profit-Sharing and Trust Enrollment and Election Form
Profit-Sharing Plan and Trust Benefit or Withdrawal
Receipt Acknowledgement
Retention Appreciation Letter or Retention Bonus Letter
Retention Bonus Agreement
Salary Increase Planning Matrix
Salary/Wage Advance Form
Sales Commission Incentive Plan and Payout Schedule
Sample Wage Range Structure
Severance Pay Option Election Form
Severance Pay Option Election Form
Signing Bonus Provision
Spot Award Nomination Form
Spouse Travel Reimbursement Request Form
Spouse Travel Reimbursement Request Form
Supplemental Time Report
Timekeeping Practices Checklist Salaried Non-exempt and Hourly Employees
Total Time Missed Punches Report
Travel Advance Request
Travel Authorization.doc
W-2 Form Electronic Delivery Consent Notice
U.S. Savings Bond Payroll Authorization
Wage and Salary Range and Band Structure
Conflict of Interest Disclosure
Weekly Time Report
CHECKLIST-HANDLING WORKERS’ COMPENSATION CLAIMS
Compensable Work Chart
Health Reimbursement Arrangement Plan (HRA)
Indemnification Agreement_For Directors
INDEMNITY
Reimbursement Form_Medical Expenses
l Consulting
General Consulting Services Agreement
Human Resources Acquisition Checklist
l Ethics & Sustainability
Conflict of Interest Statement
Conflict of Interest Disclosure
Conflict of Interest Statement
Financial Conflict of Interest Statement
Matching Gift Request
Volunteer Application
l Employee Relations
Conflict of Interest Agreement
Employee Change of Status
Conflict of Interest Statement
Conflict of Interest Disclosure
Conflict of Interest Agreement
ABC's To Investigations
Absence Tardy Notice
Action Plan for Improving Performance
ADA Accommodation Approval Letter.doc
ADA Accommodation Denial Letter
ADA Reasonable Accommodation Process Checklist
Agreement to Return and Care for Company Equipment
Americans With Disabilities Act of 1990 (ADA) Questionnaire
Annual Employee Satisfaction Survey
Application for Review of Special Parking Consideration
Appraisal of Competency - Dietary Assistant
Appraisal of Competency - Dietary Cook
Appraisal of Competency - Director of Health Services
At Will Employment Statement
Attendance Calendar
Change of Address Form
Change of Contact Information
Confirmation of Resignation Form
Communication to Employees About Turbulent Financial Times
Conflict Resolution Rules and Steps
Consensual Relationship Agreement
contact information
Contract Disclaimer Provision
Corporate Computer Asset Security Policy Acknowledgment
Corrective Action Form
Counseling Memorandum
Departure Announcement
Disciplinary Notice
Disciplinary Counseling Report
Discipline Incidence Report
Dress Code (Linked to Charity Donation Policy)
Employee Annual Performance Appraisal.doc
Emergency Contact Form
Employee Acknowledgement Form
Employee Evaluation Template
Employee Appreciation Week Announcement
Employee Handbook Acknowledgment
Employee Morale Satisfaction Questionnaire
Employee Performance Evaluation
Employee Policy and Procedures Receipt and Acknowledgment Form
Employee Questionnaire
Employee Recognition Program and Nomination Form
Employee Satisfaction Questions
Employee Satisfaction Survey
Employee Self Evaluation
Confidential Exit Questionnaire
Employee Self-Assessment
Employee Survey
Employee File Update
Employee Reprimand Disciplinary Report
Employee Survey Sample #2
Employee Status Form
Employee Survey Sample #4
Employee Survey Sample #5
Employee Termination Notice
Employee Worksheet.doc
Employee Time Analysis Form
Exit Checklist
Exit Interview Questionnaire
Exit Interview Questionnaire #4
Exit Interviewing Form
Employee Survey Sample #3
Feedback Request for Leadership Behaviors
Financial and Professional Services Learning Committment Form
FinancialConflict of Interest Statement
Formal Performance Interview Planning Checklist
General memo to employees regarding war
Grievance Procedure
Handbook Receipt Acknowledgment.doc
Harassment Mediation Resolution Form
Harassment Policy Acknowledgement Form
Health Insurance Survey
HR Effectiveness Survey.doc
HR Effectiveness Surve1
HR Effectiveness Surve2
HR Effectiveness Surve3.doc
Employee Survey Sample #8
Employee Survey Sample #7
HR Effectiveness Surve4
HR Effectiveness Surve5
Human Resources Action Form
Human Resources Quality of Service Questionnaire
Human Resources Satisfaction Survey
Human Resources Survey Questions
Incident Report
Incident
Individual Career Development Plan
Individual Goals Worksheet
Information Release Form
Interim Performance Evaluation
Internet Usage and Security Policy Acknowledgment
Internship Evaluation Report Form
Investigation Confidentiality Agreement
Investigatory Leave Notice
Job Abandonment Letter
Last Chance Agreement
Last Chance Agreement (Illegal Substance Abuse)