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Updated
March 08,
2010 |
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IRS Form W-4 (2010) |
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IRS Form W-5 (2010) |
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Employment Eligibility
Verification Form I-9 (2012) |
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California EDD 'Report of New
Employees' Form DE 34 (2010) |
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Termination Meeting Checklist
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| Here is a checklist of helpful ideas and a
sequence of events to follow when terminating a employee. |
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Workplace Safety Rules
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| A written safety policy provides the
foundation for every successful safety program and could help you avoid the expense,
inconvenience, and other consequences of workplace accidents by making sure that employees
know what is expected of them. |
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Probationary Employee Progress Report
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excellent tool to follow your new hire's probationary
progress over the first 90 days of employment. |
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Employee Evaluation Form |
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Employees need periodic evaluations in order to maintain
high levels of standards and to do a good job. Use this
easy to follow form covering over 16 areas of any job
requirement. |
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When To Throw Out --- What |
Thanks to the growing complexity of federal
& state regulations, it is more difficult than ever to know which documents to keep
and for how long.
Here is a
suggested retention plan to comply with year 2010 regulations. |
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Individual
Employee Weekly Time Record |
| This is an
excellent form to comply with Wage & Hour Regulations
for employees to use to sign in and out their time hours
if you don't have a time clock. |
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Progressive Discipline Policy
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Degrees of
discipline are generally
progressive and are used to
ensure that the employee has the
opportunity to correct his or
her performance. |
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Employee Driving Record Check
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If you
are hiring someone to operate a motor vehicle for your business, make
sure you know what kind of driver your prospective new employee is. Good
for current employees, too. |
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Progressive Discipline Policy
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Degrees of
discipline are generally
progressive and are used to
ensure that the employee has the
opportunity to correct his or
her performance. |
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Violence Prevention Policy |
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Workplace security measures In an effort
to fulfill this commitment to a safe work environment for employees,
customers, and visitors, a few simple rules have been created. |
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Employee Warning Notice |
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A 'Employee Warning Notice' puts your employee on notice that things
must change. It's best to have written documentation that you have warned the employee, and have provided
them with an opportunity to change their behavior. |
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Direct Payroll Deposit
Authorization Form
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| Many
employers offer their employees to have their paychecks
directly deposited. Here's the form you'll need for the
employee to authorize direct payroll deposit. |
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Equipment
Inventory List
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| A handy
form to log your inventory of equipment with
description, serial number, date acquired, vendor or
lessor, and cost. Keep in a safe place with photo for
insurance and depreciation purposes. |
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Check Acceptance
Guidelines
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| Consumers currently use personal checks to
pay for approximately 40 percent of their purchases. Affordable computer technology is
almost single-handedly responsible for the rise in check forgery. All businesses should be
careful when accepting checks. |
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Employee Drug Testing Policy |
| A drug testing program can deter people from
coming to work unfit for duty and also discourage alcohol and other drug abusers from
joining your organization in the first place. |
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Financial
Analysis Form |
| Here is an excellent easy-to-use form to
determine your working cash position. |
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Sample
Applicant Information Release Authorization Form |
When you
attempt to check references supplied by
a potential employee, you may find that
many people and institutions will ask
for a release before providing
information. They are reasonably trying
to protect themselves from any potential
liability for disclosing information
regarding a person who doesn't want the
information made known.
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Brake System Checklist |
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As one client put it, "the sound of a tire hitting the
deck is the same sound as that of the cash register
ringing". Print and reproduce for use in your shop. |
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Employee
Injury/Accident/Damage Report Form
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A handy form to use with all
personnel to record various types of incidents. |
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Employee
Meal Waiver Form |
| If an
employee works more than five hours, an unpaid thirty
minute meal period is required. The exception to this
policy is if the employee works less than six hours, and
both the employer and the employee agree to waive the
meal period. |
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Auto Service Analysis |
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The Auto Service
Analysis is easy to do. You will soon see which
areas of sales that may need attention. An excellent
tool to use with your service staff.
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Cashier
Shift Reconciliation Policy |
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An excellent policy regarding cash shortages and shift
reconciliation. Print out, have each cashier sign, and
place copy in the employee's personnel file. |
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Notice to Employee as to Change in Relationship |
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The State of California Employment Development
Department has instituted regulations covering the
discharge of any employee. |
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CA Employee Withholding Allowance
Certificate (Form DE 4) |
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You should complete this form if
either: You claim a different marital status, number of
regular allowances, or different additional dollar
amount to be withheld for California personal income. |
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Application for Employer
Identification Number (IRS Form SS4) |
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Diagnostic
Labor Survey |
| A tool to collect pricing and other
management information, keeping you up-to-date on your competitors, thus charging your
customers a competitive yet profitable fees for your services. |
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Cash Flow Budget Worksheet
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| A cash flow
budget is a projection of your business's cash inflows
and outflows over a certain period of time. The primary
purpose of using a cash flow budget is to predict your
business's ability to take in more cash than it pays
out. |
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Employee Discipline Documentation
Form
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| When you are required to take disciplinary
action against an employee, it is essential to create and keep a good record of what steps
have been taken. |
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Automotive Technician Payroll
Analysis |
| Here's an
easy form that tells you what a mechanic should be paid
if sales are tied to payroll. It also shows what sales are required to break even. |
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Employment Reference Release
Form
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| When an employee leaves, it is best to come
to an explicit agreement regarding what information you will disclose, and to whom it can
be disclosed. This form contains a sample employment reference release that spells out the
terms under which references will be provided. |
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Pump Drive-Off Incident Form & Invoice
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| Here is a great ready-to-use form to gather
all needed information when a drive-off occurs at your station. Our clients say they
simply fax this to the customer's insurance carrier for prompt reimbursement payment. |
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Gas Analysis & Breakeven Worksheet
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Here is a easy
to use form to determine your margin, gross profit and mix.
This form also shows breakeven variations for gas and mart
items arising from retail price changes. |
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