Business Management

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Our Business Owner's ToolKit Section provides valuable on-line information for today's small business manager. Browse away ... we're certain you'll find information to make your business more successful.

Bureau of Automotive Repair Reference Forms

IRS Form W-4 (2012)

Employment Eligibility Verification Form I-9 (2012)

California EDD 'Report of New Employees' Form DE 34 (2012)

Application for Employer Identification Number (IRS Form SS4)

Termination Meeting Checklist

A handy checklist of helpful ideas and a sequence of events to follow when terminating a employee.

Employee Evaluation Form

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.

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.

Workplace Safety Rules

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.

Employee Driving Record Check

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.

Violence Prevention Policy

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.

Direct Payroll Deposit Authorization Form

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.

Equipment Inventory List

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.

Progressive Discipline Policy

Degrees of discipline are generally progressive and are used to ensure that the employee has the opportunity to correct his or her performance.

Check Acceptance Guidelines

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.

Auto Service Analysis

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.

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.

Brake System Checklist

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.

Financial Analysis Form

Here is an excellent easy-to-use form to determine your working cash position.

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.

Employee Injury/Accident/Damage Report Form

A handy form to use with all personnel to record various types of incidents.

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. But there are rules. Complete information here.

Pump Drive-Off Incident Form & Invoice

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.

Employee Discipline Documentation Form

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.

Employee Payroll Analysis

Here's an easy form that tells you what a employee should be paid if sales are tied to payroll. It also shows what sales are required to break even.

Cashier Shift Reconciliation Policy

An excellent policy regarding cash shortages and shift reconciliation. Print out, have each cashier sign, and place copy in the employee's personnel file.

Cash Flow Budget Worksheet

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.

Probationary Employee Progress Report

An excellent tool to follow your new hire's probationary progress over the first 90 days of employment.

Employment Reference Release Form

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.

Employee Warning Notice

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.

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.

Notice to Employee as to Change in Relationship

The State of California Employment Development Department has instituted regulations covering the discharge of any employee.

CA Employee Withholding Allowance Certificate (Form DE 4)

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.

Gas Analysis & Breakeven Worksheet

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.