Click to return home 
 

 

Personnel Forms

images/personnel.gifBelow are a few sample forms and their descriptions taken from the Personnel Forms. All of the forms come in PDF and WORD . If you don't already have the Adobe Acrobat Reader which allows you to view PDF files, follow this link to get the FREE software. Working with the Word or RTF format allows you to customize the forms for your company. Note that a small number of word processor programs still have difficulty with the WORD and RTF format.

See a list and summary of more than 200 forms, please click here.

All forms come as part of the HR That Works program.

Hiring Checklist
(download PDF) 
The wrong employee will create negative energies, harass or discriminate against co-employees, create bad press, use up every day of sick leave, steal from you and sue your company. The right employee will create positive energies, empower co-employees, create new business opportunities for the company, add value, work as a team member and act respectfully and responsibly. The single biggest mistake that Partners make is hiring the wrong person. This checklist helps your company takes the steps necessary to hire only the best.

Compliance Survey
(download PDF)
This is the single most powerful lawsuit prevention form ever created! Unless somebody has copied this one, you won't find one like it anywhere - yet it's so simple. This form is designed to break past the "culture of silence" which exists in the workplace. It's amazing how we're afraid to find out if things are wrong. Instead of asking, we use the more comfortable "waiting until we get hit with a problem so hard that we're sent into a tailspin" approach. Try that with your kids and you're asking for trouble. Try it with your employees and that trouble is called a lawsuit. Keep your workplace cleansed of harassment and discrimination complaints. Circulate this form at least bi-annually. Place the executed forms in the employees' personnel files, in a separate file by itself, or both. If an employee says they don't know the company policy - then educate them until they "get it." If an employee says that they've been the victim of, or witnessed a violation, then use the following forms to assist with a prompt and thorough investigation. Better yet, call your attorney and ask for professional assistance. Remember, the best place to avoid claims is on the front-end.

The 60 Day New Hire Survey
(download PDF)
This is a very powerful form. We often underestimate the valuable insights that can be provided by new employees. We tend to create organizations where their opinion is not valued until they are indoctrinated within our culture. This is a shame, as most breakthroughs come from outsiders to a paradigm - in this case new employees at your company. This form allows your new hires to add immediate value by sharing what remains of their outside perspective.

Employee Correction Form
(download PDF)
It is important to have an employee acknowledge unsatisfactory performance and to help define both the cause and solution to the problem. Keep the "monkey off your back" and on the back of the employee by letting them "own" their problems. As we always caution, attack the conduct, not the person.

Managing Poor Performace Checklist
(download PDF)
Performance management is never easy. By following the suggested checklist approach you will greatly minimize the potential for conflict while improving your odds of generating improved performance.

Pre-Termination Checklist
(download PDF)
If you terminate an employee, and don't take a checklist approach as suggested, you greatly increase your chances of being sued for wrongful termination, discrimination, harassment, etc. The verdicts in these cases average $200,000 plus. 56% of all employees end up winning their lawsuits. You'll feel a lot more comfortable making a termination decision, knowing that you made the effort to go through the pre-termination checklist.

Client Bill of Rights
(view PDF)
This may be our favorite form of all. If lawyers want to improve their professional image, then they need to follow the conditions set forth in this form. Then they will regain public respect. This form was derived in part from a survey of complaints to the State Bar about attorney conduct. If the lawyer that you intend to hire balks at any of the provisions in this agreement, seriously consider hiring another lawyer. Please see the Special Report on The Nuts and Bolts on How to Choose and Manage an Employment Lawyer.

 

 



 

Copyright © 2007 www.employeradvisorsnetwork.com, inc.

By using any of the materials presented on this web site, you agree to the terms of our User Summary and Agreement. Please understand that use of this web site does not create an attorney-client relationship and the materials offered do not constitute legal advice.

Please view our Privacy Policy.



This site is best when viewed in