Below are a few sample forms and
their descriptions taken from the Personnel Forms. All of
the forms come in PDF. 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.
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 violated
copyright laws and 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 Performance 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 $250,000 plus. Two
thirds 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.
To learn more about the powerful HR That
Works program, click here.