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Training Review Report: 4-page, 9-section objective
report rating the trainee on both behavioral and technical habits
and skills
Training Review Report
Rating Guide: A guide for use by both management and the team
leader, using a standard,
measurable rating method
Daily Team Record:
Used for tracking a team's
productive and non-productive (travel and breaks) time throughout
the day
Individual Weekly Revenue
Share Summary: Used for calculating an employee's weekly
earnings when paid a
predetermined income per job
Individual Weekly Hourly
Payroll Summary: Used for calculating an employee's weekly
earnings when paid by the hour
Employee Wage & Payroll Tax
Record: 52-week record
for tracking an individual
employee's wages and payroll taxes
Record of Labor Expense &
Payroll Tax Summary: 52-week record of ALL employees' collective
wages and payroll taxes
IRS PUBLICATION 15-A: Identifies the conditions under
which an individual may be considered an employee or an independent
contractor for tax purposes
Staff Roster:
Form for keeping a handy list of employees telephone numbers and
availability to work
Team Leader Job
Description: Defines the
duties and responsibilities required and expected of a team leader
Potential Promotion to Team
Leader Worksheet: Analyzes seven factors on which an
individual needs to be reviewed prior to promotion to team leader
Team Member Performance
Review Form: Examines
8 habits/skills on which to objectively rate a team member on
performance
Team Leader Performance
Review Form: Examines
8 habits/skills on which to objectively rate a team leader on
performance
Performance Review SMART
MODEL Coaching Guide: Provides specific guidelines for rating
a an individual's performance in a positive
and objective manner
Record of Verbal Warning to
Employee Form: To be used to record verbal warnings
given to an employee relative to
unacceptable performance or behavior
Employee Notice of
Deficiency Form: Used as a written record of
deficient performance or behavior on the part of an employee (and
signed by the employee as a record of the notification)
Employee Separation Report
Form: To be completed when an employee is terminated for any reason, even
voluntarily; includes a termination checklist
Exit Interview Form:
Exit interviews are an important
tool in successful human resource management; to be completed
upon termination of or by an employee
Breakage/Damage Report
Form: To be completed
when damage occurs to a client's property while in the care,
custody and control of your employees
First Aid & Safety
Equipment Checklist:
OSHA requires that each team be equipped with an acceptable first aid
kit
SAFETY PROGRAM HANDBOOK: Maintaining
a good safety program can reduce
accidents and injury and reduce workers' compensation insurance
increases that a record of claims can initiate; the topics
include:
-
Safety Program Statement
-
Safety Responsibilities
-
Hazard Identification and
Control
-
Safety Training
-
Accidents and "Near Miss"
Investigations
-
Safety Rules and Discipline
Also included are the following
forms:
-
New Employee Safety
Orientation Form
-
Safety Training Attendance
Register
-
Hazardous Condition Report
-
Near Miss Report
-
Injury Investigation Form
-
Notice of Injury or
Occupational Illness Incident Report
-
Worksite Safety Inspection
Checklist
-
Safety Violation Form
Personnel Records Retention
Guide: A guide on how long various records must be kept; not complying with the law could
result in serious consequences
The 5 Federally Required
Posters: There are five posters that federal law requires be
displayed where all employees can see them; failure to post one of them,
specifically, can result in a $10,000 fine
Specific State Posting
Requirements: In addition to those posters required federally,
there are various additional
posters that individual states require to be displayed