CD 3:
The 3Rs of
Employee Development
Sample Help Wanted
Classified Ads: Four
versions of effective help wanted classified ads
Sample Help Wanted
Brochure: A unique
approach to recruiting employees. Can be mailed or
distributed by door hanging in targeted neighborhoods — and of course
handed out during personal contact.
Phone Interview Screen & Evaluation
Form: A nine-question form to objectively evaluate
and screen employment applicants when they phone about your
employment opportunity
Hiring Interview Log Form:
For recording
interview appointments and tracking the source of the inquiry
(specific media you've used in advertising for help)
Industry-Specific
Application Form:
Custom-designed, industry-specific, 4-page application form. An
important tool for use in the objective 5-step selection process.
Personal Interview
Evaluation Form: For use in rating the candidate objectively
on three important areas during the interview process
Cleaning Team Member Job
Description: Provides both you and the candidate with a clear description of the
duties required of a member of a cleaning team
Authorization for Release
of Information Form: Applicants will sign this form giving you the right to obtain
background, criminal history and driving
record information.
Employment Reference Report
Worksheet: Used for
rating the candidate's overall score from information obtained from past
employers
Employment Reference
Questionnaire & Checklist: Form for rating and scoring the candidate
based on 12 questions you will ask each employment reference
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Personal Reference
Questionnaire: Ten
important questions you can ask personal references that may
provide meaningful information on employment candidates
Cumulative Hiring Decision
Maker Worksheet: A worksheet to help make an objective
decision when you have two or
more candidates, each seemingly equally qualified for the
position
New Employee Information
Form: For recording specific information about a new employee
(emergency phone numbers, for
example)
Employee Change in
Information Form: Anytime an employee's personal information (address,
marital status, etc.) changes, such changes must be recorded
W-4 Form: The IRS
form that must be filled out by each employee at the time of hire
INS I-9 Form: Proof of right to work in the
United States form
— required by law even if the
employee is someone you grew up with
Employee Acknowledgment
Form: This form acknowledges that the employee has been instructed in company policy,
MSDS sheets, safety procedures and other pertinent information
Request for Leave of
Absence Form: For use if the employee wishes to request a
leave of absence for medical or
non-medical reasons.
Request for Time Off Form:
If the employee wants to request
time off for personal days, vacation, or any other reason
Attendance Record Form:
Used for tracking absences and tardiness, an important
personnel record in building a case for dismissal, if necessary
EMPLOYEE HANDBOOK: A 6-page sample
of an employee handbook that
includes the following topics:
-
Your Role in the Company
-
Conditions for Termination
of Employment
-
Voluntary Termination
-
Job Abandonment
-
Unemployment Insurance
-
Working Hours
-
Attendance and Punctuality
-
Illness and Family
Emergencies
-
Holidays and Scheduled
Absences
-
Safety Program
-
Workers Comp Insurance
-
Remuneration and Pay Days
-
Social Security and
Medicare
-
Communications
-
Performance Reviews
-
Deficiency Notice
-
Required Postings
-
Personal Appearance and
Dress Code
-
Parking and Conduct at the
Job Site
-
Lunch and Coffee Breaks
-
Mistakes
Problems
-
Teamwork
-
Ideas
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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
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