Templates, checklists, and guides that reflect how HR actually works — not how the textbook says it should. Built for Texas employers navigating compliance, documentation, and workforce management without a full HR department.
Complex compliance requirements, distilled into clear visual references. Save, print, or share with your supervisors and HR team.
Step-by-step visual guide to I-9 completion deadlines, reverification triggers, and common employer errors that lead to ICE penalties.
A visual map of the four-step discipline process — verbal counseling through termination — with documentation requirements at each stage.
Side-by-side breakdown of the most dangerous misconceptions about at-will employment in Texas and what the law actually says.
What must be in a compliant Texas employee handbook, what's optional, and what's commonly missing — illustrated for quick reference.
A direct comparison of state and federal leave obligations — eligibility thresholds, duration, and employer notification requirements.
Pay frequency requirements, final paycheck deadlines, deduction rules, and TWC complaint exposure — all in one reference chart.
Visit our HR FAQ Library for practical answers to common questions about employee discipline, documentation, hiring, compliance, leave, handbooks, pay practices, and workplace risk.
Practical tools built for the day-to-day realities of HR management. Every document is designed for immediate use — not as a starting point for another round of edits.
Texas Final Pay + PTO + Deduction Decision Packet
For Texas employers reviewing wage, PTO, and deduction risk before separation payroll is processed.
View + Download PDF / DOCXTexas Wage Deduction Authorization Form Pack
Written authorization forms for equipment, overpayments, and advances — built for the Texas Payday Law's written-consent requirement.
View + Download PDF / DOCXTexas Unemployment Claim Response Evidence Packet
For Texas employers assembling a complete, consistent, on-time response to a TWC unemployment claim.
View + Download PDF / DOCXTexas At-Will Termination Exception Checklist
At-will is the rule in Texas — this checklist screens for the exceptions that turn a lawful firing into a lawsuit.
View + Download PDF / DOCXJob Abandonment Decision Checklist
Verify the silence before you call it abandonment — attendance history, contact attempts, policy, and medical warning signs.
View + Download PDF / DOCXSeparation Classification Worksheet
Quit, discharge, layoff, or abandonment — classify every separation once, correctly, with the facts written down.
View + Download PDF / DOCXTexas Payday Compliance Audit
A self-audit against the Texas Payday Law: pay frequency, posted paydays, final pay, deductions, commissions, and wage statements.
View + Download PDF / DOCXTermination Risk Review Worksheet
A pre-termination screen for Texas employers: protected activity, consistency, documentation, authority, and alternatives — before the decision is final.
View + Download PDF / DOCXRetaliation Risk Map
Map the timeline between protected activity and adverse action before a decision looks like retaliation — because timing is the evidence.
View + Download PDF / DOCXSupervisor Documentation Sprint
A 7-day cleanup plan for supervisors who have a real problem employee and no real documentation.
View + Download PDF / DOCXEmployee Complaint Intake + Triage Decision Tree
Capture every complaint the same way, screen it for legal and safety risk, and route it to the right owner — within one business day.
View + Download PDF / DOCXWorkplace Investigation Planning Template
Plan the investigation before the first interview: allegation, scope, witnesses, evidence, order, and timeline on one page.
View + Download PDF / DOCXWitness Interview Question Bank
Opening scripts, neutral questions, credibility checks, and documentation prompts for defensible investigation interviews.
View + Download PDF / DOCXInvestigation Evidence Log
One numbered index for every document, message, recording, and record an investigation touches — with chain of custody.
View + Download PDF / DOCXFMLA Notice Timeline Tracker
Every FMLA notice deadline on one page — from trigger event to return-to-work — with dates you can defend.
View + Download PDF / DOCXPWFA Accommodation Request Packet
Handle pregnancy-related accommodation requests under the Pregnant Workers Fairness Act — quickly, interactively, and in writing.
View + Download PDF / DOCXADA Interactive Process Packet
Run and document the ADA interactive process: limitation, essential functions, options, dialogue, decision, and reassessment.
View + Download PDF / DOCXReligious Accommodation Review Form
Review religious accommodation requests under the post-Groff standard: sincere belief, work conflict, options, and real hardship analysis.
View + Download PDF / DOCXMedical Documentation Storage Checklist
What goes in the personnel file, the confidential medical file, the supervisor file, and the investigation file — and what never mixes.
View + Download PDF / DOCXWorkers' Comp Injury Response + Light Duty Packet
From injury report to return-to-work: treatment, restrictions, light-duty offers, and a communication log that protects everyone.
View + Download PDF / DOCXOSHA Recordkeeping Readiness Checklist
Decide recordability correctly, log it on time, and be ready for the annual posting — before OSHA asks.
View + Download PDF / DOCXTexas Child Labor Compliance Checklist
Age, hours, prohibited duties, and documentation for employing minors in Texas — under both TWC and federal FLSA rules.
View + Download PDF / DOCXRemote I-9 / E-Verify Checklist
Complete I-9s for remote hires correctly — alternative document examination, E-Verify steps, retention, and reverification.
View + Download PDF / DOCXEEO-1 / EEO-4 Data Readiness Checklist
Know whether you must file, get the demographic data clean, and assign an owner — before the portal opens.
View + Download PDF / DOCXVETS-4212 Checklist
Federal contractor veteran reporting: coverage test, protected veteran data, the August-September window, and a named certifying official.
View + Download PDF / DOCXNo-Tax-on-Overtime Reporting Readiness Packet
Get payroll ready for the overtime deduction: track the OT premium separately, map W-2 reporting, and fix regular-rate math first.
View + Download PDF / DOCXRegular Rate of Pay Audit Checklist
Find the bonuses, differentials, and incentives your overtime math is ignoring — before a wage claim finds them for you.
View + Download PDF / DOCXExempt vs. Nonexempt Classification File
Build a defensible exemption file per position: salary basis, salary level, duties test, and a review date — before the DOL builds theirs.
View + Download PDF / DOCXTipped Employee Pay + Tip Credit Checklist
Notice, minimum wage math, tip pooling, side work, and records — the five places tip credit compliance collapses.
View + Download PDF / DOCXReimbursement + Accountable Plan Policy Packet
Keep reimbursements tax-free and clean: business purpose, substantiation deadlines, category rules, and repayment of excess advances.
View + Download PDF / DOCXPay Compression Risk Audit Worksheet
Find where new-hire rates have collided with veteran pay — and score the flight risk before your best people do the math.
View + Download PDF / DOCXNew-Hire Pay Exception Approval Form
Before an above-range offer goes out: internal equity review, compression impact, justification, and a named approver.
View + Download PDF / DOCXSupervisor Premium / Lead Pay Template
Define what leads and supervisors are paid extra for, how much, and whether it's temporary — before the premium erodes or the FLSA notices.
View + Download PDF / DOCXCompensation Range Penetration Worksheet
Calculate where every employee sits in their pay range, flag the outliers, and turn the math into merit and adjustment decisions.
View + Download PDF / DOCXMunicipal HR Risk Audit Checklist
An HR risk sweep for cities and districts: authority, policies, records, discipline, public safety, public works, pay, and vacancies.
View + Download PDF / DOCXCity Council / Board HR Decision Memo Template
Put HR decisions in front of council or board the right way: issue, recommendation, fiscal impact, risk, alternatives, and the ask.
View + Download PDF / DOCXPublic Sector Employee Relations Decision Record
Document public-sector discipline and complaint decisions to survive records requests, appeals, council questions, and public scrutiny.
View + Download PDF / DOCXMunicipal Personnel File + Records Request Checklist
Structure personnel files for the Public Information Act — categories, confidential exclusions, request triage, and deadlines.
View + Download PDF / DOCXPublic Works On-Call Policy Template
A complete on-call policy for public works: rotation, response times, pay, call-back, equipment, fatigue, and documentation.
View + Download PDF / DOCXCritical Vacancy Risk Worksheet
Price what the empty chair actually costs — service impact, overtime, compliance, safety — and turn it into a decision.
View + Download PDF / DOCXMunicipal Hiring Panel Scoring Packet
Structured criteria, rubrics, conflict disclosures, and a selection justification that survives protest, records requests, and small-town politics.
View + Download PDF / DOCXNonprofit HR Infrastructure Maturity Map
Score your nonprofit's people infrastructure across eight domains — from governance to burnout — and see what to build next.
View + Download PDF / DOCXBoard / Executive Director Authority Matrix
Who decides what: decision rights, spending limits, hiring and firing authority, and the escalation path — on one page.
View + Download PDF / DOCXGrant-Funded Position Lifecycle Checklist
From award to sunset: fund the position honestly, track the grant's rules, and plan the ending on day one.
View + Download PDF / DOCXVolunteer vs. Employee Classification Guide
Where genuine volunteering ends and employment begins — control, compensation, and the traps that turn goodwill into wage claims.
View + Download PDF / DOCXVolunteer Handbook Starter Template
Conduct, safety, confidentiality, boundaries, and endings — the volunteer program's rules, written before they're needed.
View + Download PDF / DOCXMission Burnout + Workload Triage Worksheet
Measure the gap between workload and capacity, name the mission creep, and build a stop-doing list leadership actually signs.
View + Download PDF / DOCXAuthority Gap Audit Worksheet
Find the roles that carry responsibility without authority — the gap where bottlenecks, overrides, and burnout are manufactured.
View + Download PDF / DOCXOrg Chart vs. Real Decision System Mapping Worksheet
Map how decisions actually travel — the hidden approvers, override points, and bottlenecks the org chart doesn't show.
View + Download PDF / DOCXProof Under Pressure Review
Stress-test one policy against reality: what's written, what actually happens, and whether the proof would survive a claim.
View + Download PDF / DOCXHR Compliance Bundle for Small Businesses
A consolidated compliance package covering the most common legal exposure points for Texas small businesses.
View + Download PDFHR & Employment Law Checkup
A self-assessment tool to identify legal compliance gaps before they become DOL or EEOC complaints.
View + Download PDFAdvanced Compliance Strategies: Monthly & Annual Maintenance
A structured compliance calendar covering recurring obligations that organizations routinely miss until an audit forces the issue.
View + Download PDFTexas Workplace Poster Compliance Audit Checklist
Every required federal and Texas state posting, with location requirements and update triggers. The fine for non-compliance is not worth the oversight.
View + Download PDFFCRA Disclosure & Background Check Authorization Template
A compliant standalone disclosure form required before conducting background checks under the Fair Credit Reporting Act.
View + Download DOCXTexas New Hire Checklist
Every step from offer acceptance through day-90 — documentation, system access, required notices, and supervisor assignments.
View + Download PDF90-Day Onboarding Process Roadmap
A one-page visual map of the six onboarding phases — from day-one grounding through the post-90-day fit decision.
View + Download PDFCandidate Evaluation Form & Interview Hiring Checklist
A structured scoring form that standardizes interview evaluation and creates a defensible record of hiring decisions.
View + Download DOCXEEOC & ADA-Compliant Job Application Template
A legally reviewed application template that avoids the pre-employment inquiry violations that routinely surface in EEOC charges.
View + Download DOCXEmployment Offer Letter Template
A clean, at-will-preserving offer letter that covers compensation, start date, and contingencies without creating implied contract language.
View + Download DOCXJob Description Template — ADA & FLSA Compliant
A structured template that captures essential functions, physical demands, and classification criteria required for FLSA and ADA compliance.
View + Download DOCXComprehensive Job Analysis Template
A detailed job analysis framework for documenting role requirements, competencies, and performance expectations before posting a position.
View + Download PDF1099 Contractor vs. Employee: What You Need to Know
The misclassification guide that explains the IRS and DOL tests, the penalties for getting it wrong, and how to audit your current contractor relationships.
View + Download PDFProgressive Discipline Process Tips
Practical guidance on applying discipline consistently, documenting conversations, and avoiding the procedural errors that undermine termination decisions.
View + Download PDFSupervisor Disciplinary Meeting Preparation Checklist
A pre-meeting checklist that ensures supervisors have the documentation, talking points, and HR alignment needed before a disciplinary conversation.
View + Download PDFWritten Warning Letter Template
A formal written warning template that documents the specific conduct, policy reference, prior counseling, and expected corrective action.
View + Download DOCXPerformance Improvement Plan (PIP) Template
A structured PIP that sets measurable expectations, timelines, and support commitments — and creates a defensible record if termination follows.
View + Download DOCXEmployee Relations Investigation Form
A structured intake and documentation form for workplace complaints, grievances, and investigations that protects the organization throughout the process.
View + Download DOCXTermination Checklist
A step-by-step offboarding checklist covering final pay obligations, system access revocation, equipment return, and required notices under Texas law.
View + Download PDFMunicipal Severance Posting Template (Texas)
The public notice Texas cities must post when entering a severance agreement under Local Government Code §180.011 — with H.B. 762 payout limits noted.
View + Download DOCXCIVIC Employee Performance Evaluation Template
A values-based evaluation framework built around the CIVIC model — designed for organizations where culture and accountability need to coexist.
View + Download DOCXCompetency Framework Design Checklist
A step-by-step checklist for building a competency model that connects role expectations to performance evaluation and development planning.
View + Download PDFTraining for Behavior Change
A practical guide to designing training that actually changes behavior on the floor — not just produces a sign-in sheet and a certificate.
View + Download PDFVanishing Expertise: Why Your Knowledge Is Walking Out the Door
An examination of institutional knowledge loss and the workforce development strategies that prevent it from becoming an operational crisis.
View + Download PDFWhy Lengthy SOPs Fail: Practical Use in Real Workplaces
A direct look at why standard operating procedures get ignored and how to build documentation that people actually use under pressure.
View + Download PDFHR Policy Audit Checklist — Small Business
A comprehensive audit checklist covering the policies, procedures, and documentation that small businesses most commonly lack when a complaint is filed.
View + Download PDFTexas Records Retention Schedule
How long to keep every HR document — from I-9s to payroll records to investigation files — under Texas and federal law.
View + Download PDFAnti-Harassment & Discrimination Policy Sample
A compliant policy template covering protected classes, reporting procedures, investigation obligations, and non-retaliation commitments.
View + Download DOCXAt-Will Employment Acknowledgment Template
A standalone at-will acknowledgment for use in handbooks and offer letters — preserving the employment relationship without creating implied contracts.
View + Download DOCXRemote Work Policy Template
A comprehensive remote work policy covering eligibility, equipment, availability expectations, data security, and performance accountability.
View + Download DOCXWorkplace Safety Sample Policy
A foundational workplace safety policy covering hazard reporting, emergency procedures, and employee responsibilities under OSHA standards.
View + Download DOCXOSHA Incident Report Form
A structured incident report form that captures all information required for OSHA recordkeeping and workers' compensation documentation.
View + Download DOCXEmployee Agreement: Responsible Use of Electronic Resources
An acknowledgment form covering acceptable use of company technology, email, internet, and data — a required component of any defensible IT policy.
View + Download DOCXFMLA Employee Request Form
A compliant FMLA request form that triggers the employer's notification and designation obligations under the federal regulations.
View + Download PDFExempt vs. Non-Exempt Employee Comparison Guide
A plain-language breakdown of FLSA classification criteria — the most misunderstood area of employment law for growing organizations.
View + Download PDFMultistate Pay Range Compliance Checklist
For organizations operating across state lines — a checklist of pay transparency, minimum wage, and posting requirements by state.
View + Download PDFSan Antonio Healthcare HR Compliance Checklist
An industry-specific compliance checklist for San Antonio healthcare employers covering HIPAA, credentialing, and workforce documentation requirements.
View + Download PDFStartup HR Scaling Checklist
The HR infrastructure milestones every growing business needs to hit before headcount outpaces the systems designed to manage it.
View + Download PDFMultistate Expansion Pay Range Checklist
For businesses expanding beyond Texas — a checklist of pay transparency laws, posting requirements, and minimum wage thresholds by state.
View + Download PDFWhen the situation is too specific, too complex, or too far along for a template to fix — that's when you call. A strategy session starts with an honest assessment of where your HR function stands and what it needs to perform.
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