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.
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.
HR Compliance Bundle for Small Businesses
A consolidated compliance package covering the most common legal exposure points for Texas small businesses.
Download PDFHR & Employment Law Checkup
A self-assessment tool to identify legal compliance gaps before they become DOL or EEOC complaints.
Download PDFAdvanced Compliance Strategies: Monthly & Annual Maintenance
A structured compliance calendar covering recurring obligations that organizations routinely miss until an audit forces the issue.
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.
Download PDFFCRA Disclosure & Background Check Authorization Template
A compliant standalone disclosure form required before conducting background checks under the Fair Credit Reporting Act.
Download DOCXTexas New Hire Checklist
Every step from offer acceptance through day-90 — documentation, system access, required notices, and supervisor assignments.
Download PDFCandidate Evaluation Form & Interview Hiring Checklist
A structured scoring form that standardizes interview evaluation and creates a defensible record of hiring decisions.
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.
Download DOCXEmployment Offer Letter Template
A clean, at-will-preserving offer letter that covers compensation, start date, and contingencies without creating implied contract language.
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.
Download DOCXComprehensive Job Analysis Template
A detailed job analysis framework for documenting role requirements, competencies, and performance expectations before posting a position.
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.
Download PDFProgressive Discipline Process Tips
Practical guidance on applying discipline consistently, documenting conversations, and avoiding the procedural errors that undermine termination decisions.
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.
Download PDFWritten Warning Letter Template
A formal written warning template that documents the specific conduct, policy reference, prior counseling, and expected corrective action.
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.
Download DOCXEmployee Relations Investigation Form
A structured intake and documentation form for workplace complaints, grievances, and investigations that protects the organization throughout the process.
Download DOCXTermination Checklist
A step-by-step offboarding checklist covering final pay obligations, system access revocation, equipment return, and required notices under Texas law.
Download PDFSeverance Agreement & Posting Template
A compliant severance template with OWBPA-required disclosures for employees over 40, and standard release language for all separations.
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.
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.
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.
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.
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.
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.
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.
Download PDFAnti-Harassment & Discrimination Policy Sample
A compliant policy template covering protected classes, reporting procedures, investigation obligations, and non-retaliation commitments.
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.
Download DOCXRemote Work Policy Template
A comprehensive remote work policy covering eligibility, equipment, availability expectations, data security, and performance accountability.
Download DOCXWorkplace Safety Sample Policy
A foundational workplace safety policy covering hazard reporting, emergency procedures, and employee responsibilities under OSHA standards.
Download DOCXOSHA Incident Report Form
A structured incident report form that captures all information required for OSHA recordkeeping and workers' compensation documentation.
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.
Download DOCXFMLA Employee Request Form
A compliant FMLA request form that triggers the employer's notification and designation obligations under the federal regulations.
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.
Download PDFMultistate Pay Range Compliance Checklist
For organizations operating across state lines — a checklist of pay transparency, minimum wage, and posting requirements by state.
Download PDFSan Antonio Healthcare HR Compliance Checklist
An industry-specific compliance checklist for San Antonio healthcare employers covering HIPAA, credentialing, and workforce documentation requirements.
Download PDFStartup HR Scaling Checklist
The HR infrastructure milestones every growing business needs to hit before headcount outpaces the systems designed to manage it.
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.
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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