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A publication of Employer Resource Institute
Home | Sample Policies
 

Sample Policies and Forms

The forms and policies collected below are intended as samples. Review them with your employment law counsel to confirm that they are appropriate for your specific needs and situation. Used as a starting point, these can greatly reduce the cost of having an attorney draft documents from scratch for use in your organization.


Online Exclusive: Sample Forklift Attachment and Modification Policy
July 2010
Adding attachments to or modifying the lifting apparatus on a forklift can create hazards if not done with care. Under this company's policy, the following must be done if any attachment is added to a forklift or modification made to the lifting apparatus: . . . more »
Manlift Safety Policy
COCA Online Exclusive December 2009
Manlift Safety Policy As we report in this month's issue, a worker in Turlock was seriously injured after materials that were being improperly moved with a manlift shifted and fell on him. It's important for workers to understand that misuse of a manlift, far from being a smart shortcut, can lead to injury or even death.

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more »
Cell Phone Policy
COCA Online Exclusive October 2009
Cell Phone Policy This sample policy has been newly updated to reflect the latest technology changes, including texting


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Sample Incident and Near Miss Reporting Policy
COCA Online Exclusive September 2009
Sample Incident and Near Miss Reporting Policy In order to ensure a safe, healthful, and efficient work environment for our employees, the Company has established the following incident and near miss reporting policy as a condition of employment and continued employment

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Bucket Truck Safety Policy
COCA Online Exclusive March 2009
Bucket Truck Safety Policy Companies whose workers operate aerial platform/bucket trucks should have a policy regarding truck safety and safe work practices. This sample policy can be adapted to suit specific industries or applications.
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Online Exclusive: Sample Policy Prohibiting Workplace Bullying
COCA Online Exclusive July 2008
Workplace bullies are off the hook when their behavior violates no law or company policy. Make bullying behavior a violation of company policy, either on its on or through an expanded definition within . . . more »
Sample Meal Period Waiver
Sample Meal Period Waiver In certain situations an employee and employer may waive a meal period by mutual consent. Here is a sample meal period waiver form. . . . more »
Meal and Rest Periods
Meal and Rest Periods It is crucial for employers to carefully and accurately comply with California's laws on employee meal and rest breaks. This policy, updated following the recent Brinker decision, will help you explain the rules to employees. . . . more »
Drug- and Alcohol-Free Workplace Policy
Drug- and Alcohol-Free Workplace Policy In order to ensure a safe, healthful and efficient work environment you can use the following alcohol- and drug-free workplace policy to establish a safer workplace. . . . more »
Substance Abuse by Employees: Sample Last-Chance Agreement
April 2008
Substance Abuse by Employees: Sample Last-Chance Agreement The following agreement gives an employee with a substance abuse problem one more chance, spelling out that he or she will be fired for not complying with its terms. However, if someone who signed . . . more »
Cellular Phone Policy
COCA Online Exclusive
Cellular Phone Policy Here's a sample cell phone policy you can use to encourage employees' safe use of cell phones while driving. You can tailor the policy to meet your organization's needs. . . . more »
Sample Telecommuting Agreement
Here's a sample agreement in the form of a letter signed by you and your employee. The letter can be easily modified to fit your needs. . . . more »
Sample Telecommute Policy
Sample Telecommute Policy If telecommuting is right for your company, it's important to have a written policy so employees who wish to telecommute understand their rights and your expectations. Here's a sample policy that you can use . . . more »
Bulletin Item: Sample Whistleblower Poster
Bulletin Item: Sample Whistleblower Poster Notice Of Employee Rights And Responsibilities Under California's Whistleblower Protection Laws [Company] encourages you to report improper . . . more »
Health and Safety: Sample Communicable Diseases Policy
Health and Safety: Sample Communicable Diseases Policy To assist with your preparedness efforts for all contagious illnesses, here's a sample policy on communicable diseases that you can tailor to fit your organization's needs. . . . more »
Sample Disciplinary Procedure
January 2009
Cal/OSHA not only requires that you have a safety program ... it requires that you enforce it. Sometimes, that enforcement needs to take the form of disciplinary action. In order for disciplinary action to work, it needs to be structured so that the employee is clear about why he or she is being disciplined and what the consequences of future violations will be. This policy and form will help you provide your employees with a step-by-step policy for disciplinary action that doesn't leave them guessing about what happens if they continue to violate your safety rules and procedures. . . . more »
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