Federal folder

Conflict of Interest

Conflict of Interest will not offer same protection as a full Confidentiality Agreement, however it will remind individual that you are asserting protection for your Organization.

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Document Translation and Understanding

If you need to translate any portion of a document to your employee, have them acknowledge understanding by signing this form.

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Initial Notice of COBRA Rights

The Initial Notice can be provided to employees to sign and acknowledge receipt at time of hire, and should also be mailed to the employee’s spouse/dependents. The Proof of Mailing form can be used by management to document that the Notice was mailed and should be filed with the employee’s personnel documentation.

Be sure to check if your state may have additional state-specific COBRA requirements.

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Federal Initial Notice of COBRA Rights – Form Reference #1.ONBC.3039.01

California Initial Notice of COBRA Rights – Form Reference #1.ONBC.3039.01CA

Goal and Performance Appraisal Form

Form can be used by supervisor and employees to document goal and performance.

Electronic Resources

Form W-4 Employee Withholding Certificate (2024)

Form W-4 is a federal Internal Revenue Service (IRS) form that employees must complete to let their employers know how much money to withhold from their paycheck for federal taxes.  All new hires should complete this new W-4. The IRS has also released a calculator that employees can use to assist them with filling out this form. Because W-4s are updated each year, best practice is to keep the appropriate year’s form on file.  Tax Withholding Estimator

EEO-1 Equal Employment Opportunity Data Form

This Data Form is a sample template employers can provide to their personnel for voluntary self-identification in order to the complete the race/ethnicity portion of the EEO-1.

For more information about EEO-1 filing, please visit eeoc.gov.

Reasonable Accommodation Request Record

Employers may use this form to document the entire interactive process. Please see the Easy Steps for a full guide on the Reasonable Accommodation packet.

Reasonable Accommodation Request Medical Certification

This form should be provided to employees to pass on to their healthcare provider in order to obtain medical certification regarding accommodation(s). Please see the Easy Steps for a full guide on the Reasonable Accommodation packet.