- Compliance
Form I-9
Employee completes Section 1 on day one; employer completes Section 2 within 3 business days. Retain 3 years from hire or 1 year after termination, whichever is later.
- Compliance
WARN Act Triggers
60 days’ advance written notice for a plant closing (50+ employees at one site) or a mass layoff (500+, or 33% of the workforce if 50–499).
- Compliance
EEOC Charge Deadline
180 days from the discriminatory act in most cases; 300 days where a state or local agency enforces a similar law. Applies under Title VII, ADA, and ADEA.
- Compliance
OSHA Form 300 vs 300A
Form 300 is the detailed log of recordable work-related injuries; 300A is the annual summary, posted publicly February 1 through April 30.
- Employee Relations
Title VII Employer Threshold
15+ employees for each working day in 20+ calendar weeks. Same threshold for the ADA, GINA, and PWFA — the ADEA requires 20.
- Employee Relations
FMLA Employee Eligibility
Worked at least 12 months and 1,250 hours in the past year, for an employer with 50+ employees within a 75-mile radius.
- Employee Relations
Weingarten Rights
Unionized employees may request a union rep during an investigatory interview they reasonably believe could lead to discipline.
- Talent Acquisition
Four-Fifths Rule
Any protected group’s selection rate must be at least 80% (four-fifths) of the highest group’s rate — the screen for potential adverse impact.
- Talent Acquisition
COBRA Election Period
60 days from the qualifying event or election notice, whichever is later. Coverage runs 18 months; 29 for disability, 36 for certain events.
- Talent Acquisition
Form 1099-NEC
Reports nonemployee compensation of $600+ paid to independent contractors. Due to recipients and the IRS by January 31.
- Comp & Benefits
FLSA Overtime Premium
1.5x the regular rate of pay is the minimum overtime premium for non-exempt employees — and the regular rate folds in most pay differentials.
- Comp & Benefits
401(k) Plan Loan Limit
Lesser of $50,000 or 50% of the vested balance; up to $10,000 if the balance is under $20,000. Repay within five years, longer for a home.
- Comp & Benefits
Section 127 Education Limit
$5,250 per calendar year excluded from gross income under an IRS Section 127 plan — tuition, fees, books, supplies, and equipment.
- L&D
Kirkpatrick Four Levels
Reaction, Learning, Behavior, Results — satisfaction, knowledge gain, on-the-job application, and organizational impact.
- L&D
ADKAR Model
Five outcomes for individual change: Awareness, Desire, Knowledge, Ability, Reinforcement.
- L&D
ADDIE Model
The five phases of instructional design: Analysis, Design, Development, Implementation, Evaluation.
- Compliance
Form I-9
Employee completes Section 1 on day one; employer completes Section 2 within 3 business days. Retain 3 years from hire or 1 year after termination, whichever is later.
- Compliance
WARN Act Triggers
60 days’ advance written notice for a plant closing (50+ employees at one site) or a mass layoff (500+, or 33% of the workforce if 50–499).
- Compliance
EEOC Charge Deadline
180 days from the discriminatory act in most cases; 300 days where a state or local agency enforces a similar law. Applies under Title VII, ADA, and ADEA.
- Compliance
OSHA Form 300 vs 300A
Form 300 is the detailed log of recordable work-related injuries; 300A is the annual summary, posted publicly February 1 through April 30.
- Employee Relations
Title VII Employer Threshold
15+ employees for each working day in 20+ calendar weeks. Same threshold for the ADA, GINA, and PWFA — the ADEA requires 20.
- Employee Relations
FMLA Employee Eligibility
Worked at least 12 months and 1,250 hours in the past year, for an employer with 50+ employees within a 75-mile radius.
- Employee Relations
Weingarten Rights
Unionized employees may request a union rep during an investigatory interview they reasonably believe could lead to discipline.
- Talent Acquisition
Four-Fifths Rule
Any protected group’s selection rate must be at least 80% (four-fifths) of the highest group’s rate — the screen for potential adverse impact.
- Talent Acquisition
COBRA Election Period
60 days from the qualifying event or election notice, whichever is later. Coverage runs 18 months; 29 for disability, 36 for certain events.
- Talent Acquisition
Form 1099-NEC
Reports nonemployee compensation of $600+ paid to independent contractors. Due to recipients and the IRS by January 31.
- Comp & Benefits
FLSA Overtime Premium
1.5x the regular rate of pay is the minimum overtime premium for non-exempt employees — and the regular rate folds in most pay differentials.
- Comp & Benefits
401(k) Plan Loan Limit
Lesser of $50,000 or 50% of the vested balance; up to $10,000 if the balance is under $20,000. Repay within five years, longer for a home.
- Comp & Benefits
Section 127 Education Limit
$5,250 per calendar year excluded from gross income under an IRS Section 127 plan — tuition, fees, books, supplies, and equipment.
- L&D
Kirkpatrick Four Levels
Reaction, Learning, Behavior, Results — satisfaction, knowledge gain, on-the-job application, and organizational impact.
- L&D
ADKAR Model
Five outcomes for individual change: Awareness, Desire, Knowledge, Ability, Reinforcement.
- L&D
ADDIE Model
The five phases of instructional design: Analysis, Design, Development, Implementation, Evaluation.