Industry Templates
EHM Admin ▸ Industry Templates
Each template is a named bundle of starting defaults — the onboarding document packet, the operational task checklist, and the course set — copied into a new client's own configuration when EHM issues them.
Copied, not linked. A client already running keeps what they were given, and can edit it themselves. That is deliberate: a live link would mean an edit here silently changing what every existing client of that kind hands their new hires.
ConstructionField checklist
Field and jobsite work. The full California onboarding packet, with the IIPP, WVPP and heat-illness acknowledgments GATING — nobody starts work until they are signed — plus the field task checklist and an OSHA-oriented course set.
22 tasks
Editing this changes what the next client of this kind receives. The 3 clients already provisioned from it hold their own copy and are not affected — fix those on their own packet page.
Mandated safety acknowledgments
IIPP Acknowledgment of Receipt & Training
Workplace Violence Prevention Plan (WVPP) Acknowledgment
Heat Illness Prevention Acknowledgment
The IIPP applies to every California employer, SB 553 to nearly all, and indoor heat can reach an office. Keep these in every industry — the honest difference between a field and an office template is whether they gate starting work, not whether they are present.
Onboarding packet
Global Test Notice 1789855887494Hand out
Global Test Notice 1789855812065Hand out
Form I-9, Employment Eligibility VerificationSignGating
Federal Form W-4, Employee's Withholding CertificateSign
California DE 4, Employee's Withholding Allowance CertificateSign
DMV Authorization for Release of Driver Record (INF 1101)Sign
Offer of Employment / At-Will AcknowledgmentSign
Notice to Employee — Wage Theft Prevention Act (Labor Code §2810.5)Hand out + sign
Employee Information & Emergency Contact FormSign
Emergency Contact Designation — Arrest or Detention at Work (SB 294)Sign
Direct Deposit AuthorizationSign
Company Property Issued — ReceiptSign
Acknowledgment of Receipt — Handbook & Required NoticesSign
Health Insurance Marketplace Coverage Options Notice (ACA)Hand out
Workplace Know Your Rights Act Notice (SB 294)Hand out
Survivors of Violence & Family Members' Rights Notice (AB 2499)Hand out
Sexual Harassment Fact Sheet (CRD-185)Hand out
Workers' Compensation Time-of-Hire PamphletHand out
Medical Provider Network (MPN) NoticeHand out
"For Your Benefit" — California's Programs for the Unemployed (DE 2320)Hand out
Disability Insurance Provisions (DE 2515)Hand out
Paid Family Leave (DE 2511)Hand out
Course set
Bloodborne Pathogens · OSHA 29 CFR 1910.1030
Cybersecurity Awareness
Defensive Driving
Forklift Safety Basics · OSHA 29 CFR 1910.178
Harassment Prevention (California) · CA SB 1343auto-assigned
Heat Illness Prevention · 8 CCR 3395 / 3396auto-assigned
IIPP & Safety Orientation · 8 CCR 3203auto-assigned
Workplace Violence Prevention · CA SB 553auto-assigned
Auto-assigned courses land on every employee through one assignment rule. The rest are entitled to the client, who chooses who takes them.
General OfficeOffice checklist
Desk-based work. The same California onboarding packet and the same mandated safety acknowledgments — the IIPP applies to every CA employer, SB 553 to nearly all, and indoor heat can reach an office — but WITHOUT the before-field-work gate, with the office task checklist and a lighter course set.
20 tasks
Editing this changes what the next client of this kind receives. The 1 client already provisioned from it hold their own copy and are not affected — fix those on their own packet page.
Mandated safety acknowledgments
IIPP Acknowledgment of Receipt & Training
Workplace Violence Prevention Plan (WVPP) Acknowledgment
Heat Illness Prevention Acknowledgment
The IIPP applies to every California employer, SB 553 to nearly all, and indoor heat can reach an office. Keep these in every industry — the honest difference between a field and an office template is whether they gate starting work, not whether they are present.
Onboarding packet
Global Test Notice 1789855887494Hand out
Global Test Notice 1789855812065Hand out
Form I-9, Employment Eligibility VerificationSignGating
Federal Form W-4, Employee's Withholding CertificateSign
California DE 4, Employee's Withholding Allowance CertificateSign
DMV Authorization for Release of Driver Record (INF 1101)Sign
Offer of Employment / At-Will AcknowledgmentSign
Notice to Employee — Wage Theft Prevention Act (Labor Code §2810.5)Hand out + sign
Employee Information & Emergency Contact FormSign
Emergency Contact Designation — Arrest or Detention at Work (SB 294)Sign
Direct Deposit AuthorizationSign
Company Property Issued — ReceiptSign
Acknowledgment of Receipt — Handbook & Required NoticesSign
Health Insurance Marketplace Coverage Options Notice (ACA)Hand out
Workplace Know Your Rights Act Notice (SB 294)Hand out
Survivors of Violence & Family Members' Rights Notice (AB 2499)Hand out
Sexual Harassment Fact Sheet (CRD-185)Hand out
Workers' Compensation Time-of-Hire PamphletHand out
Medical Provider Network (MPN) NoticeHand out
"For Your Benefit" — California's Programs for the Unemployed (DE 2320)Hand out
Disability Insurance Provisions (DE 2515)Hand out
Paid Family Leave (DE 2511)Hand out
Course set
Bloodborne Pathogens · OSHA 29 CFR 1910.1030
Cybersecurity Awarenessauto-assigned
Defensive Driving
Forklift Safety Basics · OSHA 29 CFR 1910.178
Harassment Prevention (California) · CA SB 1343auto-assigned
Heat Illness Prevention · 8 CCR 3395 / 3396
IIPP & Safety Orientation · 8 CCR 3203auto-assigned
Workplace Violence Prevention · CA SB 553auto-assigned
Auto-assigned courses land on every employee through one assignment rule. The rest are entitled to the client, who chooses who takes them.
A new template starts from the required statutory set — the I-9, W-4, wage-theft notice and the safety acknowledgments — so an industry preset cannot quietly omit them · Issue a client