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Checklists

The first hour, the right way.

Short, action-oriented one-pagers for the moments that determine whether your defense holds: a charge arriving, a complaint coming in, a new state in your roster, a supervisor promotion. Read in five minutes, act on today.

14 steps

EEOC Charge: First 72 Hours

When: An EEOC charge or state-agency complaint just arrived

Download checklist + companion guide
11 steps

Multi-State Roster Expansion

When: Hiring or relocating employees into a new mandate state

Download checklist + companion guide
16 steps

Investigation Intake

When: A new workplace-misconduct complaint just came in

Download checklist + companion guide
9 steps

Annual Training Audit

When: Year-end review of training compliance against your roster

Download checklist + companion guide
12 steps

Supervisor Onboarding

When: Promoting an employee into a supervisory role

Download checklist + companion guide
13 steps

Termination With a Complaint Trail

When: Separating an employee who has filed or been named in a complaint

Download checklist + companion guide
10 steps

Texas SB 45 Operating Adjustments

When: Aligning policies and practice with the 2021 amendments

Download checklist + companion guide
8 steps

Hotline Rollout

When: Standing up or relaunching a confidential reporting channel

Download checklist + companion guide

Checklists are general information, not legal advice. Requirements change; confirm current rules with the applicable agency or your employment counsel.

Need a checklist mapped to your operation?

A 30-minute compliance assessment produces the equivalent: a written, sequenced action list grounded in your specific roster, locations, and history.