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Checklists

Practical steps for demanding employee matters.

Short, action-oriented references for a charge arriving, a complaint coming in, a new state in your roster, or a supervisor promotion. Use them to organize the next steps and identify where experienced support would help your team.

14 steps

EEOC Charge: First 72 Hours

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

11 steps

Multi-State Roster Expansion

When: Hiring or relocating employees into a new mandate state

16 steps

Investigation Intake

When: A new workplace-misconduct complaint just came in

9 steps

Annual Training Audit

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

12 steps

Supervisor Onboarding

When: Promoting an employee into a supervisory role

13 steps

Termination With a Complaint Trail

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

10 steps

Texas SB 45 Operating Adjustments

When: Aligning policies and practice with the 2021 amendments

8 steps

Hotline Rollout

When: Standing up or relaunching a confidential reporting channel

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

Need help carrying out the next steps?

A checklist is a starting point. Our team supports management decisions, documentation, investigations, and EEOC responses, with proactive engagement each quarter.

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