Risk Survey
Do you currently have.... (check all that apply)
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Workers' Compensation
Employment Practices Liability
A comprehensive, written job description
Written physical requirements for job
A company specific job application
Documented hiring criteria
Perform a urine drug screen
Perform criminal background screening
Perform motor vehicle reports
Perform a credit check
Perform social media screening
Perform a prior employer check
Save a copy of employment ad in the employee file
Provide a written job offer with your signature for acceptance
Provide a new hire form filed with the appropriate state
Retain an I-9 form on all employees
Provide written orientation manual and checklist
Have documented safety training
Documented physical training, (lifting methods, proper physical procedures)?
Provide an employee handbook
Have a new employee requirements checklist
Have regularly updated state and federal required posters in employee common area
Outsource payroll
Lease your employees
Employer paid benefits
Employer deducted ancillary benefits, (accident, disability, life, etc.)
Have regularly scheduled safety meetings
Have a clearly documented and established accident plan
Conduct post accident drug and alcohol testing
notify workers' compensation carrier within 24 hours of ALL worksite injuries
Have documented accident investigation report
Take accident witness statements
Have a future accident prevention procedure
Conduct third party safety reviews
Have a documented list of common reasons for disciplinary procedures
Have a written notice of discipline (first, second, third, etc)?
Have temporary suspension available for first or second discipline notices
Written termination form, signed by management and for specific cause, witnesses or peers
Have remote workers
What is your retirement plan, (exit strategy) for this business, (only answer if you are the owner)?
Have you reviewed the strategy with a professional, (Attorney & CPA)?
How is your business protected against loss of leadership, due to injury, illness or death?
How often do you meet with you CPA?
Have you had a business valuation completed in the last two years
Number of Employees
Estimated % of employee turnover
Number of workplace locations
First Name
Last Name
Organization
Email *
Phone *