Human Resources

On these pages you will find resources to help you run an Episcopal church effectively. The diocesan personnel committee has created templates to help simplify your processes. If you have any questions, please contact The Rev. Kirby Smith ksmith@edsd.org .

HR Audit
HR Manual
Index of Materials
EDSD Personnel Handbook

Hiring and New Employees

Hiring

  1. Job Description
  2. Job Application
  3. Guide to Pre-Employment Inquiries
  4. Background Check Application
  5. Sample Job Offer

New Employee Paperwork

  1. Sample new employee checklist
  2. Employee orientation
  3. Forms: W-4, EDD Employee Withholding, I-9
  4. Emergency Contact Information
  5. Employee Group Medical and Dental Enrollment Form (provide to employees working more than 1000 hours per year)
  6. Lay Employees Defined Contribution Retirement Plan Application for Membership (provide to employees working more than 1000 hours per year)
  7. Direct Deposit form
  8. Predesignation of Personal Physician
  9. Predesignation of Chiropractor or Acupuncturist

For Employee’s Information

  1. Time of Hire Information (Workers’ Compensation)
  2. Notice to Employees (Labor Code 2810.5)
  3. Employee Assistance Form Brochure
  4. Safeguarding God’s People; Rights of Victims of Domestic Violence, Sexual Assault and Stalking; Harassment, Discrimination and Retaliation Prevention Policy
  5. Holidays of the Current Year (Sample)
  6. Paid family leave DE2511, Disability DE2515 State Disability Pamphlet (Only give these forms if your church participates in the state unemployment and disability program)

Employee Management

Denominational Health Plan

Evaluation Forms

  1. Self-Evaluation
  2. Supervisor-Evaluation

Payroll Change form

Work Plan

Progressive Discipline (Documentation of Verbal and Written Warnings)

  1. Verbal Warning
  2. Written Warning 1
  3. Written Warning 2

Employee Termination

a) Checklists

  1. Termination Checklist
  2. Termination Checklist Explanation
  3. Lay Church Pension Group (CPG) Checklist
  4. Clergy CPG Checklist

b) Final Paycheck Worksheet & Acknowledgement
c) Notice of Change in Employment Relationship
d) Exit Interview
e) Employee Termination Record
f) Unemployment Benefit Information Form 2320 (If church participates in unemployment insurance)
g) Notice to Terminating Employees: Health Insurance Premium Payment (HIPP) Program