Guides & Checklists
Practical reference materials covering HR processes, workplace decisions, documentation, and employment compliance.
Find a Guide
- An Employee Raises a Possible Accommodation: What Happens Next?
- Investigating in Texas
- Handling Unannounced Government Visits
- Federal Labor Laws for Federal Contractors (Checklist)
- AI in HR: A Plain-Language Risk Check
- Domestic Remote Work, Real Risk: A Plain-Language Risk Check
- Why Employers Choose Treaty Oak
- Workplace Internal Investigations – The Employer’s Practical Legal Roadmap
An Employee Raises a Possible Accommodation: What Happens Next?
This practical two page guide helps employers, HR professionals, and managers recognize and respond to possible workplace accommodation requests. It covers the manager’s role, HR’s review process, and common considerations involving medical leave, remote work, performance, and pregnancy related limitations.
Key Takeaways:
- Ten steps for recognizing, evaluating, and responding to accommodation requests
- Guidance on documentation, communication, and follow-up
- Five workplace situations that deserve closer review
Investigating in Texas
This one-page reference explains the key considerations employers should understand when conducting workplace investigations in Texas. It highlights the legal expectations, procedural steps, and compliance risks that organizations must manage when responding to employee complaints.
Key Takeaways:
• When an investigation is legally required
• Best practices for impartial investigations
• Documentation and process expectations
Handling Unannounced Government Visits
Government agencies occasionally arrive unannounced to conduct workplace inspections or investigations. This guide provides employers with practical steps to respond appropriately while protecting the organization’s legal position and maintaining compliance.
Key Takeaways:
• How to respond when investigators arrive unexpectedly
• What information should and should not be shared immediately
• Steps to protect the organization during an inspection
Federal Labor Laws for Federal Contractors (Checklist)
Organizations working under federal contracts must comply with a complex set of labor regulations. This reference checklist outlines the key federal employment law requirements contractors should review to maintain compliance and avoid enforcement issues.
Key Takeaways:
• Core federal labor obligations for contractors
• Compliance areas most frequently overlooked
• Practical checklist for internal review
AI in HR: A Plain-Language Risk Check
This practical 25-question checklist helps employers identify potential risks in AI-assisted HR tools and processes. Leadership and HR teams can review hiring, performance management, meeting documentation, vendor contracts, data governance, and human oversight—then use the weighted scoring guide to prioritize next steps.
Key Takeaways:
- 25 plain-language questions for leadership and HR teams
- Risk checks covering five critical areas of workplace AI use
- High-, medium-, and low-risk indicators
- Three-tier scoring guide for prioritizing follow-up action
Domestic Remote Work, Real Risk: A Plain-Language Risk Check
This practical 20-question self-assessment helps employers evaluate legal and operational risk in domestic remote and hybrid work. It covers multi-state compliance, remote hiring verification, employee monitoring, wage-and-hour records, data governance, offboarding, and a scoring guide for prioritizing action.
Key Takeaways:
- Multi-state registration, payroll, workers’ compensation, and handbook checks
- Identity verification, Form I-9, interview proxy, and access-control checks
- Employee monitoring notice, wage-and-hour, and data-retention safeguards
- Vendor contracts, offboarding, and unreported employee relocation risk
- High-, medium-, and low-risk indicators with a scoring guide
Why Employers Choose Treaty Oak
A concise overview of Treaty Oak Employers’ Law Group, including its approach to workplace investigations, employment law, compliance, and strategic employer-side counsel. Learn what sets the firm apart, who it serves, and how it helps employers navigate complex workplace challenges.
Key Takeaways:
- Investigation-first approach to employment law and workplace risk
- Strategic counsel for employers, HR leaders, executives, and in-house counsel
- Expertise in workplace investigations, compliance, litigation, and workforce strategy
- Trusted by organizations ranging from growing businesses to large employers
Workplace Internal Investigations - The Employer’s Practical Legal Roadmap
Understand the essential steps involved in conducting legally defensible workplace investigations. This practical guide helps employers determine when an investigation is needed, how to conduct it properly, when independent counsel should be considered, and how to reduce organizational risk throughout the process.
Key Takeaways:
- Determine when and how to initiate a workplace investigation.
- Learn the characteristics of a well-documented, defensible investigation.
- Recognize common mistakes that increase legal and organizational risk.
- Understand when an independent investigator or outside counsel is appropriate.
The materials provided here are for general informational purposes only and are not legal advice.