{"id":2203,"date":"2015-03-06T10:03:36","date_gmt":"2015-03-06T15:03:36","guid":{"rendered":"http:\/\/gtm.com\/business\/?page_id=2203"},"modified":"2026-05-07T17:23:52","modified_gmt":"2026-05-07T21:23:52","slug":"checklist-and-guide-library","status":"publish","type":"page","link":"https:\/\/gtm.com\/business\/resource-center\/checklist-and-guide-library\/","title":{"rendered":"Checklist and Guide Library for Business"},"content":{"rendered":"<div class=\"et_pb_section_0 et_pb_section et_pb_fullwidth_section et_section_regular et_block_section\"><div class=\"et_pb_module et_d4_element et_pb_fullwidth_post_title_0 et_pb_post_title  et_pb_text_align_left et_pb_bg_layout_light et_pb_image_below\"   >\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t<div class=\"et_pb_title_container\">\n\t\t\t\t\t<h1 class=\"entry-title\"><\/h1>\n\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t<\/div><\/div><div class=\"et_pb_section_1 et_pb_section et_section_regular et_block_section\"><div class=\"et_pb_row_0 et_pb_row et_pb_row_3-4_1-4 et_block_row et_block_row_3-4_1-4\"><div class=\"et_pb_column_0 et_pb_column et_pb_column_3_4 et_block_column et_pb_css_mix_blend_mode_passthrough\"><div class=\"et_pb_text_0 et_pb_text et_pb_bg_layout_light et_pb_module et_block_module preset--module--divi-text--default\"><div class=\"et_pb_text_inner\"><p><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-2207\" src=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/iStock_000010234214Large-300x199.jpg\" alt=\"checklist and guide library for business\" width=\"300\" height=\"199\" \/>Read or download these helpful items from our checklist and guide library to assist you in managing your business. Check back periodically as we are always adding more valuable resources!<\/p>\n<p><strong>Human Capital Management<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/complete-guide-to-human-capital-management\/\" target=\"_blank\" rel=\"noopener noreferrer\">The Complete Guide to Human Capital Management (HCM):<\/a> A comprehensive guide to understanding HCM and its benefits, prioritizing your needs, what to ask an HCM vendor, and much more.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/successful-hcm-implementation\/\" target=\"_blank\" rel=\"noopener noreferrer\">Keys to a Successful HCM Implementation:<\/a> Once you're ready for an HCM solution, this guide will go through the steps necessary to get your system up and running smoothly.<\/li>\n<\/ul>\n<p><strong>Payroll Issues<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/complete-guide-to-small-business-payroll\/\" target=\"_blank\" rel=\"noopener noreferrer\">The Complete Guide to Small Business Payroll:<\/a> A comprehensive guide to the payroll, tax, and HR issues affecting small businesses.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/Protecting_Your_SUI_Rate_Guide-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Protecting Your State Unemployment Insurance Rate: <\/a>Develop documentation to successfully contest unemployment claims and protect your SUI rate.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/Year-End-Checklist.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Year End Checklist: <\/a>A useful guide to preparing your business for the end of the year.<\/li>\n<\/ul>\n<p><strong>Professional Employer Organization<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/2026\/03\/GTM_small-business-guide-navigating-peos.pdf\">A Small Business Guide to Navigating Professional Employer Organizations<\/a> (PEOs): Determine whether a PEO is right for your business<\/li>\n<\/ul>\n<p><strong>Compliance Issues<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/resource-center\/checklist-and-guide-library\/new-york-sexual-harassment-prevention-resources\/\" target=\"_blank\" rel=\"noopener noreferrer\">New York Sexual Harassment Prevention Resources:<\/a> Find all the information you need to comply with the new laws affecting every employer in New York State. Get helpful links to model policies and training programs, FAQs, and more.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/resource-center\/checklist-and-guide-library\/new-york-paid-family-leave-resources\/\" target=\"_blank\" rel=\"noopener noreferrer\">New York Paid Family Leave Resources:<\/a> Find all the information you need to comply with this law affecting just about every employer in New York State. Read helpful articles and FAQs, and download a handy infographic.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/ACA-White-Paper-2015_Co-Brandable-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Affordable Care Act for Employers:<\/a> Download this comprehensive guide to what the ACA is, which employers are affected, compliance requirements, reporting requirements, and more.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/navigating_the_employer_mandate_guide_sc-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Navigating the Employer Mandate: <\/a>Understanding this aspect of the Affordable Care Act will help businesses figure out what their responsibilities are.<\/li>\n<\/ul>\n<p><strong>Human Resource Issues<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/Anti-Bullying-Policy-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Anti-Bullying Policy Template: <\/a>Customize this for your organization to help implement a zero-tolerance policy for abusive conduct in the workplace.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/BYOD-1.docx\" target=\"_blank\" rel=\"noopener noreferrer\">Bring Your Own Device Policy Template: <\/a>Companies that allow employees to use their personal electronic devices for work need a comprehensive policy to ensure that the company\u2019s data is well protected.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/Employee_Handbook_Acknowledgment-1-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Employee Handbook Acknowledgment Form: <\/a>Requiring employees to sign the employee handbook acknowledgment form demonstrates that the employee has received the handbook and acknowledges the workplace policies.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/Employee_Records_Filing_Checklist-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Employee Records Filing Checklist: <\/a>Stay compliant with these best practices and guidance on proper recordkeeping.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/Performance_Appraisal_Checklist-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Performance Appraisal Checklist: <\/a>Performance management is most effectively applied when managers and employees are in constant alignment and mutual agreement with overall goals.<\/li>\n<\/ul>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/wp-content\/uploads\/Best-Practices-to-Help-Avoid-Charges-of-Pregnancy-Discrimination-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Pregnancy Discrimination in the Workplace: <\/a>Guidelines on how to help your company stay out of legal trouble when it comes to pregnancy discrimination.<\/li>\n<\/ul>\n<p><strong>COVID-19<\/strong><\/p>\n<ul>\n<li><a href=\"https:\/\/gtm.com\/business\/resource-center\/checklist-and-guide-library\/covid-19-payroll-hr-resources\/\">COVID-19 Payroll and HR Resources<\/a> - articles and links to help businesses navigate the impact of the coronavirus outbreak.<\/li>\n<\/ul>\n<\/div><\/div><\/div><div class=\"et_pb_column_1 et_pb_column et_pb_column_1_4 et-last-child et_block_column et_pb_column_empty et_pb_css_mix_blend_mode_passthrough\"><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":2860,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"<img class=\"alignright size-medium wp-image-2207\" alt=\"checklist and guide library for business\" src=\"\/business\/wp-content\/uploads\/iStock_000010234214Large-300x199.jpg\" width=\"300\" height=\"199\" \/>Download these helpful items from our checklist and guide library to assist you in managing your business. Check back periodically as we are always adding more valuable resources!\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/AffordableCareActforEmployersGuide_LP---DOWNLOAD.html\" target=\"_blank\">Affordable Care Act for Employers:<\/a> Download this comprehensive guide to what the ACA is, which employers are affected, compliance requirements, reporting requirements, and more.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/FLSAClassificationGuide_LP---DOWNLOAD.html\" target=\"_blank\">FLSA Guide to Employee Classifications: <\/a>Ensure your business stays compliant with state and federal wage and labor laws.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/Anti-BullyingPolicyTemplate_LP---DOWNLOAD.html\" target=\"_blank\">Anti-Bullying Policy Template: <\/a>Customize this for your organization to help implement a zero-tolerance policy for abusive conduct in the workplace.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/NavigatingtheEmployerMandate_LP---DOWNLOAD.html\" target=\"_blank\">Navigating the Employer Mandate: <\/a>Understanding this aspect of the Affordable Care Act will help businesses figure out what their responsibilities are.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/Year-EndChecklist_LP---DOWNLOAD.html\" target=\"_blank\">Year End Checklist: <\/a>A useful guide to preparing your business for the end of the year.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/ProtectingYourSUIRateGuide_LP---DOWNLOAD.html\" target=\"_blank\">Protecting Your State Unemployment Insurance Rate: <\/a>Develop documentation to successfully contest unemployment claims and protect your SUI rate.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/BYODPolicyTemplate_LP---DOWNLOAD.html\" target=\"_blank\">Bring Your Own Device Policy Template: <\/a>Companies that allow employees to use their personal electronic devices for work need a comprehensive policy to ensure that the company\u2019s data is well protected.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/PregnancyDiscriminationBestPractices_LP---DOWNLOAD.html\" target=\"_blank\">Pregnancy Discrimination in the Workplace: <\/a>Guidelines on how to help your company stay out of legal trouble when it comes to pregnancy discrimination.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/EmployeeHandbookAcknowledgmentForm_LP---DOWNLOAD.html\" target=\"_blank\">Employee Handbook Acknowledgment Form: <\/a>Requiring employees to sign the employee handbook acknowledgment form demonstrates that the employee has received the handbook and acknowledges the workplace policies.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/EmployeeRecordsChecklist_LP---DOWNLOAD.html\" target=\"_blank\">Employee Records Filing Checklist: <\/a>Stay compliant with these best practices and guidance on proper recordkeeping.<\/li>\r\n<\/ul>\r\n<ul>\r\n\t<li><a href=\"http:\/\/pages.gtm.com\/PerformanceAppraisalChecklist_LP---DOWNLOAD.html\" target=\"_blank\">Performance Appraisal Checklist: <\/a>Performance management is most effectively applied when managers and employees are in constant alignment and mutual agreement with overall goals.<\/li>\r\n<\/ul>","_et_gb_content_width":"","footnotes":""},"folder":[],"class_list":["post-2203","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/2203","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/comments?post=2203"}],"version-history":[{"count":7,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/2203\/revisions"}],"predecessor-version":[{"id":18519,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/2203\/revisions\/18519"}],"up":[{"embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/pages\/2860"}],"wp:attachment":[{"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/media?parent=2203"}],"wp:term":[{"taxonomy":"folder","embeddable":true,"href":"https:\/\/gtm.com\/business\/wp-json\/wp\/v2\/folder?post=2203"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}