California Harassment Prevention — DIY Compliance Toolkit
Professional-grade forms, templates, and checklists built by California HR compliance experts. For employers who want to handle it themselves — correctly.
Starting at $29 per item · Complete bundle: $199
Used by California employers in general business, retail, and cannabis industries
Important Notice: These templates are for educational and compliance guidance purposes. They are not legal advice. Review all documents with qualified employment counsel before implementation. BizHR.org is an HR consultancy, not a law firm.
The Toolkit Is Right For You If…
You already have a general sense of CA law but need the actual documents
You want to avoid paying attorney rates for standard forms
You prefer to run your own training but need a professional framework
You're a new HR manager inheriting a compliance gap
You're a small business owner handling HR yourself
You want to be audit-ready without a full consulting engagement
Best Value
HPP Complete Bundle
Everything below for $199
- ✓Harassment Prevention Policy Template
- ✓Employee Complaint Form
- ✓Employee Acknowledgment Form
- ✓Supervisor Acknowledgment Form
- ✓Detailed Compliance Checklist
- ✓Recordkeeping & Retention Guide
- ✓Training Agenda + Topic Outline
Compare: hiring an HR consultant to create these from scratch typically costs $500–$1,200
Get the Bundle — $199Individual Items
Purchase individually or save with the Complete Bundle ($199)
Harassment Prevention Policy Template
What's Inside
- •13-section complete policy: Purpose, Scope, Protected Characteristics, Prohibited Conduct, Reporting Procedure, Investigation Process, Non-Retaliation, Supervisor Responsibilities, Employee Responsibilities, Consequences, Distribution
- •All FEHA protected categories included — race, gender identity, sexual orientation, reproductive health, off-duty cannabis use, and 15+ others
- •[CLIENT COMPANY NAME] placeholders throughout — fill in your details once
- •Gov. Code citations in each section for audit-ready documentation
Preview
HARASSMENT AND DISCRIMINATION PREVENTION POLICY
[CLIENT COMPANY NAME]
Effective Date: ________ | Last Reviewed: ________ | Next Review: ________
I. POLICY STATEMENT
[CLIENT COMPANY NAME] is committed to providing a workplace free from discrimination, harassment, and retaliation…
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Employee Complaint Form
What's Inside
- •Complainant & respondent information fields
- •Incident description: date, location, and detailed account of what occurred
- •Witness information section and prior reports disclosure
- •Requested resolution field + non-retaliation acknowledgment and signature block
Preview
EMPLOYEE HARASSMENT/DISCRIMINATION COMPLAINT FORM
Complainant Name: _______________
Date of Report: _______________
Department: _______________
Supervisor: _______________
Respondent Name: _______________
Respondent Title: _______________
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Employee Acknowledgment Form
What's Inside
- •Policy receipt confirmation statement with plain-language acknowledgment
- •Employee name, ID, department, and hire date fields
- •Signature line + date, with version tracking field for policy revisions
- •Dual-purpose: use for initial distribution AND annual re-acknowledgment
Preview
EMPLOYEE POLICY ACKNOWLEDGMENT
I, _______________________, acknowledge that I have received, read, and understand the [CLIENT COMPANY NAME] Harassment and Discrimination Prevention Policy (Version: ________, dated ________).
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Supervisor Acknowledgment Form
What's Inside
- •All fields from the Employee Acknowledgment Form, plus supervisor-specific obligations
- •Explicit mandatory reporting duty acknowledgment with Gov. Code § 12940(j) reference
- •Personal liability disclosure statement and training completion confirmation
- •Direct reports count field — required for HR audit documentation
Preview
SUPERVISOR ACKNOWLEDGMENT — MANDATORY REPORTING DUTY
As a supervisor at [CLIENT COMPANY NAME], I understand and acknowledge my mandatory duty to report any complaint of harassment, discrimination, or retaliation that comes to my attention, regardless of whether the complaining party requests confidentiality…
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Detailed Compliance Checklist
What's Inside
- •40+ line items across 6 categories: Written Policy, Training, Complaint Procedure, Recordkeeping, Posting, Investigation
- •Each item includes: checkbox + specific requirement + law citation
- •Status badges: Required / Recommended / Best Practice
- •Print-ready format — use in audits, self-assessments, and board presentations
Preview
CATEGORY 1 — WRITTEN POLICY
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Recordkeeping & Retention Guide
What's Inside
- •15-row retention table: document → retention period → storage location → who maintains
- •California vs. federal retention requirement differences highlighted
- •Confidentiality requirements for complaint files and investigation records
- •Sample filing structure diagram for compliant HR records organization
Preview
| Document | Retention Period | Storage | Maintained By |
|---|---|---|---|
| Signed Policy Acknowledgment | 3 years (active) + 1 year after separation | Personnel file (locked) | HR |
| Complaint Intake Forms | 4 years minimum | Confidential complaint file | HR Director |
| Investigation Records | 4 years minimum | Separate from personnel file | HR / Legal |
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Training Agenda + Topic Outline
What's Inside
- •1-hour employee session agenda aligned with SB 1343 required topics
- •2-hour supervisor session agenda aligned with AB 1825 requirements
- •Required topic checklist — verify your training covers everything mandated
- •Note: This outline is for use by qualified trainers only — not a substitute for live instruction
Preview
EMPLOYEE SESSION — 1 HOUR (SB 1343)
0:00–0:05 — Welcome & housekeeping
0:05–0:15 — What is harassment? Definitions under FEHA
0:15–0:25 — Protected characteristics & covered conduct
SUPERVISOR SESSION — 2 HOURS (AB 1825)
0:00–0:10 — Welcome, legal overview, mandatory reporting duty
0:10–0:30 — Recognizing harassment, discrimination & retaliation
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DIY Toolkit vs. Full Consultancy Service
Know exactly what you're getting before you decide
| What You Get | Premium Toolkit $199 | Full Consultancy $1,695+ |
|---|---|---|
| Policy template | ✓ Fillable template, all required sections | ✓ Custom-drafted, white-labeled, exec-signed |
| Forms | ✓ Standard complaint & acknowledgment forms | ✓ Branded, customized for your industry |
| Training | Outline only (trainer-use framework) | ✓ Live delivery (1-hr + 2-hr), certificates issued |
| Audit-ready file | ✗ | ✓ Complete organized packet |
| Employee packet | ✗ | ✓ Ready to distribute to staff |
| Cannabis-specific content | ✗ | ✓ Industry-specific addenda |
| Expert review | ✗ | ✓ An HRBiz consultant reviews your documents |
| Questions answered | ✗ | ✓ Ongoing during engagement |
| Get Toolkit → | Book Consultation → |
Frequently Asked Questions
Already Have the Documents? Just Need Someone to Deliver Training?
If your policies and forms are in order but you need a qualified trainer to deliver the live session, our À la Carte Training service is exactly that.
SB 1343 Compliant
1-Hr Employee Training
$795 / session
- ✓Live delivery by a qualified California HR trainer
- ✓All SB 1343 required topics covered
- ✓Completion certificates issued
AB 1825 Compliant
2-Hr Supervisor Training
$1,195 / session
- ✓Mandatory reporting duties, personal liability coverage
- ✓All AB 1825 required topics — bystander intervention included
- ✓Completion certificates issued
Educational and compliance guidance purposes only — not legal advice. BizHR.org is an HR consultancy, not a law firm. All templates should be reviewed by qualified employment counsel prior to implementation.