STAFFING Risk Management Tools
Workers Compensation Claim Acord Form 4
Pre-Placement Risk Assessment Checklist
Post-Offer Medical Questionnaire
Safety & Health Partnership Agreement
Transitional/Light Duty Job Offer Letter
Witness Statement Form
Remote/Hybrid Worker Safety Acknowledgement
Workplace Violence Prevention Plan
Pay Transparency Compliance Checklist
OSHA 300 Log Guide for Staffing Agencies
2026 State Minimum Wage & Overtime Quick Reference Card
Incident Cost Calculator Worksheet
Wage & Hour Compliance Audit Checklist
To report and open a workers' compensation claim, complete and submit the attached Accord form to the insurance carrier or agent, along with all relevant supporting evidence.
General Liability Claim Acord Form 3
To report and open a general liability claim, complete and submit the attached Accord form to the insurance carrier or agent, along with all relevant supporting evidence.
Auto Liability Claim Acord Form 2
To report and open a auto liability claim against your staffing company, complete and submit the attached Accord form to the insurance carrier or agent, along with all relevant supporting evidence.
Property Loss Claim Acord Form 1
To report and open a property claim against your staffing company, complete and submit the attached Accord form to the insurance carrier or agent, along with all relevant supporting evidence. This form is to be used if a Temp Employee caused any property damage to your clients location.
Staffing Company - Employee Handbook (Sample)
Looking to create a staffing company handbook and don't know where to start. See the attached sample handbook that you can use for your staffing firm.
***Please make sure your attorney reviews your company handbook***
Staffing/Client Agreement (Sample)
A proper client agreement is key for any staffing firm.
Here is a sample staffing client agreement that your staffing firm can use with your clients.
*** Have your attorney review the agreement before use ***
AI in Hiring Compliance Checklist
AI hiring tools are now being used heavily.
New AI hiring laws are coming (or taking effect) in various states. Here is an AI in Hiring Compliance Checklist that your staffing firm can use for your next hire (or client placement).
Worker Classification Checklist
As a staffing firm, it is important to know whether a worker is an employee or an independent contractor.
Here is a quick checklist that your staffing firm can use to make that determination.
Supervisor’s Accident Investigation Report
Workers' compensation claims happen.
Conducting a proper investigation of the claim is key. Here is a sample accident investigation form that your staffing firm can use.
Attach it (along with ACORD Form 4) to your insurance agent or carrier.
Employee Refusal of Medical Treatment Form
Employee accidents will occur.
But if an employee refuses medical treatment, be sure to have them sign the attached Medical Refusal Form.
Keep it in your files and submit it to your insurance carrier. This helps protect against any later attempt by the employee to file a claim for the same incident.
EPLI Incident Documentation Form
EPLI claims are quite common for staffing agencies these days.
Maintaining proper documentation on a claim can help ensure a faster review by your carrier and legal team.
Return-to-Work Program
Returning your employee to work is the best practice your staffing firm can implement.
This helps reduce the cost of claims and improves the worker's recovery.
Here is a sample form that can be used with your employee's doctor to facilitate a return to work as soon as possible.
Client Worksite Safety Inspection Form
Safety is key for any staffing firm.
Before placing any employees at a client's location, make sure it is a safe place for your temporary employees.
Here is a quick Safety Inspection Form that your team can use before your temporary employees step foot on the client's location.
Pre-placement risk assessment is essential for staffing firms.
Use this comprehensive checklist to evaluate compliance, worksite safety, co-employment risks, and onboarding before any worker steps on a client site.
The ready-to-use form (Ref: PP-002) helps minimize liability, ensure safe placements, and protect your agency with clear documentation and approval steps.
Post-offer medical questionnaires help staffing firms gather essential health information after a conditional job offer is extended.
This form allows you to document an employee's ability to perform essential job functions, identify potential accommodations, and protect against future workers' comp disputes by disclosing prior injuries or conditions (with the important Rycroft ruling note for Florida).
Use it confidentially in a separate medical file to stay compliant with ADA requirements while supporting safe placements and reducing claim risks. ***Check with your attorney before using this form ***
This Safety & Health Partnership Agreement is a key document for staffing firms to establish clear roles and responsibilities with host/client employers under the OSHA Temporary Worker Initiative (TWI).
It outlines shared obligations for site safety assessments, hazard correction, training, PPE provision, injury reporting, recordkeeping (including OSHA 300 logs), return-to-work coordination, and medical monitoring to ensure compliance with the OSH Act and reduce joint liability risks. By having both parties sign, staffing agencies demonstrate due diligence, promote safer placements for temporary workers, and help minimize workers' compensation claims and potential OSHA citations.
This Transitional / Light Duty Job Offer Letter is a critical tool for staffing firms to formally offer modified or transitional duty assignments to injured employees as part of a Return-to-Work program. It documents the proposed duties, physical restrictions (based on the physician's note), work conditions, and employee acceptance or decline, helping demonstrate good-faith accommodation under workers' compensation laws.
Proper use of this signed form reduces claim costs, supports faster recovery, protects against benefit disputes, and provides strong documentation for your carrier and files.
This Witness Statement Form is an essential risk management tool for staffing firms to quickly capture accurate, firsthand accounts from anyone who saw a workplace accident or incident involving your temporary employees.
It creates strong, contemporaneous documentation that strengthens workers’ compensation and liability claim defenses, supports thorough accident investigations, and helps identify root causes and corrective actions.
Drug & Alcohol Post-Incident Testing Authorization
This Drug & Alcohol Post-Incident Testing Authorization form is an essential risk management tool for staffing firms to properly document post-accident or reasonable-suspicion drug and alcohol testing.
It captures supervisor observations, employee consent, chain of custody, testing details, and transport method, creating strong contemporaneous records that protect your agency in workers’ compensation claims and disputes.
Proper use helps demonstrate compliance with your drug-free workplace policy, supports claim denials where allowed by state law, and reduces the risk of higher insurance premiums or penalties.
Harassment/Discrimination Complaint Intake Form
This Harassment / Discrimination Complaint Intake Form is a critical EPLI documentation tool for staffing firms to professionally capture internal complaints of harassment, discrimination, or retaliation.
It creates a clear, structured record of the complainant, respondent (including client-site staff), alleged conduct, witnesses, evidence, and immediate actions taken — demonstrating your agency’s prompt, good-faith response.
Using this form helps protect against EPLI claims, supports faster carrier review, and keeps sensitive records properly confidential while ensuring timely notification to your insurer
This Remote / Hybrid Worker Safety Acknowledgment form is a valuable risk management tool for staffing firms to document safe home-office practices for remote and hybrid temporary employees. It includes a self-certification checklist covering ergonomics, electrical/fire safety, slip/trip prevention, equipment use, and clear injury reporting obligations under workers’ compensation. Signed annually (or upon location change), it helps demonstrate due diligence, supports claim investigations, and reduces exposure to questionable remote-work injuries while maintaining compliance with evolving state requirements.
Cyber Risk Self-Assessment
Cyber Risk Self-Assessment for Staffing Agencies (2026)
A quick, practical checklist to help staffing firms protect sensitive PII (SSNs, payroll, background checks, medical data) against rising cyber threats and $4.5M+ average breach costs.
Covers 12 key areas: data inventory, access controls, network/endpoint security, email/phishing defenses, backups, vendor risk, privacy compliance (CCPA, BIPA, etc.), staff training, cyber insurance review, and prioritized action plan.
Workplace Violence Prevention Plan for Staffing Agencies
This ready-to-use template helps staffing companies create a compliant Workplace Violence Prevention Plan (WVPP) required by California SB 553 (effective 2024) and OSHA guidelines for temporary workers.
It includes policy commitment, clear roles for agency/client/workers, site-specific risk assessments (for high-risk sectors like healthcare, warehouse, retail & security), prevention controls, mandatory training, incident reporting/hotline, post-incident response, and annual review process.
Simple fill-in format — have your attorney review, then distribute to staff and clients to protect workers and reduce liability.
Pay Transparency Compliance Checklist for Staffing Agencies (2026)
This practical checklist helps staffing companies audit and stay compliant with pay transparency laws now active in 19+ states and cities — including mandatory salary ranges in all job postings (with heavy fines in CA, NYC, CO, etc.).
It features a state-by-state tracker, job posting audit, internal pay equity review, client coordination requirements, recruiter training, recordkeeping, and a violation log.
Quick to complete annually or when entering new states — fill it out, fix any gaps, and sign off. Not legal advice; always verify with your employment attorney.
OSHA 300 Log Guide for Staffing Agencies
This clear, practical guide solves the #1 recordkeeping headache for staffing firms: who logs a temporary worker’s injury on the OSHA 300 Log (agency or client) — with a simple step-by-step decision tree based on day-to-day supervision, first-aid vs. recordable table, privacy rules, and exact column-by-column instructions.
Includes reporting deadlines, annual compliance checklist, common mistakes to avoid (so you don’t inflate your EMR or get cited), client coordination tips, and a ready-to-use internal incident tracker for all cases — even non-recordable ones.
A single-page landscape reference card covering minimum wage rates, overtime exempt salary thresholds, and daily overtime rules for the top 25 staffing states — including every 2026 increase, mid-year effective dates, and key city exceptions. Built for recruiters, HR teams, and staffing operators who need fast, accurate answers at renewal, placement, and payroll time.
A two-page interactive worksheet that shows staffing agency owners exactly what a single workers' comp claim costs in real premium dollars — not just the claim itself, but the 3-year EMR impact on top of it. Uses three benchmark scenarios ($25K, $75K, and $150K) with a fill-in calculator so agencies can plug in their own numbers and see the true financial cost of every open claim before their next renewal.
Wage and hour claims are typically excluded from EPLI policies — meaning misclassification lawsuits, unpaid overtime, missed break penalties, and pay stub violations come entirely out of pocket, with no insurance backstop. This four-page checklist walks staffing agencies through every major exposure area — IC classification, overtime calculation, meal and rest breaks, off-the-clock work, pay stub requirements, and state-by-state expense reimbursement rules — so you can find and close gaps before a $4.5 million settlement finds them for you.
These resources are offered free of charge as a courtesy to Staffing professionals, clients, prospects, and the industry. They are not a substitute for professional legal counsel, safety experts, or advice from your insurance carrier. Akker, LLC, its affiliates, officers, employees, and agents assume no responsibility or liability for any damages, losses, claims, injuries, or expenses resulting from the download, use, modification, or application of these tools—whether by clients or third parties. These materials may not cover every situation, comply with all laws in your jurisdiction, or address your specific production risks. We strongly recommend reviewing all documents with your own legal and insurance professionals before use and securing tailored coverage for your project. By accessing or using these free resources, you acknowledge and agree to these terms.
Last updated: February 2026 | Akker, LLC