Practical step-by-step advice on how to manage both common and more unusual workplace situations.

This tool:

  • Provides "how-to" guidance for circumstances that may be confronted by HR in the workplace, such as managing employees with mental disabilities under the ADA or withdrawing an offer of employment.
  • Sets forth a step-by-step process to ensure compliance both with legal requirements and HR best practice.

New and Updated

  • How to Prevent Discrimination Based on Sexual Orientation and Gender Identity

    Federal and state laws protect employees from discrimination based on sexual orientation. This How To helps employers recognize potential discrimination issues, protect employees from sexual orientation discrimination and protect themselves from litigation.

  • How to Manage Unions When Operating in Both "Right to Work" and "Non-Right to Work" States

    Employers may assume that all issues relating to union organization and collective bargaining will be governed by the federal National Labor Relations Act (NLRA). However, the fact is that the NLRA has left certain union-related matters up to the states.

  • How to Prepare Performance Improvement Plans

    As an alternative to immediate disciplinary action, an employer may elect to place an employee on a performance improvement plan (PIP), which is an ongoing process that requires monitoring and feedback from the supervisor. This guide will assist employers in preparing a PIP.

  • How to Report Third-Party Sick Pay to the IRS

    An employee who receives sick pay - long-term or short-term disability pay - from an employer or a third party, such as an employer's agent or an insurance company, is required to pay Social Security and Medicare (FICA) taxes on the amounts received. Federal income tax withholding is mandatory or voluntary, depending on the payer. Although sick pay is taxable to the employee, and the employer must pay its matching share of FICA taxes, the employer and the third party may transfer liability between themselves for withholding, depositing and reporting the taxes attributable to the sick pay. Third-party sick pay is reported on Form 8922, Third-Party Sick Pay Recap, under certain circumstances. This How To explains to employers how reporting of third-party sick pay to the IRS is handled.

  • How to Use the Percentage Method Withholding Tables

    Employers must withhold federal income taxes from employees' pay every pay period. The IRS has developed several methods employers can use to fulfill this duty. This How To shows employers how to withhold using the percentage method withholding tables published by the IRS.

  • How to Withhold Using the Annualized Wages Method

    Employers must withhold federal income taxes from employees' pay every pay period. Employers that use automated payroll systems may find that the annualized wages method of withholding is more accurate than other withholding methods. This How To guides employers on using the annualized wages method of withholding.

  • How to Withhold Using the Cumulative Wages Method

    Employers must withhold federal income taxes from employees' pay every pay period. Certain employees, such as commission salespeople, may be overwithheld if their employers use the regular percentage method tables, without adjustment for the seasonal nature of employees' jobs. This How To guides employers on determining withholding using the cumulative wages method.

  • How to Withhold Using the Part-Year Employment Method

    Employers must withhold federal income taxes from employees' pay every pay period. Certain employees, such as employees who start work in the middle of the year or who work for only a short time during the year (e.g., college students working during the summer), may be overwithheld if their employers use the regular percentage method tables, without adjustment for the part-year nature of their jobs. This How To guides employers on determining withholding using the part-year employment method.

  • How to Withhold Using the Average Estimated Wages Method

    Ensuring that the proper amount of income taxes is withheld from employees' pay may be difficult for employers that have employees whose pay varies pay period to pay period (e.g., employees receive overtime). This How To guides employers on determining withholding using the average estimated wages method.

  • How to Withhold on Supplemental Wages Using the Aggregate Method

    Employees often receive supplemental wages, which are taxable and subject to income tax withholding, FICA, and FUTA. For employees who receive up to $1 million a year in supplemental wages, employers have several different withholding methods from which to choose. This How To shows employers how to withhold on supplemental wages under the aggregate method.

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