If you need assistance determining whether to classify an employee as “exempt” or “non-exempt” (and whether the employee is entitled to overtime wages, lunch breaks, and more) please complete this SMART Request. Our Employment & Labor Group (ELG) will analyze the information you provide and contact the individual identified in this form with follow-up questions and advice.

If you need assistance preparing a commission plan, please complete this SMART Request. Our Employment & Labor Group (ELG) will analyze the information you provide and will contact you with any follow-up questions or suggestions. ELG will then work with you to prepare a customized commission plan appropriate for your team.

If you need assistance determining whether a worker should be classified as an independent contractor or an employee, please complete this SMART Request. Our Employment & Labor Group (ELG) will analyze the information you provide and contact you with an explanation, and recommendations regarding next steps.

If you have an existing handbook that needs review and updating, or for assistance with drafting an employee handbook, please complete this SMART Request.

If you need to schedule workplace training or would like to discuss training options, please fill out this SMART Request. Whether you need training for management/supervisors, employees, or certain executives, our team can assist with a wide variety of federal and state-specific training sessions. Complete this form to request assistance or learn more.

If you need multiple separation agreements/packages for, or advice regarding, layoffs or reductions in force (RIF), please fill out this SMART Request. If you need a separation agreement for one employee only, do not use this form. (Please complete this form at least three (3) business days before the agreements/packages are to be shared with impacted employees.)

This SMART Request assists with assessing the level of risk surrounding a potential employee separation. To request assistance with an employee termination or risk assessment, complete this SMART Request for a GD Termination Checklist. If you need a Separation Agreement drafted, please complete our SMART Request for Separation Agreement.

To request a health certification form tailored to the employee requesting leave, please complete this Employee Health Certification SMART Request.

If you need assistance preparing a performance improvement plan for an underperforming employee, please complete this SMART Request. A PIP can play a key role in coaching an employee to success. When an employee’s conduct or performance fails to improve, however, a PIP can be important evidence of good cause for terminating employment.

If you need a separation agreement or advice regarding a single employee separation, please fill out this SMART Request. If you need a separation agreement for a layoff or reduction in force (involving more than one employee), do not use this form.