Administrative Exemption Checklist
Administrative Exemption Checklist
General Items
- Review state and federal laws regarding exemptions.
- Ensure consistency in exemption decisions across the organization.
- Provide training to managers on exemption criteria.
Eligibility Criteria
- Identify the type of exemption being requested.
- Confirm if the position is salaried.
- Verify if the employee meets the salary threshold.
- Determine if the employee's duties align with exempt categories (executive, administrative, professional).
Documentation Requirements
- Gather employee job description.
- Compile salary records and payroll data.
- Obtain performance reviews or evaluations.
- Collect any relevant contracts or agreements.
Approval Process
- Draft a formal exemption request.
- Submit the request to the appropriate authority.
- Schedule a meeting to discuss the exemption if necessary.
- Obtain written approval or denial of the exemption request.
Post-Approval Actions
- Update employee records with exemption status.
- Communicate the decision to the employee.
- Adjust payroll systems if necessary.
- Monitor compliance with exemption criteria regularly.
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