Get Learned Professional Exemption Checklist

This guide provides clear and supportive instructions on how to complete the Learned Professional Exemption Checklist online. By following these steps, users can efficiently ensure they meet the necessary criteria for exemption.

Follow the steps to complete the checklist seamlessly.

1. Press the ‘Get Form’ button to access the checklist and open it in your online editor.
2. Review the salary threshold section. Ensure the annual rate of basic pay for the position is equal to or greater than $23,660. Mark 'YES' if this condition is met and continue to the next section. If not, select 'NO' and proceed to question #6.
3. In the learned professionals section, assess if the primary duty of the employee requires advanced knowledge in a field of science or learning acquired through specialized intellectual instruction. Select 'YES' if true. If false, select 'NO' and go to question #6.
4. Evaluate if the work involves primarily intellectual tasks requiring discretion and judgment. Mark 'YES' if this applies; otherwise, choose 'NO' and move to question #6.
5. Determine whether the employee’s primary duty consists of more than 50% of the qualified work. If this is the case, select 'YES'; otherwise, select 'NO' and go to question #6.
6. If all answers in question 3 are 'YES', proceed to assess profession-specific criteria relating to recognized professions like law or medicine. Select 'YES' if met; select 'NO' and continue to question #6.
7. Finally, confirm the employee’s status by selecting 'EXEMPT' if all previous answers are 'YES'. If any question was answered 'NO', mark the employee as 'NON-EXEMPT'.
8. After completing the checklist, you may save your changes, download, print, or share the completed form as needed.

Take the next steps and complete your forms online today.