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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Agreements related to the use of a company car or business credit card. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Medical leave of absence requests. Family and Medical Leave Act paperwork. Cover letter.

Filing 121
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

Besides that, your confidential medical records will let you know if any team members have disabilities that you need to consider when planning and assigning tasks. Confidential documents include medical files, tax documents, employee benefits , payroll records, and more.

Filing 52
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Ensuring Privacy and Security When Hiring a Personal Assistant

C-Suite Assistants

Sensitive information can include names, addresses, phone numbers, Social Security numbers, credit card information, medical history, and other identifying data. Verify that they have the experience and training they claim to have on their resume. Check their references. How to Trust a Personal Assistant?