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

BMT Office Administration

Setting up employee personnel files is an important part of the recordkeeping process. However, sometimes people mistakenly think of these files as a catch-all for an individual’s paperwork. Rather, understand that general personnel files serve a distinct purpose. What to include in an employee’s personnel file.

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

BMT Office Administration

While dealing with lots of paperwork doesn’t rank as most HR professionals’ favorite task, proper recordkeeping for employee personnel files is a must for any organization. In addition, if an employee is involuntarily let go, their employee file must be kept for one year following the termination date. Why is that?

Filing 52
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It’s time to review (or create) your document retention policy

BMT Office Administration

Keep copies of your filed tax returns permanently. Employers covered by the Family and Medical Leave Act ( FMLA ) are required to make, keep and preserve certain records pertaining to their obligations under the law. Citizenship and Immigration Services. Per the U.S. Department of Labor. See website for specifics.)

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Many serve as supporting evidence when the company files taxes or gives reports to other federal agencies. Electronic files allow approved people to get what they need regardless of where they are at. Requirements may prove surprising, such as certain employee medical records that OSHA wants retained for 30 years. OSHA forms.

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How long do employers keep employee records?

BMT Office Administration

Otherwise, your organization could wind up in hot water if you’re subjected to an audit, which is something you definitely don’t want to deal with. Which Files Do You Need for Your Employees? In general, there are three types of employee files you should keep: Personnel files. Payroll files. Medical files.

Payroll 98