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

BMT Office Administration

Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. While some variance may occur between companies, certain papers commonly belong in these files and some definitely do not. Medical leave of absence requests. Doctor’s notes.

Filing 121
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It’s time to review (or create) your document retention policy

BMT Office Administration

Creating an effective documentation retention policy involves reviewing company and human resources requirements, state law, federal law, industry and governmental regulatory requirements, and insurance policies. Factors such as industry and the state in which the organization is located can come into play. Per the U.S.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Be certain employees know not only your organization’s precise definition of a business record but also the various forms such records may take. Requirements may prove surprising, such as certain employee medical records that OSHA wants retained for 30 years. Payroll information. Figuring out what to keep and for how long.

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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. Payroll files. Your payroll files should include W-4s, W-2s, timesheets, direct deposits, and wage rates. Medical files. How long do employers keep employee records?

Payroll 98