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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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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

Consider recording your training sessions, whether they’re in person or via platforms like Teams or Zoom. This not only aids in creating a comprehensive procedural document for future use, but also provides a reference for the new hire to revisit as needed while they’re learning the ropes.

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What Is a SWOT Analysis Template & Where Can I Find the Best Ones for Free?

Success

Opportunities Opportunities refer to external situations ripe for exploitation by an organization or team for strategic advantage. They also may include potential collaborations or up-training programs. Some SWOT charts use online tools where you can collaborate with others and download image files or PDFs for your presentation.

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The Vanishing Executive Assistant—NOT!

Office Dynamics

Office Dynamics specifically focuses on training and development for administrative professionals of all levels. The writer immediately points out that technology and automation have chipped away at duties like papers to be filed and landlines to be answered. Often referred to as a dying breed, let me explain.

Calendars 325
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How to Track Continuing Education Units (CEUs) to Maintain Professional Certifications

Eat Your Career

What You Need to Know In order to manage your CEUs, you first need to know how many hours of continuing education are required to maintain your certification, in what time frame they need to be completed, and what kind of training or independent study qualifies. I can earn CEUs (or PDUs as they’re referred to) in many ways.

ASAP 147
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How to Set Up Your Personal File System

Ian's Messy Desk

However, if that’s not workable for you right now, make sure you have a good filing system in place. You may find the these five to be adequate: Projects - files with information related to different projects you are working on. Self-Development- folders related to training: books, articles, etc. Colour code you files.

Filing 100