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

BMT Office Administration

Acknowledgment of receipt of the employee handbook (When the company revises its handbook, provide a new version to all employees and have them sign a new confirmation of receipt and understanding.). Health insurance forms. Reference and background check results. Pay authorization forms. Pay authorization forms.

Filing 121
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5 SOP examples for your business

BMT Office Administration

New hire refers to any new employees beginning employment at the company. Conduct the HR orientation to orient the new employee with the timekeeping and payroll software , necessary paperwork, and internal resources. Direct Deposit Form. Employee Handbook and Acknowledgement Form. Run payroll in the payroll system.

Payroll 72
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

That’s not even mentioning all the paperwork involved in the onboarding process, such as employee handbooks , contact information, and direct deposit/banking information — just to name a few. Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s.

Filing 52
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How long do employers keep employee records?

BMT Office Administration

These include performance evaluations , signed copies of your employee handbook , employee identification numbers, emergency contact information, awards, training records, and termination letters. Payroll files. Your payroll files should include W-4s, W-2s, timesheets, direct deposits, and wage rates. Medical files.

Payroll 98