Remove Forms Remove Medical Remove Payroll Remove Promotion
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Records relating to promotion, demotion, transfer, or layoff. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Some of the most frequent types of these files are: Medical records for paperwork related to: Personal medical information.

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. 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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Employee Records: End of year review & preparing for next year

BMT Office Administration

The Americans with Disabilities Act (ADA), Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) have also had significant impacts on employee recordkeeping and personnel files — further complicating the issue. This category can also include awards, promotion records, and education/training records. Medical records.

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

BMT Office Administration

Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Never dispose of a current employee’s Form I-9; you must keep it for as long as the employee works for you, and for a certain amount of time after they stop working for you. Smart businesses ease such concerns with proactive measures. Per the U.S.

Policies 105