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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.). Exit interview. Payroll records for money or pay-related information such as: Timesheets. Payroll deduction forms.

Filing 121
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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. Confidential documents include medical files, tax documents, employee benefits , payroll records, and more.

Filing 52
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How long do employers keep employee records?

BMT Office Administration

Should an unhappy applicant file a discrimination claim against your organization, having job application & interview records on hand can be a lifesaver. Payroll files. Your payroll files should include W-4s, W-2s, timesheets, direct deposits, and wage rates. Medical files.

Payroll 98