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

BMT Office Administration

NOVEMBER 21, 2022

When thinking about what belongs in there, the Society for Human Resource Management suggests the following: “Consider whether the document would be relevant to a supervisor who may review this file when making employment decisions. Annual performance reviews and similar formal performance evaluations. Educational transcript.

Filing

Filing Medical Payroll Forms

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

BMT Office Administration

JULY 3, 2023

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. Also, you’re legally obligated to retain these records for at least one year by the EEOC.

Filing

Filing Payroll Medical Legal

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

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

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