Remove Information Remove Legal 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. These documents tend to be ones containing sensitive or confidential information. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Beneficiary information.

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. These types of violations can cost your organization $75,000+ , so keeping confidential information separate is a must.

Filing 52
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Employee Records: End of year review & preparing for next year

BMT Office Administration

Not only that, but with the end of the year just around the corner, companies need to know which documents they need to keep and which they can discard without incurring any legal penalties. Employers keep many records and documents about their employees, not only for legal requirements but also because it’s just a good business practice.

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. Legal consult proves especially helpful in matters involving the organization’s litigation hold policy. Their advice places a legal hold on physical and electronic records that should not be deleted because of potential future use.

Policies 105
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What electronic record-keeping software best fits your needs?

BMT Office Administration

It also ensures that any information necessary is easily retrievable. You may need to pull employment records to defend yourself against a wrongful termination lawsuit , verify compliance during a government audit, or simply review an employee’s history when considering them for a promotion. Preventing lost data. eFileCabinet.

Filing 98