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

BMT Office Administration

As any human resources professional will attest, managing every employee’s employment life cycle involves a good deal of paperwork. These documents tend to be ones containing sensitive or confidential information. Medical leave of absence requests. Family and Medical Leave Act paperwork. 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

If you work in a human resources department, employee record keeping should be nothing new to you. 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.

Medical 52
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1099 vs W-2: The difference between employees and contractors

BMT Office Administration

Both forms provide end-of-year compensation information that employees and contractors need for tax purposes. Is the worker treated as a supplemental resource to the business’ internal staff or are they working alongside them during similar hours and on similar projects? What information needs to be included on form 1099 NEC?

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

BMT Office Administration

Creating an effective documentation retention policy involves reviewing company and human resources requirements, state law, federal law, industry and governmental regulatory requirements, and insurance policies. Input from senior management, human resources, and the record-keeping department is a must. Per the U.S.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Such a management system utilizes information technology to organize and store records in electronic form. Electronic information management eliminates guesswork by providing systematic storage, maintenance, and disposition of records. An ERM system enables people to find the right information when they need it.

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How long do employers keep employee records?

BMT Office Administration

Recordkeeping is a core part of any human resources department, and it also happens to be one of the most confusing and complex. These include performance evaluations , signed copies of your employee handbook , employee identification numbers, emergency contact information, awards, training records, and termination letters.

Payroll 98