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

BMT Office Administration

Setting up employee personnel files is an important part of the recordkeeping process. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Medical leave of absence requests. Family and Medical Leave Act paperwork.

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

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. These documents include payroll records, time cards, pay rate information, and anything else related to payment.

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

BMT Office Administration

Assembling a team that approaches the process from different angles and spheres of expertise can prove valuable. Legal consult proves especially helpful in matters involving the organization’s litigation hold policy. When constructing your policy, examine legal and regulatory guidelines. Always research rather than assume.

Policies 105
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1099 vs W-2: The difference between employees and contractors

BMT Office Administration

1099 workers also are not generally paid through regular payroll and do not typically have taxes withheld from their checks or deposits. If you are paying someone through your normal employee payroll process with income tax withholdings, you typically need to send them a W-2. Medical and health care payments.

Payroll 52
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Stay organized and secure with electronic records management

BMT Office Administration

Jan bit her lip and hoped that Laura had not accidentally tossed evidence the legal department might need in a harassment lawsuit. Organizations need to keep various records as proof of business processes and activities. The second action opens up the company to potential legal and regulatory problems. Accommodation requests.

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Standard Operating Procedures: Tips for Creating Business Systems | Office Organization & Office Efficiency | OfficeArrow

www.officearrow.com

They ensure consistency of work results by creating a step-by-step process (a road map, if you will) of your responsibilities so that you are more productive. Flow Charts You might decide a flow chart will better illustrate the logic behind how your business process flows. Its that simple. Business systems are beneficial, too.