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

BMT Office Administration

Training records. Records relating to promotion, demotion, transfer, or layoff. Payroll records for money or pay-related information such as: Timesheets. Payroll deduction forms. That is fine as long as the process is organized, systematic, and — above all — legal. Cover letter. Recruiting and screening documents.

Filing 121
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

They help maintain a safe workplace Does your organization require mandatory OSHA training? Are your employees up to date with their fire safety and first-aid training? Keeping safety records will make it easy to know if your team needs to update their training, helping you stay in compliance with any OSHA requirements.

Filing 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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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