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How long do employers keep employee records?

BMT Office Administration

Payroll files. Your payroll files should include W-4s, W-2s, timesheets, direct deposits, and wage rates. Medical files. All employee documentation related to benefits should go in your medical files. ADEA (Age Discrimination in Employment Act) record requirements state you must retain payroll records for three years.

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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.

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Everything you need to know about geofencing time clocks

BMT Office Administration

It could be an office, medical facility, or even multiple job sites in different locations. Missed punches happen all the time, and they cause all sorts of problems with timekeeping and payroll processing. They Increase Payroll Efficiency Speaking of missed punches, they’re also a huge headache for your accounting department.

Payroll 59
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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. Confidential documents include medical files, tax documents, employee benefits , payroll records, and more.

Filing 52
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Generative AI will hollow out many middle class roles over the next decade

Workplace Insight

In at least ten white collar roles, more than 35 percent of tasks could be done by AI, with medical secretaries (41 percent) predicted to be the most impacted. Generative AI will have a much greater impact on white collar roles than blue collar ones over the next 10 years, according to a new report from Pearson.

Medical 64
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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.

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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.

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