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

BMT Office Administration

NOVEMBER 21, 2022

While some variance may occur between companies, certain papers commonly belong in these files and some definitely do not. Think of an employee’s personnel file as a history of the individual’s employment relationship with the company. Cover letter. Job offer letter. Health insurance forms. Training records.

Filing

Filing Medical Payroll Forms

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

BMT Office Administration

JULY 3, 2023

Besides complying with federal and state laws, keeping employee records helps you stay organized, aids decision-making, and protects your company if a terminated employee files a lawsuit. Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s.

Filing

Filing Payroll Medical Legal

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

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

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