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

BMT Office Administration

NOVEMBER 21, 2022

Cover letter. Job offer letter. Agreements related to the use of a company car or business credit card. Health insurance forms. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file. To that end, items frequently found in such files include: Job application.

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 the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s. It also mandates that you must hold onto employee files for one year after their resignation or termination. Also, you’re legally obligated to retain these records for at least one year by the EEOC.

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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