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

BMT Office Administration

Cover letter. Job offer letter. Agreements related to the use of a company car or business credit card. Health insurance forms. Also, many employers who provide group health plans are subject to privacy obligations under the federal Health Insurance Portability and Accountability Act (HIPAA).

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

BMT Office Administration

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. Employee benefits information Does your organization offer health insurance or other types of benefits? health insurance, dental, vision, etc.).

Filing 52