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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. Accident reports. Health insurance forms. Learn about these requirements at the Department of Health and Human Services’ HIPAA website. Recruiting and screening documents. Training records.

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

BMT Office Administration

These types of files include: Cover letters Resumes Employment applications References Interview notes Remember not to include any pre-hire documents that must be kept confidential, such as an employee’s I-9 form. Employee benefits information Does your organization offer health insurance or other types of benefits?

Filing 52