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

BMT Office Administration

As any human resources professional will attest, managing every employee’s employment life cycle involves a good deal of paperwork. Cover letter. Job offer letter. Health insurance forms. Payroll records for money or pay-related information such as: Timesheets. Pay authorization forms.

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

BMT Office Administration

If so, then you’ll definitely want to have the proper documents on-hand to defend your managers. 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. Also, you’re legally obligated to retain these records for at least one year by the EEOC.

Filing 52