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

BMT Office Administration

Agreements related to the use of a company car or business credit card. Records relating to promotion, demotion, transfer, or layoff. Health insurance forms. Pay authorization forms. Payroll deduction forms. That is fine as long as the process is organized, systematic, and — above all — legal.

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. Also, you’re legally obligated to retain these records for at least one year by the EEOC. That means there aren’t any crucial files that you must include by federal or state law.

Filing 52
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Snail Mail 101

Clutter Coach

Republished by Blog Post Promoter Ah, the plague of the daily mail. This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Also shred credit card applications.

Medical 100