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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. Health insurance forms. Payroll records for money or pay-related information such as: Timesheets. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file. PIPs (Performance Improvement Plans).

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

BMT Office Administration

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. Confidential documents include medical files, tax documents, employee benefits , payroll records, and more.

Filing 52