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

BMT Office Administration

NOVEMBER 21, 2022

When thinking about what belongs in there, the Society for Human Resource Management suggests the following: “Consider whether the document would be relevant to a supervisor who may review this file when making employment decisions. Agreements related to the use of a company car or business credit card. Health insurance forms.

Filing

Filing Medical Payroll Forms

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

BMT Office Administration

JULY 3, 2023

Essential documents like performance evaluations and performance reviews will help you gauge employee productivity , and they’re both necessary to include in your personnel files. 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.

Filing

Filing Payroll Medical Legal

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

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

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