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

BMT Office Administration

Besides that, your confidential medical records will let you know if any team members have disabilities that you need to consider when planning and assigning tasks. If so, then you’ll definitely want to have the proper documents on-hand to defend your managers. Here’s what you’ll need to include in your confidential employee files.

Filing 52
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It’s time to review (or create) your document retention policy

BMT Office Administration

As a starting point, consider what these organizations say about some major types of records to keep and for what length of time: Per the Internal Revenue Service : The length of time you should keep a document depends on the action, expense, or event which the document records. Per the U.S. Department of Labor. See website for specifics.)

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Be certain employees know not only your organization’s precise definition of a business record but also the various forms such records may take. Requirements may prove surprising, such as certain employee medical records that OSHA wants retained for 30 years. Payroll information. Figuring out what to keep and for how long.