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

BMT Office Administration

Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. If so, then the document should be included in the employee’s general personnel file.”. Recruiting and screening documents. Termination documentation.

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

BMT Office Administration

While it’s clear that you need to keep a separate file for each employee, which documents should you include in it? After all, there are some documents that you’ll need to keep confidential , and there are some that you don’t even need to include in your personnel files.

Filing 52
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Employee Records: End of year review & preparing for next year

BMT Office Administration

Then there are performance reviews and each employee’s history of disciplinary action, both of which are essential documents that can help you avoid litigation following a termination. Employers keep many records and documents about their employees, not only for legal requirements but also because it’s just a good business practice.

Medical 52
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Standard Operating Procedures: Tips for Creating Business Systems | Office Organization & Office Efficiency | OfficeArrow

www.officearrow.com

Plus, well-documented business systems are a useful tool for training someone new or for meeting regulatory compliance. How will you document your procedures and what resources or tools are you going to use? Developing a Business System Strategy Its important to begin by determining what your business system will look like.