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

BMT Office Administration

Setting up employee personnel files is an important part of the recordkeeping process. However, sometimes people mistakenly think of these files as a catch-all for an individual’s paperwork. Rather, understand that general personnel files serve a distinct purpose. What to include in an employee’s personnel file.

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

BMT Office Administration

While dealing with lots of paperwork doesn’t rank as most HR professionals’ favorite task, proper recordkeeping for employee personnel files is a must for any organization. In addition, if an employee is involuntarily let go, their employee file must be kept for one year following the termination date. Why is that?

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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

Consider recording your training sessions, whether they’re in person or via platforms like Teams or Zoom. Tools of the Trade Familiarize them with the essential programs and platforms used by the company (project management, file management, internal communications, virtual meeting platforms, etc.),

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

BMT Office Administration

If you aren’t part of HR or are new to the department, you may not know which employment records you need to keep on file. After all, the US Department of Labor has some stringent requirements for employee files, including some federal laws. This category can also include awards, promotion records, and education/training records.

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Make Procedures Development a Habit, Not a Project

All Things Admin

Or you may have set days of the week where you do certain reports or perform routine tasks like expense reporting or payroll. You can — just as long as you include this complete blurb with it: Julie Perrine is the founder and CEO of All Things Admin, providing training, mentoring and resources for administrative professionals worldwide.

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

BMT Office Administration

Keep copies of your filed tax returns permanently. Each employer shall preserve for at least three years payroll records, collective bargaining agreements, sales and purchase records. If you have employees, you must keep all employment tax records for at least 4 years after the date the tax becomes due or is paid, whichever is later.

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Small Business Bootstrapping Techniques | THE SMALL BUSINESS BLOG

The Small Business Blog

More often than not that train has moved on. Small business owners need to research all options that are available and make a educated decision only after they have exhausted all possible options. PAYweb Small Business Payroll Said on February 23rd, 2009 at 6:29 pm Great article, and very interesting comments. – ST.

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