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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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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. Confidential employee files. These files include: Worker’s compensation claims.

Medical 52
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Anyone can be an Administrative Assistant, right?

Laughing all the Way to Work

Try to anticipate the need so you can have the file or the answer your boss needs, before he or she even knows they need it. A good assistant knows just where to find the document or file needed, or they won’t stop looking till they do. Be one step ahead of your boss. Be protective of your boss’s time. 23, 1 p.m.

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Oh where or where is my password?

Laughing all the Way to Work

I keep mine in an encrypted Word file on my computer. I also have an encrypted file with various other important numbers like my and my husbands social security numbers and the like. Servers are usually backed up daily, so your file will likely be restored. However, you probably want to password protect file.

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Grrr! moments

Laughing all the Way to Work

At one office I worked in we had a mail cart with slots for everyones mail, but it was filed First name, Last name. the phone book, standard filing practices etc.) This goes for filing and also how your contacts are ordered in Outlook. If you open the contact card you will see in the first section File As. 23, 1 p.m.

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Meetings Plus: Taking them offline

Laughing all the Way to Work

If the meeting is internal, I send a meeting request, but for external meetings I tend to just confirm with them the meeting details by phone or e-mail. When a meeting is finalized, I put the scheduling sheet in a completed file. As I hear from the different parties I can put a check mark or an X whether they are available or not.

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Pass it on.

Laughing all the Way to Work

This is useful if you want to file the email and change the Subject line to something that better describes what the email is about or to put notes in the email. You can also attach a file from Word, Excel or PowerPoint or a business card from your Contacts if it is someone you need to remember to call and want that information available.