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

BMT Office Administration

As any human resources professional will attest, managing every employee’s employment life cycle involves a good deal of paperwork. 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.

Filing 121
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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?

Filing 52
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Stay organized and secure with electronic records management

BMT Office Administration

Jan bit her lip and hoped that Laura had not accidentally tossed evidence the legal department might need in a harassment lawsuit. Like many other workplaces, Laura’s office could benefit considerably from implementing electronic records management (ERM). An ERM system enables people to find the right information when they need it.

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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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Procrastination at Work: How to Practice Better Time Management

BMT Office Administration

If managers catch employees constantly playing on their phones instead of working, they can take disciplinary action. As a manager or supervisor, you need to keep a close eye on employees’ behavioral habits to spot instances of soldiering whenever they occur. How can you remedy this issue at your organization? What’s that?

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

BMT Office Administration

When you can show a thoughtful, standardized records management procedure to a relevant third party such as a lawyer or auditor, it backs up your decisions. Input from senior management, human resources, and the record-keeping department is a must. When constructing your policy, examine legal and regulatory guidelines.

Policies 105
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Snail Mail 101

Clutter Coach

Similarly, one of you may be responsible for social engagements and medical appointments. If you have a business partner but not an office manager, divide up responsibilities. Be careful about filing too much. Most people’s file cabinets are neglected paper graveyards. Keep files you refer to near your desk.

Medical 100