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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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Calling in Sick.or NOT!

Laughing all the Way to Work

There is a wireless phone advertisement on the different ways you can call in sick using their product. If you are healthy and don't need to use your sick days, putting "maintained an excellent attendance record" is a great thing to have on your resume under "Accomplishments". I think they have a valid point.

Medical 100
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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. Be professional on the phone and greet people who come calling, but not everyone needs to get in to see the boss. An assistant should pay attention and know what is going on in their boss’s world.

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Oh where or where is my password?

Laughing all the Way to Work

Even if you phone the bank they need your secret passcode or they wont speak to you about your account. 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. Thanks everyone for your input.

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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.

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Meetings Plus: Taking them offline

Laughing all the Way to Work

When I receive an initial request for a meeting, I use a meeting form and write down the information I need: who is requesting the meeting, what is the purpose of the meeting, where it will be held and a phone number or an e-mail address and dates that are available. When a meeting is finalized, I put the scheduling sheet in a completed file.

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When you need it later: The Bring-Forward System

Laughing all the Way to Work

Tried and True Method: I set up 12 hanging file folders labelled January through to December. I then put the items in a two-fold file folder with his calendar printed out on the one side and the items he will need for the day on the other side. The system I use is quite simple and has been around for a long time. Thats great!