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

BMT Office Administration

NOVEMBER 21, 2022

Acknowledgment of receipt of the employee handbook (When the company revises its handbook, provide a new version to all employees and have them sign a new confirmation of receipt and understanding.). Health insurance forms. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file.

Filing

Filing Medical Payroll Forms

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

BMT Office Administration

JULY 3, 2023

That’s not even mentioning all the paperwork involved in the onboarding process, such as employee handbooks , contact information, and direct deposit/banking information — just to name a few. Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s.

Filing

Filing Payroll Medical Legal

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

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

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