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

BMT Office Administration

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.). Some of the most frequent types of these files are: Medical records for paperwork related to: Personal medical information.

Filing 121
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

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 52
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How long do employers keep employee records?

BMT Office Administration

These include performance evaluations , signed copies of your employee handbook , employee identification numbers, emergency contact information, awards, training records, and termination letters. Payroll files. Your payroll files should include W-4s, W-2s, timesheets, direct deposits, and wage rates. Medical files.

Payroll 98