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

BMT Office Administration

Exit interview. Health insurance forms. Note that employers who are required to encourage applicants and employees to self-identify as an individual with a disability under Section 503 of the Rehabilitation Act must keep these self-identification forms separate from all other records, including other medical records.

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

BMT Office Administration

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. Confidential documents include medical files, tax documents, employee benefits , payroll records, and more. Here’s what you’ll need to include in your confidential employee files.

Filing 52
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Employee Records: End of year review & preparing for next year

BMT Office Administration

Some companies hold on to hiring documents such as resumes, job applications, and job descriptions. These documents include payroll records, time cards, pay rate information, and anything else related to payment. You’re legally required to hold on to these forms, so don’t throw them out. Employee investigation forms.

Medical 52
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Epic pandemic? Taking control of your career during times of uncertainty

Who's the Real Boss?

Regardless of the industry, with many states and countries now in some form of lockdown, the impact that the virus is having on businesses, regardless of what they do, is catastrophic (well, except for the ones that manufacture hand-sanitizer!). So update that resume and see what’s out there!

Resume 52
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How long do employers keep employee records?

BMT Office Administration

Should an unhappy applicant file a discrimination claim against your organization, having job application & interview records on hand can be a lifesaver. Payroll files. Your payroll files should include W-4s, W-2s, timesheets, direct deposits, and wage rates. Medical files.

Payroll 98