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

BMT Office Administration

Training records. Exit interview. Health insurance forms. Payroll records for money or pay-related information such as: Timesheets. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file. You must keep a completed Form I-9 on file for each employee on your payroll.

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

BMT Office Administration

They help maintain a safe workplace Does your organization require mandatory OSHA training? Are your employees up to date with their fire safety and first-aid training? Keeping safety records will make it easy to know if your team needs to update their training, helping you stay in compliance with any OSHA requirements.

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

BMT Office Administration

This category can also include awards, promotion records, and education/training records. These documents include payroll records, time cards, pay rate information, and anything else related to payment. These types of documents include exit interview forms, final performance reviews , termination letters , and benefits information.

Medical 52
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Ensuring payroll compliance in 2024: What’s new?

BMT Office Administration

Maintaining payroll compliance is a must for accounting departments, but it’s often easier said than done. That’s especially true whenever new changes come about, and 2023 was a year rife with new payroll regulations, trends, and initiatives. From the implementation of SECURE 2.0 From the implementation of SECURE 2.0

Payroll 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
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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!).

Resume 52