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

BMT Office Administration

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. Pay authorization forms.

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. Also, you’re legally obligated to retain these records for at least one year by the EEOC. That means there aren’t any crucial files that you must include by federal or state law.

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

BMT Office Administration

Not only that, but with the end of the year just around the corner, companies need to know which documents they need to keep and which they can discard without incurring any legal penalties. Employers keep many records and documents about their employees, not only for legal requirements but also because it’s just a good business practice.

Medical 52
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Standard Operating Procedures: Tips for Creating Business Systems | Office Organization & Office Efficiency | OfficeArrow

www.officearrow.com

Checklists ensure that all steps or actions occur, not necessarily in a specific order (though that can be part of the process), but rather just that they are completed, while a template is an established pattern - form letters, resume designs - that you can use over and over to produce the same result.