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

BMT Office Administration

Training records. Exit interview. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). 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

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

The Americans with Disabilities Act (ADA), Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) have also had significant impacts on employee recordkeeping and personnel files — further complicating the issue. This category can also include awards, promotion records, and education/training records. Medical records.

Medical 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