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

BMT Office Administration

As any human resources professional will attest, managing every employee’s employment life cycle involves a good deal of paperwork. Records relating to promotion, demotion, transfer, or layoff. Payroll records for money or pay-related information such as: Timesheets. Payroll deduction forms. Criminal history.

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

BMT Office Administration

If so, then you’ll definitely want to have the proper documents on-hand to defend your managers. Also, you’re legally obligated to retain these records for at least one year by the EEOC. Once again, the primary reason comes back to protecting your organization from legal scrutiny, especially when disgruntled ex-employees file lawsuits.

Filing 52
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It’s time to review (or create) your document retention policy

BMT Office Administration

Sticking to a set record retention policy eliminates guesswork and promotes efficiency. When you can show a thoughtful, standardized records management procedure to a relevant third party such as a lawyer or auditor, it backs up your decisions. Input from senior management, human resources, and the record-keeping department is a must.

Policies 105
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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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What electronic record-keeping software best fits your needs?

BMT Office Administration

If your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Using an electronic records management system allows remote employees to access any documents or files that they need from home. Access from remote work locations. EDMS and ECM.

Filing 98