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

BMT Office Administration

Training records. 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. Payroll deduction forms.

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

BMT Office Administration

Legal consult proves especially helpful in matters involving the organization’s litigation hold policy. Their advice places a legal hold on physical and electronic records that should not be deleted because of potential future use. When constructing your policy, examine legal and regulatory guidelines. Per the U.S.

Policies 105
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Standard Operating Procedures: Tips for Creating Business Systems | Office Organization & Office Efficiency | OfficeArrow

www.officearrow.com

Plus, well-documented business systems are a useful tool for training someone new or for meeting regulatory compliance. Step Three: Train Others to Use It. Ensure that someone else has been properly trained and can demonstrate their proficiency. It is a great system and helps with training.