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

BMT Office Administration

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. Medical leave of absence requests. Cover letter.

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

BMT Office Administration

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. Confidential documents include medical files, tax documents, employee benefits , payroll records, and more.

Filing 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.