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

BMT Office Administration

Setting up employee personnel files is an important part of the recordkeeping process. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Medical leave of absence requests. Family and Medical Leave Act paperwork.

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

BMT Office Administration

That’s not even mentioning all the paperwork involved in the onboarding process, such as employee handbooks , contact information, and direct deposit/banking information — just to name a few. Confidential documents include medical files, tax documents, employee benefits , payroll records, and more.

Filing 52
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Generative AI will hollow out many middle class roles over the next decade

Workplace Insight

In at least ten white collar roles, more than 35 percent of tasks could be done by AI, with medical secretaries (41 percent) predicted to be the most impacted. Generative AI will have a much greater impact on white collar roles than blue collar ones over the next 10 years, according to a new report from Pearson.

Medical 64
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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. These documents include payroll records, time cards, pay rate information, and anything else related to payment.

Medical 52
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1099 vs W-2: The difference between employees and contractors

BMT Office Administration

1099 workers also are not generally paid through regular payroll and do not typically have taxes withheld from their checks or deposits. If you are paying someone through your normal employee payroll process with income tax withholdings, you typically need to send them a W-2. Medical and health care payments.

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

BMT Office Administration

Assembling a team that approaches the process from different angles and spheres of expertise can prove valuable. Employers covered by the Family and Medical Leave Act ( FMLA ) are required to make, keep and preserve certain records pertaining to their obligations under the law. Per the U.S. Department of Labor.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Organizations need to keep various records as proof of business processes and activities. Requirements may prove surprising, such as certain employee medical records that OSHA wants retained for 30 years. Payroll information. The benefits of electronic recordkeeping systems. Research rather than assume. Accommodation requests.