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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. Doctor’s notes.

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

BMT Office Administration

Besides that, your confidential medical records will let you know if any team members have disabilities that you need to consider when planning and assigning tasks. Recruitment documents Human resources departments should retain documents related to the hiring process, especially if you need to refer back to them later.

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

BMT Office Administration

Usually, when you hear about 1099s during tax season, people are referring to IRS form 1099-NEC, the tax form that is sent to independent contractors in place of a W-2 form. 1099 workers also are not generally paid through regular payroll and do not typically have taxes withheld from their checks or deposits. What is a 1099?

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

BMT Office Administration

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. Each employer shall preserve for at least three years payroll records, collective bargaining agreements, sales and purchase records. Per the U.S. Department of Labor.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Basically, the term refers to evidence of business-related activities, such as events, transactions, discussions, and communications. Requirements may prove surprising, such as certain employee medical records that OSHA wants retained for 30 years. Payroll information. Research rather than assume. Accommodation requests.

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How long do employers keep employee records?

BMT Office Administration

Payroll files. Your payroll files should include W-4s, W-2s, timesheets, direct deposits, and wage rates. Medical files. All employee documentation related to benefits should go in your medical files. ADEA (Age Discrimination in Employment Act) record requirements state you must retain payroll records for three years.

Payroll 98
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Everything you need to know about geofencing time clocks

BMT Office Administration

Geofencing refers to creating a predefined virtual boundary that’s made using GPS, RFID (Radio Frequency Identification), Wi-fi, or cellular data signals. It could be an office, medical facility, or even multiple job sites in different locations. How Do Geofencing Time Clocks Work?

Payroll 59