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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

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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How long do employers keep employee records?

BMT Office Administration

These include performance evaluations , signed copies of your employee handbook , employee identification numbers, emergency contact information, awards, training records, and termination letters. Payroll files. Your payroll files should include W-4s, W-2s, timesheets, direct deposits, and wage rates. Medical files.

Payroll 98
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Everything you need to know about geofencing time clocks

BMT Office Administration

It could be an office, medical facility, or even multiple job sites in different locations. Missed punches happen all the time, and they cause all sorts of problems with timekeeping and payroll processing. They Increase Payroll Efficiency Speaking of missed punches, they’re also a huge headache for your accounting department.

Payroll 59
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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.