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

BMT Office Administration

Training records. Payroll records for money or pay-related information such as: Timesheets. Payroll deduction forms. You must keep a completed Form I-9 on file for each employee on your payroll. With help from legal, IT, and other departments, they create a written-out document retention policy. 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. They help maintain a safe workplace Does your organization require mandatory OSHA training?

Filing 52
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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.