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How to set up an HR document management system Step 1: Map your documents. ... Step 2: Define access needs. ... Step 3: Identify retention requirements and goals. ... Step 4: Determine security level. ... Step 5: Establish a storage and archiving plan. ... Step 6: Use software to implement your plan.
How to Organize Employee Files: 5 Tips Standardize your filing system. Use a document management system. Set up access permissions. Add forms and checklists to your HR workflow. Monitor document expiration dates.
How to Create a Personnel File Checklist in 7 Easy Steps Start With Employment Documentation and Relationship Statuses. ... Figure Out What Not to Include. ... Order Your Checklist Like a Table of Contents. ... Simplify as Much as Possible. ... Update for Policy Changes and New Material.
Employee personal files contain confidential information, so they must be kept secure and protected from damage. Store personnel files in a locked location where only people with permission can access them. This could be a file room or lockable filing cabinet in the HR department.
For example, each employee can have a folder with their name or employee number. Within that folder, you can have sub-folders labeled ?Onboarding,? ?Payroll,? ?Performance Reviews,? and so on. Then, put the same types of documents into each of these sub-folders for each employee.