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These notes do not need to be in the employee's personnel file, and should be stored separately. Notes taken during an interview may include both positive and negative statements, and you may prefer that the employee not have access to those statements if the employee requests a copy of his or her personnel file.
What Should an Employee Personnel File Contain? (with Free Checklist) Personal information. Pre-hire and hiring information. Employment history. Agreements and policy acknowledgments. Performance records. Termination records.
Here's a snapshot of the items that can be included in a basic employee file: Job description. Job application and/or resume. Job offer. IRS Form W-4. Receipt or signed acknowledgment of employee handbook. Performance evaluations. Forms relating to employee benefits. Forms providing emergency contacts.
In each employee's personnel file, include signed copies of the following: Employee handbook acknowledgments. Policy acknowledgments (such as harassment prevention policies, social media policies, etc.) Confidentiality agreements. Noncompete agreements. Relocation agreements. Other signed contracts or agreements.
Use a consistent organization method. To locate documents more easily, it may be helpful to place the personnel files in alphabetical or chronological order. You can adjust your methods over time to accommodate any new conditions. Create a checklist for tasks.