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How to organize personnel files Determine which documents to store. Review company policy, federal law and state regulations to learn which documents to include in a personnel file. ... Choose a filing method. ... Format your documents. ... Learn who can access the files. ... Create a file retention policy. ... Update the files as needed.
Creating & Storing Employee Files Personnel files, of both past and present employees, should always be stored securely and confidentially: Filing cupboards should be locked or files should be stored in a locked room. Only those staff who need to use the data should have access to it.
The personnel file is the employees and the employers complete record of their relationship together. It contains a history from job application right the way through to the exit interview, termination of employment or even retirement. Needless to say, the personnel file is highly confidential.
Employers should keep all job-related documentation such as hiring records, performance reviews, disciplinary actions and job descriptions in an employee's general personnel file. Consider whether the document would be relevant to a supervisor who may review this file when making employment decisions.
Employee File Management All files are audited for content and compliance, restructured as needed. The files are then stored and catalogued. Ongoing maintenance of files is handled by a designated team of HR consultants. Several additional services are available (additional fee may be required) including: