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Here are some key steps to help you organize employees' personnel files in your organization: Determine which documents to store. ... Choose a filing method. ... Format your documents. ... Learn who can access the files. ... Create a file retention policy. ... Update the files as needed.
The best way to organize employee files is electronically, ideally using a dedicated HR document management system like Connecteam. You can create a standardized file naming system, control access permissions, easily stay on top of document expirations, and more.
In most cases, you'll need to maintain three types of employee records: personnel, payroll, and medical files. Personnel files cover employment history and should include hiring documents, employee and emergency contact information, and a signed acknowledgment of your company's employee handbook.
What to Keep in a Personnel File job description for the position. job application and/or resume. offer of employment. IRS Form W-4 (the Employee's Withholding Allowance Certificate) receipt or signed acknowledgment of employee handbook. performance evaluations. forms relating to employee benefits.
A personnel file is a paper or electronic folder kept for each employee?new, existing, and past?that contains HR and payroll documents. The documents within an employee personnel file should cover the entire employment lifecycle, from offer letters and W-4 forms to performance reviews and termination paperwork.