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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.
As a best practice, employers should maintain a personnel file for each employee. Personnel files should contain data related to employment. Personnel files should not contain medical information and certain other types of information. Medical information should be stored in separate and confidential medical files.
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.
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.
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.