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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.
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.
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.
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.
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.