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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.
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.
Tips for personnel file organizationKeep personnel files locked for safekeeping. Documentation: Have employees sign any form that goes into their personnel file. Make sure the employee is aware that the document will be retained for possible future reference if requested or needed.
Consider the following tips for sorting personnel files:Create some file backups.Use both electronic and physical filing systems.Use a consistent organization method.Create a checklist for tasks.Input formal company documents.Train HR staff members.
Most, but not all, important job-related documents should go in the file, including: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.More items...
1. Start With Employment Documentation and Relationship StatusesJob application, resume, and cover letter.Employment verification and signed offer letters.Emergency contact information.Performance assessments, evaluations, and more.Compensation information and IRS withholding documents.More items...?
Examples of items that should not be included in the personnel file are: Pre-employment records (with the exception of the application and resume) Monthly attendance transaction documents. Whistleblower complaints, notes generated from informal discrimination complaint investigations, Ombuds, or Campus Climate.
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.
Personnel files usually contain documents that the employee has already reviewed and so he or she is familiar with their content. This includes documents such as job applications, performance evaluations, letters of recognition, training records, and forms that relate to transfers and promotion.
We recommend that employers keep at least four types of files: 1. Individual Employee Personnel File: Generally, this file contains job-related information, such as an employee's application, performance documentation, salary history, training records, and termination details.