Michigan Personnel Payroll Associate Checklist
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How to fill out Personnel Payroll Associate Checklist?
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FAQ
To organize electronic files, you should create folders that clearly explain your organizational method. You can organize files by employee, in which case you'll have a folder with the employee's name that contains all of the related documents.
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 Should Employee Files be Organized?I-9 File. Keep all Form I-9s in a separate master file or three-ring binder.Medical File. This file should contain everything related to an employee's medical history, including health insurance enrollment forms.Personnel File.Payroll Records File.Injury File.
The Top 5 Methods of Storing HR DataPaper Records. Paper is tangible and easy to use, but it can be easily lost and requires a lot of storage space.Manual Electronic Files.Shareable Files.Internal Company System.Cloud-Based Human Capital Management (HCM) Solution.
Whether you use paper, electronic files or both, consistency is the key to effective recordkeeping. For example, if your hiring records are sorted by employee name, organize payroll records the same way. Keep the same system across all types of records, and make sure your file folders have accurate, uniform names.
What employee records should you maintain?Records of all employees for a period of one year after termination.All payroll records for three years.Any benefit plan, seniority plan or merit system for the full period that the plan or system is in effect and for at least one year after its termination.More items...
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.
The Human Resources department usually maintains personnel files. Other members of the company may have access to some parts of the personnel file, but generally, the information is confidential.
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.More items...
Employee files should be stored in a secure location and be kept strictly confidential. Access should be restricted to those with a legitimate need to know or as required by law. Several categories of records must be maintained according to specific requirements.
