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A personnel file is a collection of documents that summarizes an employee's history with a company. It typically includes records such as applications, performance reviews, disciplinary actions, and any relevant correspondence. By using the New Mexico Personnel File Sheet, employers can ensure they maintain comprehensive and organized employee records that comply with local regulations. This tool simplifies record-keeping and provides accessibility for both employers and employees.
An example of a personnel file includes documentation that reflects an employee's work history, performance reviews, and disciplinary actions. For instance, it may consist of job application forms, signed employment contracts, and any other relevant communications. By following the structure outlined in the New Mexico Personnel File Sheet, employers can maintain comprehensive and accurate personnel files.
Other Items to Keep in Your Personnel Files The job application and resume of the employee; Your offer of employment to the employee; The employee's W-4 Form (Employee's Withholding Allowance Certificate);
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...
What to Keep in a Personnel Filejob 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.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.More items...
EEOC Regulations require that employers keep all personnel or employment records for one year. If an employee is involuntarily terminated, his/her personnel records must be retained for one year from the date of termination.
The number one item that should not be kept in the employee's personnel file is medical information. Under California regulations, medical information should be kept separate from the personnel file to protect the employee's confidential information.
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.