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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.
The employer must make the personnel file/performance documents available to the worker or his representative within 30 days from the date it receives a written request. If the employer fails to comply, the employee can recover a $750 penalty from the employer.
Employee files should also include documents related to recruiting and hiring, such as: Job applications. Resumes and cover letters. Educational transcripts. Letters of recommendation and references. Job descriptions. Interview notes. Job offer letters and employment contracts.
Basic Information. This includes any personal data that you need access to as an employer. For example, full name, address, education and qualifications, and date of birth. It's also a good idea to keep a record of an employee's emergency contact numbers.
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.
Personnel files An employee's personnel file includes their basic contact information and hiring documents. You can also add more documents to this file later on, such as promotions, salary agreements, performance reviews, special awards, disciplinary forms and termination notices.
How to set up employee document management Determine the necessary documents. ... Define access restrictions. ... Identify expiration of information. ... Determine security levels. ... Create a plan for storage and archiving files. ... Utilize software. ... Remain compliant. ... Legal protection.
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 ing to specific requirements.