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Video Guide on Employee Records management

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Commonly Asked Questions about Employee Records

The main documents to file include general information (name, address, phone number); hiring forms (application, resume, job description); official employee agreements (union contracts, non-compete agreements); compensation or salary data; performance evaluations; and post-employment information (termination letter, Personnel Records: The 6 Types You Should Keep [+Examples] ImageAPI blog personnel-records ImageAPI blog personnel-records
The main documents to file include general information (name, address, phone number); hiring forms (application, resume, job description); official employee agreements (union contracts, non-compete agreements); compensation or salary data; performance evaluations; and post-employment information (termination letter,
Documents should be kept in a secure facility, document management system (DMS), or in cloud storage with restricted access to respect employee data privacy. Many employers now use electronic recordkeeping to save space, eliminate unnecessary environmental waste, and to save time when searching for a specific document.
Employee records are a compilation of all information pertaining to an employee, from hire date to termination date. This information may include, but is not limited to, the employees name, social security number, address, date of birth, position, salary, and benefits. Employee Records: HR Terms Explained - Pelago pelagohealth.com resources hr-glossary pelagohealth.com resources hr-glossary
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.
Often, employers will use a 7-year rule for purging terminated employee files as this typically covers state and federal statutes of limitations; although shorter retention periods may suffice for some records such as I-9 forms and longer periods may apply to other records such as OSHA exposure records. Complying with Employment Record Requirements - SHRM SHRM Tools Samples Toolkits SHRM Tools Samples Toolkits
The foundation of effective employee record management lies in establishing clear policies and guidelines. Organizations should develop a comprehensive record-keeping policy that outlines the types of records to be maintained, retention periods, access restrictions, and procedures for record updates and disposal.
Legal Compliance: Accurate employee records help you comply with various labor laws and regulations. These laws often require employers to maintain specific information about their employees, such as personal details, employment contracts, tax information, and work hours. How to Maintain Employee Records (with checklist) - Paycor Paycor Resource Center Articles Paycor Resource Center Articles
Set Up Your Essential Employee Records Over time, you can add performance reviews, disciplinary forms, employee awards, training records, and termination letters. Dont keep I-9 forms (used to verify employment eligibility in the U.S.) in the personnel file. Store these forms all together in a separate file. Recordkeeping 101: Tips for Organizing Employee Records score.org resource article recordkeepin score.org resource article recordkeepin