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Commonly Asked Questions about Personnel File Management

How to organize personnel files Determine which documents to store. Review company policy, federal law and state regulations to learn which documents to include in a personnel file. Choose a filing method. Format your documents. Learn who can access the files. Create a file retention policy. Update the files as needed.
Ideally, digital is the recommended employee personnel file format, with files stored securely either online or on a server. Digital HR records have a docHub advantage over paper records, as theyre more secure and can be fully backed up.
Tips for organizing personnel files Categorize files by department or team: If your business is large, you may want to sort personnel files by department, team, or job function. This will help keep related files together and make it easier to find specific groups of employees.
It represents the persons employment history with your organization and includes all relevant records about their job and employment status. Some employee documents are standard and go into all personnel files. Others relate specifically to an individual and what theyve done at the company.
An overview of HR document management HR document management is the processes and techniques involved in organizing, storing and accessing all types of HR files and data. An effective HR document management process ensures that employee information is kept secure and accessible by HR teams.
Types of Records I. Administrative Records. Records which pertain to the origin, development, activities, and accomplishments of the agency. II. Legal Records. III. Fiscal Records. IV. Historical Records. V. Research Records. VI. Electronic Records.
The following are general employee records that must be kept in a confidential file: Background checks. Reference checks. Child support documents. Garnishment documents. Benefits Records. Medical, dental, and other insurance enrollment forms. FSA or HSA forms. Beneficiary information.