Personnel file requirements 2025

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The file should include all employee documents relevant to their employment, from the date of hiring to the date of termination. The documents should be in chronological order. You or your HR department should update the file and remove duplicate or irrelevant information.
The number one item that should not be kept in the employees personnel file is medical information. Under California regulations, medical information should be kept separate from the personnel file to protect the employees confidential information.
Employers should keep all job-related documentation such as hiring records, performance reviews, disciplinary actions and job descriptions in an employees general personnel file. Consider whether the document would be relevant to a supervisor who may review this file when making employment decisions.
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.
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.
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