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Personnel file request form

Personal file template 2026

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The document is a Staff Personnel File Access Request Form for Cal Poly Pomona employees. It outlines the process for requesting access to view or obtain photocopies of their official personnel file, including necessary employee information, options for accessing the file, and important notes regarding costs and identification requirements.

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Click ‘Get Form’ to open the personal file template in the editor.
Begin by filling out your Employee Information. Enter your full name, including last name, first name, and middle initial. Make sure to include your campus phone number, Bronco number, department, cell phone, and email address.
In the section titled 'What would you like to do during your appointment?', select one of the options: view your Staff Personnel File or obtain photocopies of specific documents. If requesting photocopies, list the documents you wish to receive.
If applicable, provide the name of your Union Representative/Steward who is authorized to review your file on your behalf.
Finally, sign and date the form in the designated area to confirm your request before submitting it via fax or campus mail as instructed.

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How to make a personal file?

How to Prepare a Personnel File? Separate folders are created for each department and the employees name and surname are written in the title of the folders. A list of documents to be added to the personnel file is drawn up and the lists are followed in the same order for each employee to prevent confusion.

What is an example of a personal file?

It includes essential documents such as their job application, signed offer letter, performance reviews and records of training or promotions. These files serve as tools for managing compliance, supporting decision-making and ensuring transparency.

How to create a personnel file?

Personnel files cover employment history and should include hiring documents, employee and emergency contact information, and a signed acknowledgment of your companys employee handbook. Over time, you can add performance reviews, disciplinary forms, employee awards, training records, and termination letters.

What is a personal file number?

A personnel file is a collection of documents and records that pertain to an employees job performance, employment history, and personal information. These files are often used to track an employees progress, evaluate performance, and provide documentation for legal and compliance purposes.

How to create personnel files?

Employee Personnel File Job Application. Include CV and cover letter sent in for the original application. Education. Document education, training, other qualifications along with past employment info. Role. Job Offer. Health records. Emergency Contacts. Training Records. Payroll.