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How Do You Organize Employee Records?
June 12, 2008

It is essential that a small business owner properly organize its employee’s personnel files—for organizational and legal purposes. The following are some suggestions of how to organize and maintain employee personnel files.

  1. In today's computer age, many companies choose to keep files electronically or in databases, but plain folders still work fine in many cases. Just make sure to choose a folder that will accommodate the growth of your company. I find that one folder with five or six sections works best. Separate paperwork by sections.
  2. Try and keep the information in order by date, beginning with the worker's employment application, resume and references.
  3.  Be sure to have a section with employee's personal information such as current address and phone number as well as emergency contact information.
  4. Another section should contain documents the employee signed when he or she joined the company. Such as an employee policy acknowledgment, security information acknowledgement, in our case a hazardous chemicals disclosure form, and of course a W-4 for payroll withholding and tax purposes.
  5. Remember to keep room for employee reviews.
  6. Lastly I keep room for copies of diplomas, certificates, and/or confirmation of training an employee received.

Posted by Shanu Singh Guliani on June 12, 2008 | Comments (0)



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