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Employee file checklist

Employee File Checklist

The Employee File Checklist is a comprehensive list of documents and information that should be kept in an employee’s file. It includes information like the employee's job application, resume, health records, performance reviews, training documents, and disciplinary actions. It also contains records of key activities, such as safety training and certifications. Having an up-to-date and complete employee file is important for legal compliance and for tracking employee performance. Additionally, having a checklist helps employers ensure all the necessary information is being stored and that employee files are complete. With the employee file checklist, employers can easily keep track of employee records and ensure that all important documents are accounted for.

  • Employee File Checklist
  • Completed
  • Missing
  • Attention Required
  • Not Applicable (N/A)
    • Job Application
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Resume
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Offer Letter
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Background Check Authorization Form
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • I-9 Form
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • W-4 Form
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • State Tax Withholding Form
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Emergency Contact Information
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Performance Reviews
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Termination Documents
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Training Records
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Benefit Forms
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Salary Information
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Time Card Records
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Disciplinary Records
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Medical Documents
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Vacation and Sick Leave Records
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Union Representation Documents (if applicable)
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Professional Certifications
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)
    • Relevant Education Records
    Completed
    Missing
    Attention Required
    Not Applicable (N/A)

Checklist Category

You may be also interested in

  • Employee Training Checklist
  • Employee Performance Evaluation Checklist
  • Employee Onboarding Checklist
  • Employee Termination Checklist
  • Employee Safety Checklist
  • Employee Benefits Checklist

Frequently Asked Questions

  • What documents should be included in an employee file?

    Documents to include in an employee file typically include an employment application, job offer letter, employment contract, job description, performance reviews, training records, and any other documents related to the employee’s job.

  • What type of documents should be kept confidential in an employee file?

    Documents such as salary, performance evaluations, and medical records should be kept confidential in an employee file.

  • How long should an employee file be kept?

    An employee file should be kept for the duration of the employee’s employment and for a period of up to seven years after the employment has ended.

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