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  • Employee File Checklist

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    Zain Abbas
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    This document provides a checklist of documents that should be included in an employee's personnel file. The checklist is separated into sections including employee information, tax documents, pay information, employment agreements, benefits enrollment, legal documents, workers compensation records, termination records, hiring documents, policies, job details, application materials, performance reviews, warnings, training, references, drug tests, time off, and other miscellaneous documents. Items in blue are always required if relevant, while items in pink are best practices but not mandatory.

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    Employee-File-Checklist

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    This document provides a checklist of documents that should be included in an employee's personnel file. The checklist is separated into sections including employee information, tax documents, pay information, employment agreements, benefits enrollment, legal documents, workers compensation records, termination records, hiring documents, policies, job details, application materials, performance reviews, warnings, training, references, drug tests, time off, and other miscellaneous documents. Items in blue are always required if relevant, while items in pink are best practices but not mandatory.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    157 views1 page

    Employee File Checklist

    Uploaded by

    Zain Abbas
    This document provides a checklist of documents that should be included in an employee's personnel file. The checklist is separated into sections including employee information, tax documents, pay information, employment agreements, benefits enrollment, legal documents, workers compensation records, termination records, hiring documents, policies, job details, application materials, performance reviews, warnings, training, references, drug tests, time off, and other miscellaneous documents. Items in blue are always required if relevant, while items in pink are best practices but not mandatory.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Employee Personnel File Checklist

    Employee Name:

    ✔/Date Document Notes

    Employee Info/Emergency Contact Info

    IRS Tax Docs (W-4, W-9)

    Pay & Compensation Information

    Employment Contract/Agreement

    Benefits Enrollment Forms/Beneficiaries

    Child Support or other legal docs

    Workers Compensation

    Termination Documents (if no longer employed)

    Offer Letter

    Signed receipt of Employee Handbook

    Job Description

    Job Application

    Resume

    Performance Evaluation

    Warnings and/or Disciplinary Action

    Training & Certifications

    References/Background Check

    Drug Test

    Time Off Records

    Other

    Key: Items in blue should always be included if relevant. Items in pink are best practice, but not required.

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