Priority Number
Shop OurSolutions  ►
Administration and Recordkeeping Every Business Needs >
Every business, big or small, must follow certain administration and recordkeeping requirements. Learn how to effectively manage attendance and pay while keeping compliant with regulations.​​​​​

Maintaining Employee Records & Personnel Files

Recordkeeping Every Business Needs

Dealing with paperwork is a necessary evil for many HR professionals. While following proper recordkeeping procedures is a big undertaking, taking the time to correctly set up and maintain your files pays off in the long run. The documents you collect help support employment decisions, like promotions or terminations, and function as evidence in lawsuits, audits or investigations.



Establishing a System
Establishing a System

Running a business generates a lot of paperwork. If you're not diligent about regularly cleaning out personnel files or you don’t have an efficient recordkeeping system, you’ll spend hours looking for documents or, worse, lose important information.

In this chapter, you'll learn:

  • Tips for organizing your records
  • What paperwork you need to keep
  • Recordkeeping time limits
    Managing Personnel Files

    The personnel file is the bread and butter of employee records. These files contain the history of the employment relationship, from hiring forms through exit interviews or termination documents.

    In this chapter, you'll learn:

    • What types of employee records to store
    • Tips for streamlining personnel files
    • How to keep medical information confidential
      Managing Personnel Files
      Securing Employee Data
      Securing Employee Data

      While all of your records should be kept secure and private, certain forms contain highly sensitive employee information that should be treated differently to ensure strict confidentiality. Destroying these files isn't as simple as throwing them in the trash either.

      In this chapter, you'll learn:

      • What information should stay private
      • How to keep employee data secure
      • Tips for destroying employee information