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How to Create an Effective Employee Personnel File

HR Files is a segment that allows managers to ask questions answered directly by our CEO, Darcy Swift. This month we discuss: How to Create an Effective Employee Personnel File.

QUESTION: Other than application, resume and offer letter, what other documentation should be in an employees personnel file?  

ANSWER: There are many things a hiring manager may want to add to each employees personnel file. Some choose to document everything, including closed door conversations, meetings, time-off requests and complaints. However, it is not required by law to be that detailed in your documentation.

If you want to be that detailed, you certainly can be. If not, then along with the items listed in the question you also want to make sure to include any contracts, agreements, corrective actions, notices and evaluations. In a separate file within the overall employee file you should have I-9, W-4, Background check and Direct Deposit.

If you have a question you want answered, please CONTACT US HERE. We will feature one frequently asked question a month.