Key: Items in blue should always be included if relevant. Items in pink are best practice, but not required. Employee File Folder Checklist Employee Name: 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 of 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
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Key: Items in blue should always be included if relevant. Items in pink are best practice, but not required.
Employee File Folder Checklist
Employee Name:
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 of 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
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