This checklist outlines exactly what belongs in an employee’s personnel file—and just as importantly, what does not.
Designed for small businesses without a dedicated HR department, this tool helps you organize employee records in a way that’s consistent, compliant, and easy to maintain. It clearly separates performance, training, and employment documentation from sensitive medical or benefits information, reducing risk and protecting employee privacy.
Use this checklist to audit existing files, set up new employee records correctly from day one, or clean up disorganized files with confidence.
Best for
Small business owners
Office managers handling HR
Growing teams formalizing their processes
Anyone responsible for employee records
This checklist outlines exactly what belongs in an employee’s personnel file—and just as importantly, what does not.
Designed for small businesses without a dedicated HR department, this tool helps you organize employee records in a way that’s consistent, compliant, and easy to maintain. It clearly separates performance, training, and employment documentation from sensitive medical or benefits information, reducing risk and protecting employee privacy.
Use this checklist to audit existing files, set up new employee records correctly from day one, or clean up disorganized files with confidence.
Best for
Small business owners
Office managers handling HR
Growing teams formalizing their processes
Anyone responsible for employee records
