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Park West School Division Learners Today, Leaders Tomorrow Administrative Procedure Manual Human Resources: Foundations Personnel File and Access to its Contents AP: 207A Personnel File and Access
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How to fill out personnel files and access

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01
Start by gathering all the necessary information of the individual employee, such as their full name, contact details, job title, and department. Ensure that all personal and confidential information is handled securely and in accordance with privacy regulations.
02
Create a designated section for each employee within the personnel files. This section should include important documents like their resume, employment contract, performance evaluations, disciplinary actions, and any relevant certifications or licenses.
03
Include a section for basic employee details, such as date of birth, social security number, emergency contact information, and benefits enrollment forms.
04
Establish a section for tracking attendance and leave records, which should contain records of vacation days, sick leaves, and other time-off requests.
05
Organize a section for performance management. This section should include any documented achievements, goals, and feedback received by the employee, as well as any performance improvement plans or disciplinary actions taken.
06
Ensure that the personnel files are regularly updated with any changes or updates, such as promotions, salary adjustments, or changes in employment status.

Who needs personnel files and access?

01
HR professionals: Human resources personnel need access to personnel files to effectively manage and administer various aspects of an employee's lifecycle, including hiring, onboarding, benefits administration, performance management, and compliance with labor laws.
02
Managers and supervisors: Managers and supervisors may require access to personnel files to review an employee's performance history, track attendance and leave records, or handle disciplinary actions appropriately.
03
Legal and compliance departments: Legal and compliance departments within an organization may need access to personnel files to ensure that the company is adhering to applicable employment laws and regulations, handle legal disputes, or comply with requests from regulatory bodies.
04
The employee themselves: Employees should also have access to their own personnel files, as it allows them to review their employment history, track their performance, and ensure that all information is accurate and up to date.
05
Audit purposes: Depending on the industry and company regulations, personnel files may need to be accessed for auditing purposes by internal or external auditors to ensure compliance with various laws and regulations.
Overall, personnel files and access are essential for keeping thorough records of an employee's employment journey, facilitating effective human resources management, and ensuring legal compliance within an organization.
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Personnel files and access refer to the collection of documents and information related to an employee, which are stored securely and can only be accessed by authorized personnel.
Employers are required to maintain and file personnel files and access for each of their employees, as mandated by labor laws.
Personnel files and access are typically filled out by HR personnel or managers, who document information such as hiring documents, performance evaluations, and disciplinary actions.
The purpose of personnel files and access is to track and document important information about employees throughout their employment, ensuring compliance with regulations and providing a record of employment history.
Information that must be included in personnel files and access usually consists of employment contracts, resumes, references, job descriptions, performance reviews, training records, and any disciplinary actions.
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