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Download - Employee File Folder Checklist - Fit Small Business · Key: Items in blue should always be included if relevant. Items in pink are best practice, but not required. Employee File Folder

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Page 1: Employee File Folder Checklist - Fit Small Business · Key: Items in blue should always be included if relevant. Items in pink are best practice, but not required. Employee File Folder

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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