Employee File Checklist
Employee Name: _____________________________ Job Title: _________________
Employment/Orientation Records
Application and resume
Offer of employment letter
Job description
Confidentiality, noncompete or other employment agreement(s)
New hire checklist
Guidebook acknowledgment (latest revision date_____________)
Drug testing policy acknowledgment and consent form
Background check consent form
(Other) ______________________
Performance Records
Performance evaluations
Self-evaluations
Disciplinary warnings and performance improvement plans
Notes to file regarding verbal counseling/discipline
Awards or recognition for exemplary performance
(Other) ____________________________
Training Records
_________________ Required training/certification
_________________ Required training/certification
New-hire orientation checklist
New-hire safety training checklist
Job-specific safety training checklist
Harassment training acknowledgement
(Other) ____________________________
Separation Records
Resignation letter
Notes about the reason for separation
Exit interview
Separation checklist
Unemployment documents
Separation agreement
Post-termination correspondence
Reference release form and reference statements
Last pay copy
(Other) ____________________________
Notes:
____________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________
Completed by _________________________ Date ______________