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: 

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Completed by _________________________            Date ______________