Can someone suggest a list of things that should/should not be included in personnel files, and file types?  I'm looking for a best management practice list that can be used to create and to audit personnel files.  Thank you.

Brandi Leos wrote:

Hi Aaron,

I try to limit the personnel file to things like personnel action forms, performance evaluations, training documentation, policy sign off, and memos including disciplinary action, expectation clarification, etc. 

Things that don't belong include medical documents (including FMLA), I-9, and health benefits info.

Good Morning!

Brandi - we check driving records for positions that require driving, do we keep copies of drivers license? What if a CDL is required (Public Works)? Copies of documents for I9 verification?

Thank you - Monica, City of Hood River