Workflow Templates: Employee Records Management Checklist

Template Library Home

Start using this Workflow

Employee Records Management Checklist

Personal Information

Verify the employee's full legal name and any aliases.

Confirm personal contact information, including current address, phone number, and email address.

Collect emergency contact information and update it annually.

Employment Documentation

Ensure a signed copy of the employment contract or agreement is on file.

Maintain records of job descriptions, roles, and responsibilities for the position held.

Keep forms related to tax withholding and benefits enrollment, such as W-4 and health insurance application forms.

Performance and Development

Document and file performance reviews, including dates and outcomes.

Track completion of mandatory training sessions and professional development activities.

Record any disciplinary actions, performance improvement plans, or recognition awards.

Compliance and Legal

Keep copies of identification and work authorization documents, such as a driver's license, social security card, or visa documentation.

Maintain records of compliance training, such as anti-harassment or safety training.

Ensure all occupational health and safety records, including injury reports and workplace accommodations, are current and accessible.

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.