Fit Small Business

Employee File Folder Checklist

Personnel File

• Employee Info / Emergency Contact Info

  ×

  How to do this task:

  Subtasks:

• IRS Tax Does (W-4. W-9)

  ×

  How to do this task:

  Subtasks:

• Pay & Compensation Information

  ×

  How to do this task:

  Subtasks:

• Employment Contract I Agreement

  ×

  How to do this task:

  Subtasks:

• Benefits Enrollment Forms / Beneficiaries

  ×

  How to do this task:

  Subtasks:

• Child Support of other legal dots

  ×

  How to do this task:

  Subtasks:

• Workers Compensation

  ×

  How to do this task:

  Subtasks:

• Termination Documents (if no longer employed)

  ×

  How to do this task:

  Subtasks:

• Offer Letter

  ×

  How to do this task:

  Subtasks:

• Signed receipt of Employee Handbook

  ×

  How to do this task:

  Subtasks:

• Job Description

  ×

  How to do this task:

  Subtasks:

• Job Application

  ×

  How to do this task:

  Subtasks:

• Resume

  ×

  How to do this task:

  Subtasks:

• Performance Evaluation

  ×

  How to do this task:

  Subtasks:

• Warnings and/or Disciplinary Action

  ×

  How to do this task:

  Subtasks:

• Training & Certifications

  ×

  How to do this task:

  Subtasks:

• References/Background Check

  ×

  How to do this task:

  Subtasks:

• Drug Test

  ×

  How to do this task:

  Subtasks:

• Time Off Records

  ×

  How to do this task:

  Subtasks:

• Other

  ×

  How to do this task:

  Subtasks: