<aside> 🔥 Duplicate this template to use for your Employee Record Keeping Checklist.

• Table Of Contents </aside>

Stage 1: Collection of Employee Information

• [ ] Obtain completed job application forms or resumes.
• [ ] Collect copies of identification documents (e.g., driver's license, passport).
• [ ] Gather Social Security or National ID numbers.
• [ ] Request emergency contact information.
• [ ] Obtain signed consent forms for background checks, if applicable.
• [ ] Record contact details, including phone numbers and email addresses.

Stage 2: Employee Onboarding Records

• [ ] Create employee personnel files for new hires.
• [ ] Collect signed offer letters or employment contracts.
• [ ] Keep copies of tax forms (e.g., W-4, I-9) on file.
• [ ] Record bank account information for payroll purposes.
• [ ] Document benefits enrollment forms and selections.
• [ ] Maintain records of orientation and training completion.

Stage 3: Employment History and Performance Records

• [ ] Document job title, department, and supervisor information.
• [ ] Keep records of performance evaluations and reviews.