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The Greater Wilkes-Barre Chamber of Business and Industry
EMPLOYEE FILE AUDIT CHECKLIST:
Name: Date:
Employee #:
Application or resume (keep in medical/confidential file if it has protected information on it)
Offer letter
Confidentiality/ noncompete agreement
Handbook acknowledgement
Emergency Contact Form
New Employee Information Form
New Employee Checklist Form
Workers Compensation Form
Performance Evaluation Forms
Relevant disciplinary warnings and performance improvement plans
Supplement to Employee Application Form
Guardian Life Insurance Form
Guardian Life Insurance Booklet
Life Insurance Application
Chamber Choice Members Life Insurance Policy
Medical Insurance Forms
DENTAL
MEDICAL/VISION
Buyout Medical Insurance Form (if applicable)
Direct Deposit Form
***Remove the following types of documents from employee personnel files:
● I-9s and any copies of identification ● Investigation notes and reports● Any drug test or background check results ● Letters of reference ● Documents for use in litigation/grievances● Payroll records containing SSNs or other protected information,
including W-4s and garnishments● Medical or confidential records, including anything that has
protected information such as a date of birth, medical information, marital status, religious beliefs, etc. including:
● Benefit enrollment forms for current year, beneficiary forms, benefit claims
● Leave of absence documentation (FMLA and non-FMLA), disability or WC documentation