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D & M Personnel File Table of Contents

The document outlines the sections and contents of a personnel file table of contents. It includes 8 sections that cover application documents, position documents, personnel policy acknowledgement forms, payroll documents, background/clearance documents, education, training, and employee relations. Some examples of documents listed are employment applications, job descriptions, tax forms, criminal background checks, transcripts, training certificates, performance reviews, and disciplinary records. It notes that medical files should be kept separately.

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Lua CJ
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50 views

D & M Personnel File Table of Contents

The document outlines the sections and contents of a personnel file table of contents. It includes 8 sections that cover application documents, position documents, personnel policy acknowledgement forms, payroll documents, background/clearance documents, education, training, and employee relations. Some examples of documents listed are employment applications, job descriptions, tax forms, criminal background checks, transcripts, training certificates, performance reviews, and disciplinary records. It notes that medical files should be kept separately.

Uploaded by

Lua CJ
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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D & M - Personnel File Table of Contents

Section 1 Application Documents


• Employment Application, Volunteer Information
• Personnel Information Form
• Interview Guide, Consumer Interview Guide
• Resume (if provided)
• Professional Reference Checks
• Personnel File Audit Forms
Section 2 Position Documents
• Job Description
• Employment Agreement, Conditional Job Offer
• Confidentiality Agreement
Section 3 Personnel Policy Acknowledgement Forms
• Policy Declaration and annual revision declaration
• Anti-Harassment
• Communication Device and Bag
• Applicant and At-Will
• Code of Ethics
• Corporate Compliance/DRA
• Company Equipment
• Miscellaneous Acknowledgement Forms
• Computer Use Agreement
• Standard Operating Procedure Sign Off
Section 4 Payroll Documents
• Payroll Change Notices
• Direct Deposit Form
• Federal, State and Local Tax Forms
• Performance Evaluations, Consumer Input for Evaluation
• Paid Time Off Requests
Section 5 Background/Clearance Documents
• Criminal History Results (upon hire, bi-annually)
• Driver’s License Record Report, Insurance, Registration
• Recipient Rights, Nursing Registry and Abuse Registry Reports
• Criminal History Background Check & Continued Employment Form
• Criminal Convictions and Charges Acknowledgement
• Background Check Authorization
• Vehicle Inspection Form
• OIG Check
• Non-Driver Form
Section 6 Education
• High School Diploma, College Transcripts/Degree Copy
• Professional License, Professional Organization Membership
Section 7 Training
• CPR and First Aid
• State Training Transcripts
• Internal Training Transcripts(safety, due process, ADA, LEP, HIPAA, Cultural
Competency)
• External Training Certificates
• Consumer Person Centered Plan Acknowledgement
Section 8 Employee Relations
• Performance Notes
• Disciplinary Actions
• Miscellaneous Information
NOTE: CREATE MEDICAL FILE AND MAINTAIN IN A SEPARATE FILE CABINET

HRD
06/07

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