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Proactive HR: Part Three

Proactive human resources

In the final part of our three-part series, Proactive HR, we cover what employee records to keep on file, as well as employee performance reviews.

Proactive reviews

You likely provide regular feedback to your employees. You’re mistaken if you think that feedback is enough. It’s important to schedule a quarterly or annual performance review with your employee, and hear them out. Listen to what they’re happy about and what changes will make them happier. This is also a great time to ensure your employee’s compensation remains competitive.

Employee records

Last but not least, it’s important to keep track of your employees. Below are the files we recommend maintaining:

  • I-9 Folder
    • All employees’ I-9 forms
  • Personnel
    • Job application
    • Resume
    • Background check
    • Offer letter
    • W-4 and state withholding form
    • Employee performance reviews
    • Training records
    • Confidentiality/noncompete agreement
    • Signed handbook acknowledgement
    • Drug testing consent/acknowledgement
  • HIPPA-Protected Folder
    • Health, life & dental benefit forms
    • Drug testing results
    • Personal or family medical leave information
    • Doctor’s notes
    • Benefits enrollment forms
    • Worker’s compensation information

Inspiration for this post comes from “HR Keys to Business Success” by Melisa Morrison published in the December 2022 issue of Creative Retailer. Morrison has over 30 years of experience in Human Resources and is a former quilt shop owner. Stay tuned next week for the final part of the series.

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