How To File Personal Files

Table of contents:

How To File Personal Files
How To File Personal Files

Video: How To File Personal Files

Video: How To File Personal Files
Video: The Best Way to Organize Your Files and Folders 2024, April
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Each employer in the process of economic activity must maintain various documentation, including personnel. Employee documents are collected together and stapled into one common folder called "Personal File". This employee accounting format is optional, but still encouraged by various authorities.

How to file personal files
How to file personal files

Instructions

Step 1

Register a personal file for the employee immediately after the issuance of the order for employment. There is no uniform form for this, so design it yourself. Make a copy of the employee's passport, TIN certificate, pension insurance certificate and other documents that are available, for example, a driver's license, medical certificate.

Step 2

The first page should contain an inventory of all documents that are available at the time of employment and that will appear in the process of work, for example, a vacation order, any additional agreements to an employment contract.

Step 3

In the internal inventory, indicate the names of documents, their numbers, the date of compilation and the number of the sheet in the personal file. Sign, name of the compiler and date of compilation. To simplify the provision of information, compile an inventory in a tabular form.

Step 4

After all the documents are collected, arrange them in chronological order, then number them starting with the inventory (page # 1). Next, arrange the cover of your personal file. Be sure to indicate the name of the organization in accordance with the constituent documents, the serial number of the personal file, the date of compilation. Leave the field under the indication of the expiration date of the employment contract. Also, after dismissal, you will need to indicate the number of pages in the case.

Step 5

Do not forget to indicate the title of the case - the full name, surname and patronymic of the employee. You can also write the position of the employed employee. After the dismissal, the case is stitched and handed over to the archive.

Step 6

Personal files are kept by a regular employee or another person performing his duties. Access to data is limited. Once a year, employees should receive information on the conduct of business; it is better if, after familiarization, they sign.

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