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    Employee File Checklist

    Uploaded by

    Siri Chanumolu
    This checklist outlines 30 documents that should be included in an employee's personnel file, including resumes, tax forms, identification documents, onboarding paperwork, employment records, and exit paperwork. Key documents are resumes, interview notes, tax forms like PF and ESI, identification documents like PAN and Aadhar cards, offer and appointment letters, performance reviews, and resignation and termination records. The complete personnel file documents an employee's entire employment lifecycle.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Employee File Checklist

    Uploaded by

    Siri Chanumolu
    1K views1 page
    This checklist outlines 30 documents that should be included in an employee's personnel file, including resumes, tax forms, identification documents, onboarding paperwork, employment records, and exit paperwork. Key documents are resumes, interview notes, tax forms like PF and ESI, identification documents like PAN and Aadhar cards, offer and appointment letters, performance reviews, and resignation and termination records. The complete personnel file documents an employee's entire employment lifecycle.

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    This checklist outlines 30 documents that should be included in an employee's personnel file, including resumes, tax forms, identification documents, onboarding paperwork, employment records, and exit paperwork. Key documents are resumes, interview notes, tax forms like PF and ESI, identification documents like PAN and Aadhar cards, offer and appointment letters, performance reviews, and resignation and termination records. The complete personnel file documents an employee's entire employment lifecycle.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    1K views1 page

    Employee File Checklist

    Uploaded by

    Siri Chanumolu
    This checklist outlines 30 documents that should be included in an employee's personnel file, including resumes, tax forms, identification documents, onboarding paperwork, employment records, and exit paperwork. Key documents are resumes, interview notes, tax forms like PF and ESI, identification documents like PAN and Aadhar cards, offer and appointment letters, performance reviews, and resignation and termination records. The complete personnel file documents an employee's entire employment lifecycle.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 1

    Checklist for Employee’s Personnel File

    1. Resume / CV

    2. Interview Assessment / Evaluation Forms / Job Description

    3. Employee Information Sheet

    4. Passport Size Photos (10 Nos.)

    5. Employee Provident Fund – Form 2, Form 11 & Form 13

    6. Employee State Insurance – Form 1

    7. Gratuity – Form F

    8. Income Tax Declaration Form

    9. Bank Account Opening Form

    10. Asset Declaration & Handover Form

    11. Reference Letters (If any)

    12. PAN Card Copy (Mandatory)

    13. Aadhar Card Copy (Mandatory)

    14. Passport Copy Copy (Mandatory)

    15. Driving License / Voter ID Copy (Optional)

    16. Educational Certificate & Mark List Copies

    17. Any Professional Training Certificates

    18. Previous Employment – Relieving Letters

    19. Previous Employment – Last 3 Months Payslips

    20. Onboarding Check List (Employee / HR / Manager)

    21. Offer Letter

    22. Appointment / Employee Agreement Letter

    23. Confirmation Letter / Probation Extension Letter

    24. Increment / Appraisal Letters

    25. Resignation Letter

    26. Resignation Acceptance Letter

    27. Clearance Forms from Departments

    28. Knowledge Transfer Forms & Documents

    29. Full & Final Settlement

    30. Relieving /Experience/ Termination Letter

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