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Employee File Checklist

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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Siri Chanumolu
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© © All Rights Reserved
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Download as DOCX, PDF, TXT or read online on Scribd
3K views

Employee File Checklist

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.

Uploaded by

Siri Chanumolu
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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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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