Hi Shruti,
Not sure if this will help you but I am including an outline of what we include in our employee orientation book.This is meant as a guide for managers to use when inducting new employees and for each section there is an employee sign off form which indicates the manager has reviewed this with the employee. While this may not be what you would anticipate using it might give you some ideas on what you would want to include.
Good Luck.
Jo
Scope
All personal files held by the Employee Services Centre on behalf of for regular and temporary full-time or part-time employees paid through a company payroll.
Process
Documents filed under indexes such as:
Hiring
Contractual Changes
Appraisals
Benefits
Personal Details
Issue Management, Leave and Sickness
Termination
Documents to be retained for the period of employment and 5 years post-termination :
Hiring
CVs and application forms
Interview and assessment centre notes
New Hire form/details of current home address and next of kin
Original Offer letter & terms and conditions of employment
Relocation offers
Official Secrets Act forms
Confidential agreements
Contractual Changes
Contractual shift changes & changes to hours of work
Previous employment records;
acquired companies/cross border transfers
Working time directive records including opt-out forms
Addendums, changes or renewal of contract terms and conditions
(signed copies replace unsigned copies)
Personal schedules
Promotion & ad hoc salary increase letters (most recent)
Secondment authorization plus any travelling expenses agreements
Executive records
Expatriate Assignment/repatriation records
Internal transfer letters (signed copies to replace unsigned)
Where applicable for fair employment legislation
Internal application forms
Internal offer letter checklists
Job descriptions
Benefits
Red-circled benefit details
Pension Plan application form
Company car personal undertaking
Company car applications/requisitions/personal undertaking/election or
change to cash option
Issue Management, Leave & Sickness
Issue Management documentation: disciplinary, grievance, capability, sickness absence and performance improvement plan paperwork
Unpaid and Compassionate leave requests
Time and attendance records (where applicable)
Medical reference form
Return to work medical information
Long-term sickness records
Personal Details
Further education authorizations/deductions & certificates
Mortgage and tenancy references given by Company
Personal data audits and change requests
Personal file requests
Termination
Resignation letters
Exit interview notes
Leavers form
Conflict of interest
Official Secrets Act forms
Other non-disclosure agreements
Previous redundancy or other termination monies paid
Current redundancy or other termination payments
Severance/Compromise agreements
To be kept for 5 years
Appraisals
To be kept for 2 years
Contractual
Maternity details
Annual merit letters
PCFs (Personal change forms)
Holiday records where applicable
Other leave requests e.g. Career Break, Territorial Army etc.
To be kept for 12 months:
Hiring
Offer letter checklist
Personal References
Application & changes to Health Plan
Stock Purchase Plan enrolments/changes and terminations
Travel supplements
Advance of salary requests
First Aider correspondence
Psychometric tests (Talent Management)
Self-certification forms (Occupational Health)
Medical pre-employment questionnaire
Interview expense claims
Department changes
Changes in reporting line
Incentive plan target details and letters
Details of awards e.g. PRIDE
Stock Option award letters
Supplementary pension details
Taxable benefit statements for year end
Company name change letters
Fire Warden correspondence
Ad hoc management correspondence
Employee ID’s photos etc.
Authorization to take company property off site
Hope this helps you.
Jo Verde
JeMM Consultants
www.jemmconsultants.com