Get ‘GO’ing in January! HR organizational tips to start the year off right
January is Get Organized Month (or “GO” Month). With roots dating back to 1983, GO Month was created by the National Association of Professional Organizers — a group of professional organizers and consultants — who help people create plans and get organized to better achieve their goals.
While being more organized means something different to everyone, for those working in the HR field, there’s always room for improvement. HR departments are full of processes, protocols, and recordkeeping requirements that need a high level of organizational skills.
Whether someone’s new to HR or a longtime HR veteran, there’s no better time than now to “GO.”
Focus on filing
A good place to start the organizational process is by auditing employee files. Employee personnel files need to be organized in a manner that allows for quick access, whether electronic or paper files. The information also needs to be as complete as possible.
These files might be the source of a company’s defense if an employee ever decides to lodge a complaint with a government agency or file a suit against the employer. If the information isn’t accessible or complete, an agency representative could see this as the employer’s noncompliance with a law, or a judge may see this as a lack of evidence of fair employee treatment.
No matter how HR professionals organize their files, some information must NOT be included in the general employee files. Employee and applicant medical information, for example, must be kept separate and confidential.
3 focus areas to start getting more organized this year
1. FLSA recordkeeping. The federal Fair Labor Standards Act (FLSA) has certain recordkeeping requirements. The FLSA doesn’t require a particular form for the records, but does require that the records include certain identifying information about each employee and data about the hours worked and the wages earned. The law requires this information to be accurate. Basic payroll and identifying employee data include such information as:
- Name,
- Address,
- Occupation,
- Rate or basis of pay and terms of compensation (i.e., benefits),
- Daily and weekly hours worked per pay period,
- Additions to or deductions from wages, and
- Total compensation paid.
Employers must keep payroll records and collective bargaining agreements for at least 3 years. Records on which wage computations are based should be kept for 2 years. This would include such data as time cards, wage rate tables, work and time schedules, records of additions to or deductions from wages, etc. These records must be open for inspection by the government representatives, and may be kept at the place of employment or in a central records office.
2. EEOC recordkeeping. The federal Equal Employment Opportunity Commission (EEOC) regulations require that employers keep all personnel or employment records for 1 year. If an employee is involuntarily terminated, their personnel records must be retained for 1year from the date of termination. Additionally, employers must keep any employee benefit plan (such as pension and insurance plans) and any written seniority or merit system for the full period the plan or system is in effect and for at least 1 year after its termination.
3. FMLA recordkeeping. Covered employers are required to make and keep records about the company’s obligations under the Family and Medical Leave Act (FMLA) in accordance with the FLSA recordkeeping requirements. The FMLA also refers to the confidentiality provisions of the Americans with Disabilities Act and Genetic Information Nondiscrimination Act of 2008. Generally, employers must keep FMLA-related records for at least 3 years. No particular order or form of the records, however, is required. Other FMLA information to keep includes such details as:
- Dates when employees take FMLA leave. Employers may want to include copies of timesheets or records, written requests for leave, etc.
- Specific hours of leave if it’s taken in increments of less than one full day.
- Written copies of employee notices of leave they give to the employer and copies of all required general and specific written notices given to employees.
- Any documents, including written and electronic records, describing employee benefits or a company’s policies and practices regarding the taking of paid and unpaid leave.
- Premium payments for employee benefits.
- Records of any disputes between the employer and an employee regarding the designation of leave as FMLA leave, including any written statement from the employer or employee of the reasons for the designation and for the disagreement.
The bottom line
Remember, employers may keep records either electronically or have physical paper copies, but either method needs to be locked down and kept secure. Only designated personnel should be able to access the information within the rules of each applicable law.
It’s also good to set up a “purge” schedule to go through and discard old records once the time requirements have passed.
Key to remember: If getting more organized is a goal for this year, January’s a great time to get started. Focusing on the recordkeeping requirements of the FLSA, EEOC, and FMLA can help set the tone for the year.



















































