Employee records help protect your practice from wage disputes, audits or wrongful termination claims. Like your dental instruments, these tools must be carefully stored and protected.
According to CDA’s employment practice analysts, a legal representative’s request for copies of an employee’s personnel file is often followed by another letter threatening further legal action. The second letter contains allegations that call into question the level of administrative oversight performed by the office based on inadequate documentation. A lawsuit filed by a current or former employee is a painful way to learn the importance of effectively maintaining and storing employment records.
To support members, CDA provides guides, forms and customizable employee manuals to help practices easily build, maintain and securely store employee information in a legally compliant manner.
CDA’s analysts, who specialize in employment practices and compliance, have developed a quick, interactive assessment to help members check the strength of their employment documentation and storage. Sign in to take the Practice Health Check that asks: Is your employee recordkeeping on point? Then, select one or more options to get actionable advice and resources for:
- Identifying what types of documents should and should not be stored in employee files.
- Implementing a legally compliant document retention policy and system.
- Ensuring you have a completed Form I-9, Employment Eligibility Verification, for every person hired by your practice.
For advice on secure and compliant employee documentation, follow the links in the Practice Health Check to find additional CDA resources.
Have questions or need guidance with other practice challenges? CDA members have access to a robust Resource Library with downloadable articles, guides, templates, checklists and forms.
Members can view all Practice Health Checks online.