Current location - Training Enrollment Network - Education and training - How to write an office document management plan?
How to write an office document management plan?
Human resource file management scheme

Proper management of human resource files is an important part of human resource management, which can not only effectively keep secrets for talents, but also maintain the integrity of human resource files and prevent data from being destroyed. It is the key to establish and improve the management scheme of enterprise human resources files.

Directory:

I. Provisions on the Management of Staff Personnel Files

Second, the staff training file management approach

Third, employee performance file management methods

Four, employee file keeping regulations

Verb (abbreviation of verb) Measures for the utilization of employee files

Attachment: Human Resource File Management Form

I. Provisions on the Management of Staff Personnel Files

Concept explanation:

Employee personnel files are an important basis for the company to manage human resources, and corresponding regulations must be formulated to strengthen the management of employee personnel files.

Writing points: The following aspects should be paid attention to in the process of formulating this case:

(1) Clear purpose;

(2) Clear the contents of employee personnel files.

Fan Wen:

XX company employee file management regulations

This regulation is formulated to strengthen the management of personnel data of the Company.

1. Personnel orders and notices shall be filed together with employees' certificates (application forms or submitted materials) after they are issued.

Two, at the beginning of each month, according to the personnel flow record book, the preparation of "personnel flow monthly report", after the audit, list the basis for checking the personnel flow rate.

3. If employees need "service certificate" or "resignation certificate", they can ask the reason in the explanation of human resources department, and the manager will fill in the certificate and transfer it to the secretarial office for seal.

Fourthly, the human resources department should sort out the list of supervisors on 10 every month and send it to the switchboard for reference.

5. The documents to be prepared by the Human Resources Department include the following contents:

1, manpower change case;

2. Employees' rewards and punishments;

3. Employee performance appraisal cases;

4. Staff training cases;

5. Personnel regulations;

6. Personnel service cases;

7. The People's Pavilion reported the case;

8. Employee welfare case;

9. Cultural and sports activities;

10, foreign-related cases;

1 1, sending and receiving document register.

Intransitive verbs These Provisions shall come into force as of the date of promulgation.

Second, the staff training file management approach

Concept explanation:

When training employees, the company should establish employee training files, strengthen the management of employee training files, and make the employee training work well documented. Key points: (omitted)

Fan Wen:

Measures for the Administration of Staff Training Files of XX Company

First, in order to strengthen the management of employee training files and make the employee training work well documented, these measures are formulated.

Second, the employee training file is a detailed record of various training activities that employees have participated in since they entered the company.

Three, the contents of employee training records include:

(1) In the pre-job training, employees receive the course name, content, time and attendance records of various professional training courses, take the examination papers, the trainer's training evaluation on employees, and the employees' experiences or summary reports after participating in the pre-job training;

(2) In on-the-job training, the attendance records, courses, test scores, evaluation forms and summary reports of employees attending professional or foreign language training courses. ;

(3) Employees should attend all kinds of amateur training courses organized by the society at their own expense during their work, such as registration cards and photocopies of graduation certificates and other related materials.

Fourthly, the employee training files and their work files are used by the company's human resources department as a reference for employees' promotion, promotion and salary increase.

Fifth, employee training files are also the original basis for the company's training department to explore and deploy talents.

The intransitive verbs shall be implemented as of the date of promulgation.

Third, employee performance file management methods

Concept explanation:

In order to motivate employees, the company should record their performance in time, establish employee performance files and strengthen performance management.

Compilation points: (omitted)

Fan Wen:

Measures for the management of employee performance bifurcation cases in XX Company

First, this method is to record employees' performance, facilitate performance appraisal, strengthen performance management and motivate employees.

Second, it is necessary to establish a work performance file, evaluate and examine the work in each period, and record its main performance in the file. The assessment standard is based on the responsibility scope of the post responsibility center, and the assessment work can be assigned to various departments, and finally summarized by the personnel department.

Thirdly, the purpose of establishing employee performance files is to facilitate the correct and comprehensive evaluation of employees. Those who have outstanding work, great achievements and great contributions should be praised, rewarded and promoted. Those who are not practical, lazy and often make mistakes should be criticized, punished, demoted or fired.

Four, the content of the employee performance file mainly includes the following parts:

1 documentation. The main documents include employee personnel transfer form, labor contract, employee ID card, professional diploma, degree certificate, unemployment certificate and other copies.

2. Assessment records, mainly the Employee Performance Evaluation Form. The company implements institutionalized assessment work and pays tribute to the performance of employees on a regular basis. Assessment records can comprehensively reflect the general situation of employees' work and play an important reference role.

3 attendance records. The monthly attendance statistics of employees are summarized by year and stored in the employee's work file in the form of special statistical tables. Employee attendance record is a reflection of employees' working attitude, their loyalty to the enterprise and their sense of responsibility for their work.

4. Reward and punishment records. The record of employees being rewarded or punished for outstanding performance or violation of discipline in their daily work is a test of their working ability, reliability, sense of responsibility and working attitude, and also an important basis for assessing employees' performance, using and promoting employees.

5 grade change. At work, the position, level and salary of employees will change due to factors such as work performance and length of service. This change also reflects the working ability, performance and contribution of employees. Therefore, the record of employee rank change in employee work files is a test.

Objective basis for evaluating employees' work performance.

Fifth, in the employee files, it is also necessary to collect the employee's work-related injury records, letters (copies) praised or complained by guests to employees, etc. This plays an important role in comprehensively and effectively assessing the performance of employees.

The intransitive verbs shall be implemented as of the date of promulgation.

Four, employee file keeping regulations

Concept explanation:

File keeping is an important part of employee file management. The company should establish corresponding file management system and strengthen file keeping.

Key points: Employee file keeping regulations usually include the following contents:

(1) archive;

(2) the confidentiality of files;

(3) Transfer of archives;

(4) Archives statistics;

(5) Check the files.

Fan Wen:

Provisions on keeping employee files of XX Company

1. Archiving of archival materials: Archivists should timely archive newly formed archival materials and general procedures for archiving.

1, identify the materials to see if they meet the filing requirements.

2, according to the nature and content of the material, determine the specific location of the archive;

3. Fill in the material name and its related contents in the catalogue;

4. Store new materials in the archives.

II. Confidentiality of archives: The specific requirements for an enterprise to formulate a file confidentiality system are as follows:

1, for large-scale enterprises, it is generally necessary to set up a special person to take care of the archives, and should have the necessary archiving equipment;

2. The warehouse should be equipped with necessary fire prevention and moisture-proof equipment;

3. Keep the storage room and filing cabinet clean and tidy, and do not store irrelevant items;

4. Without authorization, no one may bring personnel files to public places;

5, irrelevant personnel are not allowed to enter the warehouse, no smoking;

6. When you leave, turn off the lights, close the windows and lock the door.

III. Handover of archives: The handover of archives is generally caused by job changes, and the general procedures for handover are as follows:

1, take out the transferred file;

2. Write off in the file account;

3. Fill in the Notice of Transfer of Personnel Files;

4. Packaging and sealing according to the requirements of issued documents.

Files must follow the principle of confidentiality in transmission. Generally, they are transmitted through confidential channels and cannot be brought by themselves. In addition, the receiving unit must sign and seal the receipt after receiving the file and return it in time.

Fourth, file statistics: it is necessary to count the relevant information of enterprise personnel files. The contents of personnel file statistics mainly include the following contents:

1, number of personnel files;

2. Supplementary information on the collection of personnel documents;

3. Document arrangement;

4. Document keeping;

5. Utilization rate;

6. Warehouse equipment;

7. Personnel archivists:

File inspection and verification: enterprises should conduct regular or irregular inspection and verification of personnel data files.

When viewing the contents of human resources files, you need to look at the personnel files themselves, such as whether they are moldy or moth-eaten; Also check the storage environment of personnel files, such as checking whether the doors and windows of the warehouse are intact and whether there are other storage errors.

In the following cases, personnel files should be thoroughly checked and checked.

1, after an emergency, such as loss, theft or flood;

2. After some files are questioned, if you are not sure whether a certain material is lost;

3. After finding some damages, such as moldy materials and moth-eaten, etc.

Verb (abbreviation of verb) Measures for the utilization of employee files

Conceptual explanation

File utilization, like file preservation, is an important part of employee file management, so it is necessary to establish corresponding rules and regulations to strengthen file utilization management.

Compilation points: the use of employee files usually includes the following aspects.

(1) purpose;

(2) the use of archives;

(3) Operating procedures for file utilization.

Fan Wen:

Measures for the utilization of employee files of XX Company

1. Purpose: In order to make efficient and orderly use of archives, the Company formulates this method.

Second, the use of files: there are three main ways to use personnel files:

1, set up a reading room for reference. The reading room is generally located in or near the human resources archives warehouse for volume adjustment and management. This is convenient for reference, guidance and supervision, and it is also convenient to prevent leakage and loss.

2. Lend it for use. When the following conditions are met, the enterprise can lend personnel to use:

(1) The enterprise leader needs to consult the personnel file;

(2) The public security and security departments have to borrow personnel files due to special needs.

Be careful not to lend money for too long, and those who don't pay back must be urged to pay back.

3. issue certification materials. In general, the certification materials can be the materials or certification materials issued by the personnel archives department according to the relevant documents, and can also be a copy of the personnel archives materials.

The reasons for requesting materials are generally to join the party, join the league, get promoted, recruit workers or go abroad.

Three. Operating procedures for file utilization: The operating procedures for various types of file utilization are as follows:

1, access program

(1) First, the applicant will make a written document retrieval report, which will state the object, reason, purpose and general situation of the applicant;

(2) Secondly, the inspection unit (department) seals and the person in charge signs;

(3) Finally, the personnel archives department will review the application report, and if the reasons are sufficient and the procedures are complete, it will be approved.

2. Loan procedures

(1) First, the file borrowing unit (department) writes a file borrowing report, which is similar to the file search report:

(2) Secondly, the borrowing unit (department) seals it and the person in charge signs it;

(3) Third, the personnel file transfer department examines and approves the file borrowing unit;

(4) Then, register the borrowing files, and write clearly the time, name, reason and number of copies of the borrowing files, which shall be signed by the borrowing file personnel;

(5) Finally, when the file is returned, it should be cancelled on the borrowing registration in time.

3. Procedures for issuing certification materials: When a unit, department or individual needs the personnel archives department to issue certification materials, it shall perform the following procedures:

(1) The relevant unit (department) shall issue a letter of introduction, explaining the reasons for the need for certification materials, and affix the official seal;

(2) The personnel archives department shall, in accordance with relevant regulations and in combination with the requirements of users, provide supporting materials:

(3) The certification materials shall be reviewed by the relevant leaders of the personnel archives department, and registered and distributed after being stamped with the official seal.

Attachment: Human Resource File Management Form

I. Personnel Registration Form

Table 1 ×× Company Personnel Registration Form

Number, name and position

Date, sex, birth

Date and place of birth ID card

The number of household registration is the largest.

Academic resignation

date

Second, the personnel file management card

Table 2 ×× Company Personnel File Management Card

accomplish

ancestors

number

record

figure

situation

roll

figure

Return after leaving

Japanese and Korean units

Name Handler Name Warehouse Management

Signature date of warehouse manager

Personnel identification

Third, the file access list

Table 3 ×× Company Document Access Table

filename

check and ratify

reader

Document number and number are returned, and the date is signed by the consignee.

* * * file

Note: This is in duplicate. The first copy is returned to the archivist by the archive room after the file is returned, and the second copy is kept for "future reference".

Four, the personnel file information card

Table 4 ×× Company Personnel File Information Card

Name, gender, blood type, province and county of origin

Urban birth

Date photo

Address, current address, ID number

Migration uniform number

Migrate labor force

Date, year, month, day and card number of insurance.

Mailing address, telephone number, surrender date, year month day.

Name of special guarantor and reason for leaving the factory

Favorite address date

Learning experience school name department

(series) graduation time, experience, service office, start date, end date, salary and allowance

Family relationship, name, age and occupation

salary

Name of salary amount distribution unit on the date of approval of appointment.

Chairman, general manager, deputy prime minister, manager and factory director

intervene

The continuation/abbreviation of Shaoxing

Personal name relationship

Address and telephone number

Verb (abbreviation for verb) file content register

Table 5 ×× Company Document Content Register

class number

Indicate in the box number

List of intransitive verb files

Table 6 ×× List of Company Files

When do I save the vault number and counter number?

Company department file name content category warehousing date outbound date recipient sign for it

Year, month, sun, moon, sun.

Audit: Crown: Manager:

Seven. Personnel file reference table

Table 7 ×× Company Personnel File Reference Table

Name of organization: Name of filing unit:

Directory number of case file: case file number:

Number of files in this volume (book):

Information to be explained in this volume (book):

Archiver: inspector:

Year, month, sun, moon, sun.

Eight. Directory of archived files

Table 18 ××× company archive file directory

Fonder Si Nuo. : catalog number: department

Document serial number, positive volume category number, document title, start and end date, number of sheets in the volume, storage period and remarks.

Nine, read the file to remind the bill.

Table 9 ×× company document reading reminder

Comrade:

After investigation, the following files you accessed have expired, so others can use and manage them. Please refer to the document.

The access rule will be returned in days.

document number

Reference number

Nominal name

The loan term was originally scheduled.

Number of repayment periods

quantity

comment

palm

Ten, reading file reminder stub

Table lO ×× company file reading reminder stub

Borrower:

The file number is called the original loan period.

Repayment Quantity Reminder Release Date

palm

XI。 List of file storage locations

Table15-11xx company file storage location table

Name of fonds: fonds number:

Document directory number, file directory name, and storage location of file start and stop numbers in the directory.

Floor Room Rack (Reject) Grid

Twelve. File storage table

Table 12 ×× company file keeping table

Floor: Floor: Room:

Rack (culling) grid

Fonds number fonds name file directory number file directory name file start-stop number file directory number

Thirteen, the cover of the document

Table13××× company file cover

(Zheng Zongji's back) Filino. Director No.20 Document

Xxxx archives room

document number

Catalog number

reel number

Organization name

Name of filing department

(Volume name)

Item number in case file category: case file number at the time of filing:

From year month day to year month day.

According to Article 1 of the Archival Material Storage Duration Table

* * * Number of sheets in this volume.

Storage year

Xxxx archives room

document number

Catalog number

reel number