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An employee record form is an essential document that every business in Australia needs to have. It's a relatively simple form to put together, especially with the help of a template.
We'll guide you through the steps you need to take to produce an employee record form by the end of the working day.
What is an Employee Record Form?
An employee record form helps you to collect and keep a log of your employee's details in a safe, secure and streamlined manner.
According to the Fair Work Act 2009, if you're an employer, you're legally required to keep your employee's details on record. Some details you need to retain for at least seven years after an employee has left the company.
Download this template at Lawpath
What exactly are employee records?
Employee records refer to any personal information that you collect about your employees. As well as their name, address and contact details, this also includes details of an employee's start and end dates with your company, any disciplinary steps that may have been taken, health and dietary information and emergency contact details.
When should I use an Employee Record Form?
An employee record log should be in place at all times while a business is operational. You can use a form at any time to collect details from employees. You may want to use an employee record form if you're onboarding new staff, or if you need to update the details of an existing employee.
Employee Record Form vs Customer Information Form
An employee record form and a customer information form are both ways to collect and store personal details of either staff or customers. Both forms collect different information from employees or customers, and both should be safely stored per The Privacy Act 1988.
While certain employee details need to be stored for at least seven years, you should only keep customer's details on record for as long as your state laws require.
What does an Employee Record Form include and not include?
Employee record forms vary depending on the individual company. At the very least, they should cover the following:
- General records. These include the personal details of an employee such as their name, date of birth, address and contact details, as well as the employer's name and the employment commencement date.
- Pay records. This section should address the employee's rate of pay along with details of any incentive-based pay.
- Hours of work records. This should correlate to the information in an employee's employment contract and specify the hours of work that ae expected each week.
- Leave records. Details of any entitled leave and how much leave has already been taken.
- Superannuation. Information around the number of superannuation contributions made, and when.
- Termination records. Address how, when and why an employee came to leave the company.
What's not included?
This form should include factual information about the employee only. It should not address observations or opinions about the person. It's also unnecessary to include details about an employee's ethnicity or disabilities.
How effective is an Employee Record Form?
It is a legal requirement to keep employee records for seven years. Other than the legal implications of failing to keep up-to-date employee records, accurate employee records can help your HR department streamline its operations.
Do I need a lawyer for an Employee Record Form?
You won't need the help of a legal professional to put together your form, but you do need to make sure you're complying with all of the related laws and regulations. If you're struggling to put together the form, you can use an online template to give you a helping hand.
Get access to customisable Employee Record Form templates online
We update our data regularly, but information can change between updates. Confirm details with the provider you're interested in before making a decision.
How do I write an Employee Record Form?
It's easy enough to put together your form in excel, or by using an online template. The form should be split into sections with space for you to fill in each employees details.
Where to get free legal documents and templates online
If you don't want to create your own employee record form in excel, you can use a template. You'll find downloadable legal templates across the Internet:
- Fair Work, Australia. A government resource home to lots of templates and advice around best practices in the workplace.
- Lawpath. On a mission to provide affordable legal advice for small businesses, you receive your first template for free when you sign up to one of Lawpath's subscription services.
- Business.gov.au. Designed specifically with businesses in mind, this government-run website boasts plenty of advice when it comes to putting together your employee record form and other important documents.
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