Use this worksheet to decide what employment records you already lawfully possess and what needs to be preserved before access changes.
For each category, record the item, date range, where it currently exists, whether you already possess a lawful copy, original format, and why it may matter.
Suggested categories:
- paystubs and wage statements;
- schedules and time records;
- offer letters and compensation plans;
- job descriptions;
- performance reviews and goals;
- discipline and PIP documents;
- complaints and acknowledgments;
- leave/accommodation communications;
- medical-work restrictions actually provided to the employer;
- investigation communications;
- separation notices;
- unemployment notices;
- EEOC/NERC or other agency filings;
- relevant texts, emails, or messages you lawfully possess.
Do not use the worksheet as a reason to take privileged material, trade secrets, other employees' confidential records, or files you are not entitled to access.