Frequent Asked Questions
Will you identify missing or incomplete documentation?
Can you work with electronic personnel files?
What is personnel file cleanup?
Personnel file cleanup is a structured review of the documentation currently maintained within a personnel file. Depending on the agreed scope of work, services may include organizing documents, reviewing files for consistency, noting documentation that appears missing or incomplete, and creating summaries of observations.
How do you handle confidential information during remote projects?
How long does a personnel file project take?
Deliverables depend on the services selected and the needs of the organization. Depending on the project, deliverables may include documentation, observation logs, missing documentation summaries, personnel file assessment findings, executive summary reports, recommendations, or action-planning materials.
Do you provide legal or compliance advice?
When appropriate for the project. Remote personnel file reviews may be available when suitable system access, confidentiality, security, and document-handling procedures can be established with the client. Remote services are evaluated based on the organization's records, systems, project requirements, and requested scope.
Project timelines vary based on the number of personnel files, their current condition and organization, the volume of documentation, the services requested, and whether the work is performed on-site or remotely.
Begin by requesting a proposal and telling us a little about your organization, the approximate number of personnel files involved, and the type of support you are seeking. From there, we can discuss the requested services, project requirements, anticipated deliverables, timeline, and pricing before work begins.
How do we get started?
How do you handle paper personnel files?
Yes. When included in the project, we identify documentation that appears to be missing, incomplete, inconsistent, expired, or difficult to locate based on the records made available for review. Our findings provide a clearer picture of the documentation observed so leadership can determine the appropriate next steps.
What is Personnel File Cleanup?
Yes. When included in the project, we identify documentation that appears to be missing, incomplete, inconsistent, expired, or difficult to locate based on the records made available for review. Our findings provide a clearer picture of the documentation observed so leadership can determine the appropriate next steps.
What will we receive after the project?
No. New Leaf Milestones Solutions does not provide legal advice or legal opinions. Our services focus on personnel file cleanup, documentation review, organization, observations, and recommendations. Questions requiring legal interpretation or formal regulatory guidance should be directed to the organization's appropriate legal or compliance professionals.
Yes. Electronic personnel files may be reviewed when appropriate access, system requirements, security procedures, and project arrangements have been established with the organization.
Paper personnel files can be reviewed and organized on-site when included in the project. We work within the agreed file structure and project requirements to bring greater order and consistency to the documentation.
Have More Questions?
Connect directly with our senior compliance specialists to schedule a confidential personnel file risk assessment. We help your facility establish bulletproof documentation before state regulators arrive.