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How To Organize Your Employment Information And Work History

Think of it like a resume where you don’t have to try to impress anyone.

For some, a job is just a paycheck. For others it’s an important part of their identity. Regardless of your stance, if there are benefits involved for your family, or if you want it to be part of your legacy, you have to share the details.

We identified various types of employment along with info related to that job to help you organize it all into a neat little bundle. Time to go to work!

Employment Status

If You Currently Work for a Company

  • Name of Company
  • Supervisor or Human Resource Contact Info
  • Full-Time | Part-Time
  • Job Title
  • Job Duties
  • Location of Work-Related Documents (example: work contract)

If You Are Self-Employed or an Independent Contractor

  • Area Of Expertise
  • Title/Role (example: Business Consultant, Professional Organizer)
  • Important Clients, Partners, and Customers
  • Business-Related Vendors & Accounts (example: Website logins, bank accounts, merchandise vendors)
  • Location of Work-Related Documents (example: Income statements, invoices)

If You Are A Small Business Owner

  • Name of Business
  • Business Contact Info
  • Important Clients, Partners, and Customers
  • Employment Identification Number (EIN)
  • Website URL (if applicable)
  • Digital Accounts & Services
  • Location of Important Documents (example: Incorporation paperwork)

If You Are Currently Unemployed And Collection Benefits

  • State
  • Department of Labor ID
  • Online Account Info (username/password)
  • Location of Relevant Documents

If You Are Retired

  • Previous Place of Employment
  • Title/Role
  • Years Employed at this Company
  • Previous Employer Contact Info
  • Location of Relevant Documents
  • Valuable Lessons You Learned

Work History

This is where you should list every job you’ve ever had that you think is worth mentioning. From delivering pizzas to jr. account manager to CEO, it’s nice (and maybe even a little fun) to map out your employment journey.

  • Name of Company
  • Job Title
  • Job Duties
  • Valuable Lessons You Learned

Keep Your Plan Up-To-Date: Make sure all of the stuff listed above is neatly organized, updated, and shared in the “Employment” section of your Everplan. (Note: you have to be logged into your account to access this page.)

  • Money Organization
  • Personal Organization
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