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3 Ways to Create a Better System for Information Management

All Things Admin

As administrative professionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes.

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IRS releases e-filing waiver guidance

BMT Office Administration

Final regulations implement the Taxpayer First Act by requiring you to e-file all your information returns—your W-2s, 1099s, 1095s, and other information returns—if you’re filing a combined total of at least 10 returns, beginning with returns filed next year. 42-007 , Specifications for Filing Forms W-2 Electronically (EFW2).

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Your Roadmap to Effective Office Systems

All Things Admin

A system contains all the information you need to handle the accounting functions for your job. Procedures, forms, and checklists combine to create systems for how you get things done efficiently. A good system is documentable, sharable, and repeatable. Review calendars and compile date and time options.

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Trello vs. Monday.com: Which platform is best for task management?

BMT Office Administration

For instance, Asana and other programs offer Gantt charts, calendar views, and time-tracking, whereas Trello does not (unless you pay for power-ups, but more on that in a bit). Calendar view. Monday.com also features no-code automation, a document editor, and the ability to attach any file type to a project. Google Calendar.

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5 SOP examples for your business

BMT Office Administration

Implementing and documenting standard operating procedures (SOPs) is a great way to make sure that all staff members are completing their tasks in the correct manner. A standard operating procedure (SOP) is a detailed document with step-by-step instructions on how to properly complete a task. What is an SOP? How to format an SOP.

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How To Create A Training Manual on Your Boss

Worxbee

Documenting how your executive operates internally, and the best ways to respond, can ultimately elevate your career. These should be scheduled on your calendars. Prepare questions or an agenda in advance to ensure you get as much information as possible during your check-in. Is the schedule set in stone or is it flexible?

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Stay on track with this payroll compliance checklist

BMT Office Administration

Collect the required forms. Many employers have their own onboarding forms that must be completed, but there are also a handful of government forms that employers must collect from new hires. The main two are the I-9 form and IRS Form W-4. An I-9 form is a very important piece of compliance documentation.

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