Office Organization Success
DECEMBER 15, 2012
Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. But first, a word of caution ….
BMT Office Administration
NOVEMBER 21, 2022
Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. If so, then the document should be included in the employee’s general personnel file.”. Recruiting and screening documents. Termination documentation.
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BMT Office Administration
JULY 3, 2023
While it’s clear that you need to keep a separate file for each employee, which documents should you include in it? After all, there are some documents that you’ll need to keep confidential , and there are some that you don’t even need to include in your personnel files.
Office Organization Success
NOVEMBER 24, 2014
A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free.
Ian's Messy Desk
NOVEMBER 10, 2010
Minimize the number of identification and credit cards carried. Tear/shred receipts, copies of credit applications, other documentation containing personal information, don’t just throw it in the garbage. Ask to use other forms of identification. Obscure credit card numbers on customer receipts.
Practically Perfect PA
MAY 11, 2016
Copies of paperwork e.g. insurance, health documentation; passport and to be kept separately in case originals are lost. An emergency card with condensed information is useful, particularly if there is no signal on your phone. Include a list of essential contact numbers with their travel documents. contact-form-7].
BMT Office Administration
OCTOBER 4, 2022
The history of employee monitoring’s various forms. Well, that’s a classic form of employee monitoring right there. Without a form of monitoring in place, the employee may embark down the wrong path, which can derail progress on the project and cost valuable resources to fix. Time tracking and file tracking.
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