Remove Credit Card Remove Document Remove Forms Remove Information
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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

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.

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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

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.

Filing 121
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

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.

Filing 52
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The 12 Privacy Tips of Christmas

Ian's Messy Desk

Image by d70focus via Flickr On the first day of Christmas , the Office of the Information and Privacy Commissioner gave to me… 12 tips for protecting privacy. Six points for consumers : Ask how personal information (eg. Minimize the number of identification and credit cards carried. Thanks for visiting!

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

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. If you can, add an informal picture so your clients get to see the person, not just the business owner.

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Snail Mail 101

Clutter Coach

I know they have fascinating and important information in them, but you don’t have time to read them and keep up with what came in today. Information is only useful when you can get at it. Just having all that information is not the same as being able to use it. Also shred credit card applications.

Medical 100
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Employee Monitoring: How to (and not to) track employee productivity

BMT Office Administration

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.

Filing 52