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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

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. While it’s clear that you need to keep a separate file for each employee, which documents should you include in it?

Filing 52
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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. Credit Card Authorization Form: you want to get paid, right? Sign Up NOW For Free.

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The 12 Privacy Tips of Christmas

Ian's Messy Desk

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.

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

BMT Office Administration

Beyond that, droves of companies that were inexperienced with remote work were creating monitoring policies for the first time. The history of employee monitoring’s various forms. Well, that’s a classic form of employee monitoring right there. In fact, it would be illegal to do so. File tracking has other benefits as well.

Filing 52
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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. Credit Card Authorization Form: you want to get paid, right?

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The 'Bcc'- Friend or Foe

The Office Professionals Place

Never send vital information such as account numbers, social security numbers, or credit card information in an email. • Creating a paper trail - a supervisor documenting an employee’s responses or vice versa The ‘Bcc’ feature is a helpful tool, but can be used for inappropriate or wrong purposes.

Filing 100