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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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Wellness Entrepreneur Kris Carr Believes Finding Success Begins with Self-Awareness

Success

Call the shots “It all started with learning how to navigate the medical system and deciding to become the CEO of my own life,” she says. She began researching the best lifestyle practices for longevity and interviewing more medical professionals to understand how they were going to work together. It was surreal.

Health 246
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Snail Mail 101

Clutter Coach

Similarly, one of you may be responsible for social engagements and medical appointments. 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. Also shred credit card applications.

Medical 100
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Answering Reader Mail: Green EA, Green Executive

Musings of a High-Level Executive Assistant

Whoever controls the flow of information, controls what happens. Get your boss' personal information now. Names, contact information, relevant data. If you have to purchase stuff for your boss - ask to xerox the credit card, both front and back now. For example, some spouses do not share a last name.

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How to Plan Business Travel & Business Travel Planning Checklists

Office Dynamics

Frequent Flyer Club Information – locations of clubs at the airport(s). When traveling for business, leader should leave the following items home: Copy of his/her itinerary (and other important information). Unneeded credit cards. Handouts and other documents. Medical items: o Prescription medications.

Travel 100