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

BMT Office Administration

While dealing with lots of paperwork doesn’t rank as most HR professionals’ favorite task, proper recordkeeping for employee personnel files is a must for any organization. In addition, if an employee is involuntarily let go, their employee file must be kept for one year following the termination date. Why is that?

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The tricky world of expenses

Practically Perfect PA

I must admit I’ve been struggling to start writing the blog this week, I knew I would be discussing the dreaded task of processing expenses and as I’m sure you can imagine the subject hasn’t really stirred my creative juices! Do you have an expense policy in place? Try to do all of your expenses at the same time at least once a week.

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5 Best Tax Practices for the Worried Virtual Assistant

Virtual Moxie

I didn’t have the credit score I needed to take out even a small loan or get a new credit card, so I decided to not pay my taxes (quarterlies, specifically), and use that money as a float to carry my burgeoning business. But throw all your receipts in a big manila envelope, note the year they’re for, and file that somewhere.

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Finance for Recruitment Entrepreneurs

Recruit CRM

Refer to Table 1). However, if the payment for the laptop has not been made which means $1000 is payable to the laptop vendor then the balance sheet shall look like this- (Refer to table 2). Expense) in $. Travel Expenses. Marketing Expense. Software & Internet Expense. Liabilities. Cash in Bank.

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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

OneNote: My Filing Cabinet In The Clouds. create notebooks and files just like I would with paper, but now it is all organized on my computer. Evernote allows me to upload, add, bookmark, etc anything that I would like to store as a "note" for future reference. Find here: steph.bz/EZBackup. Find here: steph.bz/jEB9d4.

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Handbook for Life: 52 Tips for Happiness and Productivity

Stephanie LH Calahan

Cut down on the number of accounts you have, cut down on your credit cards, spend less, reduce your bills.  Goals are important, but not at the expense of happiness now. I don’t have a single article to give you as reference, but frugality is a recurring theme on Zen Habits. Read  more about it here.

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106 Thoughts on Overcoming Overwhelm in a Freaked-Out World

Stephanie LH Calahan

Putting the date on the pages helps reference notes from meetings, etc. Create email folders same as you would for word doc and paper files. Review your tickler file, "to do" lists, Outlook tasks, or whatever you use to track your action items. Write everything in the notebook. Thanks to Regina Lark,Ph.D. Not Really!"

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