article thumbnail

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

BMT Office Administration

Setting up employee personnel files is an important part of the recordkeeping process. However, sometimes people mistakenly think of these files as a catch-all for an individual’s paperwork. Rather, understand that general personnel files serve a distinct purpose. What to include in an employee’s personnel file.

Filing 121
article thumbnail

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?

Filing 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

5 Tools to Help You Automate Your Work

Office Dynamics

Choosing the right tool might mean selecting the best fax machine , which refers to choosing optimum working capacity for your work flow. There is a host of tasks you can do with RoboTask including launching apps, checking emails, creating backups and moving files, downloading and a lot more.

article thumbnail

Steps for Creating a Paperless Home Office

Productivity Bits

While many home printers have a scanner function, there are scanner options available that will send your scanned documents directly to your computer for easy filing. It is helpful to have a scan, discard, and file system. Does it contain important information that you will need to reference later?

article thumbnail

Snail Mail 101

Clutter Coach

This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Be careful about filing too much. Most people’s file cabinets are neglected paper graveyards.

Medical 100
article thumbnail

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.

article thumbnail

Tips to Go Almost Paperless - Productive & Organized

Stephanie LH Calahan

  I have so many piles and I don't want to file it all."   If your computer files are organized, you will be able to do a search and find what you are looking for quickly.   Statistics show that 80 percent of the information we keep, we never refer to again.    I share a few ideas on both.