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

BMT Office Administration

Agreements related to the use of a company car or business credit card. These documents tend to be ones containing sensitive or confidential information. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Doctor’s notes.

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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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

If you can, add an informal picture so your clients get to see the person, not just the business owner. Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA.

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How to Get Organized Using Lists

Ian's Messy Desk

She carries a iPhone 4S and can, with a swipe and a couple of taps, pull up whatever information she needs to plan her next action. Personal information. Account information. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( Cover via Amazon.

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

Office Organization Success

If you can, add an informal picture so your clients get to see the person, not just the business owner. Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA.

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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.

Filing 52