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It’s time to review (or create) your document retention policy

BMT Office Administration

They create a document retention policy that clarifies what needs to be saved, where, and for how long. Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Businesses and nonprofits of all sizes should possess a written-out document retention policy. Such action raises concern about cover-ups.

Policies 105
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

While some variance may occur between companies, certain papers commonly belong in these files and some definitely do not. Health insurance forms. Payroll records for money or pay-related information such as: Timesheets. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file.

Filing 121
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5 SOP examples for your business

BMT Office Administration

Terms and definitions. Conduct the HR orientation to orient the new employee with the timekeeping and payroll software , necessary paperwork, and internal resources. Provide each new hire with all necessary onboarding documents including i9 forms, tax forms, and the employee handbook acknowledgment form.

Payroll 72
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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. If so, then you’ll definitely want to have the proper documents on-hand to defend your managers.

Filing 52
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Stay organized and secure with electronic records management

BMT Office Administration

Such a management system utilizes information technology to organize and store records in electronic form. The need for company policies. Effective management of electronic records requires an organization to develop specific policies. These policies act as an instruction manual for those involved in managing electronic records.

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Small Business Bootstrapping Techniques | THE SMALL BUSINESS BLOG

The Small Business Blog

Especially if your aim is to build a personal business, like contractors, freelancer, self-employed, sole-trader and virtual assistants , working from home , creating an income and keeping it small and manageable, then bootstrapping is definitely for you. he sold policies out of the trunk of his car for many years. – ST.

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