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

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

Policies 105
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11 Things Organized and Productive People Do Every Day

Success

We fear that slowing down and organizing will kill our productivity, but the facts suggest otherwise: The average office employee spends “at least two hours a day—or 25% of their workweek—looking for the documents, information or people they need to do their jobs,” according to Glean ’s 2022 Hybrid Workplace Habits & Hangups survey. “54%

2022 331
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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Once the basic information is completed, you will receive a PDF with the new EIN—a document that should be stored in a safe place but kept handy because the entity’s EIN will be used on many documents going forward. The general public is entitled to see these documents,” says Snow.

Filing 162
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5 SOP examples for your business

BMT Office Administration

Implementing and documenting standard operating procedures (SOPs) is a great way to make sure that all staff members are completing their tasks in the correct manner. A standard operating procedure (SOP) is a detailed document with step-by-step instructions on how to properly complete a task. What is an SOP? How to format an SOP.

Payroll 72
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13 Best Productivity Apps: Tools to Make 2022 Your Most Productive Year Yet

Success

Diverse integrations with other workflow apps, task management, internal documents, real-time chat and around-the-clock live support make ClickUp a contender in any battle for best productivity app. More advanced, and more expensive, plans come with more advanced features. Trustpilot : 3.9 Google Play : 4.7 Aggregate : 4.4.

2022 352
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Which tasks should assistants manage?

Practically Perfect PA

Administration of documents. Assistants should manage the administration of documents on behalf of their manager. Assistants should also ensure that all confidential documents are securely locked away or shredded. Email and diary management. Assistants should manage all of their executive’s emails.

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The Do’s And Don’ts Of Digital Document Management Systems (DMS)

Small Business CEO

With flexible working and Bring your own Device (BOYD) policies becoming the norm, it is increasingly difficult for business owners to keep track of one of their most valuable company assets, i.e. their business-related documentation. if not your chosen system will be no more efficient than email. Entrepreneurs documents management'