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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. They create a document retention policy that clarifies what needs to be saved, where, and for how long.

Policies 105
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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?

Filing 52
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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

Procedures are more than just documents; they are a roadmap for new hires, guiding them through the complexities of their new role and the company culture without constant supervision. The Power of Documentation If you have everything documented and ready to go when a new hire begins, it expedites the onboarding process.

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Stay organized and secure with electronic records management

BMT Office Administration

He put Laura in charge of going through a bunch of drawers with instructions to make folders to organize papers of current worth, box up other documents that somebody might need down the line, and toss insignificant and old material. Many serve as supporting evidence when the company files taxes or gives reports to other federal agencies.

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Benefits of outsourcing HR for small businesses

BMT Office Administration

Small businesses can outsource all of their HR operations, or just specific HR tasks that they don’t have the bandwidth to manage internally. Creating company policies: Crafting policies from scratch can be difficult, especially in a small business.

Payroll 52
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How To Hire And Manage Freelancers, According To Experts

Allwork

She shares an onboarding document with every new freelancer. “It It summarizes and links out to everything they need to get started fast: brand guide, writing guide, linking policy, feedback process, product tours, product messaging docs,” Balsa told MarketerHire. Develop a file-sharing system. Her secret?

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8 Steps to Effective Records Management

Ian's Messy Desk

Business transactions and processes result to reports, documents , files, and contracts. If you don’t have a structured records-management policy or plan in place, there will be some cost is getting one established. Eventually, you will see a payoff from eliminating unnecessary files.