Allwork

DECEMBER 10, 2023

You can’t get the best out of freelancers until you’ve honed your management processes. And the key to good management — freelance or otherwise — is communication. Clear communication up front, and continuing conversation through regular check-ins and transparent project management helps streamline workflows and prevent confusion.

Management 299

Management 2020 Agencies Project Management 299

BMT Office Administration

AUGUST 8, 2022

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

Policies Legal Forms Agencies 105

BMT Office Administration

AUGUST 18, 2023

Final regulations implement the Taxpayer First Act by requiring you to e-file all your information returns—your W-2s, 1099s, 1095s, and other information returns—if you’re filing a combined total of at least 10 returns, beginning with returns filed next year. This is a new standard. Updates will be available in the same way.

Filing 52

Filing Payroll Forms 2023 52

Small Business CEO

DECEMBER 3, 2021

Document management plays an important role in this. of losses in employee productivity are due to challenges in paper-based documentation that businesses encounter. Fortunately there are businesses that provide document scanning services like Orange County Document Scanning. A 2012 survey revealed how 21.3%

2012 59

2012 Filing Management 59

Ian's Messy Desk

FEBRUARY 10, 2011

Options for managing document filing and retrieval. By establishing a consistent system for filing and tracking documents, you will impose a sense of order on your records. This works for business or personal filing systems. There are lots of choices when it comes to filing documents.

Management 100

Management Postal Code Filing Equipment 100

BMT Office Administration

JULY 3, 2023

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

Filing Payroll Medical Legal 52

All Things Admin

JANUARY 18, 2024

Whether you’re a seasoned admin or just starting your career, documenting procedures are essential for maintaining consistency, efficiency, and clarity in your work. Now, let’s explore some of the built-in functionalities of these apps that make them indispensable for procedures documentation.

Google 52

Google PowerPoint Google Docs 2024 52

BMT Office Administration

JANUARY 19, 2023

Most employers are probably familiar with the e-filing process. With that in mind, even if you’ve e-filed your W-2s before, it’s still a good idea to review the process and ensure you’re following the right steps. Step 1: Navigating to the wage file upload page The SSA has redesigned its website.

Filing 52

Filing UPS 2022 Expenses 52

BMT Office Administration

AUGUST 9, 2023

What’s ahead for paperless filing You can still file on paper, if you choose. It says by next winter’s filing season, you should be able to e-file Forms 941-X and 945-X and amended Form 940. MeF accepts files in the XML format only. MeF accepts files in the XML format only.

Forms 52

Forms Filing Payroll Agencies 52

Practically Perfect PA

SEPTEMBER 6, 2017

Back in 2013 HAAGA-HELIA University of Applied Sciences in Helsinki, Finland released the Management Assistant 2020 report , which detailed how the role of an Assistant will change by 2020. It is a fascinating document and many of the suggestions are coming into fruition four years on. We are our office information managers!

Management 162

Management 2013 2020 Filing 162

Office Dynamics

JULY 11, 2014

Question: “We have so many people in my office creating and revising so many documents and swapping them around, I don’t know of the best way to ensure someone’s not grabbing the wrong one from the network—or from the person they’re teaming with. ” - Kristen, Office Manager. We want to hear from you.

Filing 100

Filing Training Skills Networking 100

Success

SEPTEMBER 2, 2022

Now, scheduling in-person meetings requires some legwork to figure out who will be in the office, while working from home may require you to bring home supporting documents and files, and possibly equipment such as a laptop and mouse. Keep files and equipment organized. Do collaborative work at the office.

Filing 279

Filing Equipment 2022 Collaborate 279

Small Business CEO

FEBRUARY 11, 2022

Go back in time 20+ years and almost every workplace had a minimum of one filing cabinet. While a lot has changed since then — including a reduction in the amount of paper used — there are still many ways to use a filing cabinet to your advantage. It’s a file cabinet that doubles as a safe. photo credit: Paula / Pexels.

Filing 59

Filing UPS Environment Management 59

All Things Admin

JUNE 10, 2021

However, because systems are so automatic, many people don’t have them documented. So why should you document something you already know how to do? Documented systems: Allow someone else to fill in for you. Sure, you may have the perfect system for filing. Having documented systems is even better. Travel planning.

Travel 52

Travel Administrative Professionals Forms Filing 52

Allwork

MARCH 6, 2024

Intense workloads and pressure: If workloads are hard to manage, there are unrealistic expectations, and employees are expected or pressured to be always on, then stress, negativity, and competition are likely to increase. If you are interested in pursuing legal action for workplace harassment or violence, you can file a charge with the EEOC.

Environment 310

Environment Gossip Legal Policies 310

Practically Perfect PA

MAY 16, 2012

I find the best way to tackle the ever-increasing piles of stuff is to have a good filing system in place so that, as my mum used to say, there is a ‘place for everything and everything is in its place’! I have five different types of filing systems that I use everyday. My email filing system. Online file sharing.

Filing 100

Filing Email Finance Expenses 100

BMT Office Administration

JUNE 22, 2022

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If you don’t have that document backed up in an electronic format, you may have just lost important company or employee data. The key benefits of electronic record-keeping include: Easier file sharing.

Filing 98

Filing Legal Budget Policies 98

Office Dynamics

MAY 23, 2019

an administrative assistant for two different types of managers. I prepare files with the documentation he will need for the meetings and leave on his desk. It sounds like Carrie is the administrative assistant for two different types of managers. This week Carrie S. asks us: I am Carrie S., What should Carrie do?

Management 167

Management Calendars Administrative Professionals Google 167

Allwork

JUNE 21, 2023

Centers will also need to be responsible for keeping their own and their clients’ documentation and IDs up to date. One problem with the current system is that centers are supposed to keep a hardcopy file of every client’s information forever, even if that client moves on. When is this happening? What’s next?

USPS 246

USPS Postal Service Forms Agencies 246

BMT Office Administration

MAY 31, 2022

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. Such a management system utilizes information technology to organize and store records in electronic form.

Management 52

Management Legal Policies Filing 52

Eco-Office Gals

MARCH 7, 2011

Most companies will look to document scanning as a way of managing their paper based information and with advances and maturing technology these solutions have started to become economically viable. We all instinctively know that managing large paper archives is simply not a very environmentally friendly way of managing data.

Agenda 100

Agenda Equipment Environment Filing 100

Allwork

JUNE 30, 2023

While the dust from the 2023 tax filing season has long since settled, if you are a freelance worker, independent contractor , or digital nomad, now isn’t the time to forget about your taxes. Leveraging technology and software tools designed for tax management can make the process run without a hitch. While celebrating U.S.

Legal 264

Legal Expenses Filing Lifestyle 264

My EA Career

APRIL 5, 2023

Clarifying expectations and clear communication are two of the essential building blocks of building a strong partnership between a manager and their Executive Assistant. In the latest episode of the Assist With Impact podcast (Episode 170), I discuss the challenge of assistants needing to manage the needs and priorities of multiple managers.

Management 52

Management Administrative Professionals Calendars Filing 52

Success

MARCH 27, 2023

When you freeze your credit, it keeps sensitive data in your credit files from being accessed without your permission. If lenders can’t see your credit file, they can’t approve the credit application. However, knowing what a credit freeze is and taking advantage of it can help protect you and your finances.

Credit Card 267

Credit Card 2021 Finance Agencies 267

BMT Office Administration

DECEMBER 13, 2022

Cloud-based project management software has revolutionized how companies manage their workflows, time-tracking, and communications for years now. That is unless you’ve yet to upgrade to a project management app, in which case you’re still stuck with the hassles of managing projects across multiple locations.

Management 52

Management Project Management Forms Calendars 52

Office Dynamics

NOVEMBER 6, 2015

Do you have a records management strategy in place? Question: “We’re getting concerned where I work that the overwhelming amount of documents and data that we generate every day aren’t being safely stored and tracked. The post Records Management Strategy appeared first on Office Dynamics.

Management 100

Management Social Media Filing Networking 100

Eat Your Career

MARCH 21, 2022

I’m a big fan of documentation, especially in the workplace. Documentation certainly helps with this! No one wants to end up in such a situation, but should it happen, your work journal provides documentation to support you. It’s no surprise then that I recommend everyone keep a work journal. Be sure to keep it safe.

Confidence 334

Confidence Filing Travel Stress 334

Small Business CEO

AUGUST 22, 2018

Even in 2018, many businesses still retain the use of physical documents — otherwise known as paper — as a method of record keeping. Paper documentation, however, carries risks. Paper documentation, however, carries risks. What’s more, there existence brings with them numerous threats many businesses should be keen to avoid.…

2018 43

2018 Legal Filing Management 43

Small Business CEO

MAY 2, 2013

For example, electronic content management (ECM) can help manage office operations, while raising employee skills and productivity; ultimately helping the business to perform at its best. Likewise, business managers use cloud-based ECM systems to prepare for and protect files/documents for any form of business interruption.

Management 40

Management Filing Equipment Forms 40

Small Business CEO

JULY 5, 2013

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. Image and video files, as an example, can be heavy on storage. Database File Photo via Shutterstock.

Management 40

Management Filing Legal Medical 40

Ian's Messy Desk

FEBRUARY 21, 2012

To be honest, I’m not a big fan of cross-referenced file systems. Specifically, I’m not a fan of systems which require you to keep a secondary index of things you’ve already filed. computer file, the more places you have to keep files organized, the more places for things to get out of control. Image via Wikipedia.

Filing 100

Filing Clothes Management 100

Success

APRIL 12, 2022

Multiple users can be inside a document or spreadsheet and actively making changes or leaving comments at the same time. One of the functions of LiquidPlanner is dynamic workload management. The Google suite has virtually all of the features of its predecessor at Microsoft, but it’s free. Miro is, at its core, an online whiteboard.

Collaborate 325

Collaborate Google Docs Google 2022 325

Practically Perfect PA

FEBRUARY 17, 2014

There are so many ways we can help them with this from managing their calendar effectively, minimising interruptions and generally keeping them on track. Assistants should conduct research on behalf of their manager. Administration of documents. Assistants should manage the administration of documents on behalf of their manager.

Management 100

Management Suppliers Holidays Calendars 100

Practically Perfect PA

OCTOBER 6, 2017

WeTransfer is a really simple website that allows the user to send big files to other people. You enter the details for the person receiving the file, you then upload your file (up to 2GB) and voila! The recipient is sent an email with a link to download the document. What does it do? The website really is simple.

PowerPoint 170

PowerPoint Filing Email UPS 170

Success

MARCH 10, 2022

This, of course, falls in conjunction with the standard logistics of death: planning a funeral, finding and filing a will, and going through a loved one’s physical belongings. asks Rikard Steiber, founder and CEO of GoodTrust, a service that helps relatives manage digital legacies. Death alone is a growing business. In the U.S.,

Social Media 279

Social Media Facebook 2012 2021 279

Office Dynamics

JULY 21, 2017

If you’ve ever spent a morning trying to track down a lost file on your hard drive or searching through a decade of email, you know that digital disorder can also take a toll on your wellbeing. Does your documents folder or email inbox resemble a junk drawer with everything tossed in together? Get organized. Make Folders. Duplicates.

Filing 190

Filing Email 2017 Stress 190

BMT Office Administration

DECEMBER 19, 2022

If you aren’t part of HR or are new to the department, you may not know which employment records you need to keep on file. After all, the US Department of Labor has some stringent requirements for employee files, including some federal laws. Hiring documents. What is employee recordkeeping and why does it matter? Compensation.

Medical 52

Medical Payroll Filing Legal 52