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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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How to Use Microsoft Office and Google Workspace Apps to Document Your Procedures

All Things Admin

Whether you’re a seasoned admin or just starting your career, documenting procedures are essential for maintaining consistency, efficiency, and clarity in your work. Collaboration : Both Microsoft and Google apps offer robust collaboration features, allowing multiple team members to work on procedures simultaneously.

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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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Best Document Tracking Tools and Methods

Office Dynamics

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. What is the best document tracking tool or method you use?

Filing 100
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How to Manage Your Files Effectively

Jen Lawrence

Managing files can be overwhelming and let’s be honest… boring for some. Remember, an effective file management system boosts the overall efficiency of a company’s operations. With that, I’m going to share tips on how you can manage your files effectively. For example, “J Lawrence File Management Blog Article 112021.”

Filing 52
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3 Ways to Create a Better System for Information Management

All Things Admin

Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. Being able to locate what you need when you need it helps you become a reliable, go-to resource on your team. Think about the main types of documents you create.

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What electronic record-keeping software best fits your needs?

BMT Office Administration

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