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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 Start a Nonprofit Organization In 5 Simple Steps

Success

You may have a harder time obtaining funds from donors if the charitable group you want to support already has access to the resources you intend to offer. “A Then, obtain the necessary support Once you know your nonprofit fills a charitable need, make sure you have a game plan, solid people by your side and resources to fund your mission.

Filing 162
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Do I Need to Buy Life Insurance?

Success

People purchase life insurance to help their families replace lost income and cover final expenses after death. The premium is generally calculated based on the age, gender and health of the person purchasing the policy, among other factors. When would those resources become available?

Policies 264
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More Companies Are Adopting Sensory-Friendly Practices—Here’s How Your Business Can Follow Suit 

Success

It definitely doesn’t make them want to take their time perusing the racks for their next purchase. There can be large, crowded rooms full of cubicles and equipment, disturbing fluorescent lighting and bombardment with a wide variety of noises—coupled with less access to sensory-friendly resources and environments.

Cubicle 299
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Evernote Tips Tricks and Resources

Ian's Messy Desk

Version 1 came bundled as bonus software with a scanner I had purchased and I have stuck with it through its evolution to version 4.5 (pre-release). Unless you are already an Evernote ninja, there is load of helpful information for getting the most from your Evernote use. How to Email Your Documents Directly to Evernote.

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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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Employee Records: End of year review & preparing for next year

BMT Office Administration

If you work in a human resources department, employee record keeping should be nothing new to you. Then there are performance reviews and each employee’s history of disciplinary action, both of which are essential documents that can help you avoid litigation following a termination. Hiring documents. Compensation.

Medical 52