Document, International and Payroll - Administrative Professionals Pulse

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

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

Policies Legal Forms Agencies

5 SOP examples for your business

BMT Office Administration

MAY 9, 2022

In order to produce more consistent results and streamline your internal operations, it can be beneficial to create standard operating procedures for everyone to follow. 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.

Payroll

Payroll Forms Expenses Finance

Benefits of outsourcing HR for small businesses

BMT Office Administration

OCTOBER 31, 2023

Most small businesses focus on their product/service team and sales staff in the early years, but someone still needs to run payroll and handle onboarding for new hires. This includes things like payroll administration, employee benefits , HR compliance, and talent acquisition. How does HR Outsourcing work for small businesses?

Payroll

Payroll Legal Policies Training

Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

JULY 3, 2023

While it’s clear that you need to keep a separate file for each employee, which documents should you include in it? After all, there are some documents that you’ll need to keep confidential , and there are some that you don’t even need to include in your personnel files.

Filing

Filing Payroll Medical Legal

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

BMT Office Administration

DECEMBER 19, 2022

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. Employers keep many records and documents about their employees, not only for legal requirements but also because it’s just a good business practice.

Medical

Medical Payroll Filing Legal

Leveraging Procedures for Effective Training and Onboarding

All Things Admin

FEBRUARY 27, 2024

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.

Training

Training Mentoring Policies Project Management

The What, Who and How of Outsourcing… So You Can Let Go

Success

JUNE 19, 2022

From the moment she opened Ditto Boutique, a luxury consignment store in Dallas, Jane DeNike outsourced the complex tasks of payroll and paying taxes to a bookkeeper and accountant. For this reason, Hecht recommends spending some time documenting exactly, step by step, how you do things. I use it with my interns for my blog.

Elance

Elance Suppliers Mentoring Payroll

1099 vs W-2: The difference between employees and contractors

BMT Office Administration

NOVEMBER 16, 2022

Employees need this document in order to file their personal income taxes each year. Is the worker treated as a supplemental resource to the business’ internal staff or are they working alongside them during similar hours and on similar projects? Part-time staff, interns, and temporary employees can all be classified as W-2 workers.

Payroll

Payroll Forms Filing Expenses

Ensuring payroll compliance in 2024: What’s new?

BMT Office Administration

MAY 9, 2024

Maintaining payroll compliance is a must for accounting departments, but it’s often easier said than done. That’s especially true whenever new changes come about, and 2023 was a year rife with new payroll regulations, trends, and initiatives. From the implementation of SECURE 2.0 From the implementation of SECURE 2.0

Payroll

Payroll 2024 Filing 2023

Stay organized and secure with electronic records management

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. Fires, floods, and even spilled cups of coffee can render physical copies of documents unreadable.

Management

Management Legal Policies Filing

How On-Demand Workers Are Helping Businesses Grow in an Uncertain Economy

Worxbee

JUNE 7, 2021

To begin with, an on-demand worker gives you the opportunity to have your staffing needs met without having to add someone to your payroll, or to meet a contractual hours requirement. HBR found that in some companies, internal structure has been designed to keep out contractors and others on the outside. On-demand workers are growing.

Payroll

Payroll Budget Skills Goals

Summertime tax scams are going strong

BMT Office Administration

AUGUST 2, 2023

You will receive a tax refund of $976.00 , We will process this amount once you have submitted the document we need for the steps to claim your tax refund. Sender : INTERNAL REVENUE SERVICE” Just as a reminder, the IRS doesn’t email or text you.

Agencies

Agencies Filing Social Media Email

How long do employers keep employee records?

BMT Office Administration

APRIL 12, 2023

Stick around to learn which documents you need to keep and which you can get rid of without experiencing any consequences. Payroll files. Your payroll files should include W-4s, W-2s, timesheets, direct deposits, and wage rates. All employee documentation related to benefits should go in your medical files. Medical files.

Payroll

Payroll Medical Filing Forms

Control Expenses – Automate Process Through Workflow Software

Small Business CEO

DECEMBER 15, 2009

Internal processes. How many of you find that new employees don’t get equipment or security access on time, are missing their name plate or aren’t set up in payroll? Better documentation. Have a central place to look for what happened when and see images of the relevant documents.

Expenses

Expenses Equipment Payroll Customer Service

Make Procedures Development a Habit, Not a Project

All Things Admin

FEBRUARY 8, 2024

How are you supposed to document everything for reference, as well? If you want to make consistent progress on procedures documentation, you need to make it a habit, not a project. So, the trick is to find a way to integrate procedures documentation and process improvement into the natural flow of your daily work.

2024

2024 Mentoring Administrative Professionals Payroll

Administrative Professionals Pulse

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

5 SOP examples for your business

Trending Sources

Benefits of outsourcing HR for small businesses

Employee Files: What to include, what to leave out, and what’s confidential

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

Leveraging Procedures for Effective Training and Onboarding

The What, Who and How of Outsourcing… So You Can Let Go

1099 vs W-2: The difference between employees and contractors

Ensuring payroll compliance in 2024: What’s new?

Stay organized and secure with electronic records management

How On-Demand Workers Are Helping Businesses Grow in an Uncertain Economy

Summertime tax scams are going strong

How long do employers keep employee records?

Control Expenses – Automate Process Through Workflow Software

Make Procedures Development a Habit, Not a Project

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