Document Legal Medical Policies 
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. They create a document retention policy that clarifies what needs to be saved, where, and for how long.
Success
MARCH 6, 2023
Understanding why you’re creating one and the documents you must include for your situation can make the process easier. Having a will and other estate planning documents are the best way to ensure that the people you want to inherit your money, investments and property actually do. I’m not rich; do I really need an estate plan?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
BMT Office Administration
NOVEMBER 21, 2022
Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. If so, then the document should be included in the employee’s general personnel file.”. Recruiting and screening documents. Termination documentation.
BMT Office Administration
JULY 3, 2023
For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. While it’s clear that you need to keep a separate file for each employee, which documents should you include in it?
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.
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. Entrepreneurs documents management' Do you need an onsite, hosted or hybrid solution?
Laughing all the Way to Work
MAY 11, 2008
I recently attended an IAAP dinner meeting and we had a lawyer speak to us about the proper disposal of confidential documents. As assistants we often work with information that is confidential and we need to use good practices when disposing of these documents. It was discovered that some of these were confidential medical records. [1]
Expert insights. Personalized for you.
105 
Let's personalize your content