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The Power of Documentation in the Workplace

Eat Your Career

As a passionate writer, a naturally forgetful person, and a self-confessed control freak, I have always believed in the power of documentation, especially in the workplace. Documentation is a vital tool for enhancing productivity, accountability, transparency, and (most importantly) peace of mind.

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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 Have Difficult Financial Planning Conversations with Aging Parents

Success

In some cases, they opt to organize family meetings in which everyone can be clear about responsibilities such as who will oversee health and legal decisions for parents, parental wishes for living arrangements, their available resources including various types of insurance, and how inheritances will be apportioned.

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

BMT Office Administration

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 52
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How To Successfully Combat Workplace Bullying And Harassment To Foster A Safe Work Environment

Allwork

Ensuring these documents are regularly reviewed and updated is important; this is especially true for remote-first companies, as virtual platforms change quickly and new behaviors are easier to emerge and harder to detect if people are not aware of what to look out for. In the U.S.,

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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Donors asked if they can deduct the cost of the donated items on their tax return, and a few people suggested you make your project legal by filing for nonprofit status. The founders should form the organization as soon as possible, but the application can take months for the IRS to review and approve.

Filing 159
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

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.

Filing 121