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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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I Shared My OCD Struggles with 11,000 Employees—Their Responses Showed Me the Importance of Vulnerability in Leadership

Success

I was diagnosed several years before the pandemic and had been managing it well until then. The medications I was on and the behavioral therapies I had been taught were no longer working. The internal communications manager who I worked with on my weekly emails sent me a draft, and as usual, I made a few tweaks.

Medical 321
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

As any human resources professional will attest, managing every employee’s employment life cycle involves a good deal of paperwork. Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. Recruiting and screening documents.

Filing 121
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The 7 Biggest Financial Mistakes to Avoid in Your 50s

Success

Once the documents are drafted, they should be revisited every year or every five years depending on changes in the family. These policies can prevent people from falling into medical debt and allow them to keep directing funds into retirement savings. can all affect an estate plan.

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Stay organized and secure with electronic records management

BMT Office Administration

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. Such a management system utilizes information technology to organize and store records in electronic form.

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How Discrimination in the Workplace Impacts Black Women’s Health & Well-Being

Success

Her manager, she said, would make sexualized jokes, resulting in what Watson felt was a hostile work environment. “It She was put on medication and had to take a few weeks off from work. After lodging a sexual harassment complaint against a coworker at her job in 2009, Cynthia Watson says she was shunned in the office.

Health 264
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

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 52