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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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Do I Need an Estate Plan?

Success

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?

Medical 246
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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. Included material spans from initial application through leaving the organization. If so, then the document should be included in the employee’s general personnel file.”.

Filing 121
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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. Organizations need to keep various records as proof of business processes and activities.

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

BMT Office Administration

While dealing with lots of paperwork doesn’t rank as most HR professionals’ favorite task, proper recordkeeping for employee personnel files is a must for any organization. While it’s clear that you need to keep a separate file for each employee, which documents should you include in it? Why is that?

Filing 52
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How Discrimination in the Workplace Impacts Black Women’s Health & Well-Being

Success

She was put on medication and had to take a few weeks off from work. In June 2022, the organization noted that Black pregnant women are “ likely to face greater racism , discrimination and harassment at work. This type of pro forma isn’t going to change the culture of the organization, Frye says. It was a job that she liked. “I

Health 264
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Employee Records: End of year review & preparing for next year

BMT Office Administration

The Americans with Disabilities Act (ADA), Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) have also had significant impacts on employee recordkeeping and personnel files — further complicating the issue. Hiring documents. What is employee recordkeeping and why does it matter? Compensation. Post-employment records.

Medical 52