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.
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.
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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.
All Things Admin
MARCH 26, 2024
Anticipating a medical leave, Lá Shawn Sandifer crafted an administrative procedures binder to ensure continuity in her absence. I was preparing to go on medical leave and would be gone for at least eight weeks. She was very appreciative to have such a detailed point of reference to help her quickly get up to speed.
Success
MARCH 13, 2022
Or the physician who returns a prospective patient’s call on a Saturday, spends 20 minutes on the phone discussing symptoms, and then shares a private cellphone number with instructions to call back if further medical advice is needed. The prospect is now a patient and has referred dozens of friends. Here’s an example: “Hi, I’m Jenny.
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.
Clutter Coach
NOVEMBER 17, 2014
Similarly, one of you may be responsible for social engagements and medical appointments. This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. old catalogs.
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