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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. They create a document retention policy that clarifies what needs to be saved, where, and for how long.

Policies 105
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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. Fires, floods, and even spilled cups of coffee can render physical copies of documents unreadable.

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Employee Monitoring: How to (and not to) track employee productivity

BMT Office Administration

Beyond that, droves of companies that were inexperienced with remote work were creating monitoring policies for the first time. For instance, if you don’t want employees checking their social media during the workday, you can choose to restrict sites like Facebook and Instagram (you can also block sites containing inappropriate content).

Filing 52
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Tax Tip for the Office Professional

The Office Professionals Place

This is the time of year that most people stress over because we are waiting for documents like W2’s, mortgage statements, 1099’s, and other information in order to file taxes. Look into purchasing an all-in-one fax, printer, and copier. Turn off the computer when you leave for the day.

Filing 100
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Miscommunication, Misfiled, and Misplaced = Misrepresentation

The Office Professionals Place

How many times do you search through those piles in an attempt to look for a document that isn’t there? Schedule time in the day to file documents or keep a pile of “frequently referred to&# files on your desk for easy access. • Paper Documents Use the color coded system for filing (ie.

Filing 100
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Message from the Creator - Dewoun Hayes

The Office Professionals Place

The Office Professionals Place Topics Communication (18) Development (5) Leadership (6) Productivity (10) Tips/Techniques (14) Workplace Humor (1) Workplace Mental Health (13) The Office Professionals Place Privacy Policy The privacy of our visitors to [link] is important to us. Look into purchasing an all-in-one fax, printer, and copier.

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Working by the 80 – 20 Principle

The Office Professionals Place

Look at it this way, if there is a document that needs to be proofread and we don’t find the mistakes, that document is going to make a huge impact. Receivers of the document may get the wrong interpretation or the wrong impression. Look into purchasing an all-in-one fax, printer, and copier.

Filing 100