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How to create an assistant handbook

Practically Perfect PA

On March 26 th I joined some of the PA community’s most motivated and inspiring representatives at the annual Assist conference, speaking in a case study slot on “Future proofing your career” One of the best ways to add value, progress, and drive change is by creating a handbook for assistants at your company.

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5 SOP examples for your business

BMT Office Administration

In order to produce more consistent results and streamline your internal operations, it can be beneficial to create standard operating procedures for everyone to follow. Coordinate with department manager to schedule department-specific onboarding meetings and review additional training needs. Related documents. Direct Deposit Form.

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Introduction to Procedures: Usage, Terminology, and Tips for Getting Started

All Things Admin

Example: An employee handbook that includes a procedure for submitting expense reports, outlining the steps to fill out the form, attach receipts, and submit it to the finance department. Example: In a marketing campaign, the workflow includes tasks like market research, content creation, design, review, and publication.

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

BMT Office Administration

That’s not even mentioning all the paperwork involved in the onboarding process, such as employee handbooks , contact information, and direct deposit/banking information — just to name a few. A dizzying amount of paperwork goes into hiring a new employee, including background checks, applications, offer letters, job applications, and more.

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106 Thoughts on Overcoming Overwhelm in a Freaked-Out World

Stephanie LH Calahan

Then create rules so emails automatically go into the folders and you review these folders when needed, once a day, a few times a week. Create A Time To Review Your Commitments E-mail, cell phones, blogs, Facebook, Twitter.all vying for your attention. Review your calendar for appointments. Breathe; It's Good For You!

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