Remove Expenses Remove Handbook Remove Policies Remove Review
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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.

Travel 100
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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. Policy – A rule or guideline set by your company that all employees are expected to follow. Avoid using technical jargon if possible.

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5 SOP examples for your business

BMT Office Administration

Coordinate with department manager to schedule department-specific onboarding meetings and review additional training needs. Provide each new hire with all necessary onboarding documents including i9 forms, tax forms, and the employee handbook acknowledgment form. Employee Handbook and Acknowledgement Form. Expense policy.

Payroll 72
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What electronic record-keeping software best fits your needs?

BMT Office Administration

You may need to pull employment records to defend yourself against a wrongful termination lawsuit , verify compliance during a government audit, or simply review an employee’s history when considering them for a promotion. More expensive than basic file storage options. Types of electronic record-keeping software.

Filing 98
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. While it’s clear that you need to keep a separate file for each employee, which documents should you include in it?

Filing 52