Remove Forms Remove Handbook Remove Information Remove Policies
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Acknowledgment of receipt of the employee handbook (When the company revises its handbook, provide a new version to all employees and have them sign a new confirmation of receipt and understanding.). These documents tend to be ones containing sensitive or confidential information. Health insurance forms. Training records.

Filing 121
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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
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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.

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5 SOP examples for your business

BMT Office Administration

Provide each new hire with all necessary onboarding documents including i9 forms, tax forms, and the employee handbook acknowledgment form. Direct Deposit Form. Employee Handbook and Acknowledgement Form. Follow the expense policy to document any charges put on a company card. Expense policy.

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

BMT Office Administration

It also ensures that any information necessary is easily retrievable. Software systems also tend to be more secure for sharing sensitive information including employee forms with SSNs and other private data. However, it is best to avoid keeping unnecessary documents on file if they have private information.

Filing 98
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The 12 Privacy Tips of Christmas

Ian's Messy Desk

Image by d70focus via Flickr On the first day of Christmas , the Office of the Information and Privacy Commissioner gave to me… 12 tips for protecting privacy. Six points for consumers : Ask how personal information (eg. Ask to use other forms of identification. Thanks for visiting!

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A Telephone Etiquette Test

Ian's Messy Desk

While forms of technology are making inroads into the communication process, the telephone is still an important source of contact with people. What information should your voice mail message contain? Don’t sacrifice information for the sake of brevity. Get the information up front. Thanks for visiting!

Etiquette 100