Remove Forms Remove Information Remove Legal Remove Medical
article thumbnail

Employee personnel files — what should and shouldn’t be included

BMT Office Administration

These documents tend to be ones containing sensitive or confidential information. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Medical leave of absence requests. Family and Medical Leave Act paperwork.

Filing 121
article thumbnail

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. Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s.

Filing 52
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Employee Records: End of year review & preparing for next year

BMT Office Administration

The Americans with Disabilities Act (ADA), Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) have also had significant impacts on employee recordkeeping and personnel files — further complicating the issue. These documents include payroll records, time cards, pay rate information, and anything else related to payment.

Medical 52
article thumbnail

4 Smart Money Moves to Plan for Financial Security

Success

A survey by Insider and Morning Consult from 2019 showed that millennials were more likely to put off buying houses, making career moves, undergoing medical procedures and even getting hitched—all because of cash-related reasons. You should consult your own tax, legal, and accounting advisors. All investing involves risk.

article thumbnail

It’s time to review (or create) your document retention policy

BMT Office Administration

Legal consult proves especially helpful in matters involving the organization’s litigation hold policy. Their advice places a legal hold on physical and electronic records that should not be deleted because of potential future use. When constructing your policy, examine legal and regulatory guidelines. Per the U.S.

Policies 105
article thumbnail

Stay organized and secure with electronic records management

BMT Office Administration

Jan bit her lip and hoped that Laura had not accidentally tossed evidence the legal department might need in a harassment lawsuit. Such a management system utilizes information technology to organize and store records in electronic form. An ERM system enables people to find the right information when they need it.

article thumbnail

SURROUND yourself with a team of experts to make you and your organization SHINE!

Office Dynamics

Our office reported to a Board of Trustees and was responsible for planning and executing quarterly board meetings and eventually group informational meetings with corporate CEOs to educate them on a major development campaign the university was embarking on. Procurement and Legal. Audio-Visual and IT Support . Site Selection.

Suppliers 226