Remove Forms Remove Legal Remove Medical Remove Report
article thumbnail

Preparing to Move Overseas? Read This First

Success

As soon as you move abroad , you’re in charge of paying for your medical expenses, as your United States health insurance won’t let you submit any assertions, says Elena Jones, a personal finance expert at FinanceJar. medical insurance may only provide minimal coverage for urgent situations outside the country. Opening a bank account.

Medical 264
article thumbnail

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

BMT Office Administration

For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Some of the most frequent types of these files are: Medical records for paperwork related to: Personal medical information. Medical leave of absence requests. Doctor’s notes.

Filing 121
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 Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

Besides that, your confidential medical records will let you know if any team members have disabilities that you need to consider when planning and assigning tasks. 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
article thumbnail

Employee Perk or Productivity Secret? Corporate Wellness Programs Deliver on Both

Success

A 2023 report from Gitnux reveals that more than half of U.S. They also might be a key factor, the report shows, in retaining female employees, the demographic more likely to leave the workplace with caregiving obligations. businesses currently offer these programs. When did corporate wellness programs begin to take hold?

Health 245
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. You’re legally required to hold on to these forms, so don’t throw them out. Medical records.

Medical 52
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

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. Did I think of this as meeting planning? I did not.

Suppliers 226