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

BMT Office Administration

They create a document retention policy that clarifies what needs to be saved, where, and for how long. Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Businesses and nonprofits of all sizes should possess a written-out document retention policy. Such action raises concern about cover-ups.

Policies 105
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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. 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.

Filing 121
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Stay organized and secure with electronic records management

BMT Office Administration

The need for company policies. Effective management of electronic records requires an organization to develop specific policies. These policies act as an instruction manual for those involved in managing electronic records. A good company records policy must define what your organization considers a business record.