Remove Legal Remove Payroll Remove Policies Remove Promotion
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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.

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

BMT Office Administration

Records relating to promotion, demotion, transfer, or layoff. Payroll records for money or pay-related information such as: Timesheets. Payroll deduction forms. That is fine as long as the process is organized, systematic, and — above all — legal. This policy clarifies what needs to be saved, where, and for how long.

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. Also, you’re legally obligated to retain these records for at least one year by the EEOC.

Filing 52
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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. These tools typically include onboarding, payroll , benefits, timekeeping, and performance management functionality.

Filing 98