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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. If so, then the document should be included in the employee’s general personnel file.”. Recruiting and screening documents. Termination documentation.

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

BMT Office Administration

While it’s clear that you need to keep a separate file for each employee, which documents should you include in it? After all, there are some documents that you’ll need to keep confidential , and there are some that you don’t even need to include in your personnel files. Why do you need to keep personnel files?

Filing 52
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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Credit Card Authorization Form: you want to get paid, right? Share and Enjoy:

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Answering Reader Mail: Green EA, Green Executive

Musings of a High-Level Executive Assistant

Now's a great time to set a foundation and train your executive (if they are willing and learn to trust you) so a precedent can be set. Here are some things to work on for projects and what to figure out when learning to work with a new C-Level Executive during your first year. You ask a very good question!

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Want To Buy A Recruitment CRM? Take A Look At These 6 Features

Recruit CRM

To truly learn how important is CRM for recruitment, you need to know the basics. 5 Major Signs That Your Recruitment Agency Needs A CRM Software Your recruitment agency is having trouble accessing both candidate and client data amidst heaps of files and documentation Your agency/company doesn't have a regulated workflow.