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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.

Filing 52
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Wellness Entrepreneur Kris Carr Believes Finding Success Begins with Self-Awareness

Success

Call the shots “It all started with learning how to navigate the medical system and deciding to become the CEO of my own life,” she says. She began researching the best lifestyle practices for longevity and interviewing more medical professionals to understand how they were going to work together.

Health 246
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Snail Mail 101

Clutter Coach

Similarly, one of you may be responsible for social engagements and medical appointments. This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. old catalogs.

Medical 100
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12 Essential Tips Every Solo Traveler Needs to Know

Success

Use the cloud Scan or take photos of your flight and hotel confirmations, credit card and insurance cards, and any other documents that might be useful. Keep these documents in the cloud and on your phone to easily access them from the road. Stay aware of your surroundings whenever you are out and about.

Travel 130
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Answering Reader Mail: Green EA, Green Executive

Musings of a High-Level Executive Assistant

If you have to purchase stuff for your boss - ask to xerox the credit card, both front and back now. Does your boss have allergies, special diet needs, medications (like epinephrine for bee stings?), If you want to be CEO or CFO maybe offer to help on budgets, financials, and with Excel documents.

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How to Plan Business Travel & Business Travel Planning Checklists

Office Dynamics

Unneeded credit cards. Handouts and other documents. Medical items: o Prescription medications. Business cards. Emergency Medical Information for International Travel: provide details. International trips: Copy of passport (photo and visa pages). Special Food Requirements: __. Personal items.

Travel 100