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10 Best Financial Management Tools for Personal and Professional Use

Success

Empower also features calculators for education savings, net worth, personal budgets and investments, among others. When you connect your credit cards to the YNAB app, you can set a payoff date goal or schedule your card’s balance to be paid in full monthly.

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

BMT Office Administration

Educational transcript. Agreements related to the use of a company car or business credit card. Health insurance forms. Also, many employers who provide group health plans are subject to privacy obligations under the federal Health Insurance Portability and Accountability Act (HIPAA). Cover letter.

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

BMT Office Administration

Personal information You’ll mainly want to include an employee’s contact information here, such as: Full name Date of birth Address Phone number (mobile and landline) Education Job description Qualifications Other employee information, like their social security number and banking information, should NOT be stored in your personnel files.

Filing 52