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

BMT Office Administration

Setting up employee personnel files is an important part of the recordkeeping process. However, sometimes people mistakenly think of these files as a catch-all for an individual’s paperwork. Rather, understand that general personnel files serve a distinct purpose. What to include in an employee’s personnel file.

Filing 121
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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. But first, a word of caution ….

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

BMT Office Administration

While dealing with lots of paperwork doesn’t rank as most HR professionals’ favorite task, proper recordkeeping for employee personnel files is a must for any organization. In addition, if an employee is involuntarily let go, their employee file must be kept for one year following the termination date. Why is that?

Filing 52
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How To Make Traditional Business Cards Work For You In The Digital Age.

Tips From T. Marie

Purchasing traditional business cards used to be one of the first official things you did when you started your own business. Today, with everything from file storage to forms being offered electronically, many business startups are abandoning the traditional business card altogether. But should they?

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4 Smart Money Moves to Plan for Financial Security

Success

Besides all the external factors that have essentially set them up for, well, failure (think the Great Recession and the COVID-19 pandemic), only 16% of millennials can be considered financially literate, according to George Washington University’s Global Financial Literacy Excellence Center. Trust me: I get it. The key is to start today.

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Make Time for Your Mail

Clutter Coach

by Last week, I wrote about setting up a way to sort your incoming mail. This means getting it to its final destination rather than letting it stack up on the counter or in lovely labeled file folders. That’s step one of handling the mail. It paves the way for the more important step of doing something with all that mail.

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Make Time for Your Mail

Clutter Coach

by Last week, I wrote about setting up a way to sort your incoming mail. This means getting it to its final destination rather than letting it stack up on the counter or in lovely labeled file folders. That’s step one of handling the mail. It paves the way for the more important step of doing something with all that mail.