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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?

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4 Smart Money Moves to Plan for Financial Security

Success

A survey by Insider and Morning Consult from 2019 showed that millennials were more likely to put off buying houses, making career moves, undergoing medical procedures and even getting hitched—all because of cash-related reasons. In 2021, that limit is $140,000 for individuals and $208,000 for married people who file their taxes jointly.

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Answering Reader Mail: Green EA, Green Executive

Musings of a High-Level Executive Assistant

years and recently made an internal move, becoming the EA to a C-Level executive. 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?), Filing Set up a great filing system now.

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How to Plan Business Travel & Business Travel Planning Checklists

Office Dynamics

International trips: Copy of passport (photo and visa pages). Unneeded credit cards. Leader’s notes, folders, files (soft or hard copies). Medical items: o Prescription medications. Business cards. Emergency Medical Information for International Travel: provide details. o Tylenol.

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