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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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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 Save Money on Your Car Insurance

Success

A deductible is the portion of the repair or medical bills you are responsible for paying if you are found at fault in an accident. Review your driving record occasionally by contacting your state’s Department of Motor Vehicles (DMV) and check the report for potential errors. Work on your credit history. Raise your deductible.

Policies 157
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Bad Credit 101: The Small Mistakes That Are Killing Your Score

Success

You just applied for a credit card, or maybe it was a new apartment or a loan, and you got denied. You were under the impression that your credit was solid. It just sucker punched you in the face, so now you’re wondering what’s causing your bad credit score.

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Snail Mail 101

Clutter Coach

Similarly, one of you may be responsible for social engagements and medical appointments. Reading material includes magazines, newspapers, annual reports, tip sheets from the garden center and professional association bulletins. Be careful about filing too much. Most people’s file cabinets are neglected paper graveyards.

Medical 100
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Answering Reader Mail: Green EA, Green Executive

Musings of a High-Level Executive Assistant

Find or make an org chart so you understand your boss' direct reports and their direct reports. 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?),

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How to Plan Business Travel & Business Travel Planning Checklists

Office Dynamics

Business Travel Itinerary should include: Weather report for each day leader will be in the arriving city and other cities he will be visiting during his trip. Unneeded credit cards. Leader’s notes, folders, files (soft or hard copies). Medical items: o Prescription medications. Business cards.

Travel 100