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

BMT Office Administration

Agreements related to the use of a company car or business credit card. Health insurance forms. Learn about these requirements at the Department of Health and Human Services’ HIPAA website. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file. Beneficiary information.

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

BMT Office Administration

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. While it’s clear that you need to keep a separate file for each employee, which documents should you include in it?

Filing 52
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How to Get Organized Using Lists

Ian's Messy Desk

Learning Opportunities. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( Basic personal numbers (self and family members) – drivers license, social security, insurance policies, Whatever you may need for yourself and others when filling out forms.

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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

Enrollment Form/Project Booking Form: depending on your profession you may have an enrollment form if you’re signing up a client to one of your coaching programs, or a project booking form if you’re a VA. Credit Card Authorization Form: you want to get paid, right? Share and Enjoy:

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‘WOW’ customer service has to be reliable and consistent

Service Untitled

As I call to cancel the order and ask to have a written confirmation on my credit card of the cancellation, I am told the company must first inform their vendor of my desire to cancel. Home Decorators, as I was told was sold to Home Depot, and according to the supervisor’s excuse, Home Depot’s return policy is antiquated.

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The 10 Best Goal Setting Apps to Help You Stay on Track

Success

Make sure you know what you’re signing up for and read the cancellation policy before entering your credit card information. While many apps are free to download, you may have to pay for a premium version that unlocks all the features. Some apps require monthly subscriptions, which can get expensive.

Goals 291
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Do you ask for permission or forgiveness? | Men With Pens

Men With Pens

I get snail mail from credit card companies who could not possibly have my new mailing address unless they scammed it off some list. It’s like saying, “Hey, so, sorry we stole your information without your knowledge from Facebook, but we’ll make it up to you by offering you 0% APR on a credit card! No, we can’t.

2010 40