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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. Pay authorization forms. Payroll deduction forms. That is fine as long as the process is organized, systematic, and — above all — legal. Keep I-9 forms in a separate file. Workers’ compensation claims.

Filing 121
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4 Smart Money Moves to Plan for Financial Security

Success

The recommended emergency fund amount to save for is three to five months of living expenses (think rent, utilities, phone bills, and so forth) in some form of cash. Disclosure: This material has been prepared for informational purposes only and should not be used as investment, tax, legal, or accounting advice.

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

BMT Office Administration

Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s. Also, you’re legally obligated to retain these records for at least one year by the EEOC. That means there aren’t any crucial files that you must include by federal or state law.

Filing 52
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Snail Mail 101

Clutter Coach

This category includes bills, medical forms to file, an insurance or telephone plan to compare with what you have now, information about a product you intend to buy and a list of activities put on by a group you belong to. Also shred credit card applications. old catalogs. paid bills*. Keep files you refer to near your desk.

Medical 100
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Employee Monitoring: How to (and not to) track employee productivity

BMT Office Administration

The history of employee monitoring’s various forms. Well, that’s a classic form of employee monitoring right there. Without a form of monitoring in place, the employee may embark down the wrong path, which can derail progress on the project and cost valuable resources to fix. Legal issues and concerns over webcam surveillance.

Filing 52
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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

  Even if you are not the most technical person on your block, you probably have some form of technology in your life that you love.  Using this for my financial documentation coupled with AboutOne.com for my employee and legal documents has proved invaluable. Accept Credit Cards Anywhere, Any Time.

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Grow Your Business With These Eight Processes Every Business Should Have

Stephanie LH Calahan

  Co-mingling is when your personal and business finances are mixed--either through a bank account or credit card.    This can be in the form of coaches/consultants, contractor help, joint ventures, strategic alliances or employees.    Get away from co-mingling your funds.  5 - Technology. .