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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. Reference and background check results. Pay authorization forms. Pay authorization forms. Payroll deduction forms. That is fine as long as the process is organized, systematic, and — above all — legal.

Filing 121
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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. Recruitment documents Human resources departments should retain documents related to the hiring process, especially if you need to refer back to them later.

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. Keep files you refer to near your desk. Also shred credit card applications. old catalogs.

Medical 100
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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.  Evernote allows me to upload, add, bookmark, etc anything that I would like to store as a "note" for future reference. Accept Credit Cards Anywhere, Any Time.