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

BMT Office Administration

As any human resources professional will attest, managing every employee’s employment life cycle involves a good deal of paperwork. Agreements related to the use of a company car or business credit card. Health insurance forms. Pay authorization forms. Payroll deduction forms. 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. If so, then you’ll definitely want to have the proper documents on-hand to defend your managers.

Filing 52
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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? Sign Up NOW For Free.

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The 12 Privacy Tips of Christmas

Ian's Messy Desk

Minimize the number of identification and credit cards carried. Tear/shred receipts, copies of credit applications, other documentation containing personal information, don’t just throw it in the garbage. Ask to use other forms of identification. Obscure credit card numbers on customer receipts.

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How to Get Organized Using Lists

Ian's Messy Desk

She has lists of gift ideas, quotes for greeting cards, honey-do’s and much more. Lists are the simplest tool or system for managing your life. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( They consolidate all your tasks in one place.

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

BMT Office Administration

Managers and supervisors kept track of employee performance and productivity by directly monitoring them throughout the workday. This fed the need for new ways to track employee activity, as managers could no longer directly monitor their teams in person. The history of employee monitoring’s various forms.

Filing 52
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The tricky world of expenses

Practically Perfect PA

Do you have an expense policy in place? If you don’t have an expense policy, speak to other assistants and see if there is a common approach to expenses. If you don’t have an expense policy, speak to other assistants and see if there is a common approach to expenses. Here are a few of my hints and tips. Organising the process.

Expenses 100