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

BMT Office Administration

Included material spans from initial application through leaving the organization. Agreements related to the use of a company car or business credit card. Health insurance forms. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file. PIPs (Performance Improvement Plans).

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. However, besides simply staying organized and complying with federal laws, personnel files provide a whole host of other benefits, so let’s take a look at them.

Filing 52
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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. Organized people don’t rely on their memory — they rely on their lists. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( Be careful with this list.

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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 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?

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

BMT Office Administration

Beyond that, droves of companies that were inexperienced with remote work were creating monitoring policies for the first time. The history of employee monitoring’s various forms. Well, that’s a classic form of employee monitoring right there. In fact, it would be illegal to do so. File tracking has other benefits as well.

Filing 52