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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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The 12 Privacy Tips of Christmas

Ian's Messy Desk

name, address, phone number) will be used. 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.

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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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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. An example would be call centers, where employee phone calls and voicemails were recorded and closely monitored to ensure their quality and efficiency.

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?

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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.

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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.

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