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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. Keep I-9 forms in a separate file. You must keep a completed Form I-9 on file for each employee on your payroll. 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

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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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

These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( Basic personal numbers (self and family members) – drivers license, social security, insurance policies, Whatever you may need for yourself and others when filling out forms. ditto on encryption ).

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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.

Filing 52