Remove Credit Card Remove Forms Remove Policies Remove Presentation
article thumbnail

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
article thumbnail

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.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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.

article thumbnail

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? c) 2009 Tracey Lawton.

article thumbnail

Customers Have to Pay at Claire's

Make or Break Moments

Yesterday my daughter and I went shopping for a birthday present. It doesn’t sound like this is a location edict, but more of a companywide policy. Claire’s isn’t wearing the customer’s shoes – I would suggest they spend a minute viewing their new policy from the customer’s perspective.

article thumbnail

The 'Bcc'- Friend or Foe

The Office Professionals Place

Never send vital information such as account numbers, social security numbers, or credit card information in an email. Need a speaker/presenter? Contact Ms. Dewoun Hayes at worklifecoach@excite.com for more information. Read more articles from Dewoun on Examiner.com! Worklife Line Chat Every Monday at 7 p.m

Filing 100
article thumbnail

Grow Your Business With These Eight Processes Every Business Should Have

Stephanie LH Calahan

Watch slide #3 in this short presentation for more on why this works.   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.