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

BMT Office Administration

Setting up employee personnel files is an important part of the recordkeeping process. 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. Workers’ compensation claims.

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. Are your employees up to date with their fire safety and first-aid training?

Filing 52
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How to Create the “VIP Experience” for Your Clients with a Welcome Packet

Office Organization Success

Sign Up NOW For Free. A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. Sign Up NOW For Free. Live GET CLIENTS NOW! Live GET CLIENTS NOW!

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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. Follow up with creditors if bills don’t arrive on time.

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How to Get Organized Using Lists

Ian's Messy Desk

She carries a iPhone 4S and can, with a swipe and a couple of taps, pull up whatever information she needs to plan her next action. If we pop into Home Depot to pick up a gallon of paint, she checks to see what other hardware items we might need, saving a second trip. My wife is the queen of lists. 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

A Welcome Packet is a document – it can either be printed and mailed or digital and emailed – that you send out to your new clients when they sign up to work with you, and cements the relationship you are about to have with them. This confirms the arrangement you’ve both made, and both parties know exactly what they’re signing up for.

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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.

Filing 52