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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. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Doctor’s notes.

Filing 121
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4 Smart Money Moves to Plan for Financial Security

Success

A survey by Insider and Morning Consult from 2019 showed that millennials were more likely to put off buying houses, making career moves, undergoing medical procedures and even getting hitched—all because of cash-related reasons. You should consult your own tax, legal, and accounting advisors. Trust me: I get it.

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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

To clear things up, we’ve put together this extensive guide breaking down what you should and shouldn’t include in your employee files — so read on to learn more. Are your employees up to date with their fire safety and first-aid training? Also, you’re legally obligated to retain these records for at least one year by the EEOC.

Filing 52
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Don't Put Off Shredding

Clutter Coach

stack it up somewhere to shred later! Otherwise, you end up with a shopping bag full. this includes credit card offers). Additionally, anything with legal. or medical information about you should be shredded. You can read them here, or buy the ebook here. Simple Way #3. Almost every day you get mail.

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Snail Mail 101

Clutter Coach

Similarly, one of you may be responsible for social engagements and medical appointments. If you have a business partner but not an office manager, divide up responsibilities. I know they have fascinating and important information in them, but you don’t have time to read them and keep up with what came in today.

Medical 100
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3 Steps to Take Before Going Into Business for Yourself

Success

As the world begins to open back up, many of us hesitate to give up this flexibility. According to the Bureau of Labor Statistics , the average employer paid “78% of medical care premiums for single coverage plans” in 2021, which is a nice perk. You should consult your own tax, legal and accounting advisors. Start saving.