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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. However, sometimes people mistakenly think of these files as a catch-all for an individual’s paperwork. Rather, understand that general personnel files serve a distinct purpose. What to include in an employee’s personnel file.

Filing 121
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

While dealing with lots of paperwork doesn’t rank as most HR professionals’ favorite task, proper recordkeeping for employee personnel files is a must for any organization. In addition, if an employee is involuntarily let go, their employee file must be kept for one year following the termination date. Why is that?

Filing 52
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Stay organized and secure with electronic records management

BMT Office Administration

Many serve as supporting evidence when the company files taxes or gives reports to other federal agencies. Electronic files allow approved people to get what they need regardless of where they are at. Requirements may prove surprising, such as certain employee medical records that OSHA wants retained for 30 years. OSHA forms.

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It’s time to review (or create) your document retention policy

BMT Office Administration

Keep copies of your filed tax returns permanently. Employers covered by the Family and Medical Leave Act ( FMLA ) are required to make, keep and preserve certain records pertaining to their obligations under the law. Citizenship and Immigration Services. Per the U.S. Department of Labor. See website for specifics.)

Policies 105
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Start the New Year off with a New Focus on Your Personal Affairs.

Stephanie LH Calahan

  Here are a few tips to get started: Set up a filing system to store and manage your paperwork Your paperwork likely consists of three types of paper:  1) stuff you need to take action on 2) stuff you are saving for reference and 3) stuff that you should have tossed a long time ago, but haven't.    Avoid backlog. 

Filing 100
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Podcast 075: Do it your way

Clutter Coach

Back in podcast 17 I talked about how you can make your office less boring and conventional by outfitting it with patterned file folders and a tape dispenser shaped like an animal. Multitasking is definitely NOT a productivity aid, but if you don’t mind that each project will take longer, switch around at will.

AT&T 100
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Metadata: What is it and why is it important for the assistant to know about it?

Laughing all the Way to Work

In Wikipedia’s definition they give some of the metadata risks, which I think is an important aspect as it pertains to the assistant. Metadata risks Microsoft Office files include metadata beyond their printable content, such as the original author's name, the creation date of the document, and the amount of time spent editing it.