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

BMT Office Administration

While some variance may occur between companies, certain papers commonly belong in these files and some definitely do not. Health insurance forms. Payroll records for money or pay-related information such as: Timesheets. Pay authorization forms. Payroll deduction forms. Keep I-9 forms in a separate file.

Filing 121
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5 SOP examples for your business

BMT Office Administration

Terms and definitions. Conduct the HR orientation to orient the new employee with the timekeeping and payroll software , necessary paperwork, and internal resources. Provide each new hire with all necessary onboarding documents including i9 forms, tax forms, and the employee handbook acknowledgment form.

Payroll 72
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

If so, then you’ll definitely want to have the proper documents on-hand to defend your managers. Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s. Federal laws like ADA and FLSA (Fair Labor Standards Act) pertain to your confidential files.

Filing 52
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It’s time to review (or create) your document retention policy

BMT Office Administration

Never dispose of a current employee’s Form I-9; you must keep it for as long as the employee works for you, and for a certain amount of time after they stop working for you. Only when an employee stops working for you should you calculate how much longer you must keep their Form I-9. Per the U.S. Department of Labor.

Policies 105
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Business finance: The ultimate guide for non-finance people

BMT Office Administration

In fact, ROBS is currently the most popular form of business financing in 2023. Businesses have to incur lots of expenditures just to operate, including payroll , acquiring assets like vehicles & real estate, and day-to-day expenses (like a restaurant maintaining their inventory of condiments, food ingredients, and beverages).

Finance 105
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How to handle remote employee time tracking

BMT Office Administration

Now in 2023, it’s projected that 25% of the workforce will engage in remote work in one form or another. This traditional form of time tracking has long been used as a way to manage employee productivity & performance, but the advent of remote work has thrown a wrench into the works. Employee scheduling. Productivity monitoring.

Payroll 52
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Stay organized and secure with electronic records management

BMT Office Administration

Such a management system utilizes information technology to organize and store records in electronic form. Some types of business records, such as tax forms and legal documents, are relatively easy to spot. OSHA forms. Payroll information. This begs the question, “Are there any documents to still keep in physical form ?”