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

BMT Office Administration

Worried that your company might not have a particular document on hand if the IRS conducted an audit? They create a document retention policy that clarifies what needs to be saved, where, and for how long. Courts and government agencies frown upon individual employees selectively keeping or tossing important documents.

Policies 105
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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Donors asked if they can deduct the cost of the donated items on their tax return, and a few people suggested you make your project legal by filing for nonprofit status. Will the secretary be able to keep track of the records and filings? Each state has different rules and regulations for filing.

Filing 162
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Discover 5 Tips To Mitigate Workplace Harassment And Avoid Toxic Organizations

Allwork

Knowing your rights from a legal perspective is one thing, but do some additional digging into what falls into the often complex categories of harassment, microaggressions, and toxic workplace culture. The first step is to document everything. If you do report the behavior, prepare your documents and timeline first.

Legal 354
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3 Ways to Create a Better System for Information Management

All Things Admin

Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. By assigning different colors to various categories or types of documents, you can quickly identify and retrieve them when needed. Here are two examples of this.

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What electronic record-keeping software best fits your needs?

BMT Office Administration

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If you don’t have that document backed up in an electronic format, you may have just lost important company or employee data. The key benefits of electronic record-keeping include: Easier file sharing.

Filing 98
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Lawsuits, Lost Expertise And Bad Morale: The Steep Risks Of Ignoring Older Employees

Allwork

These are often hidden and include workplace distractions and loss of productivity for your HR and legal teams, as well as your executives, who must take time out of their days to deal with these allegations. . At this point you need to document everything that you are seeing and feeling.

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What Happens to Your Digital Life When You Die?

Success

This, of course, falls in conjunction with the standard logistics of death: planning a funeral, finding and filing a will, and going through a loved one’s physical belongings. adults have no idea what happens to their digital assets, such as email and social media accounts, or online banking data and passwords when they die.