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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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4 Tips For Keeping Important Documents Safe

Practically Perfect PA

We all have important documents that we need to keep safe. Whether it is for personal or business use, there are always some papers, invoices and key documents we just can’t afford to lose. It seems obvious, but whether you are storing your documents offline or online, you need to keep them in one place.

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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. The general public is entitled to see these documents,” says Snow. Is there a big enough need for your services?

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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People are simply ignoring bans on AI use at work

Workplace Insight

Close to a third use gen AI to write emails (31 percent) or use it instead of Google (30 percent). They also use it for analysing data and brainstorming (26 percent), conducting research (25 percent), understanding legal documents (12 percent), and proofreading copy (15 percent).

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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 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. Having proper document retention practices is a key part of compliance.

Filing 98