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

BMT Office Administration

Knowing what to keep and the location of each document is vital to easy retrieval and to maintaining compliance with government and industry regulations. Setting up employee personnel files is an important part of the recordkeeping process. Rather, understand that general personnel files serve a distinct purpose. Cover letter.

Filing 121
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Controlled Chaos or Neat Freak? Discover Your Organizational Identity To Boost Productivity

Allwork

Clutter is not inherently negative, but it becomes problematic when it affects work or mental health. A sterile desk, several filing cabinets, and a sliding drawer that hosts several pens and pencils may automatically come to mind when you think of an organized office, but in reality, organization doesn’t need to look this way.

Filing 306
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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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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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Do I Need an Estate Plan?

Success

Understanding why you’re creating one and the documents you must include for your situation can make the process easier. Having a will and other estate planning documents are the best way to ensure that the people you want to inherit your money, investments and property actually do. I’m not rich; do I really need an estate plan?

Medical 234
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Master Your Memory with Ron White

Success

Now imagine taking all the files out of the folders in your computer and dumping them on the desktop. Programs, documents, videos, audio files—you put thousands of stored items randomly on top of each other. If your file is the stove, catch whatever you’re filing on fire. Associations for the remaining files.

Filing 280
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Tax Planning for Freelancers: 5 Strategic Moves To Make Now To Avoid Tax Pain Next Year

Allwork

While the dust from the 2023 tax filing season has long since settled, if you are a freelance worker, independent contractor , or digital nomad, now isn’t the time to forget about your taxes. While celebrating U.S. Part of that process starts with taking notes on how you work, for how many hours, and from where.

Legal 264