Document, Filing, Payroll and Training - Administrative Professionals Pulse

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

BMT Office Administration

NOVEMBER 21, 2022

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

Filing Medical Payroll Forms

IRS update: digital communication and payroll

BMT Office Administration

MAY 25, 2023

Mamo reviewed some initiatives, including IRIS , the IRS’ new simplified platform for filing 1099s. Information return filers filed about 300,000 to 400,000 1099s through IRIS this past winter. In July the IRS will roll out a bulk filing feature for IRIS. modernized e-file), and the data is extracted and dropped into a schema.

Payroll

Payroll Filing Retirement Salary

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

BMT Office Administration

JULY 3, 2023

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

Filing Payroll Medical Legal

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

BMT Office Administration

AUGUST 8, 2022

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

Policies Legal Forms Agencies

Leveraging Procedures for Effective Training and Onboarding

All Things Admin

FEBRUARY 27, 2024

Procedures are more than just documents; they are a roadmap for new hires, guiding them through the complexities of their new role and the company culture without constant supervision. The Power of Documentation If you have everything documented and ready to go when a new hire begins, it expedites the onboarding process.

Training

Training Policies Mentoring Agenda

Employee Records: End of year review & preparing for next year

BMT Office Administration

DECEMBER 19, 2022

If you aren’t part of HR or are new to the department, you may not know which employment records you need to keep on file. After all, the US Department of Labor has some stringent requirements for employee files, including some federal laws. Hiring documents. What is employee recordkeeping and why does it matter? Compensation.

Medical

Medical Payroll Filing Legal

Benefits of outsourcing HR for small businesses

BMT Office Administration

OCTOBER 31, 2023

Most small businesses focus on their product/service team and sales staff in the early years, but someone still needs to run payroll and handle onboarding for new hires. This includes things like payroll administration, employee benefits , HR compliance, and talent acquisition. How does HR Outsourcing work for small businesses?

Payroll

Payroll Legal Policies Training

The What, Who and How of Outsourcing… So You Can Let Go

Success

JUNE 19, 2022

From the moment she opened Ditto Boutique, a luxury consignment store in Dallas, Jane DeNike outsourced the complex tasks of payroll and paying taxes to a bookkeeper and accountant. While you’re certainly capable of answering the telephone, filing and ordering supplies, why waste your time on drudgery that almost anyone could do?

Elance

Elance Suppliers Mentoring Payroll

Ensuring payroll compliance in 2024: What’s new?

BMT Office Administration

MAY 9, 2024

Maintaining payroll compliance is a must for accounting departments, but it’s often easier said than done. That’s especially true whenever new changes come about, and 2023 was a year rife with new payroll regulations, trends, and initiatives. You can also fax e-filing waiver requests to 877-477-0575.

Payroll

Payroll 2024 Filing 2023

What does it take to be a successful office manager?

Page Personnel

AUGUST 26, 2022

Those in an office manager role need to know how to manage processes, procedures, documentation, project management and communications. He or she also needs to understand supervision, training, and administration, and how they can benefit the business. He or she must oversee finances, payroll, and other administrative tasks.

Management

Management Payroll Fax Suppliers

How long do employers keep employee records?

BMT Office Administration

APRIL 12, 2023

Stick around to learn which documents you need to keep and which you can get rid of without experiencing any consequences. Which Files Do You Need for Your Employees? Should an unhappy applicant file a discrimination claim against your organization, having job application & interview records on hand can be a lifesaver.

Payroll

Payroll Medical Filing Forms

Control Expenses – Automate Process Through Workflow Software

Small Business CEO

DECEMBER 15, 2009

The old process of having paper files required moving the file to each level of approver. How many of you find that new employees don’t get equipment or security access on time, are missing their name plate or aren’t set up in payroll? Better documentation. Increase cross training capabilities.

Expenses

Expenses Equipment Payroll Customer Service

My Time Management Reboot: The Pros and Cons of Electronic Systems and Why I Created a Hybrid

Eat Your Career

OCTOBER 23, 2013

And anything stored on your hard drive can be retrieved from backup files (I use Carbonite for those who are interested). and then click back over to my Word document. It takes time to train yourself on something new, no matter how simple or “intuitive” it may be. Even if you lose your computer (TOTAL NIGHTMARE!), Bookkeeping.

Management

Management Basecamp Calendars Phones

Make Procedures Development a Habit, Not a Project

All Things Admin

FEBRUARY 8, 2024

How are you supposed to document everything for reference, as well? If you want to make consistent progress on procedures documentation, you need to make it a habit, not a project. So, the trick is to find a way to integrate procedures documentation and process improvement into the natural flow of your daily work.

2024

2024 Mentoring Administrative Professionals Payroll

Administrative Professionals Pulse

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

IRS update: digital communication and payroll

Trending Sources

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

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

Leveraging Procedures for Effective Training and Onboarding

Employee Records: End of year review & preparing for next year

Benefits of outsourcing HR for small businesses

The What, Who and How of Outsourcing… So You Can Let Go

Ensuring payroll compliance in 2024: What’s new?

What does it take to be a successful office manager?

How long do employers keep employee records?

Control Expenses – Automate Process Through Workflow Software

My Time Management Reboot: The Pros and Cons of Electronic Systems and Why I Created a Hybrid

Make Procedures Development a Habit, Not a Project

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