article thumbnail

How Can I Retrieve Corrupt Documents/Drawers? – Ask an Admin

Office Dynamics

Rose asks: The accounting firm I work for converted to digital document management ten years ago. When a drawer goes corrupt there are only three resolutions – restore from backup, rebuild from paper documents, or a combination of both. What procedures do you have in place to ensure you can retrieve corrupt documents/drawers? .

article thumbnail

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

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
article thumbnail

Leveraging Procedures for Effective Training and Onboarding

All Things Admin

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.

article thumbnail

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
article thumbnail

How to Use Microsoft Office and Google Workspace Apps to Document Your Procedures

All Things Admin

Whether you’re a seasoned admin or just starting your career, documenting procedures are essential for maintaining consistency, efficiency, and clarity in your work. Now, let’s explore some of the built-in functionalities of these apps that make them indispensable for procedures documentation.

Google 52
article thumbnail

Best Document Tracking Tools and Methods

Office Dynamics

Question: “We have so many people in my office creating and revising so many documents and swapping them around, I don’t know of the best way to ensure someone’s not grabbing the wrong one from the network—or from the person they’re teaming with. What is the best document tracking tool or method you use?

Filing 100