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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. If so, then the document should be included in the employee’s general personnel file.”. Recruiting and screening documents. Termination documentation.

Filing 121
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Introduction to Procedures: Usage, Terminology, and Tips for Getting Started

All Things Admin

Procedures are documented, step-by-step instructions for performing tasks or processes. When documented procedures exist and are available to everyone, it’s easier to delegate when necessary without having to spend time explaining what needs to be done and how to do it. What Are Procedures and Why Are They Important?

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

BMT Office Administration

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. While it’s clear that you need to keep a separate file for each employee, which documents should you include in it?

Filing 52
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Designing with Insight and Intention: Uncovering Behavioral and Functional Needs

Allwork

Behavioral change — through the power of social cohesion — can create better team productivity, individual performance, engagement, motivation, learning outcomes, and reducing fear, stress, and anxiety. The workplace should be adaptable to remain relevant and nurturing so the people using it can thrive.

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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
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Sealing the Deal with Clients – It’s An Art Form All Its Own

Step It Up VA Coaching

Let them know the kinds of clients you work with, how you work, and your ‘policies’ even, in an indirect way. You can do this by creating a Q&A sheet, or an “Interview with…” type document that they read before getting in touch, giving them all the information you want them to have and know about you.

Forms 100
article thumbnail

Sealing the Deal with Clients – It’s An Art Form All Its Own

Step It Up VA Coaching

Let them know the kinds of clients you work with, how you work, and your ‘policies’ even, in an indirect way. You can do this by creating a Q&A sheet, or an “Interview with…” type document that they read before getting in touch, giving them all the information you want them to have and know about you.

Forms 100