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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 246
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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 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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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

While it’s clear that you need to keep a separate file for each employee, which documents should you include in it? After all, there are some documents that you’ll need to keep confidential , and there are some that you don’t even need to include in your personnel files.

Filing 52
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Employee Records: End of year review & preparing for next year

BMT Office Administration

The Americans with Disabilities Act (ADA), Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) have also had significant impacts on employee recordkeeping and personnel files — further complicating the issue. Hiring documents. What is employee recordkeeping and why does it matter? Compensation. Post-employment records.

Medical 52
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The Expanding High Skill Gig Economy

Small Business Labs

Key quote: "Three-quarters of law firms with more than 250 lawyers use contract attorneys, says a 2016 report from legal consultancy Altman Weil." Doctor on Demand , for example, provides video medical consultation service.  " The article chart below also illustrates this growth. It's not just lawyers.

Skills 160
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Beyond the Org Chart: How Procedures Elevate Leadership in Administrative Professionals

All Things Admin

Anticipating a medical leave, Lá Shawn Sandifer crafted an administrative procedures binder to ensure continuity in her absence. I was preparing to go on medical leave and would be gone for at least eight weeks. I was asked to share my binder with the legal secretaries in my division in our Chicago and Washington, D.C.