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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. Training records. Cover letter.

Filing 121
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Generative AI could help UK workers save 19 million hours a week by 2026

Workplace Insight

They should also consider the need for training and support for employees, so they can use it effectively and responsibly.” Employers should consider how to incorporate this new technology into their teams, and redesign roles to free people up to focus on more valuable, human tasks.

Medical 52
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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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AI Probably Won’t Take Your Job In 2024

Allwork

The recently announced in-house tool allows the firm’s employees to search thousands of company documents and interview transcripts to help gather relevant information and key insights faster and more efficiently. Productivity” was cited as the top priority by 75% of legal and 59% of tax and accounting professionals working at firms.

2024 255
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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. This category can also include awards, promotion records, and education/training records.

Medical 52
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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.