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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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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 196
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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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The 7 Biggest Financial Mistakes to Avoid in Your 50s

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Once the documents are drafted, they should be revisited every year or every five years depending on changes in the family. These policies can prevent people from falling into medical debt and allow them to keep directing funds into retirement savings. Delaying or overlooking long-term care insurance The U.S.

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I Shared My OCD Struggles with 11,000 Employees—Their Responses Showed Me the Importance of Vulnerability in Leadership

Success

The medications I was on and the behavioral therapies I had been taught were no longer working. I sent the marked-up document back to her. But at that point, my OCD began to manifest itself in different ways. The internal communications manager who I worked with on my weekly emails sent me a draft, and as usual, I made a few tweaks.

Medical 322
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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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How Discrimination in the Workplace Impacts Black Women’s Health & Well-Being

Success

She was put on medication and had to take a few weeks off from work. For example, in a 2022 study published in Biological Psychiatry: Cognitive Neuroscience and Neuroimaging , researchers noted that racial discrimination had a negative impact on human health—specifically, it had the potential to increase the risk for medical disorders.

Health 235