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Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Setting up employee personnel files is an important part of the recordkeeping process. However, sometimes people mistakenly think of these files as a catch-all for an individual’s paperwork. Rather, understand that general personnel files serve a distinct purpose. What to include in an employee’s personnel file.

Filing 121
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6 Commonly Overlooked Tax Deductions to Maximize Your Return

Success

“Can a dead person deduct medical expenses?” “Can Educators can claim up to [$300] for classroom-related expenses, while student loan interest deductions offer relief for borrowers. I work from home and use my home garden for nutrition education a lot. Can I claim my pet as a dependent? What about my au pair?”

Expenses 198
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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
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Employee Records: End of year review & preparing for next year

BMT Office Administration

If you aren’t part of HR or are new to the department, you may not know which employment records you need to keep on file. After all, the US Department of Labor has some stringent requirements for employee files, including some federal laws. This category can also include awards, promotion records, and education/training records.

Medical 52
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It’s time to review (or create) your document retention policy

BMT Office Administration

Keep copies of your filed tax returns permanently. Employers covered by the Family and Medical Leave Act ( FMLA ) are required to make, keep and preserve certain records pertaining to their obligations under the law. Citizenship and Immigration Services. Per the U.S. Department of Labor. See website for specifics.)

Policies 105
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Virtual Assistant…10 Years Later

Tips From T. Marie

In January of 2007 I was working as a real estate paralegal while going to school for medical coding and billing. At the time, I wasn’t certain about branching out into the medical office field, but anything looked better than the stress levels I was dealing with at the time. Literal tears. It’s what prompted me to go back to school.

2007 122
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Employees Acting Out? Put Away the Bandages and Create a Safe Workplace

Office Dynamics

Their OSHA compliant program is comprised of: Medical monitoring of employees who are involved in waste remediation. The main plaintiff of the lawsuit, Margarita Alvarez Bautista, filed the suit on behalf of her mother, who died four years ago while picking grapes. In-house training that is designed to meet OSHA requirements.

2005 100