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

BMT Office Administration

They create a document retention policy that clarifies what needs to be saved, where, and for how long. Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Businesses and nonprofits of all sizes should possess a written-out document retention policy. Such action raises concern about cover-ups.

Policies 105
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How Your Non-Profit Can Benefit From a Virtual Executive Assistant

Worxbee

They tend to operate a constant cycle of events and donor engagement activities to keep drawing in vital funds. In terms of onboarding, it’s often the EA that makes sure the new person has all the needed paperwork to turn in and information on policies and procedures. How can non-profits get an executive assistant?

Budget 52
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Stay organized and secure with electronic records management

BMT Office Administration

These documents act as official records that certain events took place or that proper procedures were followed. The need for company policies. Effective management of electronic records requires an organization to develop specific policies. Payroll information. The benefits of electronic recordkeeping systems.