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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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5 Long-Term Financial Goals and How to Achieve Them

Success

Send your children to college Expected time: 17-25 years Account types: 529 plans, Coverdell Education Savings Account (ESA), custodial accounts, brokerage accounts, high-yield savings accounts , Certificate of Deposit (CD) Welcoming a new child into your family is an exciting step, but it can also be expensive.

Goals 288
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The 2023 Motherhood Penalty: The Sorry State Of Affairs For Working Women Continues

Allwork

Redesigning policies around parental leave could address gender imbalances in the workplace and positively influence societal attitudes towards unpaid childcare. If far-reaching policy changes are not implemented, working women with children will continue to be penalized. a phenomenon often referred to as the Fatherhood Bonus ).

2023 255
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. Also, you’re legally obligated to retain these records for at least one year by the EEOC.

Filing 52
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An Admin’s Cheat Sheet to Business Terminology

All Things Admin

I proofread and edited a lot of policy documents in that position. P&L – Profit & Loss: This is a financial statement that shows the revenues, costs, and expenses of a company over a particular period of time. Margin – This is profit from a product or service after all expenses have been covered.

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Stay organized and secure with electronic records management

BMT Office Administration

Jan bit her lip and hoped that Laura had not accidentally tossed evidence the legal department might need in a harassment lawsuit. The need for company policies. Effective management of electronic records requires an organization to develop specific policies. This information also serves as institutional memory.

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MBO Partners: A Business Platform for Independent Consultants.

Small Business Labs

Defining Small Business Innovation 2010 Top 10 Small Business Trends Intuit Future of Small Business Resources The Changing Face of Entrepreneurs The Connected World of Entrepreneurs Disclosure Policy Emergent Research works with corporate, government and non-profit clients.   They handle contracts, billing and collections. 

Legal 100