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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?

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Discover 5 Tips To Mitigate Workplace Harassment And Avoid Toxic Organizations

Allwork

In a Q&A with Allwork.Space, Dr. Laura McGuire, a trauma-informed workplace training expert, shared her knowledge about how workers can advocate for themselves when experiencing discrimination or harassment in the workplace — and how to avoid companies that won’t address it. . Don’t go it alone. The first step is to document everything.

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How To Make Traditional Business Cards Work For You In The Digital Age.

Tips From T. Marie

Today, with everything from file storage to forms being offered electronically, many business startups are abandoning the traditional business card altogether. Ordering small batches also gives you the flexibility to make changes to your design or information more often. Keep the digital version on your phone for easy sharing.

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3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

For many solopreneurs a large part of their business is working one-on-one with clients, and that means having a way of keeping all of their client information organized and easy to access. For most business owners there will be a physical client file that you’ll need to create. Physical: Create a Client Contact Sheet.

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4 Simple Steps to Securely Send Credit Card Information

Office Organization Success

Many business owners find themselves in a situation where they are asked to send their credit card information in order to finalize a business transaction. Ask your VA/service provider if she has a Credit Card Authorization form that she can send to you, and you fax back to her. But first, a word of caution ….

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5 things you should do now to prepare for year-end payroll reporting

BMT Office Administration

Plan for a lower mandatory e-filing threshold. We don’t yet know whether the IRS will issue final regulations dropping the mandatory e-filing threshold down to 100 or more information returns from 250 or more returns. You can be penalized for filing W-2s, 1099s, and 1095s on which you report incorrect Social Security numbers.

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Dealing with confidential electronic documents

Practically Perfect PA

With cloud technology, the increased use of email and other electronic forms of communication (Slack, Whatsapp, Facebook Messenger, etc. we have to be even more aware of how we deal with confidential and information that is discussed and communicated through technological channels. b) Encrypt any attached files.