On The Job

JUNE 9, 2015

They think they'll get some kind of warning that a phone interview will take place, when that's often not the case. Sometimes a hiring manager will just pick up the phone and call. So keep a file handy that includes notes about the job, the skills you pitched and a bit about the employer. Screen your calls. Be careful.

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Phones Interviewing Resume Cover Letter 100

Productivity Bits

AUGUST 25, 2011

I n the age of smart phones and apps, having information at your fingertips is simple. While it may seem a little extravagant and unnecessary, having a barcode scanner in your phone can actually save time and money. Scanning your textbooks can help find the best deal and can even save the book’s information to research later.

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Phones Google Docs PDF Google 100

Office Organization Success

DECEMBER 15, 2012

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. Put your CC info in a Word document, and send to her via a secure file transfer service like Send This File or Dropbox. But first, a word of caution ….

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Tips From T. Marie

JUNE 17, 2021

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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Business Cards Credit Card Purchasing Filing 258

Tips From T. Marie

JANUARY 22, 2013

I’ve had a couple of people mention the fact that my phone number isn’t so easy to find on my Clerical Advantage website. Because I tend to discourage phone calls. It’s not that I don’t communicate by phone, in fact I do coaching calls, client consultations and more via phone.

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Tips From T. Marie

NOVEMBER 16, 2021

Set a time to make/take phone calls. Instead of answering the phone whenever it rings consider setting aside an hour or so each day specifically for taking and making phone calls. I’ve written before about how much time can be consumed in your day by a phone call. Create and use an info packet. Ditch the 9 to 5 mindset.

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Phones Keyboards Filing Google 239

Allwork

OCTOBER 18, 2022

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. . The first step is to document everything.

Legal 354

Legal Policies Training Environment 354

Success

APRIL 3, 2023

You can access the platform 24/7 from your phone, tablet or computer. When you first sign up, the robo-advisor will ask you to complete a questionnaire to learn your general information and financial needs. You want 24/7 online access to your account but don’t need to speak with someone over the phone or via video chat often or at all.

Management 235

Management Retirement Expenses Phones 235

Practically Perfect PA

OCTOBER 5, 2017

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. Depending on the sensitivity of the document I will often phone the individual and give the password to them personally.

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Google Docs Filing Phones Email 193

Professional Assistant Blog

NOVEMBER 5, 2008

Home About Me Advertise Retrieve Your Files With Ease By The Professional Assistant on Wednesday, November 05, 2008 Filed Under: MS-Access , MS-Excel , Organize , Productivity D o you have quite a bit of filing to do? B eing able to retrieve the data is more important than an organized alphabetized file drawer.

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Filing 2008 Cubicle 2007 100

Laughing all the Way to Work

OCTOBER 3, 2007

I was taught that when you file the general rule is nothing comes before something. But my teacher in highschool always used to say, "When in doubt, look in the phone book". The phone book is filed alphabetically and you can always use that as a reference. 1 INFORM Records Management News, Alphabetic Filing Rules, p.

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Filing PDF 2007 Phones 100

Professional Assistant Blog

APRIL 1, 2008

Home About Me Advertise Productivity With Shared Files By The Professional Assistant on Tuesday, April 01, 2008 Filed Under: MS-Word , Organize , Productivity D o you share your files with others in your firm? Do you find that you are being bombarded with updates to the same files time and time again?

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Office Organization Success

FEBRUARY 26, 2010

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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Success

OCTOBER 16, 2023

Since most companies don’t approve of siestas or desk naps, Loney recommends filling these two hours with menial tasks, such as scheduled status meetings, filling out timesheets or archiving old files. So during this time, what we’re good at mentally is alertness, vigilance, attention to detail and information review,” Loney says.

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Sprint Social Media Phones Email 314

BMT Office Administration

OCTOBER 6, 2022

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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Payroll Fax Filing 2021 52

The Office Professionals Place

OCTOBER 19, 2009

Monday, October 19, 2009 Choose Your Method of Communication Effectively – Email, Phone, In-person, “Snail&# Mail/Memos Have you ever received an email from someone who just started at the company asking you to do something and you haven’t been introduced? Or have you played the popular “phone tag&# game?

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Phones Email Filing IAAP 100

Success

JUNE 19, 2022

While you’re certainly capable of answering the telephone, filing and ordering supplies, why waste your time on drudgery that almost anyone could do? What about the confidentiality of your business information? If it’s answering the phone, you should have a script. Some tasks are easy to do but also easy to hand off.

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Eat Your Career

MARCH 21, 2022

You’re able to really capture information and process it, rather than simply letting it go “in one ear and out the other.” If you’re worried about it falling into the wrong hands, take extra precautions to password protect your files or take your journal home rather than keeping it at your desk. You’re able to make better decisions.

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Confidence Filing Travel Stress 334

Stephanie LH Calahan

OCTOBER 5, 2011

Call, write, pay, scan, enter data, read, file and write are all examples of the verbs you might have. 4 -- Pick up your SMEAD Stadium File Organizer (you can find them at most office supply stores) and take it out of the packaging. Use any remaining spots to hold project files or quick reference information. 

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Filing Calendars AT&T Phones 100

Professional Assistant Blog

OCTOBER 20, 2008

Home About Me Advertise Kallout To Research Information By The Professional Assistant on Monday, October 20, 2008 Filed Under: MS-Word , Productivity , Research Y ou’re reading an article for some research that you are doing for our boss. Retrieve Your Files with Ease Is You Boss Not Giving You Enough Work?

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Microsoft Word 2008 Cubicle 2007 100

Stephanie LH Calahan

DECEMBER 23, 2009

Work With Stephanie « Cause and Effect - Productivity is an Action, Not a Result @QuietSpacing | Main | Organize Your Ideas and Watch Them Unfold » Planner Or Tickler (1-31) File? - Sometimes I wonder if I am duplicating my efforts by using a calendar and the tickler files. What are your thoughts in this area?

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Filing Calendars Networking Email 100

Professional Assistant Blog

SEPTEMBER 27, 2007

Home About Me Advertise 7 Steps to Improve Your Filing System By The Professional Assistant on Thursday, September 27, 2007 Filed Under: Organize , Productivity A re you having trouble with your filing system? If you really do have to put a lot of files in a folder, place a rubber band around the folder.

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Filing 2007 2008 Cubicle 100

Professional Assistant Blog

JANUARY 29, 2008

Home About Me Advertise Closing Shared Files While Away From Desk By The Professional Assistant on Tuesday, January 29, 2008 Filed Under: Productivity D o you share files on a network within your office? If someone else needs to access information, they can just click the "Read-Only" button.

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Filing 2008 Google Docs Cubicle 100

Success

JUNE 26, 2023

Understanding the coverage types and dollar limits on your current policy can help you ask informed questions and compare insurance companies one-to-one. You’ll likely need to supply personal information like your name, email, phone number, driver’s license and vehicle information and your current insurance policy details.

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Policies Credit Card Customer Service Medical 136

Stephanie LH Calahan

JULY 6, 2011

  The other 3 sections are divided by tabs to store your travel information.    One of the greatest features is the file lock -- and you might not even know it is there!    Your airplane or train tickets/boarding passes or even your car rental information fit very nicely in the front velcro closed pocket.

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Office Dynamics

NOVEMBER 16, 2009

Turning To Do To Done – Information Overwhelm. Are you afraid to file something because you will forget where you put it? Most likely no one every taught you how to manage the overwhelming amount of information that you receive on a daily basis. Did you know that you receive over 190 pieces of information each day?

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Stress Self Esteem Filing Phones 100

Office Dynamics

NOVEMBER 16, 2009

Turning To Do To Done – Information Overwhelm. Are you afraid to file something because you will forget where you put it? Most likely no one every taught you how to manage the overwhelming amount of information that you receive on a daily basis. Did you know that you receive over 190 pieces of information each day?

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Stress Self Esteem Filing Phones 100

Workplace Insight

OCTOBER 2, 2023

The Information Commissioner’s Office (ICO) is calling on organisations to consider both their legal obligations and their workers’ rights before they implement any employee monitoring in the workplace. Only keeping the information which is relevant to its purpose.

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Legal Filing Social Media Policies 64

Clutter Coach

DECEMBER 15, 2017

Expense reports or any kind of form or report that requires you to gather information you have and compile it, just filling in the little blanks and sending it off. Do some filing. Get that pile off your desk and into the file drawer. Again, it works best with a good filing system. Nice and mindless. Out they go.

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Filing Expenses 2016 AT&T 100

BMT Office Administration

AUGUST 2, 2023

It would be good to inform employees about these scams. This scam, with email subject lines like “Third round of economic impact payments status available,” includes an embedded URL, which redirects you to a phishing website to steal personal information. While some scammers and phishers are using the U.S.

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Agencies Filing Social Media Email 52

Professional Assistant Blog

JANUARY 7, 2008

Home About Me Advertise Trying to Phone/Fax Internationally? By The Professional Assistant on Monday, January 07, 2008 Filed Under: Client Service , Productivity D o you have trouble figuring out how to call a client or even a colleague in another country? Then you just enter the phone or fax number in the third section.

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Stephanie LH Calahan

JUNE 17, 2011

Information Overload is a topic that comes up frequently when I talk with people about what holds their productivity back. Many people have become "information junkies" collecting all kinds of information but not having it in a format that makes it usable. 

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Interviewing Microsoft Outlook Restaurants Calendars 100

BMT Office Administration

OCTOBER 4, 2022

An example would be call centers, where employee phone calls and voicemails were recorded and closely monitored to ensure their quality and efficiency. That’s especially true if the communications are made via company equipment (laptops, phone systems, etc.). Time tracking and file tracking. File tracking uses and benefits.

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Filing 2020 Suppliers Social Media 52

Success

APRIL 12, 2022

While you can get all of the collaborative tools you’ve come to expect—task management, comments and messages, file sharing and the like—you can also build your own apps within Podio to suit your team perfectly. They’re all built to work for typical teams, but they aren’t built for yours specifically. Podio is seeking to solve that problem.

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Collaborate Google Docs Google 2022 325

Success

MARCH 20, 2023

Clients generally meet with traditional financial advisers in person, over the phone or via video chat. What information do you need to develop a financial plan for me? Will you file tax returns or help with tax-related questions? As part of your interview, be sure to ask the following questions : Are you a fiduciary ?

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Retirement Interviewing Goals Phones 147

Practically Perfect PA

MAY 26, 2017

Assistants are asked to take down and remember a lot of information , so having a great note taking app on their phone can be pretty handy. My favourite feature is the folders that let me file all of my notes and the ability to doodle and draw over photos that I can then send on to my team.

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Doodle Filing Phones Management 153

All Things Admin

FEBRUARY 27, 2024

You might be using a new phone system or dealing with new project management software. The onboarding process needs to be both thorough and flexible, catering to the unique needs and learning styles of each new hire while ensuring they receive all the necessary information to succeed. Think back to the last time you started a new job.

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Training Policies Mentoring Project Management 52