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Simplify Your Filing System and Retire Your To-File Pile

All Things Admin

When was the last time you made an effort to catch up on your filing? Many times, we struggle with filing because it feels overwhelming, we’re not sure where to begin, or we don’t have an easy system in place. Filing can be inconvenient and time consuming. But there are ways to simplify your filing system. Last month?

Filing 130
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How to Start a Nonprofit Organization In 5 Simple Steps

Success

Donors asked if they can deduct the cost of the donated items on their tax return, and a few people suggested you make your project legal by filing for nonprofit status. Will the secretary be able to keep track of the records and filings? Each state has different rules and regulations for filing.

Filing 163
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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. Confidential employee files. These files include: Worker’s compensation claims.

Medical 52
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The Admin’s Guide to Organizing Digital Files

Office Dynamics

The Admin’s Guide to Organizing Digital Files By Julie Perrine. Just like papers on your desk can pile up, the same thing can happen with digital files. If you don’t have a filing system to put things where they belong when you save them, the virtual mess can accumulate quite quickly. Setup Your Digital Filing Cabinet.

Filing 100
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It’s time to review (or create) your document retention policy

BMT Office Administration

Creating an effective documentation retention policy involves reviewing company and human resources requirements, state law, federal law, industry and governmental regulatory requirements, and insurance policies. Keep copies of your filed tax returns permanently. The importance of a records retention policy team.

Policies 105
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3 Ways to Create a Better System for Information Management

All Things Admin

Here’s how you can implement color coding: Physical Files : Use colored folders or labels to differentiate between different projects or document types. I love translucent colored poly pockets combined with colored file folders to create instant visual distinction of what’s waiting for me each day in my priority sorter.