article thumbnail

Employee personnel files — what should and shouldn’t be included

BMT Office Administration

Setting up employee personnel files is an important part of the recordkeeping process. However, sometimes people mistakenly think of these files as a catch-all for an individual’s paperwork. Rather, understand that general personnel files serve a distinct purpose. What to include in an employee’s personnel file.

Filing 121
article thumbnail

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
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

What electronic record-keeping software best fits your needs?

BMT Office Administration

Keeping track of paperwork can be a challenge, It’s easy to misplace a file or even spill coffee on a document on your desk. If your desk is still cluttered with paper files or documents, it’s probably time to consider switching to electronic records management (ERM). Better file retention compliance. Saving time.

Filing 98
article thumbnail

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

BMT Office Administration

Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Legal consult proves especially helpful in matters involving the organization’s litigation hold policy. Their advice places a legal hold on physical and electronic records that should not be deleted because of potential future use.

Policies 105
article thumbnail

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. This category can also include awards, promotion records, and education/training records.

Medical 52
article thumbnail

The Perils Of Ignoring Sexual Harassment Training

Allwork

In accordance with this finding, the 2019 report on sexual harassment found that less than 10% of women and men reported their experience to an employer or filed a formal complaint. It should also focus on empowering and educating employees (at all levels) to promote anti-harassment values so that they become ingrained into the culture.

Training 265
article thumbnail

SEC Approves Equity Crowdfunding

Small Business Labs

Prior to this change, equity crowdfunding had been legal only for accredited investors - those with high incomes or a high net worth. At 685 pages long, most small businesses will need legal help to make sure they are following the rules. Be sure to follow all the rules/filings before, during, and after you raise your funds.

2016 100