article thumbnail

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

BMT Office Administration

For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Some of the most frequent types of these files are: Medical records for paperwork related to: Personal medical information. Medical leave of absence requests. Doctor’s notes.

Filing 121
article thumbnail

Preparing to Move Overseas? Read This First

Success

As soon as you move abroad , you’re in charge of paying for your medical expenses, as your United States health insurance won’t let you submit any assertions, says Elena Jones, a personal finance expert at FinanceJar. medical insurance may only provide minimal coverage for urgent situations outside the country. Opening a bank account.

Medical 264
Insiders

Sign Up for our Newsletter

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

article thumbnail

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

BMT Office Administration

Besides that, your confidential medical records will let you know if any team members have disabilities that you need to consider when planning and assigning tasks. Besides the EEOC, the IRS also has requirements for employee documents, including which forms you need to have for each employee, such as W-4s.

Filing 52
article thumbnail

A Third Way to Classify Workers Gains Momentum

Small Business Labs

The passage of Prop 22 means that firms like Uber and Lyft can legally classify their drivers as contractors instead of employees.  Most countries refer to them as "dependent contractors" and they get some, but not all, of the benefits and legal protections associated with being a traditional employee. But the U.S.

Legal 207
article thumbnail

Employee Records: End of year review & preparing for next year

BMT Office Administration

The Americans with Disabilities Act (ADA), Fair Labor Standards Act (FLSA), and Family Medical Leave Act (FMLA) have also had significant impacts on employee recordkeeping and personnel files — further complicating the issue. You’re legally required to hold on to these forms, so don’t throw them out. Medical records.

Medical 52
article thumbnail

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

BMT Office Administration

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. When constructing your policy, examine legal and regulatory guidelines. Per the U.S.

Policies 105
article thumbnail

4 Smart Money Moves to Plan for Financial Security

Success

A survey by Insider and Morning Consult from 2019 showed that millennials were more likely to put off buying houses, making career moves, undergoing medical procedures and even getting hitched—all because of cash-related reasons. You should consult your own tax, legal, and accounting advisors. All investing involves risk.