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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. For instance, employers cannot include medical information in an employee’s general personnel file due to the Americans with Disabilities Act (ADA). Medical leave of absence requests. Family and Medical Leave Act paperwork.

Filing 121
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Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

That’s not even mentioning all the paperwork involved in the onboarding process, such as employee handbooks , contact information, and direct deposit/banking information — just to name a few. Confidential documents include medical files, tax documents, employee benefits , payroll records, and more.

Filing 52
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1099 vs W-2: The difference between employees and contractors

BMT Office Administration

1099 workers also are not generally paid through regular payroll and do not typically have taxes withheld from their checks or deposits. If you are paying someone through your normal employee payroll process with income tax withholdings, you typically need to send them a W-2. Medical and health care payments.

Payroll 52
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It’s time to review (or create) your document retention policy

BMT Office Administration

Assembling a team that approaches the process from different angles and spheres of expertise can prove valuable. Employers covered by the Family and Medical Leave Act ( FMLA ) are required to make, keep and preserve certain records pertaining to their obligations under the law. Per the U.S. Department of Labor.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Organizations need to keep various records as proof of business processes and activities. Some need to be easily retrievable should a government agency such as the Department of Labor (DOL) want to check employment verification or the Occupational Safety and Health Administration (OSHA) need to investigate an environmental concern.

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Standard Operating Procedures: Tips for Creating Business Systems | Office Organization & Office Efficiency | OfficeArrow

www.officearrow.com

They ensure consistency of work results by creating a step-by-step process (a road map, if you will) of your responsibilities so that you are more productive. Flow Charts You might decide a flow chart will better illustrate the logic behind how your business process flows. Its that simple. Business systems are beneficial, too.