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

BMT Office Administration

They create a document retention policy that clarifies what needs to be saved, where, and for how long. Sticking to a set record retention policy eliminates guesswork and promotes efficiency. Businesses and nonprofits of all sizes should possess a written-out document retention policy. Such action raises concern about cover-ups.

Policies 105
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Benefits of outsourcing HR for small businesses

BMT Office Administration

Most small businesses focus on their product/service team and sales staff in the early years, but someone still needs to run payroll and handle onboarding for new hires. This includes things like payroll administration, employee benefits , HR compliance, and talent acquisition.

Payroll 52
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Safely Grow Your Business By Utilizing Outsourcing Smartly

Small Business CEO

Between growing the customer base, keeping up with rapidly changing health policies, and the increased demand on offering remote work options, every organization has a lot on its plate these days. But to do so can be tricky if you don’t understand how, and when done incorrectly, it may lead to possible exposure for your organization.

Payroll 105
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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. Health insurance forms. Also, many employers who provide group health plans are subject to privacy obligations under the federal Health Insurance Portability and Accountability Act (HIPAA). Payroll deduction forms.

Filing 121
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Sorting out taxes and reporting for a deceased employee

BMT Office Administration

While fortunately a rare circumstance, dealing with payroll for a recently deceased employee can be tricky. Hopefully this isn’t an issue that comes up for your payroll department often, but it’s important to know what to do, and get it right, in the event that it does happen. What pay is taxable?

Payroll 52
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Leveraging Procedures for Effective Training and Onboarding

All Things Admin

The process for ordering office supplies and setting up the conference room for meetings was different. When you integrate sharing – and creating – procedures into your onboarding process, it helps ensure a smooth transition for your new team members.

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

BMT Office Administration

For instance, if your employment records contain all the disciplinary actions and policy violations committed by the offending employee, you’ll have a better chance of defending your decision to terminate an employee in court. Confidential documents include medical files, tax documents, employee benefits , payroll records, and more.

Filing 52