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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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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
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Stay organized and secure with electronic records management

BMT Office Administration

Internally, anyone from a manager looking for details of past dealings with a specific client to lawyers building a defense for an improper termination lawsuit benefits from the ability to quickly and easily find what they need. The need for company policies. Payroll information. Research rather than assume. OSHA forms.