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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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Stay organized and secure with electronic records management

BMT Office Administration

He put Laura in charge of going through a bunch of drawers with instructions to make folders to organize papers of current worth, box up other documents that somebody might need down the line, and toss insignificant and old material. Such a management system utilizes information technology to organize and store records in electronic form.

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5 SOP examples for your business

BMT Office Administration

The purpose of this standard operating procedure is to define the new employee onboarding process and the responsibilities of the HR staff and department leads in orienting new hires to the organization. The finance department is responsible for approving high-value office supply purchases and reconciling expense purchases.

Payroll 72
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Eight Ways to Eliminate Paper and Clutter in Your Office

Ian's Messy Desk

Create a record retention policy. How this policy reads will vary depending on local laws. Bank statements, voided checks, purchase records (purchase orders, payment vouchers, vendor invoices), and sales records (invoices, monthly statements, shipping papers andcustomers’ purchase orders). Archive off site.

PDF 100
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Eight Ways to Keep Your Office Clutter-Free

Ian's Messy Desk

Working at an organizations’ head office, we see a lot of paper. Create a record retention policy. How this policy reads will vary depending on local laws. Personnel and payroll records. Organize your office heart. We recently were involved in a capital project to build a new program facility in our region.

PDF 100
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Standard Operating Procedures: Tips for Creating Business Systems | Office Organization & Office Efficiency | OfficeArrow

www.officearrow.com

More from this Topic Purchase Order Form Template (Excel) Receive this FREE Purchase Order Template along with complimentary, no obligation price quotes (via phone and email) from multiple quality & independent accounting and bookkeeiping service providers. Hildebrand Print Comment Rating: Be the first to rate this.

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Evaluating Benefits 101 – Comparing Premium Costs is Just Not Enough

Small Business CEO

While this notion is typical, utilizing an outsource HR vendor or Professional Employer Organization (PEO) can change the dynamics for the better. More importantly, an outsourced HR vendor brings consolidated purchasing power to their negotiations with insurance companies. Benefits Photo via Shutterstock.

Salary 40